What Kind Of Financial Expert Do You Need?
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.
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.
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.
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.
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.
- Wilfrid Laurier University Bachelor of Business Administration
- 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 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.
- Western University B.A. Economics
- University of Windsor BComm Finance
- Habitat for Humanity Halton-Mississauga, Home Construction Crew
- Board of Examiners, Chartered Professional Accountants of Canada
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.
- Honours Business – Accounting, Fanshawe College of Applied Arts and Technology
- CPA Mentor
- Treasurer, United Way of Halton Hills
Lisa Guimaraes has over 20 years of experience in accounting and finance in a variety of industries. She has held financial management roles in both public and private companies, with a current focus on small to medium businesses. Lisa has a strong background in overseeing financial reporting, financial planning, audit and tax management, as well as implementing and streamlining financial controls and processes. Lisa combines a big-picture mindset with a practical, hands-on approach. She is passionate about building strong relationships with her clients and supporting them to achieve success.
Lisa graduated from Dalhousie University with a Bachelor of Commerce and Master of Business Administration. She obtained her CPA, CA designation while working at PricewaterhouseCoopers in Toronto.
Outside of work, Lisa enjoys spending time with family and friends, taking fitness classes, and playing golf.
Based in Oakville, Lisa serves clients in the GTA and South Western Ontario.
- Dalhousie University, Bachelor of Commerce
- Dalhousie University, Master of Business Administration
- Co-Chair, Women United, United Way Hamilton Halton, 2021-2022
- Member of Campaign Cabinet, United Way Hamilton Halton, 2021-2022
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.
- University of Guelph Bachelor of Arts
- 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 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.
- Athabasca University, Masters of Business Administration
- Rockley Golf and Country Club, Secretary
- Orange Hill Condominium Development, Board member
- Past local soccer coach
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.
- Wilfrid Laurier University, Diploma in Business Administration
- Wilfrid Laurier University, Bachelor of Arts (Economics)
- 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 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.
- Ryerson University, Business Degree
- Treasurer (various community groups)
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.
- Queen’s University, Bachelor of Commerce
- 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 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.
- Smith School of Business, Queen’s University, Masters of Business Administration
- Dalhousie University, Industrial Engineering, Bachelors of Engineering
- Peterborough Regional Angel Network
- Innovation Cluster, Bears Lair, Financial Modeling
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.
- Laurentian University, Master of Business Administration
- McMaster University, Bachelor of Commerce
Rick Miller has over 35 years of accounting, finance and treasury experience from various roles within multiple industries. With half of his career working in the banking industry, Rick has had positions lending to the real estate, energy, agricultural, manufacturing, retail and wholesale sectors. Rick also spent several years working with high-risk borrowers in the banks’ special loans group.
The other half of Rick’s career has been spent working as treasurer of two international energy companies and CFO of several smaller companies, two of which were publicly traded on the TSX. The CFO roles included all aspects of managing the finance function including financial reporting, forecasting, internal controls, credit risk and managing the accounting function.
Rick’s strengths include understanding all aspects of debt and equity raising, risk management, cash management, M&A transactions and international treasury and banking. Rick is also well versed in setting up accounting systems and processes, including internal control systems and public company reporting and regulatory filings.
Rick enjoys biking and skiing and spending time at the cottage. He lives in Toronto and services clients in the GTA.
- University of Western Ontario Master of Business Administration
- Carleton University Bachelor of Commerce (Accounting/Finance majors)
With over 30 years of experience as a CEO, COO, CFO and corporate director, Rob has achieved significant success in driving both sales and bottom line growth. For the past 15 years, Rob was President and CEO of DLF Pickseed, a leader in cool season turfgrass and forage crop seed products. Rob represented North America as a member of the DLF executive management Board, a global business with over $1 billion in revenue.
As a senior executive, Rob’s experience includes family business, corporate governance policy and procedural development, shareholder and management succession planning, strategy/business plan development, mergers and acquisitions and financial restructuring. His leadership principles are grounded in being decisive, setting high ambitions, empowering employees and balancing the need for corporate discipline with the need for entrepreneurial spirit and initiative.
A common thread throughout Rob’s career is his passion and insistence on high standards in financial reporting and analysis, financial planning, internal controls – a condition precedent to building lender and shareholder confidence, and attracting the interest of strategic investors.
