Chartered Professional Accountants of Canada (CPA Canada)

As a mentor at the Order of Chartered Professional Accountants of Canada, l play a crucial role in shaping the next generation of accounting professionals. I have the opportunity to share my knowledge and expertise with aspiring CPAs and guide them as they progress through the CPA program.

Mentor

Xen Accounting

Portfolio company acquired from the Equiom PE Group

Partner - Strategic Advisor

Nex CPA

Boutique financial services for vc backed businesses.

Principal

Vasco

B2B SaaS that engineers growth to scale 10x faster.

Fractional CFO

Equiom Group

A Private Equity Group providing sophisticated clients with professional service expertise.

Managing Director - Canada

Board Member - Canada

MailChannels

MailChannels is a Vancouver-based SaaS company that protects companies against malicious email threats.

- Model budget and cashflow to determine free cashflow and financing needs
- Monthly review of cashflow and month-end discussions held with the CEO
- Budget to actual variance analysis provided to the CEO and Board
- Track key metrics (MRR, MRR Expansion, MRR Retraction, EBITDA, ARPU, ARPA)

Rise Branding

Rise Branding is a Toronto-based branding and communications agency that partners with leading multinationals in the B2B space.

- Financial modeling to determine free cashflow, breakeven analysis, financing needs, and key revenue/direct cost/opex drivers.
- Quarterly review of cashflow needs with CEO
- Budget to actual variance analysis provided to executive management.

Cloud Accounting Firm that is 100% digital. Acquired by the Equiom Group on Nov. 1, 2018.

- Startup ecosystem in tech, fintech, and venture capital 
- Advisory & consulting services (financial modelling, SRED, fractional CFO)
- Reporting (financial statements, quarterly reports to limited partners, board packages)
- Tax (indirect, direct, payroll)

Senior Manager

Aon Risk Solutions

NYSE: AON
- Full cycle accounting under IFRS
- Budgets, fixed assets, month-end
- Federal excise tax

Senior Accountant

BMO Wealth Management - Canada

TSX: BMO
- Analyze equities
- Operated in the money market funds, equities, and derivatives.
- Licensed investment representative with IIROC

Equity Specialist

Startup advisor

I help modern businesses scale by optimizing their cash flow, finops technology, and tax compliance.

taplio

The Battle

Hasan Shahariar, CPA

Jack D'Agnolo

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