Financial Experts

What Kind Of Financial Expert Do You Need?

Senior Financial Leaders

Our Senior Financial Leaders have had many successful years in financial and business leadership roles. They have diverse experience and bring valuable insights to your organization. Their expertise can assist your group with strategic planning, improve its financial health and address the concerns brought by the Board of Directors and other stakeholders.

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Senior Financial Leaders

Duties and Responsibilities:

  • Conduct strategic analysis and create detailed financial models to match your strategic plan.
  • Evaluate financial risks and prepare financial forecasts, financing scenarios and other documents concerning capital management.
  • Provide reports and recommendations.
  • Plan short and long-term cash flows and assess financial performance.
  • Develop monthly/annual plans for revenues and expenses.
  • Negotiate bank and vendor agreements to reduce funds.
  • Identify turn around strategies, guide you through expansions and other restructuring options.
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Financial Technical Experts

Our management level team members possess analytical decision making and problem-solving skills. They are able to effectively lead, organize, and communicate with all levels of your organization.

Leading the day to day processing of all accounting transactions, their role is to ensure your institution’s finances and supporting documentation are maintained in an effective, up to date and accurate manner.

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Financial Technical Experts

Duties and Responsibilities:

  • Perform monthly closings and prepare monthly financial statements.
  • Plan, direct and coordinate all accounting operational functions, including hiring, training and retaining competent accounting staff.
  • Complete quarterly and annual reporting requirements, such as TPARs and charity status, reports to funding agencies
  • Develop management reports and make recommendations to guide the Executive Director and members of the Board of Directors in making decisions.
  • Establish, implement, monitor and enforce proper internal controls.
  • Coordinate and prepare internal and external financial statements.
  • Assist the Executive Director in annual budgeting as well as monthly forecasts.
  • Participate in and/or lead systems improvement.
  • Ensure statutory taxes and regulations relating to financial matters are met.
  • Establish and implement short and long-range departmental goals, objectives, policies, and operating procedures.
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Accounting Support Staff

Our Accounting Support Staff members are qualified to perform the day-to-day processing of various accounting and operational transactions to ensure your organization’s finances and supporting documentation are maintained in an effective, up to date and accurate manner.

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Accounting Support Staff

Duties and Responsibilities:

  • Verify that transactions comply with internal policies.
  • Create and distribute financial and operational reports.
  • Respond to and address any discrepancies on contractor invoices.
  • Prepare and remit source deductions and payroll tax.
  • Data entry of payroll information.
  • Maintain listings of accounts payable and reconcile to General Ledger.
  • Preparation of weekly invoices.
  • Other duties as assigned.
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Our Team

Our team is aware of the challenging and unique environment in which NFPs operate and the issues they face. We are able to assist an Executive Director and their team in handling financial complexities, dealing with various stakeholder groups such as board of directors, committees, government and other funding partners, while managing the day to day operations.

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Darryl Goodall

Darryl Goodall, CPA, CMA

President

Darryl Goodall is the founder and President of Perspective Financial Management for NFPs, a new division of Part Time CFO Services LLP (PT CFO). He started PT CFO to meet the needs of family-operated and private businesses, providing them with financial leadership. Over the years, several not-for-profits (NFPs) have reached out requiring the same leadership within their organizations. With a team of experienced advisors and accounting professionals, Perspective focuses on the unique challenges of the non-profit sector. Its clients serve a variety of needs in the community within the health and wellness, education, social services and arts and culture fields.

Darryl’s commitment to this sector is evident in many ways. He is a current board member with Habitat for Humanity Northumberland, Daughters for Life, and Community Training and Development Centre. To support local communities, Darryl and his team created the Employee Community Giving Program, providing annual funding to charities as chosen by each staff member.

Darryl received his BBA from Wilfrid Laurier University and is a member of the Chartered Professional Accountants (CPA ) association. As an active sports enthusiast, he will often be found at the local soccer pitches and hockey arenas playing the games he loves.

EDUCATION

  • Wilfrid Laurier University Bachelor of Business Administration

VOLUNTEER/COMMUNITY

  • Community Training and Development – Treasurer/Secretary
  • Habitat for Humanity – Treasurer/Secretary
  • Daughters for Life – Treasurer/Secretary
  • Port Hope Minor Soccer Club – Coach, President and Head Referee
  • Cornerstone Family Violence Prevention Centre – Treasurer
  • Peterborough’s Innovation Cluster – Advisor for start-ups and entrepreneurs
Paul Kroetsch

Paul Kroetsch, CPA, CMA, CTP

Associate

Paul has spent over thirty years in corporate finance, with both private and public companies. He has an extensive background in process improvement, modelling, cost control and debt and equity financings. He has helped arrange credit lines, including syndicated bank facilities and completed an IPO as a CFO. He has been deeply involved in the M&A field, helping several companies complete over a dozen successful acquisitions and integrations.

