Meet Our Team
More than a Consultant
We implement strategies, not just advise. Our team members are partners working alongside your team developing a long-term relationship.
Darryl Goodall has extensive experience working with a number of family and private businesses, as well as tenure in publicly traded companies. His knowledge allows him to provide a broad range of insights and solutions for his clients. Darryl is known for his problem solving skills and ability to ensure a plan covers all aspects of the business, not just the financial ones. With a strong entrepreneurial approach, his areas of expertise include sourcing financing and refinancing debt, crisis management and turnarounds, strategic planning, building and mentoring the right financial team, and driving operational improvements.
Prior to founding Part Time CFO Services Inc. in 2013, companies Darryl has worked for include Pepsico, Quaker Oats, Horizon Plastics International Inc., Main Access LLC and Pebra Inc..
Darryl Goodall received his Honours of Bachelor Business Administration from Wilfrid Laurier University in 1992 and his CMA designation in 1994, which later merged with CPA in 2014.
As an active sports enthusiast, he will often be found at the local soccer pitches and hockey arenas playing the games he loves or coaching his daughters. Darryl has been on the Board of Directors for the local soccer club in a variety of roles for twelve years and counting.
Education
- Wilfrid Laurier University Bachelor of Business Administration
Volunteer/Community Involvement
- Habitat for Humanity Northumberland - Treasurer
- Daughters for Life Foundation - Treasurer
- Community Training and Development Centre - Board Member
- Cornerstone Family Violence Prevention Centre - Treasurer
- Peterborough’s Innovation Cluster - Advisor for start-ups and entrepreneurs
- Port Hope Minor Soccer Club - Coach, President and Head Referee
Paul Kroetsch has spent over thirty years in corporate finance, with both private and public companies. He has an extensive background in process improvement, modelling, cost control and debt and equity financings. Paul has helped arrange credit lines, including syndicated bank facilities and completed an IPO as a CFO. He has been deeply involved in the M&A field, helping several companies complete over a dozen successful acquisitions and integrations.
In addition to his achieving his Charted Professional Accountant and Certified Treasury Professional designations, Paul Kroetsch has received training in Strategic Supply Chain Management Fundamentals, IFRS Implentation and has completed the Canadian Securities Course.
Paul enjoys working with teams to focus on business drivers and eliminate tasks that do not create value for stakeholders. After a wide ranging career in banking, insurance and manufacturing, Paul started a consulting practice in 2008 to help clients manage and deliver small and large scale projects. He is a Chartered Professional Accountant and also holds a Certified Treasury Professional designation. He graduated from Western University with a BA in Economics and the University of Windsor, with a BComm in Finance.
Based out of Burlington, Paul services South Western Ontario, including the western GTA area.
Education
- Western University B.A. Economics
- University of Windsor BComm Finance
Volunteer/Community Involvement
- Habitat for Humanity Halton-Mississauga, Home Construction Crew
- Board of Examiners, Chartered Professional Accountants of Canada
Ed Myers has extensive experience working with businesses from large, publicly traded companies to family start-ups. This has provided him with the skills and knowledge to find solutions. He is known for driving business forward while keeping pulse on where things stand today. Ed has a proven track record in increasing shareholder value and mentoring non-financial managers.
Prior to joining Part Time CFO Services Inc., Ed Myers worked for companies including Pepsi, Alcan, Ram Industries and Klenzoid Canada Inc. A graduate of Fanshawe College of Applied Arts and Technology, Ed earned his Honours in Business – Accounting. He later went on to earn his CMA (CPA) designation.
Ed is an avid golfer and loves attending live sporting events. He is a believer of giving back to the community he lives in; he was the treasurer of the United Way of Halton Hills and he currently mentors CPA students.
Located in Guelph, Ed services the Kitchener-Waterloo and surrounding areas.
Education
- Honours Business – Accounting, Fanshawe College of Applied Arts and Technology
Volunteer/Community Involvement
- CPA Mentor
- Treasurer, United Way of Halton Hills
Lisa Guimaraes has over 20 years of experience in accounting and finance in a variety of industries. She has held financial management roles in both public and private companies, with a current focus on small to medium businesses. Lisa has a strong background in overseeing financial reporting, financial planning, audit and tax management, as well as implementing and streamlining financial controls and processes. Lisa combines a big-picture mindset with a practical, hands-on approach. She is passionate about building strong relationships with her clients and supporting them to achieve success.
Lisa graduated from Dalhousie University with a Bachelor of Commerce and Master of Business Administration. She obtained her CPA, CA designation while working at PricewaterhouseCoopers in Toronto.
Outside of work, Lisa enjoys spending time with family and friends, taking fitness classes, and playing golf.
Based in Oakville, Lisa serves clients in the GTA and South Western Ontario.
Education
- Dalhousie University, Bachelor of Commerce
- Dalhousie University, Master of Business Administration
Volunteer/Community Involvement
- Co-Chair, Women United, United Way Hamilton Halton, 2021-2022
- Member of Campaign Cabinet, United Way Hamilton Halton, 2021-2022
With more than 35 years of experience as a CPA, CA, Tom Worden has gained valuable and diverse knowledge and skills. For 25 years he was a partner in a major international accounting firm, and spent 7 years as CFO and General Manager of a large, privately owned distribution company.
During his time with the accounting firm, he provided accounting, tax and advisory services to many private and public companies in a wide variety of industries. Tom has always placed client service as his highest priority and has worked closely with senior management in addressing the various issues that arise in company operations.
