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Work Background
TradeBrainDirector of Operations
Nov. 2023RemoteAs the Director of Operations at TradeBrain, my role encompasses overseeing the day-to-day activities and strategic direction of the company. My responsibilities include managing various operational tasks such as chasing overdue payments, handling invoices, and ensuring projects are completed efficiently. Additionally, I play a crucial role in ensuring the company's financial health by maintaining clean books and striving for profitability. I understand the challenges faced by small businesses, especially in terms of managing administrative tasks and maintaining profitability. My focus is on providing support to entrepreneurs and small business owners, allowing them to concentrate on their core competencies while TradeBrain takes care of the "boring stuff." My ultimate goal is to help small businesses thrive by offering services such as following up with customers, organizing receipts, recruiting, pursuing new business opportunities, and implementing systems and processes for sustainable growth. Through TradeBrain, I aim to support businesses in achieving significant year-over-year growth, reducing owner workload, and improving overall profitability. In essence, my role involves providing essential operational support and strategic guidance to empower small businesses to succeed in today's competitive landscape.
Skybound StrategiesExecutive Director
Aug. 2023Quebec, CanadaThrough pioneering initiatives in operations, change management, and bookkeeping, I've elevated Skybound to a prominent company. Through my track record of driving strategic growth and empowering clients to achieve sustainable success.
•Proactively identify and present new business ventures, leading to substantial company growth and increased revenue streams
•Lead strategic investments and operational opportunities to enhance productivity and optimize cash flow, resulting in significant improvement in overall profitability.
•Streamline day=to=day operations, ensuring seamless coordination across multiple functions and fostered a culture of compliance, reducing issues by 10%
Canadian Fertility ConsultingChief Operating Financial Officer
Jul. 2020 - Jul. 2023Ontario, Canada• Lead strategic investment and operational opportunities to implement change and improve employee productivity and cash flow.
• Oversee the day-to-day operations of the organization ensuring Administration, Marketing, Sales, Support and Finance are functioning effectively in a coordinated manger and are aligned with the organization’s strategic objectives. • Identify, Development and implementation of operational policies and procedures relating to governing laws, accounting policies and internal controls.
• Work closely with industry partners, shareholders and founders providing updates and reports on a weekly basis. • Lead human capital development throughout including leadership, clear communication staffing, culture, and driving performance objectives. Achievements Canadian Fertility Consultants as the Chief Operating Financial Officer
Increased employee productivity by 33% with a complete redesign of two key departments: sales and finance. Researched and presented additional business ventures including an app development and consulting services to outside clinics, which increase revenue and provided substantial company growth.
Bryton Development LLCConstruction Project Coordinator
Nov. 2019 - Apr. 2020Toronto, Ontario, Canada• Participate in development and implementation of budgets, cash-flows, and feasibility studies for mid-rise residential construction developments working with budgets of $50+ Million.
• Research and develop requirements for traceability matrix to identify risk, quantify uncertainties and create contingency plans. • Monitor and maintain organized project documentation, files, budget reports, and data bases.
• Facilitate close cooperation with all project partners to ensure consistently high level of service and delivery. • Attend and support tendering and procurement processes by preparing requests for proposals, evaluation materials and coordinating meetings. Achievements Bryton Developments as the Project Coordinator Customized Gannt schedules to track and evaluate subcontractor process through this enhancement I was able to increase project ROI by 25%.
Ontario Ltd.Director of Operations/Project Manager
Jul. 2018 - Oct. 2019Greater Toronto Area Metropolitan Area• Prepare and present financial reports, including bi-weekly payroll, monthly, quarterly and annual financial statement to executive leadership. • Manage relationships with industry partners, including renegotiating terms, exploring new partnerships and optimize processes to reduce costs. • Develop and implement logistic solutions relating to procurement, contract management and business development.
• Built and lead high-preforming teams, developing processes, role expectations, performance metrics, and scheduled site visits.
• Estimate and forecast commercial construction projects $1+ Million while maintaining detailed records to project milestones. Achievements as Director of Operations Lead the transition from traditional paper-based system to a digital office environment. By developing a comprehensive plan, coordination with departments and ensuring smooth adoption of new technologies and workflows. This reduced waste, improved efficiency and saved costs associated with printing, and storage.
