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WHAT HAVE I BEEN UP TO FOR THE PAST 25+ YEARS?  HERE IS A VERY DETAILED CV FOR YOUR REVIEW

PROFILE AND CAREER HISTORY

Highly accomplished, results driven financial executive and entrepreneur with more than 30 years of progressive experience focusing on early stage and small businesses.  Demonstrated ability to quickly understand the business operations and develop and implement the necessary financial controls and processes to ensure an organization’s success in reaching its goals.  Possesses solid strategic planning and business valuation skills required to raise funding to finance a business or to ensure maximum profit on exit.

Sprout Advisors

Principal  -   January 2012 to Present

Sprout Advisors mission is to provide guidance to entrepreneurs to take an idea and turn it into a successful business.  Key services include the development and implementation of:

  • Robust valuation models used for raising of capital and exiting of a business.
  • Back office processes and procedures required to ensure the reporting of accurate operating results.
  • Key metrics and a process to measure and report on those key metrics.
  • Business model and revenue model generation.
  • Year end processes and reporting to decrease third party audit/review and tax return expenditures.
  • Tools for Strategic Planning and reporting.
  • Collaboration with legal team to decrease third party legal fees.
  • Identification of compliance issues required for reporting in accordance with Generally Accepted Accounting Principals (GAAP).
  • Successful claims for Scientific Research and Development Credits, IRAP funding and other Government Grants.
  • Investor Decks for raising capital and Value proposition Statements.

 Past Clients include: HeroX Challenges, CEOZEN Consulting Inc., Distrix Networks, Ltd

Golden Environmental Mat Services

GEM Services is in the business of supplying access matting related solutions to the WCSB Energy Industry.

Secretary, Board of Directors -  June 2012 to May 2019

Co-Founder & Chief Financial Officer -    June 2012 to April 2018

As one of the co-founders was responsible for the overall financial and business operations of the company.  Including the responsibility for Treasury, Tax and Regulatory Compliance, Accounting & Reporting, Systems, Strategic Planning and Forecasting.

  • Collaborated with the CEO and team to develop and grow a new business that will change the way matting companies operate by introducing a RFID asset tracking program (Smart Mat) for more transparent billing and customer satisfaction.
  • Ensured the company stayed cashflow positive during challenging economic conditions in Alberta by negotiating more favorable terms with the bank and leasing companies.
  • Creation of a valuation model and investor’s deck for potential investors that was successful in the acceptance of GEM Services into the Ryerson Futures/ GE partnered accelerator program.
  • Generated over $500,000 in funding for new product development through the following government programs: Scientific Research and Development credits (SRED), Industrial Research Assistance Program (IRAP) and Alberta Innovates product demonstration program.
  • Development and implementation of all process and procedures to ensure the reporting of accurate operating results.
  • Consulted with tax advisors to decrease tax liabilities for the partners and the company.
  • Implemented more automated time tracking and invoicing processes.
  • Implemented tools and processes for strategic planning and ongoing tracking and measurement of the company’s performance against its goals.
  • Development of finance team.

HeroX Technologies Inc.

Chief Financial Officer (Part Time – Sprout Business Services) -  July 2013 to Jan 2015

HeroX, born of the XPRIZE Foundation, is an online innovation platform that inspires the creation of new solutions by using incentive competitions (prizes) and crowd sourced efforts in tandem.

Unique contributions to HeroX:

  • Worked with the CEO to implement the company’s stock option plan.
  • Lead the process to work with the third party legal team to close and process all documents for the first round of funding.
  • Developed processes and procedures to ensure the compliance of Canadian and US tax laws for the corporation implementing a successful transfer pricing program.

Distrix Networks Ltd.

VP, Finance  (Part Time – Sprout Business Services) -  June 2012 to Feb 2013

Spark Integration Technologies develops innovative and cost-effective software solutions for remote infrastructure monitoring, network management, and integration over IP and non-IP based networks.

Unique contributions to Distrix:

  • Identified key issues with the company’s stock option plan and worked with external auditors to ensure that all valuation and reporting were in compliance with new IFRS standards.
  • Implemented a month-end process to break out cost of sales to determine margins on sales and projects.
  • Worked with the Vice President of Strategy to develop a comprehensive forecast model to monitor cash levels and ensure the business was on track with revenue projections and expenses.
  • Prepared all year end working papers and financial statements for the year end audit including the estimation of the scientific research and development tax credits.

DST Subserveo, Inc.

VP, Financial Operations - Feb 2011- March 2012

DST Subserveo provides automated compliance and surveillance solutions to Retail and Institutional Broker-Dealers, as well as Wealth Management and RIA firms.

  • Provided financial guidance and support to the CEO for the successful sale of the business to a large US public company (DST Systems Inc.).  Integration of the financial systems was completed in 3 months.
  • Developed and implemented more professional and value added monthly financial reports for the Board of Directors and senior management.
  • Identified key issues with previous year’s financial statements and worked with external auditors to correct and restate financial statements.
  • Collaborated with the CEO, CTO, and the VP of sales to develop the Subserveo SAAS service and determine accurate cost of sales.
  • Developed a process to file successful Scientific Research and Experimental Development tax credits that also resulted in lower fees for the preparation of the annual tax return
  • Managed all reporting requirements for the shareholder Eligible Capital Investment program.