In his role as CFO and General Manager, Tom Worden was involved in all aspects of operations including human resources, strategy, mergers, acquisition and divestitures, managing banking arrangements, financial reporting and negotiations with customers and suppliers.
Outside of the office, Tom has volunteered significant time to community and charitable activities, including a number of senior board roles in not for profit organizations.
Tom is currently servicing clients in Durham Region and surrounding communities.
Education
- University of Guelph Bachelor of Arts
Volunteer/Community Involvement
- Lakeridge Health Oshawa - Board Member and Vice-Chair
- Oshawa Hospital Foundation - Board Member and Committee Chair
- Associated Medical Services - Board Member
- Grandview Children’s Centre - Board Member
- Ducks Unlimited Canada - Board Member and National President 2011-13 and National Board Chair 2013-15
- Goodwood Club - President 2004-2008
- Oshawa Golf Club - President 1992
Tom Cunningham has over 30 years in accounting, finance and senior leadership experience. He’s been successful in his senior financial/accounting roles including President of a Tier 1 automotive supplier.
Tom has worked in public accounting servicing a variety of small and medium-sized businesses, as well as municipalities and not for profit organizations. His services ranged from corporate and personal tax, to corporate audit, to accounting and financial management support. Tom built strong business relationships with the clients, based on service, trust and integrity. Tom has also worked with various levels of government relating to funding of capital for energy reduction projects and development opportunities for employees.
For the past 18 years, Tom has worked in the automotive manufacturing sector. During the 2008 economic downturn, he gained invaluable experience in maintaining business strength and stability through the development of strong cost modelling, process efficiencies, cost reduction strategies, and policy development. Tom has a proven track record in building a strong organization or business through solid corporate governance both administratively and financially, controls to mitigate corporate risk, and through long term strategic planning.
Tom is a graduate of Wilfrid Laurier University with a BA in Economics and Diploma in Business Administration. Community involvement is very important to him and he currently sits on the Audit and Finance Committee of Headwaters Hospital, as well as the Board of Directors of the Alliston Curling Club. In the recent past he has also sat on the Dufferin County Board of Trade and the Shelburne Economic Development Committee.
Based out of the Alliston area, Tom Cunningham services Barrie and the surrounding areas.
Education
- Wilfrid Laurier University, Diploma in Business Administration
- Wilfrid Laurier University, Bachelor of Arts (Economics)
Volunteer/Community Involvement
- Headwaters Health Care Centre, Member of Audit and Finance Committee
- Dufferin County Board of Trade, Past Board of Directors Member
- Alliston Curling Club, Past Treasurer
Phil Martin has nearly 40 years’ experience in financial management, planning and advisory services. He has held leadership roles in organizations having a broad range of corporate structures, diverse operations and contrasting cultures.
In the past, Phil has been a senior leader in both publicly-held and privately-owned corporations in diverse operations including wireless technologies, manufacturing, distribution, construction and sports and entertainment. He has experience in mergers and acquisitions, preparing complex business plans and forecast models, and developing policies and procedures for internal controls. The majority of Phil’s experience is with SMEs working with a hands-on approach. He is skilled in managing daily and interval financial reporting cycles under IFRS, GAAP and ASPE accounting standards.
Most recently, Phil held the position of VP, Finance & Regulatory Compliance with an energy distribution and generation company regulated under authority of the Ontario Energy Board and Ministry of Energy. In addition to providing insight into various levels of government and their operating protocols and procedures, managing a highly regulated organization has given him a unique perspective on the challenges these entities face and the rules of engagement used in developing strategies, goals and objectives.
Phil’s combination of broad-based organizational experience, strategic initiatives and hands-on approach to financial management provides a unique set of tools and wide range of services to our clients.
Located in Port Perry, Phil Martin services the Eastern GTA and the Kawartha regions.
Education
- Ryerson University, Business Degree
Volunteer/Community Involvement
- Treasurer (various community groups)
Atul Swarup is a CPA, CA with solid financial, IT, Human Resources and management experience. Throughout his career he has gained knowledge in a variety of sectors including manufacturing, hi-tech and service.
Atul Swarup is known for his strong problem solving, planning and leadership skills as well as for being tenacious & goal-oriented. These traits have given him the ability to improve organizational effectiveness, as well as increase revenue & shareholder value. Prior to joining Part Time CFO Services, Atul worked for Dynacast Ltd., Nefab Inc. and Bryston Ltd. in Peterborough. In his previous roles, he was responsible for many aspects of the business including all financial duties as well as IT and HR.
Outside of work, Atul has volunteered with numerous community and charitable organizations.
Atul Swarup is currently servicing clients in the Peterborough, Durham and Northumberland regions.
Education
- Queen’s University, Bachelor of Commerce
Volunteer/Community Involvement
- Rotarian - 1994 to present –President of the Rotary Club of Peterborough 2012-‘13
- Community Foundation of Greater Peterborough – Board Member & Treasurer – 2015 - 2019
- Peterborough Resource Angels Network (Angel investment in start-up companies) – 2015 - present
- Showplace Peterborough, Chair of Board 1997-99. Oversaw start-up of operations. Board member 1995-99
- Peterborough Regional Health Centre - Board of Governor (Finance & MIS Steering committee) 1993-95
- Peterborough Community Access Centre, Chair (2001) & Board member (1999-2001)
- Fleming College – Foundation-Finance Committee member
- Chamber of Commerce – Board member 2000-02
- United Way – Campaign cabinet member 2006-08, volunteered previously in other areas
- YWCA – Cabinet member of Crossroads women’s shelter capital campaign
Rick Godard is a seasoned, international CFO with 30 plus years’ experience including leading finance teams in Canada, United Kingdom, Barbados and the United states. He has worked in SMEs and large corporate environments including organizations undergoing large scale start up and transition. Over the years, his career focus has been on finance, operations and change management. Rick is looking to bring collaborative leadership and expertise to challenging financial and operational situations.