Rob is a proud Metis with voyageur ancestral roots. He has enjoyed extensive travel, including walking across Spain (Camino de Santiago) and England (Hadrian’s Wall). Other interests include improving upon a single digit golf handicap, music (guitar) and history.
Rob services our clients in the London, Ontario and surrounding areas.
- University of Toronto, Bachelor of Commerce
- Rotman School of Business, Directors Education Program – ICD.D
- Canadian Canoe Museum (Board member and Audit Committee Chair)
- Human Resource Professionals Association of Ontario (Board member and Audit Committee Chair)
- Peterborough Symphony Orchestra (Board member and Audit Committee Chair)
- Grand Theatre London (Board member)
- Peterborough Golf and Country Club (Finance Committee member)
Kevin Roy is an accomplished financial leader with over 20 years of experience advising growing businesses and impacting long-term results. He possesses proven skills in strategic thinking, impactful analysis, and effective communication and is counted on to handle complex and unusual situations to achieve objectives.
Kevin is a board member and audit committee chair of Pharmala Biotech (CSE: MDMA). He served as the CFO of the FirstService Brands Division at FirstService Corporation (TSX, NASDAQ: FSV), where he was responsible for the overall financial management with a focus on performance, strategy, and executive-level reporting and communication. Kevin was previously Director of Corporate Development at FirstService Corporation and completed over 30 acquisitions globally valued at over $500 million. He started his career as an Audit and Corporate Finance Manager at PricewaterhouseCoopers.
Kevin holds a Bachelor of Commerce from the University of Windsor and is a CPA, CA (Ontario). He was also involved in his community as the Executive & Treasurer of Warren Park Hockey and a coach for house league and select teams.
Residing in Etobicoke, Kevin serves clients in the GTA and throughout the Golden Horseshoe area.
- University of Windsor, Bachelor of Commerce
- Warren Park Hockey, Executive and Treasurer
- Warren Park Hockey, Coach
Before joining Part Time CFO Services, Ron St Pierre, CPA, CBV worked as a part time CFO for a private manufacturing corporation.
Ron was a previous Managing Partner and the National Strategic Leader of Talent at a prominent assurance, accounting, tax, and advisory services firm where he worked for 21 years. As Managing Partner, Ron managed 34 offices across Canada. He provided strategic direction, leadership, and management to achieve the regional business plan. Additionally, as the National Strategic Leader of Talent, Ronald was responsible for developing and executing BDO’s strategy related to Talent Recruitment, Leadership Development, Training, Performance Reviews, and Coaching.
Prior to becoming a Managing Partner, Ron was a Client Service Partner providing Accounting, Tax and Business Valuation Services to a large group of clients in many different industries. He also was a part-time Instructor at St. Clair College of Applied Arts and Technology in Windsor, where he taught in the Continuing Education Program.
He holds various professional certifications and memberships, including Chartered Business Valuator (CBV) from The Canadian Institute of Chartered Business Valuators, Chartered Professional Accountant (CPA) from The Institute of Chartered Professional Accountants of Ontario, and Certified Public Accountant (CPA US) from the American Institute of Certified Public Accountants. He earned his Honours Bachelor of Commerce in Accounting and Finance from the University of Windsor.
- Honours Bachelor of Commerce in Accounting and Finance from the University of Windsor
- Chartered Business Valuator (CBV) from The Canadian Institute of Chartered Business Valuators
- Chartered Professional Accountant (CPA) from The Institute of Chartered Professional Accountants of Ontario
- Certified Public Accountant (CPA US) from the American Institute of Certified Public Accountants
Bruce is an accomplished executive with a wealth of experience spanning over 35 years. He holds a Bachelor of Mathematics degree from the University of Waterloo and is a Chartered Professional Accountant (CPA). Bruce has worked in both manufacturing and service sectors, and his expertise encompasses directing financial management, planning, budgeting, performance and risk management processes with specific experience in turnaround management.
Bruce’s leadership ability is evident in his impressive track record of integrating strategy with performance to achieve outstanding results. Throughout his career, he has served as Chief Financial Officer at various companies, where he has been responsible for managing finance, accounting, budget preparation, treasury, HR, IT, purchasing, and customer service from Board member to hands-on execution. His passion is building performance teams to achieve goals that foster a culture of continuous improvement and personal fulfillment.
Bruce’s remarkable achievements include successfully handling M&A activities, spearheading global expansion efforts, and securing government funding. His broad experience and diverse background make him a valuable asset to any organization.
