Kevin Ma
@kevinma
I build scalable finance functions for high-growth fintech and SaaS companies.
United StatesWhat I'm looking for
I'm the Corporate Controller at Step, a Series C fintech providing digital banking and credit-building products for US teens and young adults. Previously, I led controllership at Series A SaaS/fintech company Posh Technologies and built financial infrastructure, processes, and reporting at ClickUp during its Series B-to-C transition.
Across PwC and The Siegfried Group, I've advised Fortune 1000 finance teams on IPO/SPAC readiness, controllership, FP&A, valuation, financial modelling, and transformation initiatives. I bring 10+ years of experience across public accounting, consulting, corporate accounting, and FP&A, using IFRS, US GAAP, ASC 606, SaaS metrics, and cross-functional partnership to improve financial visibility and decision-making.
Experience
Work history, roles, and key accomplishments
Corporate Controller of a Series C fintech company, Step - digital banking and credit builder for US teens and young adults.
Controllership at Series A SaaS / Fintech company
- Finance transformation - built financial infrastructure, process, and reporting during Series B to Series C transition.
Consultant to Fortune 1000 companies - providing oversight, financial counsel, insight or advice to finance teams.
Notable projects or roles:
- Accounting Advisory (IPO/SPAC readiness)
- Controllership
- Financial Planning & Analysis - FP&A, Operations Finance, Strategic Insights & Reporting
- Project Management in finance transformation & implementations
Key Industries: Technology and Manufac
National Road Warrior market Team Leader to internal professional resources.
Senior Associate in PwC Deals Advisory Group, supporting two practices:
A. Valuation, Modelling & Disputes
- Business valuations and transaction advisory support
- Purchase price allocation and goodwill impairment reviews
- Financial modelling and value analysis
- Draft valuation and fairness opinions reports
B. Corporate Advisory and Restructuring
- Financial analysis, advisory, and managemen
- Experienced with IFRS, ASPE, US GAAP frameworks and integrated audits (SOX/C-SOX)
- Led assurance teams with client industries in energy, mining, construction
- Project managed concurrent engagements
- Facilitated team workshops on technical accounting areas and industry specific matters
- Member of PwC Recruitment Team.
- HACCP plan advisory
- Audit readiness of British Retail Consortium (BRC) and Canadian Food Inspection Agency (CFIA) and eventual compliance.
Consultant services to popular North American food retail and hospitality chains on brand management, food quality, and food safety.
CFIA Summer Internship
- Compliance reviews of food facility and manufacturing process.
- Ante & post-mortem assessments
Education
Degrees, certifications, and relevant coursework
Chartered Professional Accountants of Canada (CPA Canada)
2013 - 2015
- Successfully completed Modules 1 through 6
- Successfully completed UFE - Uniform Final Examination.
- Awarded CPA, CA Designation in 2016
Chartered Professional Accountants of Canada
Chartered Professional Accountant, Accounting
2013 - 2015
Completed CPA Canada modules and the Uniform Final Examination, earning the CPA, CA designation in 2016.
Chartered Professional Accountants of Canada (CPA Canada)
Chartered Professional Accountant, Accounting
2013 - 2015
Completed CPA Canada modules and the Uniform Final Examination, earning the CPA, CA designation in 2016.
University of Alberta
Bachelor of Commerce (BCom), Accounting and Finance
2011 - 2013
University of Alberta
Bachelor of Commerce, Accounting and Finance
2011 - 2013
Pursued a Bachelor of Commerce with a focus on Accounting and Finance.
University of Alberta
Bachelor of Science (BSc), Nutrition and Food Sciences
2005 - 2010
Food Science and Technology Major
University of Alberta
Bachelor of Science, Nutrition and Food Sciences
2005 - 2010
Studied Food Science and Technology as a major within the Bachelor of Science program.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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