Mayfair Diagnostics

Member of the Leadership Team and report to the board for steering the strategic direction of business
- Present easy to understand financial updates and data for the owners/partners, board and leadership team
- Created pro forma for new clinic to assist in owners’ decision making, including historical comparison for realistic ramp up
- Reduced financial close by eliminating manual processes and automating
- Created business performance metrics and segment/service profitability analysis for the board
- Lead system implementation to Sage Intacct

 Provide financial expertise, management report of results and recommendations to leadership team and the board of directors
 Create and improve financial information that can be used to guide decision-making to support company goals, objectives, and strategies
 Contribute to strategic and tactical planning, business development, risk management, quality control, organizational development, planning processes, and other general functions
 Ensure reporting systems and tools are utilized at all levels and with optimal efficiency and functionality
 Utilizes a hands-on innovative style to actively supervise and coach 12 direct and indirect reports to maximize individual strengths and strive for excellence in customer service
 Maintain a solid understanding of company operations and its business, its transactional and contractual obligations and become directly involved in specific business issues and their resolution
 Subject matter expert for the corporate reporting platform and support implementation of new processes
 Maintain a continued awareness of new trends and developments and communicate them internally as appropriate
 Possess familiarity with industry accounting systems and related technologies and the willingness to consider, recommend and implement new alternatives
 Lead, develop, and mentor the finance team
 Serve as key change agent for initiatives that have high employee impact

Director of Finance

Top senior finance leader since Feb 2022

- Reduced financial close by eliminating manual processes and automating
- Built rolling forecast from scratch for easy updating for multiple segments and locations
- Created business performance metrics and segment/service profitability analysis for the board
- Lead system implementation to Sage Intacct
- Budgeting to improve leadership team and manager user experience
 Create and improve financial information that can be used to guide decision-making to support company goals, objectives, and strategies
 Contribute to strategic and tactical planning, business development, risk management, quality control, organizational development, planning processes, and other general functions
 Ensure reporting systems and tools are utilized at all levels and with optimal efficiency and functionality
 Utilizes a hands-on innovative style to actively supervise and coach 12 direct and indirect reports to maximize individual strengths and strive for excellence in customer service
 Maintain a solid understanding of company operations and its business, its transactional and contractual obligations and become directly involved in specific business issues and their resolution
 Subject matter expert for the corporate reporting platform and support implementation of new processes
 Maintain a continued awareness of new trends and developments and communicate them internally as appropriate
 Possess familiarity with industry accounting systems and related technologies and the willingness to consider, recommend and implement new alternatives
 Lead, develop, and mentor the finance team
 Serve as key change agent for initiatives that have high employee impact

Controller

Ask Angela Lin

My clients' results:
+Sales of $180,000+ to 1 new client
+Over 12X ROI in Sales

"I'm so grateful to Angela because it's her coaching, her strategies and her guidance that helped me land two incredible opportunities" - Ben Gioia, Coach, 2X Best-Selling Author, Speaker, Trainer

"If you’re looking to increase your sales growth, if you want a stellar marketing plan, you need to work with Angela. Hands down, best person out there."- Suzette Mariel, Award Winning Expert

"Angela has been helping us target high value connections on LinkedIn - both entrepreneurs and Angel Investors. She has done a great job." - Jeff Davids, Deal Coach

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Owner and CEO: LinkedIn Lead Generation for Business Owners

Petrocapita Income Trust

Oversee accounting team and allocate responsibilities to 5 team members. Key Responsibilities:
· Prepare financial analysis as required by management
· Financial Forecasting – streamlined the forecasting model to eliminate unnecessary tabs and info. Updating the annual model for actuals and assumptions based on management discussion and market updates
· Present quarterly and annual financial statements and MD&A on a quarterly basis to audit committee
· Document accounting processes
· Manage accounting systems conversion

Other responsibilities: 
· Discuss with CFO and Financial Reporting consultant regarding financial accounting treatment and note disclosures required.
· Review quarterly and annual financial statements and MD&A
· Prepare monthly and quarterly financial statement supporting documents:
· Calculate semi-monthly and monthly payroll, including source deductions for employees
· Review accounting vouchers and accruals by Controller
· Review monthly joint interest billings – both operated and non-operated
- Depletion, Depreciation, Decommissioning Liabilities
- Consulting Bonus Accrual
- Operating Expense and Prepaid adjustments
- Note disclosure details
· Liaise with external auditors and manage quarterly/annual reviews and audits
· Review Form 7, Form 9, and press releases
· Oversee team member in collections of receivables
· Review payables with management and field to determine who to pay
· Prepare weekly cash position
· Approve bank transfers and manage cash position
· Prepare weekly AFE workover results
· Approve general and administrative invoices
· Assist CFO with preparing tax filings, including but not limited to T2, T3, T4, PST, GIFI for the Trust, General Partnerships and Limited Partnerships
· Liaise with insurance company and prepare supporting documents for annual insurance renewal
· Review investor, financing and corporate documents – provide feedback to management for changes