In addition to his achieving his Charted Professional Accountant and Certified Treasury Professional designations, Paul has received training in Strategic Supply Chain Management Fundamentals, IFRS Implentation and has completed the Canadian Securities Course.

Paul enjoys working with teams to focus on business drivers and eliminate tasks that do not create value for stakeholders. After a wide ranging career in banking, insurance and manufacturing, Paul started a consulting practice in 2008 to help clients manage and deliver small and large scale projects. He is a Chartered Professional Accountant and also holds a Certified Treasury Professional designation. He graduated from Western University with a BA in Economics and the University of Windsor, with a BComm in Finance.

Based out of Burlington, Paul services South Western Ontario, including the western GTA area.

EDUCATION

  • Western University B.A. Economics
  • University of Windsor BComm Finance

VOLUNTEER/COMMUNITY

  • Habitat for Humanity Halton-Mississauga, Home Construction Crew
  • Board of Examiners, Chartered Professional Accountants of Canada
Ed Myers

Ed Myers, CPA, CMA

Associate

Ed’s extensive experience working in a wide range of businesses from large, publicly traded companies to family start-ups, has provided him with the skills and knowledge to find solutions. He is known for driving business forward while keeping pulse on where things stand today. Ed has a proven track record in increasing shareholder value and mentoring non-financial managers.

Prior to joining Part Time CFO Services Inc., Ed worked for companies including Pepsi, Alcan, Ram Industries and Klenzoid Canada Inc. A graduate of Fanshawe College of Applied Arts and Technology, Ed earned his Honours in Business – Accounting. He later went on to earn his CMA (CPA) designation.

Ed is an avid golfer and loves attending live sporting events. He is a believer of giving back to the community he lives in; he was the treasurer of the United Way of Halton Hills and he currently mentors CPA students.

Located in Guelph, Ed services the Kitchener-Waterloo and surrounding areas.

EDUCATION

  • Honours Business – Accounting, Fanshawe College of Applied Arts and Technology

VOLUNTEER/COMMUNITY

  • CPA Mentor
  • Treasurer, United Way of Halton Hills

Tom Worden, CPA, CA

Associate

With more than 35 years of experience as a CPA, CA, Tom has gained valuable and diverse knowledge and skills. For 25 years he was a partner in a major international accounting firm, and spent 7 years as CFO and General Manager of a large, privately owned distribution company.

During his time with the accounting firm, he provided accounting, tax and advisory services to many private and public companies in a wide variety of industries. Tom has always placed client service as his highest priority and has worked closely with senior management in addressing the various issues that arise in company operations.

In his role as CFO and General Manager, he was involved in all aspects of operations including human resources, strategy, mergers, acquisition and divestitures, managing banking arrangements, financial reporting and negotiations with customers and suppliers.

Outside of the office, Tom has volunteered significant time to community and charitable activities, including a number of senior board roles in not for profit organizations.

Tom is currently servicing clients in Durham Region and surrounding communities.

EDUCATION

  • University of Guelph Bachelor of Arts

VOLUNTEER/COMMUNITY

  • Lakeridge Health Oshawa – Board Member and Vice-Chair
  • Oshawa Hospital Foundation – Board Member and Committee Chair
  • Associated Medical Services – Board Member
  • Grandview Children’s Centre – Board Member
  • Ducks Unlimited Canada – Board Member and National President 2011-
  • 13 and National Board Chair 2013-15
  • Goodwood Club – President 2004-2008
  • Oshawa Golf Club – President 1992
Brian Woods

Brian Woods, MBA, CPA, CMA

Associate

Brian has over 25 years of executive experience, both at the CFO and CEO level with proven proficiencies in general management, executive decision-making, policy direction and strategic business planning. He has worked in private and public companies ranging from small entrepreneurships to $1 billion+ organizations and has successfully run his own businesses. His experience encompasses manufacturing, distribution and retail, domestically and internationally.

As CEO, Brian has led teams in successful turnarounds saving millions of dollars for shareholders. He has held responsibility for every organizational department including marketing, operations, information technology and human resources, as well as finance. Brian particularly enjoys strategic management and working with teams to drive organizational improvement.

In his spare time, Brian loves to engage in sports, most notably golf and tennis.

Based out of Mississauga, Brian services the GTA.