Rick’s extensive finance experience includes managing all aspects of multi-site financial teams and functions. He has been responsible for achieving substantial savings and strengthening control environments. Rick has extensive experience designing and implementing first-time critical elements of financial frameworks, and he was involved in establishing international subsidiaries and led the initial consolidation and audit of 45 international subsidiaries.
As a hands-on, collaborative change manager, Rick has lead and participated in finance, operations and broad business initiatives. He has extensive experience in systems implementation, including replacing a comprehensive management information system, as well as initial financial and management reporting systems for a number of start-up and fast growth organizations.
In his spare time, Rick enjoys travel and cottaging.
Residing in Toronto, Rick Godard services clients in the GTA.
Education
- Laurentian University, Master of Business Administration
- McMaster University, Bachelor of Commerce
With over 30 years of experience as a CEO, COO, CFO and corporate director, Rob has achieved significant success in driving both sales and bottom line growth. Most recently, Rob was President and CEO of DLF Pickseed North America, a leader in cool season turfgrass and forage crop seed products with sales of approximately $325 million. He was responsible for all aspects of the business including sales, production, brand marketing, human resources, finance, IT and research and development. Rob was also a member of the global executive management Board in a business with over $1 billion in revenue.
As a senior executive, Rob’s experience includes family business, corporate governance policy and procedural development, shareholder and management succession planning, strategy/business plan development, mergers and acquisitions and financial restructuring. His leadership principles are grounded in being decisive, setting high ambitions, empowering employees and balancing the need for corporate discipline with the need for entrepreneurial spirit and initiative.
A common thread throughout Rob’s career is his passion and insistence on high standards in financial reporting and analysis, financial planning, internal controls – a condition precedent to building lender and shareholder confidence, and attracting the interest of strategic investors.
Rob is a proud Metis with voyageur ancestral roots. He has enjoyed extensive travel, including walking across Spain (Camino de Santiago) and England (Hadrian’s Wall). Other interests include improving upon a single digit golf handicap, music (guitar) and history.
Rob services our clients in the London, Ontario and surrounding areas.
Education
- University of Toronto, Bachelor of Commerce
- Rotman School of Business, Directors Education Program - ICD.D
Volunteer/Community Involvement
- Canadian Canoe Museum (Board member and Audit Committee Chair)
- Human Resource Professionals Association of Ontario (Board member and Audit Committee Chair)
- Peterborough Symphony Orchestra (Board member and Audit Committee Chair)
- Grand Theatre London (Board member)
- Peterborough Golf and Country Club (Finance Committee member)
Helen Smith has 10 years financial management experience, working in both private and large, publicly listed organizations across Europe and North America.
As well as significant international experience, Helen brings substantial expertise in driving business growth, building and motivating high performing teams, ERP system implementation and process improvement.
Helen Smith graduated from the University of Cambridge in 2007 with a degree in Astrophysics and has since gone on to earn Chartered Management Accounting designations in both Canada and the United Kingdom.
In her spare time, Helen enjoys sailing and flying, and has been a qualified private pilot since 2014.
Education
- Cambridge University Master of Arts, Astrophysics
Volunteer/Community Involvement
- Fundraising and Business Development, SPARK Photo Festival
- CPA Mentor
- Member, Board of Directors, SPARK Photo Festival
Kevin Roy is an accomplished financial leader with over 20 years of experience advising growing businesses and impacting long-term results. He possesses proven skills in strategic thinking, impactful analysis, and effective communication and is counted on to handle complex and unusual situations to achieve objectives.
Kevin is a board member and audit committee chair of Pharmala Biotech (CSE: MDMA). He served as the CFO of the FirstService Brands Division at FirstService Corporation (TSX, NASDAQ: FSV), where he was responsible for the overall financial management with a focus on performance, strategy, and executive-level reporting and communication. Kevin was previously Director of Corporate Development at FirstService Corporation and completed over 30 acquisitions globally valued at over $500 million. He started his career as an Audit and Corporate Finance Manager at PricewaterhouseCoopers.
Kevin holds a Bachelor of Commerce from the University of Windsor and is a CPA, CA (Ontario). He was also involved in his community as the Executive & Treasurer of Warren Park Hockey and a coach for house league and select teams.
Residing in Etobicoke, Kevin serves clients in the GTA and throughout the Golden Horseshoe area.
Education
- University of Windsor, Bachelor of Commerce
Volunteer/Community Involvement
- Warren Park Hockey, Executive and Treasurer
- Warren Park Hockey, Coach
Rick Miller has over 35 years of accounting, finance and treasury experience from various roles within multiple industries. With half of his career working in the banking industry, Rick has had positions lending to the real estate, energy, agricultural, manufacturing, retail and wholesale sectors. Rick also spent several years working with high-risk borrowers in the banks’ special loans group.
The other half of Rick’s career has been spent working as treasurer of two international energy companies and CFO of several smaller companies, two of which were publicly traded on the TSX. The CFO roles included all aspects of managing the finance function including financial reporting, forecasting, internal controls, credit risk and managing the accounting function.
Rick’s strengths include understanding all aspects of debt and equity raising, risk management, cash management, M&A transactions and international treasury and banking. Rick is also well versed in setting up accounting systems and processes, including internal control systems and public company reporting and regulatory filings.