Bruce recently launched an operation in Dublin, Ireland and enjoyed numerous trips to the Emerald Isle, including membership in the Ireland-Canada Business Association. Other interests include golf, biking, and travelling.
Located in London, Bruce services the Southwestern Ontario region.
- Bachelor of Mathematics degree from the University of Waterloo
- Community support of Food Bank and Food Insecurity programs
- Leader/Treasurer of various community groups
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.
- Cambridge University Master of Arts, Astrophysics
- Fundraising and Business Development, SPARK Photo Festival
- CPA Mentor
- Member, Board of Directors, SPARK Photo Festival
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.
- Concordia University John Molson School of Business Bachelor’s Degree, Accounting
- Dawson College, Accounting and Management
- 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 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.
- Certified General Accountants of Ontario Program of Professional Studies, Completion to Level e
- Sir Sanford Fleming College Business Administration, Accounting
- Kawartha-Haliburton Children’s Aid Society Chair, Board of Directors and Chair Stewardship/Quality Committee
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.
- Wilfrid Laurier University, Bachelor of Business Administration
- CPA Ontario Mentor
- Peterborough Curling Club – Member
- Big Brothers Big Sisters of Peterborough – Board Member
- 100 Women of Peterborough – Member
Kyle Paterson has over fifteen years of wide-ranging professional business experience including sales leadership, change management, and entrepreneurial pursuits, as well as roles within the non-profit sector. Before joining Part Time CFO Services, Kyle served as a director within a top-rated family-based property and casualty regional insurance brokerage. Kyle led various capacities within this role, including business expansion, change management, leadership facilitation, marketing, and culture. The brokerage was successfully acquired in mid-2022.
Kyle has served the community as a previous Board President of the Whitby Chamber of Commerce, Director with the Optimist Club of Brooklin, and has been a consistent business member with the Brooklin Downtown Development Steering Committee. Kyle is currently engaged in his MBA program in Business Innovation at the University of Fredericton.
Outside work, you will find Kyle hiking, playing various sports, reading, working through logic puzzles or – his most enjoyable – spending time with his family. Always desiring to grow and learn, Kyle is always open to a friendly challenge in most games, including chess and pickleball.
- University of Fredericton, Executive MBA (currently enrolled)
- University of Windsor, Honours Economics and Business
VOLUNTEER AND COMMUNITY INVOLVEMENT
- Whitby Chamber of Commerce, President
- Brooklin Downtown Development Steering Committee, Business Member
- Whitby Chamber of Commerce, Vice President
- Brooklin Town Crier, Contributor
- Optimist Club of Brooklin, Director and Member
Peter Wong has over 30 years of financial management experience in a variety of industries including professional services, manufacturing, distribution and government funded organizations in public, private and not-for-profit corporations. Peter has specialized in projects including IPOs, mergers, and acquisitions, obtaining bank financing, cost control and driving efficiencies in operations. He has directed and overseen all finance functions including reporting, budgeting, accounts payable, accounts receivable, payroll and purchasing and has lead teams of up to thirty staff in finance departments.
Peter is a graduate of the University of Waterloo in 1987 and obtained his CGA designation in 1993, which later merged with CPA in 2014.
Located in Ajax, Peter enjoys spending time with family and friends, extensive world travel and golfing.
- University of Waterloo, Bachelor of Arts
- Simcoe Hall Settlement House
- Feed the Need Durham
- Whitby Ajax Garden Project
- Daily Bread Food Bank Toronto
Anna Herring has over 10 years of professional accounting experience, including financial statement preparation, variance analysis, budgeting, forecasting, cash flow management, margin analysis, year-end and audit processing, high level management reporting, and oversight of accounts payable and receivables. She possess strong time-management and organizational skills and works with great attention to details.
During her time within the facility management industry, Anna managed and oversaw financial reporting for multiple organizations for a large financial infrastructure client. She also worked closely with finance leaders/executives and operations teams on a regular basis towards improving accounting processes and financial results. As an area manger within the communication industry, Anna oversaw multiple locations and analyzed financial reports on an executive level as well as monitored cash reports, ledgers and financial documentation.
In her spare time, Anna enjoys nature walks, exercising by doing lane swimming and downhill skiing.