EDUCATION

  • Athabasca University, Masters of Business Administration

VOLUNTEER/COMMUNITY

  • Rockley Golf and Country Club, Secretary
  • Orange Hill Condominium Development, Board member
  • Past local soccer coach

Tom Cunningham, CPA, CGA

Associate

Tom has over 30 years in accounting, finance and senior leadership experience. He’s been successful in his senior financial/accounting roles including President of a Tier 1 automotive supplier.

Tom has worked in public accounting servicing a variety of small and medium-sized businesses, as well as municipalities and not for profit organizations. His services ranged from corporate and personal tax, to corporate audit, to accounting and financial management support. Tom built strong business relationships with the clients, based on service, trust and integrity. Tom has also worked with various levels of government relating to funding of capital for energy reduction projects and development opportunities for employees.

For the past 18 years, Tom has worked in the automotive manufacturing sector. During the 2008 economic downturn, he gained invaluable experience in maintaining business strength and stability through the development of strong cost modelling, process efficiencies, cost reduction strategies, and policy development. Tom has a proven track record in building a strong organization or business through solid corporate governance both administratively and financially, controls to mitigate corporate risk, and through long term strategic planning.

Tom is a graduate of Wilfrid Laurier University with a BA in Economics and Diploma in Business Administration. Community involvement is very important to him and he currently sits on the Audit and Finance Committee of Headwaters Hospital, as well as the Board of Directors of the Alliston Curling Club. In the recent past he has also sat on the Dufferin County Board of Trade and the Shelburne Economic Development Committee.

Based out of the Alliston area, Tom services Barrie and the surrounding areas.

EDUCATION

  • Wilfrid Laurier University, Diploma in Business Administration
  • Wilfrid Laurier University, Bachelor of Arts (Economics)

VOLUNTEER/COMMUNITY

  • Headwaters Health Care Centre, Member of Audit and Finance Committee
  • Dufferin County Board of Trade, Past Board of Directors Member
  • Alliston Curling Club, Past Treasurer
Phil Martin

Phil Martin, CPA, CGA, ACC

Associate

Phil has nearly 40 years’ experience in financial management, planning and advisory services. He has held leadership roles in organizations having a broad range of corporate structures, diverse operations and contrasting cultures.

In the past, Phil has been a senior leader in both publicly-held and privately-owned corporations in diverse operations including wireless technologies, manufacturing, distribution, construction and sports and entertainment. He has experience in mergers and acquisitions, preparing complex business plans and forecast models, and developing policies and procedures for internal controls. The majority of Phil’s experience is with SMEs working with a hands-on approach. He is skilled in managing daily and interval financial reporting cycles under IFRS, GAAP and ASPE accounting standards.

Most recently, Phil held the position of VP, Finance & Regulatory Compliance with an energy distribution and generation company regulated under authority of the Ontario Energy Board and Ministry of Energy. In addition to providing insight into various levels of government and their operating protocols and procedures, managing a highly regulated organization has given him a unique perspective on the challenges these entities face and the rules of engagement used in developing strategies, goals and objectives.

Phil’s combination of broad-based organizational experience, strategic initiatives and hands-on approach to financial management provides a unique set of tools and wide range of services to our clients. Located in Port Perry, Phil services the Eastern GTA and the Kawartha regions.

EDUCATION

  • Ryerson University, Business Degree

VOLUNTEER/COMMUNITY

  • Treasurer (various community groups)

Atul Swarup

Associate

Atul is a CPA, CA with solid financial, IT, Human Resources and management experience.  Throughout his career he has gained knowledge in a variety of sectors including manufacturing, hi-tech and service.

Atul is known for his strong problem solving, planning and leadership skills as well as for being tenacious & goal-oriented. These traits have given him the ability to improve organizational effectiveness, as well as increase revenue & shareholder value. Prior to joining Part Time CFO Services, Atul worked for Dynacast Ltd., Nefab Inc. and Bryston Ltd. in Peterborough. In his previous roles, he was responsible for many aspects of the business including all financial duties as well as IT and HR.

Outside of work, Atul has volunteered with numerous community and charitable organizations.

Atul is currently servicing clients in the Peterborough, Durham and Northumberland regions.

