Open to opportunities

Dylan Lanktree

@dylanlanktree

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Financial Controller and FP&A associate driving forecast-to-close accuracy and strategic clarity.

Canada

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What I'm looking for

I’m looking for a finance leadership role where I can own FP&A and financial operations end-to-end, partner with executives and investors on reporting, and use deep audit/forensic rigor to improve forecasting, decisions, and close execution.

I’m a CPA with experience across FP&A, financial operations, audit, and forensic accounting. I lead end-to-end budgeting, forecasting, month-end close, and financial reporting to deliver accuracy, compliance, and actionable strategic insight.

In my current role as an FP&A Associate and Financial Controller, I prepare information for lenders & board meetings and work directly with the CEO and PE owners. I focus on building reporting discipline that supports decisions, not just close activity.

Previously, as a Senior Associate, Client Services, I helped grow business through marketing, cold calling, client consultations, and follow-ups—generating over $500,000 in gross margin in the first 18 months in the seat. Earlier in my career at Deloitte & Touche LLP, I served as an Audit Senior on custody & valuation testing for a portfolio of close to 100 funds, supporting a central team for the firm’s biggest client.

I also bring specialized analytical depth from MDD Forensic Accountants, where I specialized in economic damage quantification across Personal Injury & Accidental Death, Business Interruption, and Cyber Loss. Across assurance and finance roles, I’ve developed a strong ability to connect technical detail to business outcomes, backed by advanced Microsoft Excel knowledge and real-world blockchain and cryptocurrency expertise.

Experience

Work history, roles, and key accomplishments

Current

FP&A Associate and Financial Controller

Current

X-Copper Professional Corporation

Dec 2024 - Present (1 year 5 months)

Led end-to-end financial operations including budgeting, forecasting, month-end close, and financial reporting to ensure accuracy, compliance, and actionable insight. Partnered with the CEO and PE owners to prepare information for lenders and board meetings.

Financial Planning & Analysis (FP&A)Budgeting Forecasting Month End Close Financial Reporting Compliance Strategic Planning Microsoft Excel

Senior Associate, Client Services

Vaco Lannick

Jan 2023 - Dec 2024 (1 year 11 months)

Built new business through marketing, cold calling, client consultations, and follow-ups, generating over $500,000 in gross margin in the first 18 months. Managed client engagement from initial outreach through follow-up.

Business Development Marketing Cold Calling Consultation Client Services Sales Pipeline Management Relationship Building

Audit Senior

Deloitte & Touche LLP

Jan 2022 - Dec 2023 (1 year 11 months)

Served on the central team for the firm’s biggest client, performing custody and valuation testing of investments across a portfolio of close to 100 funds. Supported audit execution for complex investment holdings and related valuation processes.

Audit Custody Testing Valuation Fund Investment Portfolio Testing Compliance Testing Valuation Controls

Senior Accountant

MDD Forensic Accountants

Mar 2020 - Nov 2021 (1 year 8 months)

Specialized in economic damage quantification, including personal injury and accidental death, business interruption, and cyber loss. Produced analysis to support forensic accounting engagements and damage estimates.

Economic Damages Forensic Accounting Cyber Loss Quantification Financial Analysis Damages Modeling

Financial Analyst

Oxford Properties Group

Sep 2019 - Oct 2020 (1 year 1 month)

Prepared journal entries affecting multiple accounting cycles, including Sales/AR, Expense/AP, intercompany management fees and chargebacks, prepaids, capital assets, and payroll. Supported monthly and year-end working papers with analysis and documentation for annual financial reporting and audit purposes.

Journal Entry Intercompany Fees & Chargebacks Payroll Accounting Working Papers Audit Support

Staff Accountant

BDO Cayman Islands

Oct 2018 - Sep 2019 (11 months)

Planned and executed financial service industry audits, contributing to assurance delivery through audit execution and working papers. Supported audit processes from planning through testing and documentation.

Audit Plans Financial Auditing Assurance Working Papers Risk Assessment

Staff Accountant/Tax Analyst (Co-op)

Deloitte & Touche LLP

Jan 2016 - Aug 2017 (1 year 7 months)

Completed three four-month co-ops throughout university across Assurance and Tax service lines. Gained hands-on experience supporting audit and tax-related workstreams during rotations.

Tax Analysis Audit Support Working Papers Documentation