Ridley Windows & Doors Inc.Financial Controller
Mar. 2017 - Aug. 2018Vaughan, Ontario, Canada• Manage accounting operations including journal entries, payroll, accounts payable, accounts receivable and statutory reporting to government agencies. • Responsible for accuracy and timeliness of financial information including, inventory counts, costing, and procurement.
• Contribute to and manage the accumulation and reconciliation of all financial data. Ensuring forecasting and budgeting processes are within the company policies and guidelines. • Identify and pursue potential grant opportunities to secure additional funding for the company including conducting research, preparing grant applications and managing grant compliance. • Work along side the CFO for the development of accounting policies, procedures and controls Achievements Finance Controller Streamlined financial reporting processes, reducing reporting time by 40%, by reevaluating existing workflows eliminating redundant tasks and leveraging technology to implement a series of process improvements and automation tools.
InHouse CFO Inc.Project Financial Controller
Jun. 2016 - Dec. 2016Toronto
Vertex Solutions CorporationDirector of Finance
Jun. 2016 - Dec. 2016Toronto, Canada Area• Ensure that the accounting records for Business are maintained in an accurate and informative manner in a timely fashion
• Ensure that the ancillary reports for operations oversight and management as determined to be appropriate are maintained in an accurate and informative manner, in a timely fashion
• Using the technology adopted by the Business, to process all activities necessary to initiate and complete the procurement of hardware and software ordered by clients (including for internal use)
• To process all invoices required to reflect the sales and revenue generation activities of the business
• To process all payments required to operate the business
• Prepare payroll for all staff and deal with government reporting of payroll and other taxes;
• Prepare a variety of confidential correspondence, memos, briefing notes,
• Detailed reports, briefing binders, presentation slides and ensures security for confidential and restricted documents;
• Liaise with all Functional Area Leaders and other members of finance team with respect to all matters relating to the accounting records and supporting information
• To assist in the preparation and provision of supporting documentation and explanation of quarterly and annual reporting requirements
• To assist as necessary in the provision of information with respect to the completion of the annual Financial Statements of the Company
• To fulfill the duties necessary to manage the office of the Business
National Fire Equipment Ltd.Reconciliation Accountant - Credit and Collections
Aug. 2015 - Jun. 2016Toronto, Canada Area• Analyze data to reconcile each client account receivable account
• Develop, plan and implement new policies and procedures for credit and collections • Increased company cash flow by $3 Million in first 4 months • Coordinate with internal sales representatives to manage client expectations
• Investigate discrepancies, review short-payments and missed invoices
• Manage a 1.3 Million dollar per year client
• Set targets for team and self for monthly collection goals
• Post daily cash receipts, take Credit card payments using Orbital
• Compile and prepare daily, weekly and monthly data for management meetings
• Heavily use advanced excel and Navision software
Intelligarde International Inc.Contracts and Financial Compliance Analyst
Oct. 2014 - Jul. 2015Toronto• Use software such as Sage and E-Time to ensure proper billing and payments
• Assist the company remain in compliance with various independence standards
• Perform research to fill information gaps with vendors and customers
• Audit multiple financial aspects of the company to recommend improvements
• Analyze each customers business for profitability, and compliance
• Analyze and set up initial customer profile and perform credit checks and references
• Perform full cycle accounting, Process customer Invoices, and vendor payable
• Produce and analysis monthly financial statements
• Solely Investigated internal fraud resulting in finding over $800,000 of embezzled funds
• Compile and organize responses from queries into final report form.
• Analyze and implement automation of payroll, billing and payables
• Compile and review sales commission reports
Intelligarde International Inc.Scheduling Coordinator
Oct. 2013 - Oct. 2014Toronto• Responsible for coordinating multiple aspects of service projects, including schedules, resources, system configuration and reporting as well as effectively working with internal departments and external parties to ensure project requests are completed and deadlines are met
• Responsible for scheduling 700 employees for different positions • Develop a thorough understanding of client needs in order to provide the best possible service
• Develop work plans that works with clients and staff schedules efficiently • Prioritize time for A/R concerns regarding client files
• Maintain the utmost of client and staff confidentiality
• Use software such as ACCPAC and E-Time to ensure proper billing and payments
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