EDUCATION

  • Queen’s University, Bachelor of Commerce

VOLUNTEER/COMMUNITY INVOLVEMENT

  • Rotarian – 1994 to present –President of the Rotary Club of Peterborough 2012-‘13
  • Community Foundation of Greater Peterborough – Board Member & Treasurer – 2015 – 2019
  • Peterborough Resource Angels Network (Angel investment in start-up companies) – 2015 – present
  • Showplace Peterborough, Chair of Board 1997-99. Oversaw start-up of operations. Board member 1995-99
  • Peterborough Regional Health Centre – Board of Governor (Finance & MIS Steering committee) 1993-95
  • Peterborough Community Access Centre, Chair (2001) & Board member (1999-2001)
  • Fleming College – Foundation-Finance Committee member
  • Chamber of Commerce – Board member 2000-02
  • United Way – Campaign cabinet member 2006-08, volunteered previously in other areas
  • YWCA – Cabinet member of Crossroads women’s shelter capital campaign

David Bonn, MBA, BEng

Associate

David is a dynamic, analytical, and collaborative professional with extensive experience providing strategic advice and expertise in senior leadership roles. With over 15 years of progressively senior experience, most recently as a CFO for a regional manufacturing company in the Kawartha Lakes, David has gained a diverse skill set in finance, accounting & engineering. He has worked in a variety of industries such as government, global banking, renewable energy, commercial construction and manufacturing.

Some of David’s strengths include strategic planning, financial analysis, modelling and forecasting, budgeting, risk assessment, financial/technical/legal due diligence, process improvement, government relations, client engagement, corporate governance, reporting, and change management. David is an advanced user of ERP systems, as well as specialized software and applications specific to financial management, analytical research, and supply chain analysis.

In his spare time, David enjoys global travel, parenting twins, hockey, skiing, tennis and golf.

David services clients in the Peterborough, Durham and Northumberland regions.

EDUCATION

  • Smith School of Business, Queen’s University, Masters of Business Administration
  • Dalhousie University, Industrial Engineering, Bachelors of Engineering

VOLUNTEER/COMMUNITY INVOLVEMENT

  • Peterborough Regional Angel Network
  • Innovation Cluster, Bears Lair, Financial Modeling

Vince Bulbrook, CPA, CA

Associate

Vince has spent his entire career working with owner-managed businesses that range from startups to growth businesses to turnarounds. He has advised these companies on financing and cash flow, operations, and business strategy. Since the mid-90’s most of these engagements were performed as a self-employed part-time CFO. He has worked with clients in a wide range of sectors including software, entertainment, digital media, publishing, construction, retail, manufacturing, and distribution.

Prior to founding the advisory business, Vince worked with Price Waterhouse and Ernst and Young. Vince graduated from the Ivey School of Business with an HBA and is a Chartered Professional Accountant.

Vince is serving clients in Durham Region and the surrounding areas.

EDUCATION

  • University of Western Ontario, Ivey School of Business, Honours Bachelor of Arts in Business Administration

Rick Godard, MBA, CPA, CGA, ACCA

Associate

Rick is a seasoned, international CFO with 30 plus years’ experience including leading finance teams in Canada, United Kingdom, Barbados and the United states. He has worked in SMEs and large corporate environments including organizations undergoing large scale start up and transition. Over the years, his career focus has been on finance, operations and change management. Rick is looking to bring collaborative leadership and expertise to challenging financial and operational situations.

Rick’s extensive finance experience includes managing all aspects of multi-site financial teams and functions. He has been responsible for achieving substantial savings and strengthening control environments. Rick has extensive experience designing and implementing first-time critical elements of financial frameworks, and he was involved in establishing international subsidiaries and led the initial consolidation and audit of 45 international subsidiaries.

As a hands-on, collaborative change manager, Rick has lead and participated in finance, operations and broad business initiatives. He has extensive experience in systems implementation, including replacing a comprehensive management information system, as well as initial financial and management reporting systems for a number of start-up and fast growth organizations.

In his spare time, Rick enjoys travel and cottaging.

Residing in Toronto, Rick services clients in the GTA.

EDUCATION

  • Laurentian University, Master of Business Administration
  • McMaster University, Bachelor of Commerce

Brian Baker, CPA, CA

Associate

Brian is a CPA CA with over 35 years of diverse finance and systems experience in multiple sectors, ranging from public accounting, consumer products, manufacturing, government and post-secondary education. Throughout these organizations, Brian has effectively navigated diverse corporate and organizational governance structures.

Before joining Part Time CFO Services, most recently, Brian held the position of Vice President Corporate Services at Sir Sandford Fleming College from 2012 to 2019. As a key senior executive, he was responsible for all of the College’s (a provincial crown agency) Corporate Services including government relations, finance & budget Services, legal, procurement, physical resources/facilities, major capital programs/projects, and information technology services, all of which required considerable interaction and support with the College’s Board of Governors.

