HIGHLIGHTS OF QUALIFICATION• CPA with 25 plus years of experience of controllership and project work•
Peter Bates, Cpa, Ca
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Consultant - FinancePeter Bates, Cpa, Ca Apr 2013 - PresentVictoria, BcProfessional Contract Length Services. Services include:• Business case, feasibility and business plan writing for sustainable community and business operations. Recent ones include: wood pellet manufacturing and export, alternate energy (geo-exchange, solar, other), holistic health, organic ranching, hospitality, secondary wood product manufacturing, visitor centre/gas bar • Offshore business operations including planning and establishment of offshore fund, business operations, management, tax planning, financing and all related logistics • Due diligence for the establishment, expansion or purchase of an operating business• Controllership functions• Process compliance audits• Budgeting and annual planning• Cash flow management• Written and verbal presentations to senior managers and investors
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Tax ControllerPomeroy Lodging Lp 2010 - 2013Grande PrairieTax controllership for a group of investment and operating partnerships and companies with hotel and restaurant operations in Alberta, BC and Ontario.Investigation, file preparation and reporting to Canada Revenue for numerous large GST and corporate audits. In my 3 year relationship with Canada Revenue, was able to change the relationship from very negative to very positive resulting in reduced interest and penalty assessments, leniency on reporting deadlines and favourable finance terms for amounts re-assessed. -
Broker/AnalystSunbelt Business Brokers Jun 2009 - Jun 2010Victoria, BcValuation for business sale using discounted cash flow and normalized EBITDA models. Experience with oil field service, restaurant, construction, drilling and manufacturing businesses.Experience with non-disclosure agreements, buy-sell agreements, financing related to business sale, exit planning process to maximize selling price.Marketing by oral and written presentation, ‘cold’ call contact and newsletters.
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Cfo/Fund AccountantBeacon Management Limited 2000 - 2010Bermuda And CanadaSecuritization. Management of multi-billion dollar accounts receivable securitization programs for a multi-national. Worked with economist to build a statistical model used for transfer pricing of about $4 billion of receivables sold annually from the US and UK to an offshore business Fund Administration. Accuracy and attention to detail as exemplified by the accuracy in calculated and reported net asset values (NAV’s) for offshore funds - over a period of 8 years all NAV’s were correct; and weekly and monthly reporting met all deadlines
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ControllerClermont Investments 1997 - 2000BermudaAll controllership function including supervision of accounting/administrative staff of 15.Specified and supervised the programming and implementation of retail point of sale software for a complex multi-site sales and service operation.
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ControllerNohels Group 1995 - 1997Sparwood, B.C.Job cost and equipment cost accounting for heavy construction contractor – mine site (Fording Coal); along with holdbacks, equipment and other financing, subcontractors relationships.Chaired weekly planning meetings with operations managers.Hiring, training and retraining of all office staff.
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ControllerNu-Road Contracting Ltd. 1993 - 1995Kamloops, B.C.Controller for road building contractor using Explorer job cost software. Major contractor for a number of multi-million sections of Coquihalla Highway in BC.Completed and presented detailed, three year proposals for highways' maintenance of approximately $20 million each for 4 areas under bid in BC.
Peter Bates Skills
Peter Bates Education Details
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Accounting And Finance -
Business And English Literature
Frequently Asked Questions about Peter Bates
What company does Peter Bates work for?
Peter Bates works for Peter Bates, Cpa, Ca
What is Peter Bates's role at the current company?
Peter Bates's current role is Project Work Related to First Nations Grant Writing and Business Planning, Food Security Planning, Business Acquisition, Project Financing.
What schools did Peter Bates attend?
Peter Bates attended Simon Fraser University, Simon Fraser University.
What are some of Peter Bates's interests?
Peter Bates has interest in Social Services, Children, Economic Empowerment, Conscious Dance, Energy Medicine, Civil Rights And Social Action, Effective Communication, Manifestation Of Positive Change, Education, Environment.
What skills is Peter Bates known for?
Peter Bates has skills like Business Brokerage, Exit Planning, Finance, Strategic Planning, Cash Management, Accounting, Business Management, Holistic Health, Management, Accounts Receivable, Budgeting, Financial Analysis.
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Peter Bates
Toronto, On -
Peter Bates
Father》Leader》Audience Architect》Head Of Client Success - Connected InteractiveToronto, On -
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