International public (TSX: LMD) dental imaging SaaS software provider with operations across North America and headquartered in Vancouver, Canada. Reporting to the CEO and Board of Directors, key responsibilities & achievements:• Executive management team member working closely with CEO, President and BOD providing effective leadership and management of business plan execution • Manager of finance & administrative functions - finance, tax, treasury management, human resources, legal and operations • Lead & manage team of 5 finance and admin staff, including hiring, training and mentoring • Manage monthly, quarterly & year-end close process• Responsible for public company filings, Canadian & US tax compliance and coordinating annual audit with external auditors• Establish & implemented new internal controls, operational and financial corporate policies• Cash management, budgeting and financial modelling • Successfully negotiated funding through top 5 Canadian bank of $3.5m and government grants up to $350k• Management of complex equity & debt structure, including involvement with 4 rounds of financing up to $5.5m• Developed new business processes including business planning and management reporting incorporating dashboard key performance metrics that increased performance

Key responsibilities & achievements• Preparation of public company IFRS financial statements, MD&A and TSX filings• Project implementation manager for acquisition of $10m SaaS business• Developed & implemented from scratch a new weekly management report on cash, key business metrics, sales/margin & variance analysis; for reporting to Executive team• Manage AR and month-end close process for consolidated US/Canadian businesses, resulting in quarterly close & public filings down from 2 months to under 3 weeks. • Implemented new invoicing & AR procedure to bring outstanding invoicing from 6+ months to under 2 days

Various accounting and finance projects on short-term contract basis

Mid-tier accounting & corporate advisory firm (50% accounting, tax/ 50% advisory) for mid-size privately held businesses. Key responsibilities and achievements:• Business/personal advice including financial forecasting; business sales/acquisitions; complex structuring and tax advice; personal wealth planning; and profit improvement initiatives. • Financial forecast models (business forecasts, investment proposals, personal wealth plans) • IFRS financial statements for privately-held entities• Lead role in client’s new $25m tourism project, including research into development costs & projected returns, and a detailed financial model & proposal report to attract investors• Manage client projects including budgets, staff, timelines and fees• Training, management and development of junior staff • Consistently met demanding performance goals, including productivity measures over 90%

Short-term contract at large not-for-profit group. Achievements:• In under 6 weeks, developed & documented new group finance procedures in coordination with finance and non-finance staff. • Assist CFO with projects including - management spending limit matrix, non-profit tax exemptions, develop new finance documents (expense reimbursements, mileage claims, AR/AP docs)

Internship at legal-aid organization, providing free financial advice to underprivileged clients including: • Negotiating debt settlements with banks and government bodies• Debt consolidations, divorce and bankruptcy applications