Prior to joining Fleming, Brian was Director of Finance (CFO) for the Ontario Ministry of Natural Resources. Previous to that he worked in the private sector in senior financial, strategic planning and information technology roles for the Quaker Oats Company of Canada and FisherCast Global Corporation. Brian achieved his Chartered Accountant designation years earlier while practicing public accounting at Deloitte, serving many diverse small to mid-sized clients.

Brian has been a member of several boards of directors, chaired audit and finance committees, as well as being part time faculty for many years in the finance/business schools at both Fleming College and Trent University in Peterborough.

EDUCATION

  • University of Windsor, Bachelor of Commerce

VOLUNTEER/COMMUNITY

  • Sisters of St. Joseph – Finance (Layperson) Advisory Committee
  • Colleges Ontario – Audit Committee
  • Peterborough Utilities Group (City of Peterborough Holdings Inc) – Chair of Audit Committee, Board Member, Member of Audit Committee
  • Showplace Peterborough Performance Center – Board Member and Chair of Finance Committee
  • Peterborough Social Planning Council (a United Way Agency) – Board Member, Treasurer and Member of Executive Committee

Diana Hillier, CPA, CMA

Associate

Diana is an experienced finance leader with a broad range of senior leadership tenure. She takes pride in her professionalism and ability to significantly contribute to the operations and success of the organizations she works for. Diana is a Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), and has an Honours Business Administration degree from Wilfrid Laurier University. She expanded her professional certifications to include Long Term Care Administrator when she completed the OANHSS training during her time at The Elliott Community.

After starting out and spending over a decade in private sector manufacturing with McNeil Consumer Healthcare (a Johnson & Johnson subsidiary), Diana answered her calling to make a difference in public and not-for-profit organizations (WDG Public Health and The Elliott Community) where she could apply her corporate training and experience to take these businesses to a new level. After eleven years in these roles, Diana followed her passion to become a sole proprietor, offering business consulting and accounting services for multiple clients over the years, including the City of Guelph where she was contracted to lead and complete some key projects on their behalf.

In her 25+ years of experience in financial management roles, Diana was accountable to the governing Boards and CEOs for the financial integrity, reporting, and all business operations related to finance and other administrative functions. She has had extensive opportunities to identify, lead, and implement new projects, systems, and processes, resulting in rewarding successes for herself, her teams, and the organizations she worked for. Accounting, budgeting, financial reporting, and treasury functions with a focus on technology and process improvement are her specialties.

Diana’s primary objective, professionally and personally, is to make a difference. She is passionate about her work, loves to lead teams and individuals to achieve their goals, and strives to not only succeed, but to excel, at what she is hired to do while developing strong relationships along the way.

In her leisure time, Diana loves being outdoors; enjoying a round of golf, gardening, walking the beautiful areas in her home city of Guelph, or just relaxing in her backyard. Diana is a proud Mom of two adult sons and enjoys whatever time she can get sharing in their lives as they grow and prosper.

Diana serves clients in the Guelph and surrounding area.

EDUCATION

  • Wilfrid Laurier University, Honours Bachelor of Business Administration (BBA)

VOLUNTEER/COMMUNITY

  • Big Brothers Big Sisters Association, Big Sister
  • Guelph Ladies Slo-Pitch, President & Treasurer
  • Guelph Minor Hockey – AAA Boys Teams, Treasurer
  • CYO Boys Basketball, Coach
  • Knox Presbyterian Church, Treasurer
  • Kids Can Play Association of Guelph, Treasurer

Helen Smith, CPA, CMA, CGMA

Associate

Helen has 10 years financial management experience, working in both private and large, publicly listed organizations across Europe and North America.

As well as significant international experience, Helen brings substantial expertise in driving business growth, building and motivating high performing teams, ERP system implementation and process improvement.

Helen graduated from the University of Cambridge in 2007 with a degree in Astrophysics and has since gone on to earn Chartered Management Accounting designations in both Canada and the United Kingdom.

In her spare time, Helen enjoys sailing and flying, and has been a qualified private pilot since 2014.

EDUCATION

  • Cambridge University Master of Arts, Astrophysics

VOLUNTEER/COMMUNITY

  • Fundraising and Business Development, SPARK Photo Festival
  • CPA Mentor
  • Member, Board of Directors, SPARK Photo Festival
Ziyad Sidawi

Ziyad Sidawi, CPA, CMA

Controller

Ziyad, a 2016 CPA graduate, had various accounting roles with State Street Canada and X20 Media prior to joining Part Time CFO Services. Currently, he is working with multiple clients including The Canadian Canoe Museum where he assists with the new capital campaign. Ziyad understands the importance of meeting client deadlines and exceeding their expectations. He brings a passion for results and a work ethic second to none.