Rick enjoys biking and skiing and spending time at the cottage. He lives in Toronto and services clients in the GTA.
Education
- University of Western Ontario Master of Business Administration
- Carleton University Bachelor of Commerce (Accounting/Finance majors)
Before joining Part Time CFO Services, Ron St Pierre, CPA, CBV worked as a part time CFO for a private manufacturing corporation.
Ron was a previous Managing Partner and the National Strategic Leader of Talent at a prominent assurance, accounting, tax, and advisory services firm where he worked for 21 years. As Managing Partner, Ron managed 34 offices across Canada. He provided strategic direction, leadership, and management to achieve the regional business plan. Additionally, as the National Strategic Leader of Talent, Ronald was responsible for developing and executing BDO’s strategy related to Talent Recruitment, Leadership Development, Training, Performance Reviews, and Coaching.
Prior to becoming a Managing Partner, Ron was a Client Service Partner providing Accounting, Tax and Business Valuation Services to a large group of clients in many different industries. He also was a part-time Instructor at St. Clair College of Applied Arts and Technology in Windsor, where he taught in the Continuing Education Program.
He holds various professional certifications and memberships, including Chartered Business Valuator (CBV) from The Canadian Institute of Chartered Business Valuators, Chartered Professional Accountant (CPA) from The Institute of Chartered Professional Accountants of Ontario, and Certified Public Accountant (CPA US) from the American Institute of Certified Public Accountants. He earned his Honours Bachelor of Commerce in Accounting and Finance from the University of Windsor.
Education
- Honours Bachelor of Commerce in Accounting and Finance from the University of Windsor
- Chartered Business Valuator (CBV) from The Canadian Institute of Chartered Business Valuators
- Chartered Professional Accountant (CPA) from The Institute of Chartered Professional Accountants of Ontario
- Certified Public Accountant (CPA US) from the American Institute of Certified Public Accountants
Bruce is an accomplished executive with a wealth of experience spanning over 35 years. He holds a Bachelor of Mathematics degree from the University of Waterloo and is a Chartered Professional Accountant (CPA). Bruce has worked in both manufacturing and service sectors, and his expertise encompasses directing financial management, planning, budgeting, performance and risk management processes with specific experience in turnaround management.
Bruce’s leadership ability is evident in his impressive track record of integrating strategy with performance to achieve outstanding results. Throughout his career, he has served as Chief Financial Officer at various companies, where he has been responsible for managing finance, accounting, budget preparation, treasury, HR, IT, purchasing, and customer service from Board member to hands-on execution. His passion is building performance teams to achieve goals that foster a culture of continuous improvement and personal fulfillment.
Bruce’s remarkable achievements include successfully handling M&A activities, spearheading global expansion efforts, and securing government funding. His broad experience and diverse background make him a valuable asset to any organization.
Bruce recently launched an operation in Dublin, Ireland and enjoyed numerous trips to the Emerald Isle, including membership in the Ireland-Canada Business Association. Other interests include golf, biking, and travelling.
Located in London, Bruce services the Southwestern Ontario region.
Education
- Bachelor of Mathematics degree from the University of Waterloo
Volunteer/Community Involvement
- Community support of Food Bank and Food Insecurity programs
- Leader/Treasurer of various community groups
Prior to joining Part Time CFO, Marcia worked as a regional Wealth Manager at a major investment firm. She began her career at a national accounting firm practicing in the tax and estate planning group later transitioning into the Not For Profit Sector as the CAO of Southwest Middlesex Health Centre and as Executive Director of The Fowler Kennedy Sports Medicine clinics.
Marcia is passionate about contributing to her community and, throughout her career, has served on several Boards, including Big Sisters and Brothers of London, The London Club, The Epilepsy Support Centre, Thames Valley Children’s Centre, Salvation Army Centre of Hope and Operation Walk. She currently sits on the Board of The McCormick Care Group and The London Hunt and Country Club.
Outside of work, Marcia enjoys golf and tennis and is taking up woodworking. Having raised 3 daughters, she lives in London with her husband, Kelly, and their chocolate lab, Divot.
Peter Wong has over 30 years of financial management experience in a variety of industries including professional services, manufacturing, distribution and government funded organizations in public, private and not-for-profit corporations. Peter has specialized in projects including IPOs, mergers, and acquisitions, obtaining bank financing, cost control and driving efficiencies in operations. He has directed and overseen all finance functions including reporting, budgeting, accounts payable, accounts receivable, payroll and purchasing and has lead teams of up to thirty staff in finance departments.
Peter is a graduate of the University of Waterloo in 1987 and obtained his CGA designation in 1993, which later merged with CPA in 2014.
Located in Ajax, Peter enjoys spending time with family and friends, extensive world travel and golfing.
Education
- University of Waterloo, Bachelor of Arts
Volunteer/Community Involvement
- Simcoe Hall Settlement House
- Feed the Need Durham
- Whitby Ajax Garden Project
- Daily Bread Food Bank Toronto
Mishela Salem is a senior finance leader with over a decade of experience in strategic financial management, corporate development, and business transformation. She has held executive roles across diverse industries, including automation, manufacturing, and consumer goods, where she’s consistently driven exceptional results through financial acumen and operational insight.
Mishela has a proven track record of successfully leading cross-functional teams through complex integrations, ERP implementations, and transformative performance improvement initiatives. Her deep expertise in budgeting, forecasting, and financial analysis is complemented by a collaborative and results-oriented leadership style.
A Chartered Professional Accountant (CPA, CMA), Mishela is recognized for her strategic vision, unwavering integrity, and dedication to driving sustainable business growth and operational excellence.
