Tracy Albert, Virtual Cfo Email & Phone Number

Ottawa, ON, CA

Ottawa, Ontario, Canada

Ottawa, Canada Area

Financial Reporting and Analysis- Financial statement preparation and analysis- Budgeting- Cash flow projections- Variance analysis- Cash managementGovernance/Compliance- Strategic planning- Performance management metrics- Internal controls- Audit preparation and assistance

Ottawa, Ontario, Canada

Ottawa, Canada Area

Ottawa, Canada Area

Stratford Managers is a management consulting and services firm that helps innovative organizations achieve their full potential. They provide services in the following areas: Human Resources, Finance, Marketing, Intellectual Property Management, Operations, Chief Executive/COO.The solutions provided by Tracy are well suited for organizations that cannot.

• Leadership of the NDEB’s day-to-day finance operations with responsibility for accounting, including financial statement preparation, budgeting, variance analysis, cash flow projections, accounts payable, accounts.
• Improved financial… Show more Leadership of the NDEB’s day-to-day finance operations with responsibility for accounting, including financial statement preparation, budgeting, variance analysis, cash flow projections.
• Improved financial processes and reporting, which significantly reduced the time and effort required by external auditors.
• Implemented budgeting process and cash flow projections for Board members, including variance analysis.
• Led a strategic planning session for Board members and chief examiners, which serves to guide the NDEB for the ensuing three years.
• Developed goals and objectives for the organization, and for departments within the organization and ensured that these goals and objectives aligned with those of the organization.

• Established and maintained effective internal controls; prepared financial statements, MD&A, and notes to the financial statements; cash flow projections; managed cash resources; oversight of payroll activities.
• Participated in preparation for Company’s successful initial public offering.
• Instrumental in preparation… Show more Established and maintained effective internal controls; prepared financial statements, MD&A, and notes to the financial statements; cash flow projections; managed cash resources.
• Instrumental in preparation for additional rounds of financing.
• Implemented all internal controls; established financial reporting timing schedules to ensure all TSX reporting requirements were met. Show less

• ACCOMPLISHMENTS:
• Studied corporate governance of various conglomerates for the purpose of identifying a “Best Practices” model. The findings were used by a major company to structure its board of directors.
• Built a forecasting model using capacity-based costing in order to provide a client with the ability to predict costs based on anticipated demand.
• Modelled a costing system for a distribution company using proprietary activity-based management software (FlexABM).… Show more ACCOMPLISHMENTS:
• Modelled a costing system for a distribution company using proprietary activity-based management software (FlexABM). Analyzed and reported on profitability by customer, by product and by division using “Cognos.

• Was part of a team of analysts who performed equity research, analysis and forecasting on individual companies for investment purposes. Equity research included written qualitative analysis as well as quantitative.
• Automated the analysis process by developing an MS-Excel template to collect financial data on companies in various industries. The template enabled… Show more Was part of a team of analysts who performed equity.
• Automated the analysis process by developing an MS-Excel template to collect financial data on companies in various industries. The template enabled comparison of companies in similar industries, as well as companies.
• Designed statistical models based on regression analysis to test for relationships between profitability, financial strength measures and stock market prices. The models allowed for better decision-making around timing.
• Developed comprehensive valuation analyses and models for examining discounted cash flows and economic value added, which were used to assess how management added/destroyed value. Show less

Education record

Cfa

Bcomm, Finance