A Bachelor of Commerce graduate of Concordia University’s John Molson School of Business in 2013, Ziyad relocated to Ontario in 2014.

Amongst his peers and family, Ziyad is known for his exceptional cooking abilities. He also enjoys long distance running, travel, gardening and politics.

EDUCATION

  • Concordia University John Molson School of Business Bachelor’s Degree, Accounting
  • Dawson College, Accounting and Management

VOLUNTEER/COMMUNITY

  • Five Counties Children’s Centre – Board Member
  • Cook’s School Day Care – Board member and Treasurer
  • “Men Who Cook” – Participant at annual Culinary competition to raise money Northumberland Sunrise Rotary Club

Tim McLaren

Controller

Tim has over 16 years of financial management and operations leadership experience, working at a top tier consumer goods company. He is known for his expertise of navigating ERP systems, development of KPI’s, and driving strong financial results. Tim has extensive experience with financial transactions, processes and policies.

As Controller for two Quaker Oats manufacturing sites, Tim was the strategic business partner for the Operations teams and supporting functions. He provided financial guidance and ownership for annual spending plans/budgets, decision support/analysis of financial opportunities and risks, monthly forecasting and reporting of site financials, financial lead for Collective Bargaining Agreements, and lead yearly reviews of financial controls.

Tim also spent over 4 years as a Production Manager, leading a team of supervisors and support staff to run 6 production lines with direct accountability for 80 hourly associates. His team had ownership for Safety, Quality, Cost and Fulfillment.

Tim is a past board member with the Kawartha Haliburton Children’s Aid Society, in which he lead for two years as Chair of the Board.

In his spare time, Tim enjoys camping with his family, canoeing, and kayaking.

EDUCATION

  • Certified General Accountants of Ontario Program of Professional Studies, Completion to Level e
  • Sir Sanford Fleming College Business Administration, Accounting

VOLUNTEER/COMMUNITY

  • Kawartha-Haliburton Children’s Aid Society Chair, Board of Directors and Chair Stewardship/Quality Committee
Kylie McLellan

Kylie McLellan, CPA, CA

Controller

Kylie’s career has included roles as an external auditor and manager within the real estate management industry. Prior to joining Part Time CFO Services she worked for Venterra Realty Canada, a real estate management and investment company with properties based throughout the southern U.S. Within this role Kylie led the property accounting team, taking ownership of the property financial reporting, accounting process improvements and U.S. partnership taxes.

A graduate of Wilfrid Laurier University, Kylie holds a degree from the Bachelor of Business Administration program. She has also earned her Chartered Professional Accountant designation.

In her spare time, you can find Kylie stand-up paddle boarding, trying a yoga class or going for a walk with her cockapoo dog Hayley.

EDUCATION

  • Wilfrid Laurier University, Bachelor of Business Administration

VOLUNTEER/COMMUNITY

  • CPA Ontario Mentor
  • Peterborough Curling Club – Member
  • Big Brothers Big Sisters of Halton – Big Sister
Amanda Lewis

Amanda Lewis

Financial Analyst

Amanda’s career in the accounting profession has ranged from full-cycle accounting to corporate finance and financial analyst positions for entrepreneurs, small businesses, and corporations. She enjoys taking on process improvement initiatives to add controls, drive efficiencies and find cost reductions and is earning her Green Belt Certification in Six Sigma Methodology.

Amanda is a graduate of Sir Sandford Fleming College with an Advanced Diploma in Business Administration – Accounting. She is currently pursuing entry into the CPA program to gain her designation.

Outside of work you can find Amanda doing anything moto related: ATVing, dirtbiking, motorcycling and travelling with her spouse, Evan.

EDUCATION

  • Sir Sandford Fleming College, Business Administration Accounting – Advanced Diploma

VOLUNTEER/COMMUNITY

  • Member, Women’s Business Network (WBN)
  • Member, 100 Women of Peterborough

Salem Alnawati

Financial Analyst

Salem graduated from Al-Azhar University in 2011 with a degree in International Accounting and became a Certified Management Accountant in 2016. His 7+ years of experience include various accounting roles in publicly listed organizations in Dubai (Hapag-Lloyd and United Arab Shipping Company) and more recently with Local Health Integration Network (LHIN) in Port Hope, ON.

In his spare time, Salem enjoys playing ping pong and squash.

EDUCATION

Al-Azhar University, International Accounting

Puvendra Mishra

Business Data Analyst

Puvendra is an experienced analyst, who enjoys solving problems with the data driven solutions. He likes to help companies make informed business decisions and identify problems and take necessary actions, before they occur.

