Chief Financial Officer

Lead finance and board-level governance for a private global logistics and supply-chain group with approximately CAD 70 million in revenue and operations across Canada, the United States, and China.

Raised CAD 7 million in equity and debt financing through institutional-grade financial models and lender due diligence. Established consolidated reporting across seven subsidiaries under IFRS and US GAAP, while strengthening treasury, cash management, internal controls, pricing, cost systems, margin visibility, and unit-economics reporting.

Led financial strategy, capital-markets execution, governance, and finance operations for a public biopharmaceutical company with seven subsidiaries in Canada and the United States.

Oversaw SEC, CSE, OTCQB, and FWB disclosures, audit readiness, cross-border tax compliance, investor relations, disclosure controls, private placements, and related-party transactions. Partnered with the board, legal counsel, and auditors on securities-law compliance and long-term capital planning, contributing to approximately 200% market-capitalization growth within six months.

Served as CFO for a public biotechnology company listed on the CSE and OTCQB.

Enhanced financial statements, MD&A, and disclosure processes to improve audit efficiency and regulatory compliance. Supported forecasting, capital-structure analysis, tax-framework development for LATAM expansion, and impairment and valuation governance for intellectual property and long-lived assets.

Led finance, FP&A, controls, and global operational infrastructure for a private AI medical-imaging company operating from Singapore and Beijing. Supported an AI-enabled medical-imaging platform combining hardware sales, cloud diagnostic services, and subscription revenue.

Raised USD 250 million through Series A, B, and C funding rounds, increasing valuation from USD 10 million to USD 1.4 billion. Helped convert operating losses into annual net profit of USD 40 million with more than 25% ROE growth; led five M&A transactions, supported expansion into 15 countries, and implemented SAP, Dynamics 365, and a data warehouse for multi-country reporting.

Led private-equity fund management, investment analysis, capital allocation, and strategic transaction support in a large-scale cross-border real-estate environment in Beijing.

Created and managed CNY 30 billion in private-equity funds for real-estate development and M&A, delivering approximately 18% IRR. Executed multiple M&A transactions and supported IPO preparation for a property-management subsidiary.

Directed finance, controllership, and regulatory reporting for China operations in Shanghai under IFRS and US GAAP.

Guided hedge accounting, IFRS implementation, accounting treatment for banking and corporate-finance initiatives, budgeting, and funding strategies for new business and regulatory programs.

Oversaw China banking operations, regulatory reporting, internal controls, and operational support for loans, deposits, trading, onboarding, repo, and foreign-exchange activities.

Directed operating procedures, control frameworks, and regulatory systems. Chaired the Asia Operational Risk Working Group and served on ALCO, AML, Credit, and China Risk Committees.

Led hedge accounting and operational controls across equity, fixed-income, hedge-fund, and derivatives portfolios in Toronto.

Strengthened accounting policies, procedures, internal controls, daily processing, reporting, and operational-risk management. Managed and coached a team of 45 professionals across investment operations and treasury functions.

Worked for Canada's federal banking regulator in Ottawa, reviewing major Canadian financial institutions.

Assessed capital adequacy, asset quality, and risk-management practices to support prudential regulatory oversight.

Advise mid-market companies on sell-side and buy-side M&A, valuation, deal structuring, negotiations, and transaction execution through a global investment-banking platform.

Initiated and executed multiple client mandates, including a successfully closed transaction valued at USD 90 million.

Served as Independent Director and Audit Committee Chair for a NASDAQ-listed company.

Oversaw financial reporting, audit processes, internal controls, disclosure quality, regulatory compliance, external-auditor engagement, and enterprise-risk-management activities.

Founded and led a first-in-class oncology drug platform, advancing six therapeutic pipelines to pre-IND stage.

Led business planning, licensing discussions, and early development strategy. Raised CNY 35 million in seed funding at a CNY 120 million valuation.

Advised the board and chairman of a private healthcare operator with five hospitals and approximately 850 beds on business transformation, governance, and long-term strategy.

Supported rehabilitation-center expansion across 20 cities through site selection, planning, and operating-model design. Assisted in securing RMB 100 million in external funding and supporting IPO preparation activities.

Advised a medical-device endoscope manufacturer on corporate strategy, organizational restructuring, and commercialization following NMPA Class III licensing.

Supported the national sales-team buildout and investor engagement, contributing to RMB 80 million in fundraising.

Advised the board and CEO of a global CRO/CDMO and cell-and-immunotherapy company on strategy, governance, and IPO readiness.

Rebuilt the finance organization and supported recruitment of the CFO and Finance Director.

Master of Business Administration degree completed in Montreal, Quebec.

Bachelor of Science in Biology completed in Tianjin, China.

Fellow Chartered Management Accountant designation, held in good standing.

Chartered Global Management Accountant designation, held in good standing.

Professional CFO certificate in accounting.

Certified Fund Manager credential.

Ontario Life License Qualification Program certificate.