Peter Bates Email & Phone Number

Victoria, Bc

Professional 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

Grande Prairie

Tax 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.

Victoria, Bc

Valuation 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.

Bermuda And Canada

Securitization. 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

Bermuda

All 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.

Sparwood, 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.

Kamloops, 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.

Bachelor Of Business Administration (B.B.A.), Accounting And Finance

English and Business majors

Bba, Business And English Literature