Pinnacle Talent

TITLE: Finance Manager / Investor Relations Manager


Executive Candidate Profile

Seasoned finance professional with 20 years of experience in investment banking, corporate development, and investor relations. Significant deal experience gained from over 400 financing and merger & acquisition transactions with a combined value of over $25 billion. Diligent manager of various corporate development, accounting and communications initiatives with a publicly traded junior energy-tech developer. Fully committed to achieving outstanding results that contribute to the success of corporate and stakeholder goals.

  • Action-oriented value creator
  • Energetic and creative problem-solver, multi-tasker
  • Effective communicator with a team-first attitude and win-win mentality
  • Respectful manage


Recognition / Achievements

  • Managed three rounds of financing that raised more than $6M for Vancouver-based clean-tech venture.
  • Led relationships with key strategic customers during acquisition phase, leading to revenue growth from $0 to more than $2.65M over three years.
  • Leading financing and potential exit activities for renewable energy start-up.
  • Worked extensively with CFO and Managing Principals to grow Building Science Consulting firm from $18M in annual revenue to more than $30M in just three years via organic growth, geographic expansion, and competitive acquisitions.
  • Led due diligence and integration process on the successful acquisition of a competing firm including business modeling, valuation assessment, and management of operational issues during start up.
  • Negotiated multiple supply agreements with Chinese manufacturers, yielding a 14% reduction in lead time and 5% reduction in product cost.
  • Led the development of short- and medium-term financial projections for planning, operation, and fund-raising purposes, resulting in more than $1M in funding during fiscal 2018.
  • Cleaned up corporate records, including bringing financial statements and legal records up to date and ensuring cap table is accurate and clean, to prepare business for fund-raising.

Education / Designations

  • Bachelor of Commerce, University of Calgary
  • Proficient in Microsoft Office, geoSCOUT, Xi Technologies, Bloomberg, Capital IQ, and QuickBooks

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