Education
- King's University College, Honours Business Management and Organisational Studies, Finance and Accounting
Kylie McLellan has had a career that included roles as an external auditor and manager within the real estate management industry. Prior to joining Part Time CFO Services she worked for Venterra Realty Canada, a real estate management and investment company with properties based throughout the southern U.S. Within this role Kylie led the property accounting team, taking ownership of the property financial reporting, accounting process improvements and U.S. partnership taxes.
A graduate of Wilfrid Laurier University, Kylie McLellan holds a degree from the Bachelor of Business Administration program. She has also earned her Chartered Professional Accountant designation.
In her spare time, you can find Kylie stand-up paddle boarding, trying a yoga class or going for a walk with her cockapoo dog Hayley.
Education
- Wilfrid Laurier University, Bachelor of Business Administration
Volunteer/Community Involvement
- CPA Ontario Mentor
- Peterborough Curling Club – Member
- Big Brothers Big Sisters of Peterborough – Board Member
- 100 Women of Peterborough – Member
Tim McLaren has over 16 years of financial management and operations leadership experience, working at a top tier consumer goods company. He is known for his expertise of navigating ERP systems, development of KPI’s, and driving strong financial results. Tim has extensive experience with financial transactions, processes and policies.
As Controller for two Quaker Oats manufacturing sites, Tim was the strategic business partner for the Operations teams and supporting functions. He provided financial guidance and ownership for annual spending plans/budgets, decision support/analysis of financial opportunities and risks, monthly forecasting and reporting of site financials, financial lead for Collective Bargaining Agreements, and lead yearly reviews of financial controls.
Tim also spent over 4 years as a Production Manager, leading a team of supervisors and support staff to run 6 production lines with direct accountability for 80 hourly associates. His team had ownership for Safety, Quality, Cost and Fulfillment.
Tim McLaren is a past board member with the Kawartha Haliburton Children’s Aid Society, in which he lead for two years as Chair of the Board.
In his spare time, Tim enjoys camping with his family, canoeing, and kayaking.
Education
- Certified General Accountants of Ontario Program of Professional Studies, Completion to Level e
- Sir Sanford Fleming College Business Administration, Accounting
Volunteer/Community Involvement
- Kawartha-Haliburton Children’s Aid Society Chair, Board of Directors and Chair Stewardship/Quality Committee
Ziyad Sidawi, a 2016 CPA graduate, had various accounting roles with State Street Canada and X20 Media prior to joining Part Time CFO Services. Currently, he is working with multiple clients including The Canadian Canoe Museum where he assists with the new capital campaign. Ziyad understands the importance of meeting client deadlines and exceeding their expectations. He brings a passion for results and a work ethic second to none.
A Bachelor of Commerce graduate of Concordia University’s John Molson School of Business in 2013, Ziyad relocated to Ontario in 2014.
Amongst his peers and family, Ziyad Sidawi is known for his exceptional cooking abilities. He also enjoys long distance running, travel, gardening and politics.
Education
- Concordia University John Molson School of Business Bachelor's Degree, Accounting
- Dawson College, Accounting and Management
Volunteer/Community Involvement
- Five Counties Children’s Centre - Board Member
- Cook’s School Day Care - Board member and Treasurer
- "Men Who Cook" - Participant at annual Culinary competition to raise money Northumberland Sunrise Rotary Club
Anna Herring has over 10 years of professional accounting experience, including financial statement preparation, variance analysis, budgeting, forecasting, cash flow management, margin analysis, year-end and audit processing, high level management reporting, and oversight of accounts payable and receivables. She possess strong time-management and organizational skills and works with great attention to details.
During her time within the facility management industry, Anna managed and oversaw financial reporting for multiple organizations for a large financial infrastructure client. She also worked closely with finance leaders/executives and operations teams on a regular basis towards improving accounting processes and financial results. As an area manger within the communication industry, Anna oversaw multiple locations and analyzed financial reports on an executive level as well as monitored cash reports, ledgers and financial documentation.
In her spare time, Anna enjoys nature walks, exercising by doing lane swimming and downhill skiing.
Education
- R.S.S. University, Master’s degree in Social Work Major
Volunteer/Community Involvement
- Durham Continuing Education, Administrative Assistant/ Volunteer
- Rivera Retirement Home, Administrative Assistant/ Volunteer
Shamiso Chataika is Finance and Audit Executive with over ten years’ of experience. Her career comprises technical, functional, operational and strategic experience from a productive career in external auditing, internal auditing, and working in the finance function. She has experience in financial planning, financial reporting, budgeting, variance analysis, tax planning and tax management, internal controls management, risk management, human resources management, implementation of IT systems, and corporate governance management, amongst other skills. She also possesses strong critical thinking and analytical skills.
Shamiso worked with a diverse number of clients during her time in public practice. These include manufacturing, retail, banking and insurance companies, not-for-profit organizations, mining, churches, and service industries. She has also previously worked for private organizations in the insurance, construction, auto repairs, and machinery automation industries.
Shamiso is a qualified Chartered Professional Accountant Ontario, Chartered Accountant Zimbabwe, and Certified Internal Auditor. She also holds a Masters in Business Leadership from the University of South Africa. She is very passionate about training, mentoring and teaching and has previously tutored university students studying toward their degree in Accounting and aspiring Chartered Accountants.
Outside of work, Shamiso enjoys spending time with family and loved ones and watching real life documentaries.
Based in London, Shamiso serves clients in London and surrounding areas.
