Construction
Consumer Services
Holding Companies
Manufacturing
Oil, Gas, and Mining
Professional Services
Technology, Information and Media
Transportation, Logistics, Supply Chain and Storage
Wholesale
Farming, Ranching, Forestry
Financial Services
Real Estate and Equipment Rental Services
Retail
Active
Annie T
I cut through financial complexity to deliver clarity, confidence, and real results. Hands-on, collaborative, and direct, I help owners and stakeholders turn challenges into opportunities, build trust, and spark lasting change.
About Me
Strategic finance executive with 22 years of leadership experience partnering with privately held businesses to drive transformation, growth, and operational excellence.
Expert in delivering actionable insights to CEOs, boards and private equity investors, guiding companies through complex transitions, ERP implementations, M&A, and supporting sustainable growth. Trusted for hands-on leadership and clear communication.
Jurisdiction
Canada | United States
Experience
Seniority LevelC-Suite
Years of Experience20+ years
Current StatusActive
Outsourced CFO
2025 - Present
Assisting SME's as fractional CFO, including creating budgets, cash flow forecasts, financial statement analysis, interim projects such as acquisition preparedness/due diligence, exit planning and value gap analysis, ERP implementation, and year end financial statement preparation and income tax planning and preparation.
Education
Degree of Bachelor of Business Management - AccountingRyerson University
1998 - 2003
Certification
Total Certifications2
Chartered Accountant (CPA, CA)
CPA Ontarion
2005
Certified Exit Planning Advisor
Exit Planning Institute
2011
Skills
Core skills10
Languages2
Skills
Reporting
Forecasting
Cash Flow Management
Financial Modeling
Process Optimization
ERP/System Implementation
Analysis
Restructuring
Acquisitions
Exit Planning
Languages
English
French