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Work Background
Turbolyft Aerospace CorporationChief Financial Officer
Apr. 2023Pitt Meadows, British Columbia, Canada• Secured $1.3M CAD in financing
• Completed 11 separate year ends with external accountants across three companies in just over one year
• Recovered ~$500k CAD from a stale-dated insurance claim
• Created and maintained weekly cash flow process, improving visibility over current and future cash needs
• Developed the annual budgeting and forecasting process
• Established costing and budgeting process for helicopter builds, allowing for full understanding of margins
• Set up all elements of a new US subsidiary company including bank accounts, insurance, physical presence and L1 Visa status for key employees
KiaroDirector of Finance
Jul. 2020 - Apr. 2023Vancouver, British Columbia, Canada
Airborne Engines Ltd.Controller
Nov. 2019 - Jul. 2020Delta, BC
Saje Natural WellnessFinancial Planning and Analysis Manager
Mar. 2018 - Nov. 2019Vancouver, Canada Area• Created and maintained a robust, multi-scenario budget model which allowed senior management to plan for short and long-term objectives.
• Collaborated with CFO and other key team members to ensure financial objectives are met by closely managing sales and expense budgets.
• Monitored weekly cash flow for the entire business and advise on strategy to ensure adequate resources are available.
• Provided key insights into new capital investments including new stores to ensure ROI and payback targets are met.
• Actively investigated and monitored variances to budget by working closely with all business units, and taking corrective actions where needed. • Investigated and pursue top-to-bottom P&L lines to ensure processes are efficient and accurate.
Finning InternationalSenior Business Analyst - FP&A
Jun. 2017 - Mar. 2018Vancouver, Canada Area• Key member of the FP&A team, providing valuable analysis and data for senior management
• Coordinated and managed the Planning process across three regions globally
• Collaborated with cross-functional departments to provide analysis on strategic projects
• Analyzed monthly and quarterly results to provide insights into business performance
• Provided regular KPI updates to a team of over fifty Achievements: • Developed an automated KPI dashboard to measure metrics that impacted bonus targets
• Created a dynamic, multi-department budget model to be used across all business units • Built a financial valuation model to quantify the value of various analytics projects
EscentsController
Jun. 2016 - May. 2017Burnaby, BC• Designed organizational budgets to increase accountability for all business units
• Monitored cash flow and ensured enough resources were available to meet business needs
• Engaged in strategic planning discussions with the senior management team
• Mentored and led accounting team and assessed future resource needs
• Worked diligently on the year-end close process with external auditors
• Played a key role in the refinancing of the company to ensure long term success
• Assessed the company’s current and future Information Technology needs
• Oversaw the corporate insurance program to ensure sufficient coverage was obtained Achievements: • Created full company budgets by profit and cost centre to increase accountability for results • Developed a monthly automated reporting system to analyze variances • Carefully managed financial resources to turn company profitability around in less than one year
• Successfully collaborated with multiple financial institutions secure long term financing • Diligently managed the company’s cash flow during a period of extreme growth
The Banff CentreManager, Financial Planning
Nov. 2014 - Apr. 2016Banff• Managed the annual budgeting and forecasting process
• Collaborated with all business units to submit accurate and timely information
• Worked closely with operations managers to assist with the submission of budgets • Prepared monthly financial results and variance analysis, for review with the Executive Office
• Maintained the organization’s financial reporting system as System Administrator
• Submitted accurate and timely statutory reports to government bodies
• Administered the Centre’s insurance program • Complied with FOIP regulations for all areas of the organization Achievements: • Trained operations managers on the planning process to ensure deadlines were met
• Enhanced the month-end reporting package • Created various reports for end-users to simplify their monthly variance reporting
Rocky Mountain Soap CompanyFinancial Controller
Sep. 2011 - Nov. 2014Canmore• Chaired the monthly financial review meeting and made recommendations for improvement
• Mentored and grew accounting team to ensure their development and success
• Oversaw all year-end work with external accountants
• Advised company management on key ROI and capital investment decisions
• Collaborated with senior team on strategic planning initiatives including new stores
• Managed cash flow to ensure all financial goals are met
• Worked closely with financial institutions to meet all financial objectives of the company
• Enhanced and maintained the product costing system and recommended price changes Achievements: • Trained and educated operational managers on financial data and key metrics
• Created a dashboard to monitor and act on weekly and monthly KPI’s for all departments
• Obtained a financial grant for $100,000 of consulting work to be used for a future ERP
• Researched and introduced a new payroll and timekeeping system
• Investigated and implemented a new employee benefit package
• Improved product costing tool to ensure consistency and accuracy
Spring CreekController
Mar. 2008 - Sep. 2011Canmore
Finning (Canada)Budget Manager
Jan. 2000 - Mar. 2008Edmonton, Canada AreaBudgeting, forecasting, system maintenance, reporting, supervision
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