- R.S.S. University, Master’s degree in Social Work Major
- Durham Continuing Education, Administrative Assistant/ Volunteer
- Rivera Retirement Home, Administrative Assistant/ Volunteer
Meghan Patenaude achieved her CPA, CA in 2014 and has proven financial management experience in large natural resource operations in Western Canada at both the multi-divisional and corporate finance levels, as well as public sector health care and post-secondary education exposure in Ontario.
Before pursuing a background in business and accounting, Meghan graduated from the University of Alberta with a Bachelors of Education in 2008. She brings to her clients a passion for business process improvement and skillsets in technical finance/accounting, performance management and advanced learning strategies.
Meghan services our clients in the Durham Region, Northumberland County and Peterborough areas.
- Okanagan College, Pathway to Professional Accounting
- University of Alberta, Bachelor of Education
- CPA Mentor Training
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.
- Trent University, Master of Science in Applied Modelling and Quantitative Method
- Mumbai University, Master of Management Studies-Finance
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.
- University of Ontario Institute of Technology, Bachelor of Commerce (Honours)
Senior 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.
Troy has previous work experience as an Accounts Receivable clerk in the summer of 2018 and has also taken part in a volunteer tax clinic in college.
Some of Troy’s hobbies include camping, hiking and fishing.
Troy began working with Part Time CFO Services as a Junior Accountant, and summer intern, a position made possible with the help of the Canada Summer Jobs Grant for Youth.
- Ontario Tech University, Bachelor of Commerce, Accounting Major (3rd year)
- Loyalist College, Accounting Diploma
- Loyalist College Tax Clinic
- Castleton Sports Club
Marcus is a graduate of Ontario Tech University’s Bachelor of Commerce program with a major in Accounting. He is currently working towards obtaining his CPA designation.
In his previous work experience, Marcus has worked at the Canada Revenue Agency as a Non-Filler Officer, in tax compliance and filing. He has also previously partnered with the government CVITP program to provide a tax clinic to his fellow students at his University. Marcus has been involved with the Ontario Tech Accounting Association and had worked as a teaching assistant.
In his spare time, Marcus enjoys biking, jogging, working on cars, and technology.
*This position was made possible in part by the Canada Summer Jobs Grant 2020
- Ontario Tech University, Bachelor of Commerce, Accounting Major
- Community Volunteer Income Tax Program – Coordinator
- Free the Children – Organizer
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.
- McMaster University Bachelor of Commerce
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.
- Trent University, Bachelor of Business, 4th year
Arden Pilkey obtained an Honours Bachelor of Health Science from University of Ottawa prior to returning to school and obtaining a Business – Accounting Diploma with Durham College. She is currently pursuing her CPA designation.
In her previous work experience, Arden was with small, independent investment dealers where she gained experience with full cycle accounting, payroll and variance analysis. Prior to graduation from Durham College she worked for a family-owned steel company where she performed job costing, invoicing and customer service.
In her spare time, Arden enjoys going for walks outside with her family, cooking and making family movies.
Priyanka Sharma graduated with a Bachelor of Commerce from Laurentian University and acquired a Business Administration diploma in accounting through Humber College. Recently, she completed a postgraduate program certification in Project Management.
Priyanka started her career as a Junior Accountant in an owner-operated company. From there she progressed and moved on to work as Financial Analyst for Novatech Patio Doors Ontario. During her tenure at Novatech, she worked closely with the accounting team and CEO.
In her free time, Priyanka likes to paint, hike, and listen to music.
Priyanka services clients in the Greater Kitchener-Waterloo area.
- Laurentian University, Bachelor of Commerce
- Humber College, Accounting and Information Technology Program
- Humber College, Business Administration – Accounting
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!
- Algonquin College, Business Administration – Accounting Diploma
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.
Trent University, B.B.A. Accounting
Anton graduated with honours from McMaster University’s Bachelor of Commerce program. During his time at McMaster, Anton took an interest in accounting, as well as in economics and law. Anton also played for the McMaster Men’s Varsity Soccer team, earning awards as an Academic-All Canadian and OUA All-Star, in addition to being a Marauder Scholar. Anton plans to pursue a CPA designation.
Prior to university, Anton spent a few years as a professional soccer player in Croatia and Austria and is still actively involved in the sport playing in League1 Ontario and continuing to coach youth soccer while pursuing his coaching licenses.
- McMaster University, Bachelor of Commerce
- Member, Hamilton United Elite Soccer Club, Men’s League 1 Ontario
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.
