STRATEGIC CFO & BOARD DIRECTOR
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Chief Financial Officer and Board Director with 25+ years of leadership across public and private companies, including NASDAQ-, NYSE-, and CSE-listed, private equity–backed, and founder-led organizations. Proven record in capital markets execution, private equity fundraising, M&A, IPO readiness, and cross-border governance. Led $300M+ in capital raises, supported valuation growth to $1.4B, and delivered $40M+ annual profit turnarounds.
Recognized for aligning financial discipline with operational execution in regulated and asset-intensive environments.
Capital Markets & Transactions: IPO readiness, SEC filings, SOX 404, private placements, PE fundraising, debt issuance, M&A integration, financial due diligence, investor relations
Financial Leadership & Governance: Board governance, Audit Committee Chair, IFRS, US GAAP, Canadian GAAP, enterprise risk management, internal controls, financial reporting, budgeting, planning
Operations & Systems: ERP implementations (SAP, Dynamics 365, Oracle, QuickBooks), FP&A, multi-entity consolidation, pricing & cost management
Cross-Border & Regulatory: Canada, U.S., China, Singapore | OSFI, SEC, NYSE, AML, RCSA
EDUCATION & DESIGNATIONS
MBA, McGill University, Montreal, QC
BSc (Biology), Nankai University, Tianjin, China
FCMA, Fellow Chartered Management Accountant, CIMA (UK), held in good standing
CGMA, Chartered Global Management Accountant, AICPA–CIMA, held in good standing
Top CFO Certificate in Accounting, Shanghai University of Finance and Economics, China
Certified Fund Manager, China CSRC Securities Fund Association
LLQP Certificate, Ontario Life License Qualification Program (Life Insurance)