Puvendra received his master’s degree in Big Data Analytics from Trent University in 2020.

In his spare time, Puvendra enjoys jogging, learning new skills.

EDUCATION

  • Trent University, Master of Science in Applied Modelling and Quantitative Method
  • Mumbai University, Master of Management Studies-Finance

Leah Sturzenegger

Junior Financial Analyst

Leah obtained a Bachelor of Commerce degree from the University Of Ontario Institute of Technology where she gained a strong foundation in the core areas of business while building on key management skills. She achieved the role of Capstone Project Coordinator and a position on the President’s List in her last 4 semesters.

The majority of Leah’s experience since university has been in public accounting where she has gained exposure to compilation engagements, assurance engagements, personal and corporate tax, payroll and bookkeeping. Leah is currently pursuing her CPA designation to continue learning and expand her business knowledge.

In addition to working toward her CPA designation, Leah enjoys spending her spare time painting, hiking, bird watching, and amongst friends and family.

EDUCATION

  • University of Ontario Institute of Technology, Bachelor of Commerce (Honours)

Troy Partridge

Junior Financial Analyst

Troy is a graduate of Ontario Tech University’s Honours Bachelors of Commerce program with a major in Accounting and a minor in Finance. He plans to continue to work on his studies towards his CPA designation.

Troy has previous work experience as an Accounts Receivable clerk in the summer of 2018 and he has also taken part in a volunteer tax clinic when he was in college.

Some of Troy’s hobbies include camping, hiking and fishing.

Troy began working with Part Time CFO Services as a Junior Accountant, summer intern, a position that was made possible with the help of the Canada Summer Jobs Grant for Youth.

EDUCATION

  • Ontario Tech University, Bachelor of Commerce, Accounting Major (3rd year)
  • Loyalist College, Accounting Diploma

VOLUNTEER/COMMUNITY

  • Loyalist College Tax Clinic
  • Castleton Sports Club
Eric Yang

Eric Yang

Junior Financial Analyst

Eric is a passionate and hardworking graduate of Trent University where he completed an Honours Bachelor of Business Administration degree with a specialization in Accounting. He is pursuing his CPA designation and is planning to finish PEP and to write the CFE by 2023.

Prior to joining Part Time CFO Services, Eric was working at Kawartha Credit Union’s head office in Peterborough. In this role, he provided excellent administration support to the banking operations including automated business machine payment clearing. Eric has also worked as a department manager for a logistics firm based in Shanghai, where he ensured efficient warehouse operation and delivered value to his clients in their distribution network in China.

Eric has actively made contributions to the community where he lives. He was the treasurer for Trent University Oxfam and had provided financial oversight and management to the agency’s events, workshops and other operations. Moreover, Eric volunteered at the Peterborough Salvation Army Income Tax Clinic, where he and other volunteers helped more than 1,000 people in the community file their taxes in year 2018.

Eric is striving to become the next generation business leader and he is committed to continual learning – developing new skills, taking on new responsibilities and broadening his knowledge. In his spare time, Eric enjoys cycling and camping in the woods. He also loves cooking and animals.

EDUCATION

  • Trent University, Bachelor of Business Administration (Honours), Specialization in Accounting

VOLUNTEER/COMMUNITY

  • Language Tutor, International ESL Learning Centre
  • Income Tax Preparer, CVITP, Canada Revenue Agency
  • Event Planner, Big Brothers Big Sisters Sarnia
  • Fundraiser, SIFE Lambton
Mitchell Benson

Mitchell Benson

Junior Financial Analyst

Mitchell is a recent graduate of McMaster University’s Bachelor of Commerce program. Along with the required commerce courses, he studied additional accounting courses, economics, and sociology to accompany his major. Mitchell plans to further pursue his CPA designation.

Through his work during his three Co-Op placements with Part Time CFO Services, Mitchell has been exposed to a wide range of business models, some that are innovative and aimed towards the future and ones that are more traditional. In addition, he has been able to gain valuable experience in many different organizations such as charities, not-for-profits and, for-profit businesses.

In his spare time, Mitchell enjoys playing a variety of sports from soccer to hockey, camping and paddle boarding.

EDUCATION

  • McMaster University Bachelor of Commerce

James Regan

Junior Financial Analyst

James is currently in his fourth year at Trent University pursuing his Bachelor of Business Administration degree, specializing in Accounting. He will be graduating in the spring of 2021 and has plans to pursue his CPA designation.

In his most recent school year, James worked with the Trent Accounting Society as a tutor for lower year students in their accounting studies. He believes in staying physically active, and since attending Trent, has played on the Varsity Men’s Rugby Team.