Education
- University of South Africa (UNISA) Graduate School of Leadership, Master of Business Leadership (MBL)
- University of South Africa, BCompt Honours Accounting
- National University of Science and Technology Zimbabwe, Bachelor of Commerce Honours Degree in Accounting
Volunteer/Community Involvement
- Treasurer, ATN Access Inc.
Troy is a graduate of Ontario Tech University’s Honours Bachelors of Commerce program with a major in Accounting and a minor in Finance. He plans to continue to work on his studies towards his CPA designation.
Troy has previous work experience as an Accounts Receivable clerk in the summer of 2018 and he has also taken part in a volunteer tax clinic when he was in college.
Some of Troy’s hobbies include camping, hiking and fishing.
Troy began working with Part Time CFO Services as a Junior Accountant, summer intern, a position that was made possible with the help of the Canada Summer Jobs Grant for Youth.
Education
- Ontario Tech University, Bachelor of Commerce, Accounting Major (3rd year)
- Loyalist College, Accounting Diploma
Volunteer/Community Involvement
- Loyalist College Tax Clinic
- Castleton Sports Club
Puvendra is an experienced analyst, who enjoys solving problems with the data driven solutions. He likes to help companies make informed business decisions and identify problems and take necessary actions, before they occur.
Puvendra received his master’s degree in Big Data Analytics from Trent University in 2020.
In his spare time, Puvendra enjoys jogging, learning new skills.
Education
- Trent University, Master of Science in Applied Modelling and Quantitative Method
- Mumbai University, Master of Management Studies-Finance
Marcus is a graduate of Ontario Tech University’s Bachelor of Commerce program with a major in Accounting. In addition, he has recently obtained his CPA designation.
In his previous work experience, Marcus has worked at the Canada Revenue Agency as a Non-Filler Officer, in tax compliance and filing. He has also previously partnered with the government CVITP program to provide a tax clinic to his fellow students at his University. Marcus has been involved with the Ontario Tech Accounting Association and had worked as a teaching assistant.
In his spare time, Marcus enjoys biking, jogging, working on cars, and technology.
*This position was made possible in part by the Canada Summer Jobs Grant 2020
Education
- Ontario Tech University, Bachelor of Commerce, Accounting Major
Volunteer/Community Involvement
- Community Volunteer Income Tax Program - Coordinator
- Free the Children - Organizer
James is a dynamic CPA who seamlessly blends numerical proficiency with an active lifestyle. In the corporate realm, James has left a mark through impactful contributions across various sectors. As a finance manager at a prominent healthcare institution, he adeptly led a team through a seamless audit process, ensuring financial integrity. In his role as a controller at an agribusiness, James meticulously managed financial reporting and budgeting and played a pivotal role in optimizing global operations, with a specific focus on Ireland.
James’s commitment to his clients is evident in his role in a recent not-for-profit client, where he not only oversaw and managed the financial department of a prominent organization but also contributed significantly to growth through strategic pricing analysis. His expertise in revamping accounts receivable processes resulted in a substantial reduction in invoicing duration, showcasing his dedication to operational efficiency and process optimization.
With his multifaceted expertise, James proves to be an invaluable asset for any organization, combining financial prowess with a strategic mindset for sustainable growth and success.
Education
- Trent University, Bachelor of Business Administration, Specialization in Accounting
Graham combines deep financial expertise with real-world business leadership experience. A Chartered Professional Accountant (CPA, CA) since 2010, he holds a Bachelor of Business Administration from Acadia University. Early in his career, Graham worked with a Big Four accounting firm as a Senior Associate, building a strong foundation in audit, assurance, and financial advisory services.
Transitioning into industry, Graham took on senior finance roles within the environmental services sector, further expanding his operational and strategic expertise. He then spent more than a decade as the owner and operator of a successful Ontario microbrewery, where he was responsible for day-to-day operations, financial management, and business development.
In recent years, Graham has helped lead the successful transition of a $30M+ B2C manufacturer with multiple business divisions, focusing on strategic restructuring, operational improvements, and financial optimization. His leadership includes spearheading several major software and technology transformations, helping organizations modernize their systems to drive efficiency and support growth.
Graham’s combination of entrepreneurial experience and corporate finance knowledge allows him to deliver practical, actionable advice to clients navigating growth, transition, or operational challenges.
Deeply committed to giving back, Graham currently serves as Treasurer for the St. Jacobs Business Improvement Area (BIA) and volunteers as a coach with the Kitchener Minor Hockey Association and the Kitchener Soccer Club.
Outside of work, Graham enjoys hockey, soccer, golf, and spending time with his family.
Education
- Bachelor of Business Administration - Acadia University
Volunteer/Community Involvement
- St. Jacobs BIA - Treasurer
- Kitchener Minor Hockey Association - Coach
- Kitchener Soccer Club - Coach
Arden Pilkey is a results-driven finance professional with a strong track record of improving financial reporting, budgeting, and profitability across a variety of sectors. She has worked extensively with private businesses and not-for-profit organizations, delivering practical solutions that support better decision-making at both the management and board levels.
In the agricultural co-operative sector, Arden played a key role in strengthening divisional reporting and supporting financial projections for investment opportunities. Within a social services organization, she built a $33 million budget from the ground up, enhanced the board reporting package, and streamlined reporting to funders. Her work in the retail and manufacturing space includes implementing a new financial system and budgeting process, developing weekly sales reporting to boost profitability, and introducing cash flow forecasting tools to improve financial management.
Arden’s earlier experience includes full cycle accounting, payroll, variance analysis with independent investment firms, job costing, invoicing, and customer service for a family-owned steel company.