- Ohio State University, Bachelor of Arts
- York University, School of Continuing Studies – Certificate in Accounting
VOLUNTEER & COMMUNITY INVOLVEMENT
- Kawartha Women’s Field Lacrosse Volunteer
Danielle obtained a Bachelor of Science in Nursing from McMaster University before returning to McMaster and obtaining an Accounting Diploma. She is currently pursuing her CPA designation.
In her previous work experience, Danielle helped with the administration and bookkeeping for a family-owned IT consulting company. Danielle is actively involved in community service. While completing her diploma, she volunteered with the Community Volunteer Income Tax Program and is an active volunteer with Northumberland Fare Share Food Bank.
Danielle enjoys hiking with her family, gardening, and volunteering in her community in her spare time.
- McMaster University, Accounting Diploma
- McMaster University, Bachelor of Science Nursing
- Northumberland Fare Share Food Bank, Board Treasurer
- Community Volunteer Income Tax Program, Volunteer Tax Preparer
Kathryn completed a Business – Accounting Diploma at Durham College before earning a Bachelor of Commerce Honours degree from Ontario Tech University. She intends to pursue her CPA designation.
Initially, Kathryn began her career by handling the day-to-day tasks of processing accounts payable and accounts receivable. However, she has since advanced and gained expertise in financial reconciliation, reporting, and financial analysis.
She has a strong inclination towards continuous learning and has developed a keen interest in utilizing technology to enhance operational efficiency and streamline processes.
During her leisure time, Kathryn finds pleasure in baking, painting, and engaging in outdoor activities such as hiking and camping.
- Accounting Diploma, Durham College
- BCOMM, University of Ontario Tech
Ainsley Walton recently completed her third year at Trent University in the Bachelor of Business Administration program with a specialization in Accounting. She plans to pursue her CPA designation upon graduation.
With experience in both customer service and public accounting, Ainsley knows the importance of providing both skill and attention to client needs. She recently worked her first tax season where she learned a lot about tax planning and preparation of tax returns. Ainsley has had many learning opportunities and is excited to continually learn and grow.
- Trent University, Bachelor of Business Administration
Abrin George is a graduate of Trent University with a Bachelor of Business Administration degree specializing in accounting. He also took electives in Mathematics/Statistics, Economics, and Computer science to enhance his skills in Data analytics. Abrin is planning to obtain his CPA designation.
During his time at Trent, Abrin was the financial Head of the Trent Cricket Club for three years and worked Voluntarily with the international office as a Cultural Assistant. He is also certified Level 1 Tax Course and SAP Finance and Control.
Abrin has worked off-campus as a Customer Service Manager for a large Canadian retailer and as a Tax Professional. Abrin Knows the importance of both skill and attention to clients’ needs. Abrin has had many learning opportunities and is excited to learn and grow continually.
Before university, Abrin played for Nationals as a Basketball player in High school. In his Spare time, he plays video games, Soccer, and Cricket. In addition, He also enjoys playing piano.
- Trent University, B.B.A. Accounting
Nado “Ange” Quindia is a junior financial analyst at Part Time CFO with a strong background in mathematics and finance. Originally from Ivory Coast, Ange has been living in Canada since 2018. Ange received their degree in Mathematics with a specialization in Finance from Trent University, where they also worked as an accounting tutor during their 1st and 2nd year of university. Ange is fluent in French and English, making them a valuable asset to clients in a bilingual setting.
Before joining Part Time CFO, Ange worked at a large Canadian manufacturer. However, their goal is to complete their CPA to better assist and help clients with their financial needs. In their spare time, Ange enjoys watching movies, playing sports, and playing soccer with friends and family on the weekends.
- Degree in Mathematics with a specialization in Finance from Trent University
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.
- Collège Boréal, Business Administration – Accounting Dipoloma
- Collège Boréal, Community Volunteer Income Tax Program
Kelsey Webster recently completed her third year of the Bachelor of Business Administration program with a specialization in accounting at Yorkville University. She plans to pursue her CPA designation upon graduation.
Kelsey has worked in the hospitality industry for over a decade, winning many awards for her exceptional customer service skills. During this time, she developed a passion for the financial aspects of the business world.
In her spare time, Kelsey loves spending time outdoors with her two small children, going for hikes, snowboarding, cooking or reading.
