Experience & Skills

Summarising below my Depth & Breadth, What I do and In-Demand Skills supported by testimonials covering my entire career and professional work-life.

CFO and Finance Experience in a nutshell

      • Arrange debt financing and equity where needed;
      • Assist in formulating future strategic direction and supporting tactical initiatives;
      • Construct and monitor reliable control systems;
      • Develop investment and capital strategy ;
      • Develop Investor Relations Strategy supported by articulating messaging and roadshows through engagement that benefits strategic growth and development;
      • Develop financial strategies;
      • Develop high-stakes financial models;
      • Develop performance measures supporting strategic direction;
      • Ensure that record keeping meets the requirements of auditors and government agencies;
      • Ensure that the company complies with all legal and regulatory requirements;
      • Establish and maintain good relationships with key customers, prospects suppliers, funders and investors;
      • Implement operational best practices;
      • Lead all steps of mergers and acquisitions involving developing business cases; oversee due diligence; conduct financial impact analysis, financial value assessments, negotiate acquisitions; plan, organize, solicit funding, review funding options and execute business integration;
      • Manage capital and budgeting processes;
      • Manage the accounting department;
      • Monitor all open legal issues involving the company, and legal issues affecting the industry;
      • Monitor and direct the implementation of strategic business plans;
      • Monitor cash balances and cash forecasts;
      • Oversee employee bonus and benefit plans;
      • Oversee the company’s transaction processing systems;
      • Oversee the financial operations of subsidiary & associate companies and foreign operations;
      • Oversee the issuance of financial information; review and report financial results to the CEO, Board, Suppliers, Funders, Investors, and Banks;
      • Participate in key decisions as a member of the executive management team;
      • Represent the company externally with funders and other significant stakeholders;
      • Supervise all contractual agreements;
      • Establishment of financial policies and procedures;
      • Oversight of internal staff and external consultants;
      • Preparation of financial statements and MD&A;
      • Oversight of company equity plans;
      • Oversight of company IT infrastructure;
      • Facilities Management and Corporate Records Storage Arrangements;
      • Preparation of Audit Committee Package and presentation;
      • Preparation of Annual Report and information circular
        Work with external auditors;
      • Manage Treasury functions;
      • Oversight of Tax filings;
      • Preparation of news and press releases;
      • Attend Board of Directors meetings;
      • Preparation and presentation of the annual budget;
      • Oversight of legal documents for partners, vendors, and banks;
      • Forecasting and business case modeling;
      • Work with CEO, directors, and Board on strategy;
      • Coordination of public and private financings
        Investor and government relations pursuant to Securities Laws; and
      • Understand and mitigate key elements of the business- and group’s risk profile

Key CFO and Finance Skills

      • 20 + years of experience in senior-level finance and accounting positions, with strategic planning and execution and partnering with executives and funders;
      • Experience with contracts, negotiations, and change management;
      • Experience working in a growing multinational, with Canadian, American and international subsidiaries; and with knowledge of government financial regulations;
      • Extensive knowledge of finance, accounting, budgeting, and cost control principles, RED and S&OP;
      • Good knowledge of best practices in internal controls;
      • High level of written and oral communication skills;
      • Knowledge of tax and regulations impact structure and operations;
      • Master’s degree in Business Administration and Management;
      • Sound analytical thinking, planning, prioritization, and execution skills;
      • Strong leadership skills and proven ability to conduct commercial transactions;
      • Strong problem identification and problem resolution skills;
      • University degree in Finance, Accounting and Investment Management;
      • Excellent perceptive skills reading the audience and situation(s); and
      • A well-defined sense of striking a balance between diplomacy, assertiveness, and participative management, including negotiations, conflict resolution, and people management skills.
Print Friendly, PDF & Email