Known for her hands-on approach and ability to quickly understand each organization’s unique needs, Arden is committed to helping clients gain clarity and control over their financial operations. In her spare time, she enjoys spending time outdoors with her family and cooking.
Education
- Durham College, Diploma in Accounting
- University of Ottawa, Bachelor of Health Science
Alyssa holds an Honours Bachelor of Commerce degree from Nipissing University and an Accounting diploma from Algonquin College’s Business Administration program. She is currently a CPA candidate.
Specializing in cloud-based accounting solutions, Alyssa helps clients transition smoothly to digital platforms, with an emphasis on seamless data integration and improving overall efficiency.
In addition to her professional work, Alyssa serves on the Board of Directors for a social housing and healthcare organization. She also enjoys cooking and exploring the outdoors, particularly hiking, camping, and canoeing in Ontario’s beautiful provincial parks!
Education
- Nipissing University - Honours Bachelor of Commerce Degree
- Algonquin College, Business Administration - Accounting Diploma
Anton graduated with honours from McMaster University’s Bachelor of Commerce program. During his time at McMaster, Anton took an interest in accounting, as well as in economics and law. Anton also played for the McMaster Men’s Varsity Soccer team, earning awards as an Academic-All Canadian and OUA All-Star, in addition to being a Marauder Scholar. Anton plans to pursue a CPA designation.
Prior to university, Anton spent a few years as a professional soccer player in Croatia and Austria and is still actively involved in the sport playing in League1 Ontario and continuing to coach youth soccer while pursuing his coaching licenses.
Education
- McMaster University, Bachelor of Commerce
Volunteer/Community Involvement
- Member, Hamilton United Elite Soccer Club, Men’s League 1 Ontario
Danielle obtained a Bachelor of Science in Nursing from McMaster University before returning to McMaster and obtaining an Accounting Diploma. She is currently pursuing her CPA designation.
In her previous work experience, Danielle helped with the administration and bookkeeping for a family-owned IT consulting company. Danielle is actively involved in community service. While completing her diploma, she volunteered with the Community Volunteer Income Tax Program and is an active volunteer with Northumberland Fare Share Food Bank.
Danielle enjoys hiking with her family, gardening, and volunteering in her community in her spare time.
Education
- McMaster University, Accounting Diploma
- McMaster University, Bachelor of Science Nursing
Volunteer/Community Involvement
- Northumberland Fare Share Food Bank, Board Treasurer
- Community Volunteer Income Tax Program, Volunteer Tax Preparer
Sarah graduated from McMaster University with a Bachelor of Commerce and a minor in Economics. During her program, she explored various business courses in finance, marketing, operations, and human resources in the first two years, and then specialized in accounting during the final two years. Currently, she’s pursuing her CPA designation.
During her time in university, Sarah gained experience in accounting and administrative roles with different organizations. After graduating, she worked in public accounting, where she gained extensive experience in audit, review, and compilation engagements for not-for-profit and for-profit entities, as well as personal, corporate, and charity tax returns. Sarah also worked as a financial analyst in the healthcare industry, focusing on internal accounting processes and third-party recoveries.
In her free time, Sarah enjoys hiking, friendly yet competitive card games, and pursuing her creative side, which includes knitting and playing music. Additionally, Sarah serves as the board treasurer of the Trenton Care and Share Food Bank, where she contributes her financial expertise to support the organization’s mission in providing vital resources to the community.
Education
- McMaster University Bachelor of Commerce
Volunteer/Community Involvement
- Trenton Care and Share Food Bank - Board Treasurer
Ryan is a seasoned financial professional with over a decade of experience in the tech and fintech sectors. He holds a Bachelor of Accounting Science from UNISA, a B. Compt Honours from the University of KwaZulu-Natal, and is an Associate General Accountant with the South African Institute of Chartered Accountants (CGA equivalent). He also earned a Certificate in Data Analytics from BrainStation.
Ryan has held senior finance roles where he led full-cycle accounting, financial reporting, forecasting, and cross-border financial operations. Known for his sharp eye for detail and a passion for process improvement, he’s recognized for cleaning up complex reconciliations, managing multi-entity reporting, and collaborating closely with executive teams across departments.
Outside the office, Ryan is a passionate sports enthusiast. A former professional footballer and cricketer in South Africa and the UK, he now enjoys following football, rugby, and just about any match worth watching. A dedicated community member, he has volunteered his time coaching kids’ soccer in Peterborough for the past six years.
Education
- Bachelors of Accounting Science - UNISA 2003
- B.Compt Honours - University of Kwazulu Natal 2005
- South African Institute of Chartered Accounts - AGA (CGA) 2016
- Certificate in Data Analytics - BrainStation 2020
Volunteer/Community Involvement
- Peterborough Junior Soccer - Coach
Sage graduated from Ohio State University in 2020 with a Bachelor of Arts in Speech and Hearing Science. She has continued her studies by completing two Accounting certificate programs at York University’s School of Continuing Studies and plans to pursue her CPA designation.
At Ohio State, Sage was a member of the Varsity Women’s Lacrosse Team and now continues to share her passion for the game volunteering with the Kawartha Women’s Field Lacrosse Program as the U19 Assistant Coach. She enjoys spending her free time with friends and family and stays active through a variety of sports.
Sage started her journey with Part-Time CFO as a Junior Accountant – Intern, which led to a full-time position after her graduation from York University.