- Yorkville University, Bachelor’s Degree in Business Administration, Accounting Specialization
Casey Wirt is a highly skilled accounting professional with a background in criminology and over three years of experience working with vulnerable populations. She holds an accounting diploma from Durham College and an accounting degree from Ontario Tech. Casey is also pursuing her CPA designation. Casey’s passion for numbers, commitment to excellence, and dedication to professional development have propelled her career in accounting.
In addition to her accounting expertise, Casey actively contributes to her community. She sits on the board of a local Not-for-Profit organization, where she utilizes her financial acumen to assist with fund development and financial management. Her commitment to positively impacting her community is evident through her volunteer work and dedication to social causes.
Outside of her professional pursuits, Casey is an avid lover of the outdoors, enjoys literature, and is a skilled cook and baker who loves experimenting with new recipes. She is also a self-proclaimed crime junkie, enjoying crime podcasts and true crime documentaries.
With her diverse skill set, unwavering commitment to excellence, and passion for making a difference, Casey Wirt is a driven accounting professional who continues to strive for success in her career while actively contributing to her community.
- University of Ontario, Accounting
Jaired most recently finished his second year in the Bachelor of Commerce (Honours) program at Ontario Tech University, majoring in accounting and minoring in finance. After graduation, Jaired plans on pursuing his CPA designation. Currently, Jaired is both the VP of Finance for the Ontario Tech Accounting Association and Chief Financial Officer for Ontario Tech’s Business and IT Student Society.
In his spare time, Jaired enjoys learning more about investing, watching sports, and spending time with family.
- Ontario Tech University, Bachelor of Commerce (Honours)
- Ontario Tech Tax Clinic – CVITP Tax Clinic Volunteer
- Oshawa Hawkeyes Junior Varsity Offensive-line Coach
- Ontario tech Accounting Association – VP of Finance
- Ontario Tech Business and IT Student Society – Chief Financial Officer
Huzaifa Iqbal is a Junior Accountant Intern at Part-Time CFO Services. With a background in retail stores and restaurants, Huzaifa brings a strong work ethic to his first accounting job.
Currently, a fourth-year student at Ontario Tech University pursuing a Bachelor of Commerce degree with a major in Accounting, Huzaifa is experienced in MS Excel, Word, PowerPoint, and Teams and is also expanding his knowledge in Sage 50, QuickBooks Online, and QuickBooks Desktop.
Notable achievements include making the Dean’s List during his first and second years. Huzaifa’s goals include graduating from university, enrolling in a graduate diploma in accounting for CPA preparation, and ultimately obtaining his CPA designation.
He enjoys going to the gym, watching movies, and exploring new food spots in his leisure time.
Sydney recently completed her first year of the Bachelor’s Degree in Business program with a specialization in Accounting at the University of Ottawa. After graduation, Sydney is considering pursuing her CPA designation.
At school, Sydney is completing her degree in the French Immersion Program where she completes half of her courses in French. She is looking forward to being a part of the French Immersion Mentors Program next year.
Throughout the years, Sydney has been a volunteer coach at Northumberland Breakers Volleyball for the girls’ teams. She enjoys spending her free time with friends and family and stays active through a variety of sports such as volleyball, soccer, skiing and running.
- University of Ottawa, Bachelor’s Degree in Business
Sukhman Bains is an ambitious and highly motivated individual who recently completed his first year of study in the Bachelor of Commerce program, specializing in accounting, at the esteemed University of Guelph. With an unwavering passion for accounting, Sukhman is resolutely dedicated to forging a successful career as a Certified Public Accountant (CPA).
Having spent his formative years in Germany, Sukhman is fluent in German and has an insightful understanding of its culture.
During his leisure time, Sukhman derives fulfillment from engaging in physical pursuits such as soccer and basketball, exemplifying his commitment to maintaining a well-rounded and balanced lifestyle. He also devotes time to his fitness regimen by regularly attending the gym.
- University of Guelph
Gillian has over 15 years of people management and human resources experience specializing in hiring and developing talent and cultivating positive, productive cultures in retail and healthcare settings. Before joining Part Time CFO, Gillian served as an HR Advisor for a medical centre where she provided support with recruitment, performance management, employee engagement and execution and implementation of critical HR policies.
She is currently working towards her Certified Human Resources Professional (CHRP) designation by completing the Human Resources Management Certificate with George Brown College.
When not working, Gillian enjoys gardening, cooking meals with her home-grown veggies, and spending time with her husband and three wonderful daughters.