James will be putting his accounting skills to work this summer, servicing clients in and around the Peterborough and Northumberland County areas.

EDUCATION

  • Trent University, Bachelor of Business, 4th year

Alyssa Seltzer

Junior Financial Analyst

Alyssa is a graduate of the Algonquin College Business Accounting diploma. She is currently working towards completing her Bachelor of Commerce with a major in Accounting.

While completing school, Alyssa worked for Honda and experienced a large variety of accounting roles. Prior to her time at Honda, she worked as an Assistant Manager for ON Route, managing a team and financial aspects of many quick service brands.

Alyssa plans to pursue her CPA designation upon completion of her degree.

In her spare time, Alyssa enjoys to cook and to explore the outdoors, hiking, camping and canoeing at many Ontario Parks. In addition to her camping trips, she is an avid traveller and loves to be with her puppies Ellie and Jake!

EDUCATION

  • Algonquin College, Business Administration – Accounting Diploma

Muizz Ogunmolade

Junior Financial Analyst

A recent graduate of Trent University,  Muizz has completed his degree in Bachelors of Business Administration with an Accounting Specialization. He plans on continuing his studies and obtaining his CPA designation.

Previous to working at Part Time CFO Services LLP, Muizz was an accounting intern at Fidelity Bank Plc in Nigeria, in which his role was to provide support to accountants in the recording and preparation of financial statements.

At Trent University Muizz volunteered, on multiple occasions, with the Trent Durham Student Association to plan and host events. He was also an active member of the Post Secondary Ambassador Program for the CPA in which he actively engaged and networked with other CPA members.

In his spare time, Muizz enjoys playing a variety of sports such as soccer, football, and basketball. He also loves to travel and cook.

EDUCATION

Trent University, B.B.A. Accounting

Eman Alatbash

Accounting Technician

Eman Alatbash is a recent graduate of Collège Boréal in Sudbury where she earned her diploma in Business Administration – Accounting. Eman is a recipient of the Daughter for Life Scholarship with Collège Boréal. This scholarship is given to empower, with education, young woman and girls from the middle east.

While attending college, Eman was hired as a tutor in accounting and finance to help other students succeed. She was also a volunteer on the Community Volunteer Income Tax Program, helping members of the community with their income tax returns, and worked on a placement as an Accounting Clerk with the Canada Revenue Agency. Eman has been awarded Collège Boréal`s Excellence Scholarship, which is given to a student who has demonstrated perseverance and excellence while surmounting challenges throughout their studies.

EDUCATION

  • Collège Boréal, Business Administration – Accounting Dipoloma

VOLUNTEER/COMMUNITY

  • Collège Boréal, Community Volunteer Income Tax Program

Sage Darling

Junior Accountant

Sage graduated from Ohio State University in 2020 with a Bachelor of Arts. She is now attending York University’s School of Continuing Studies where she has recently completed her first certificate program in Accounting. In May, she will begin her second certificate program in Advanced Professional Accounting and plans to pursue her CPA designation.

At Ohio State, Sage was a member of the Varsity Women’s Lacrosse Team and was an Academic All-Big 10 Scholar-Athlete throughout her 4 years, graduating with Cum Laude academic honours.

Throughout the summer, Sage volunteers with the Kawartha Women’s Field Lacrosse Program as a house-league coach and referee. She enjoys spending her free time with friends and family and stays active through a variety of sports.

EDUCATION

  • Ohio State University, Bachelor of Arts
  • York University, School of Continuing Studies – Certificate in Accounting

VOLUNTEER & COMMUNITY INVOLVEMENT

  • Kawartha Women’s Field Lacrosse Volunteer

Chloe Leguard

Junior Accountant

Chloe recently completed her second year of her Bachelor’s Degree with a double major in Economics and Business with a specialization in Accounting at Brescia University College at Western University. After graduation, Chloe is considering pursuing her CPA designation.

At school, Chloe is involved as the Chief Financial Officer of the University’s student council and takes part as an orientation leader for incoming students. As well, Chloe enjoys her time playing as a setter on the school’s junior varsity volleyball team.

In her spare time, Chloe enjoys hiking, kayaking and staying active!

  • University of Western Ontario, Business Management and Organizational Studies, Double Major in Accounting and Economics
  • Brescia Council and Brescia Council Budget Advisory Council
  • Habitat for Humanity Executive, University of Western Ontario
  • Research and Scholarship Committee, University of Western Ontario
  • Plan International Canada Youth Speakers Bureau
  • Business Youth Mentorship
  • Western University Junior Varsity Volleyball Team