OncoGenex Technologies Inc., Vancouver, BC

Director, Financial Operations -   Dec 2005 – Jan 2011

Corporate Controller   -  May 2004 – Dec 2005

OncoGenex Technologies Inc. is a clinical-stage biotechnology company developing cancer therapeutics and is a wholly owned subsidiary of OncoGenex Pharmaceuticals Inc.

A key member of the senior management team that transformed a small private biotech company into a publicly traded company on the Nasdaq (OGXI).

  • Assisted in the raising of both private and public rounds of financing to ensure the company had sufficient operating capital.
  • Responsible for the transition of the financial reporting from Canadian GAAP to US GAAP.
  • Responsible for the review of all public company financial reporting.
  • Developed a process to file successful Scientific Research and Experimental Development tax credits that also resulted in lower fees for the preparation of the annual tax return.
  • Developed processes and procedures to ensure the compliance of Canadian and US tax laws for the corporation and for employees involved in a cross boarder working environment.
  • Managed the ongoing development and maintenance of the Company’s IT systems to ensure data integrity and security.
  • Participated in the development of overall corporate governance activities including compliance with securities regulations, shareholder and investment agreements, and other contractual or legislative obligations of the corporation.
  • Developed the financial policies, procedures and internal controls in a manner that supported the achievement of the Company’s strategic and operating goals and objectives.
  • Prepared financial statements and variance analyses, as well as reports for the Senior Management Team.

Paradata Systems Inc.  Whistler, BC

Director, Finance  - January 2001 to November 2003

Controller  - May 1999 to December 2001

Paradata Systems makes Internet payments easy for online and bricks and mortar merchants.

  • Generated significant interest income, through the investment of capital raised by the organization. 
  • Partnered with the software development team and third party consultants to implement a process for submitting successful scientific research and development claims to CCRA.
  • Integral member of the senior management team with participation in the development of the company’s strategic direction and pricing for all new services and product offerings.
  • Partnered with all teams to develop key performance metrics and reporting systems.
  • Successfully spearheaded the design and implementation of a company-wide plan for a reduction in operational expenditures of 40%.
  • Led the finance team in the development of all back office processes and procedures, including the implementation of a monthly financial reporting system.
  • Developed a comprehensive, team focused, budget process.
  • Designed and contributed to the development of a proprietary back office database and invoicing system. 
  • Negotiated lower audit fees by providing external auditors with complete year-end working papers, financial statements and notes to the financial statements.

                

Coast Whistler - Property Management Division – Controller                           September 1997 to May 1999

Whistler Snowmobile Guided Tours – Controller                                              November 1996 to April 1997

Emco Limited - Corporate Development Associate                                            June 1994 to August 1996

Emco Limited - Audit Services Associate                                                          November 1990 to May 1994

 

VOLUNTEER POSITIONS

Habitat for Humanity – Global Village Program – Nepal and India                         Nov 2011 and May 2012

Dress for Success Vancouver Society – Board of Directors – Treasurer                 Jun 2006 to 2010

The Forum for Women Entrepreneurs of BC - Special Events Volunteer               Jan 2004 to Dec 2006

 EDUCATION AND PROFESSIONAL DEVELOPMENT

 Certifications:

  • Certified Professional Accountant - CPABC (Formerly Certified Management Accountant)
  • FanshaweCollege, London Ontario – Business Administration – 3 year co-operative program
  • The Canadian Institute of Chartered Business Valuators – Business Valuations level I and II
  • CMA BC - Strategic Management Certification

Ongoing professional development (Most recent 2 years):

In order to maintain public trust, and to uphold the reputation of the CPA designation, members must continually update their professional knowledge

  • Royal Roads Executive Coaching Certificate 
  • Trained 3HAG coach - currently in Certification Program.
  • Startup Valuation 101 for Founders & Investors
  • Valuation & Term Sheets full day workshop for Founders, Investors, Directors & CEOs
  • Exit Execution full day workshop for Founders, Investors, Directors & CEO's
  • Practical Aspects of Business Valuation - CPA
  • Startup ECommerce Valuation Certificate
  • Becoming a Skilled Negotiator
  • Ethics 24/7 for CPAs

Personal Growth Training:

Landmark Curriculum :

  • Landmark Forum
  • Landmark Advanced Course
  • Communication Access to power and Advanced Communication
  • Landmark forum in Action - Seminar
  • Breakthroughs: Living Outside The Box - Seminar

 INTERESTS

 Alpine, Nordic skiing and back country skiing, mountain biking, kayaking, Stand up paddle boarding golf and international travel.

A small business venture includes the development of my own personal wine brand named Tenacious Turtle sold at Farmers markets in the lower mainland.  It is a venture of love and helps to fund my skiing.