Vice President of Finance and Administration, Consultant

Palliser Oil & Gas Corporation

• Participate in preparing quarterly and annual reports, including the MD&A, financial statements and note disclosures 

• Assemble monthly management reports and involvement in financial analysis 

• Prepare monthly cash flow forecast for budgeting and cost-cutting for management and the board of directors 

• Prepare month-end close and financial accounting entries, accruals and calculations (including depletion, impairment test, decommissioning liabilities, capitalized G&A, and share based compensation expense) 

• Prepare tax provision working papers and tax returns 

• Coordinate and liaise with auditors and joint venture partners 

• Liaise with bank for covenant compliance and loan reporting package 

• Research and document accounting position papers in accordance with IFRS 

• Prepare statement of adjustments for sale of assets and joint venture billings 

• Create and maintain accounting process and internal control documentation 

• Assist CFO with the administration of corporate insurance program 

• Coordinate with CFO and other departments regarding SEDAR, regulatory filings and other special projects as needed 

• Supervise and train accounting team of three people

• Effectively communicate to various stakeholders and manage multiple projects simultaneously 

• Focus on prioritizing, organizing, and completing workload in an efficient and timely manner

• Fast learner and self-motivated with ability to cross-train and take on additional responsibilities

• Proficient knowledge of Microsoft Office and JV Nexus; quick learner of other accounting systems

•	Project management of 3 to 5 audits/reviews simultaneously while performing under time pressure
•	Perform analytical review of monthly variances of client’s financial accounts
•	Perform operating cost audit for tenants of a commercial building
•	Prepare audit result presentations to clients’ board of directors
•	Strategic planning, prepare budget, and perform budget to actual analysis
•	Ensure consistent application of accounting policies and processes as the lead SOX senior accountant on a large, international oil and gas client
•	Created processes documentation for team staff to learn faster
•	Audit of IFRS and ASPE complex accounting issues including:
o	consolidation model ranging from 5 to 10 subsidiaries for a real estate and investment holdings client 
o	impairment of long lived assets
o	tax provisions for private clients
o	related party transactions for oil and gas, real estate, and investment 
o	acquisition and disposition of subsidiaries and revenue generating assets

Senior Staff Accountant

Sabal Homes

- Assisted in preparing yearend financial statements
- Tracked company sales, inventory, project completion progress
- Prepared executive summaries on contracts and annual financial information
- Increased inter-departmental efficiency by 10%

Accounting Analyst

Ernst & Young

•	Multi-tasked and worked closely in teams of two to five people
•	Prepared working papers for audits on oil and gas companies 
•	Created industry research reports for the Mergers and Acquisitions division

Staff Accountant (Summer)

AIESEC Calgary - Careers Day

- Increased profit by 12% year over year
- Increased event attendance by 10% year over year
- Secured sponsorship of $3,750 in 3 months
- 75 companies with 2300+ students

Organizing Committee President

On a mission to help other moms and their kids build wealth that feels calm, clear, and deeply aligned with what matters most.

For 5+ years, I lead the finances of a 500+ employee healthcare company, where I work with many moms. But my most meaningful money work? 

It happens at home—teaching my daughters how to save, earn, and invest with intention.

Because money isn’t just about numbers.

It’s about trust.

It’s about freedom.

It’s about raising kids who grow up confident, capable, and calm around wealth.

I believe high-earning moms deserve simple, powerful money habits that work in real life—not guilt, not overwhelm, and definitely not perfection.

We don’t have to wait to feel “ready” or know all the answers.

We just have to start.

And when we do? We don’t just change our bank accounts—we change the story our kids grow up with.

If you’re a mom ready to build lasting wealth and teach your kids to do the same, I’d love to support you.

Join my coaching program or sign up for my free newsletter—designed just for high-earning moms who want to invest wisely, live freely, and raise money-smart kids.

Let’s build something that lasts—together. DM me for more.

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Want to drive more opportunities from LinkedIn?

Angela Lin, CPA CA's Linkedin Analytics