Mike B

Led full-cycle financial management for a mid-sized private company in the specialized UHPC concrete industry with operations in Canada and the U.S. Managed all core controllership functions, including month-end and year-end close, financial reporting, budgeting and forecasting, payroll, and cash flow planning for companies with revenues ranging from $2M to $50M.

Provided financial leadership as a Principal Consultant, managing full-cycle accounting and strategic planning for various businesses. Supported audits, financing, and reorganizations, ensuring compliance with GAAP, IFRS, ASPE, and CRA regulations.

Managed all core controllership functions, including financial reporting, budgeting, and cash flow planning. Ensured compliance with internal controls and accounting policies, supporting data-driven decision-making.

Served as a Contract Controller, overseeing financial operations and ensuring accurate reporting for the company. Managed month-end and year-end close processes, contributing to improved financial discipline.

Led full-cycle financial management for a mid-sized private company in the construction industry. Oversaw the preparation of consolidated financial statements across multiple entities, including intercompany eliminations and multi-currency reporting.

Prepared and filed corporate (T2) and personal (T1) tax returns, applying provisions of the Income Tax Act to minimize exposure to TOSI, shareholder benefit rules, and disallowed deductions. Structured and executed advanced reorganizations, including section 85 rollovers and estate freezes.

Performed full-cycle accounting, including reconciliations, adjusting entries, and year-end working paper packages. Participated in external reviews and audits under CSRE 2400 and CAS, conducting planning procedures and substantive testing.

Advised high-net-worth individuals and business owners as a senior banking professional, managing client relationships with combined assets exceeding $150 million. Delivered tailored financial planning, investment strategies, and lending solutions.

Structured and managed over $75 million in commercial and private lending, including operating lines, term loans, and real estate financing. Conducted complex credit analyses and collaborated with legal and tax advisors to deliver integrated financial solutions.

Completed the CPA Professional Education Program, focusing on advanced accounting and financial principles. This program prepared me for a career in professional accounting and finance.

Earned a Master of Business Administration with a specialization in Operations Management. This program enhanced my skills in strategic planning, financial management, and business operations.

Obtained a Bachelor of Business Administration with a focus on Accounting and Management. This degree provided a strong foundation in financial principles, management practices, and business operations.