Education
- Ohio State University, Bachelor of Arts
- York University, School of Continuing Studies – Certificate in Accounting
- York University, School of Continuing Studies – Certificate in Advanced Professional Accounting
Volunteer/Community Involvement
- Kawartha Women’s Field Lacrosse Coach & Voluntee
Farooqh holds degrees in Commerce and Social Sciences and is a certified Cost and Management Accountant from India as well as a CIMA from the UK. Currently enrolled in the Global Business Management program at Fleming College in Peterborough, ON, he is also actively pursuing his CPA designation.
In his previous professional roles, Farooqh contributed to the financial planning and analysis efforts within the CFO’s team at a food and products company. He has also gained experience at various organizations during the earlier stages of his career.
During his free time, Farooqh enjoys cooking, biking, and learning about technology.
Education
- University of Massachusetts Lowell, Master’s Degree in Social Sciences
- Acharya Nagarjuna University, Master’s Degree in Commerce
Kathryn completed a Business – Accounting Diploma at Durham College before earning a Bachelor of Commerce Honours degree from Ontario Tech University. She intends to pursue her CPA designation.
Initially, Kathryn began her career by handling the day-to-day tasks of processing accounts payable and accounts receivable. However, she has since advanced and gained expertise in financial reconciliation, reporting, and financial analysis.
She has a strong inclination towards continuous learning and has developed a keen interest in utilizing technology to enhance operational efficiency and streamline processes.
During her leisure time, Kathryn finds pleasure in baking, painting, and engaging in outdoor activities such as hiking and camping.
Education
- Accounting Diploma, Durham College
- BCOMM, University of Ontario Tech
Kelsey graduated with Honours from Yorkville University’s Bachelor of Business Administration program, specializing in Accounting. She is currently pursuing her CPA designation
Kelsey worked in the hospitality industry for over a decade, winning many awards for her exceptional customer service skills. During this time, she developed a passion for the financial side of the business world.
In her spare time, Kelsey loves spending time outdoors with her two small children, going for hikes, snowboarding, cooking or reading.
Education
- Yorkville University - Honours Bachelor's Degree in Business Administration, Accounting Specialization
A recent graduate of Trent University, Muizz has completed his degree in Bachelors of Business Administration with an Accounting Specialization. He plans on continuing his studies and obtaining his CPA designation.
Previous to working at Part Time CFO Services LLP, Muizz was an accounting intern at Fidelity Bank Plc in Nigeria, in which his role was to provide support to accountants in the recording and preparation of financial statements.
At Trent University Muizz volunteered, on multiple occasions, with the Trent Durham Student Association to plan and host events. He was also an active member of the Post Secondary Ambassador Program for the CPA in which he actively engaged and networked with other CPA members.
In his spare time, Muizz enjoys playing a variety of sports such as soccer, football, and basketball. He also loves to travel and cook.
Education
- Trent University, B.B.A. Accounting
Ainsley holds a Bachelor of Business Administration with a specialization in Accounting from Trent University and is currently working toward her CPA designation.
With a strong background in both customer service and public accounting, Ainsley understands the importance of blending technical expertise with a client-focused approach. She thrives on tackling new challenges and seizing opportunities for growth.
Outside of work, Ainsley is passionate about staying active. Whether she’s lifting weights, hiking, biking, golfing, or skiing, she enjoys challenging herself physically and staying fit. An avid outdoor enthusiast, she enjoys spending her summers camping and relaxing by the lake with family and friends.
Education
- Trent University, Bachelor of Business Administration
Nado “Ange” Quindia is a junior financial analyst at Part Time CFO with a strong background in mathematics and finance. Originally from Ivory Coast, Ange has been living in Canada since 2018. Ange received their degree in Mathematics with a specialization in Finance from Trent University, where they also worked as an accounting tutor during their 1st and 2nd year of university. Ange is fluent in French and English, making them a valuable asset to clients in a bilingual setting.
Before joining Part Time CFO, Ange worked at a large Canadian manufacturer. However, their goal is to complete their CPA to better assist and help clients with their financial needs. In their spare time, Ange enjoys watching movies, playing sports, and playing soccer with friends and family on the weekends.
Education
- Degree in Mathematics with a specialization in Finance from Trent University
Dylan is a dedicated Financial Analyst with an Honours Bachelor of Commerce degree from McMaster University. Prior to joining our team, he gained valuable experience at WalterFedy, where he was responsible for preparing interim financial reports, calculating WIP, and managing transactional entries.
Outside of work, Dylan enjoys cooking and staying active through running and skiing.
Education
- McMaster University, Honours Bachelor of Commerce
Jaired recently graduated with a Bachelor of Commerce degree in Accounting from Ontario Tech University and plans to pursue his CPA designation. During his time at university, he also served as President of the Ontario Tech Business and IT Student Society, and Vice President of the Ontario Tech Accounting Association.
In his spare time, Jaired enjoys personal finance and investing, camping with his family, and cheering for the Toronto Maple Leafs and Houston Texans.
Education
- Ontario Tech University, Bachelor of Commerce
Volunteer/Community Involvement
- President - Ontario Tech Business and IT Student Society (2023-2024)
- Vice President - Ontario Tech Accounting Association (2022)
- Offensive Line Coach - Oshawa Hawkeyes Football (2022-2023)
Abrin George is a graduate of Trent University with a Bachelor of Business Administration degree specializing in accounting. He also took electives in Mathematics/Statistics, Economics, and Computer science to enhance his skills in Data analytics. Abrin is planning to obtain his CPA designation.
During his time at Trent, Abrin was the financial Head of the Trent Cricket Club for three years and worked Voluntarily with the international office as a Cultural Assistant. He is also certified Level 1 Tax Course and SAP Finance and Control.
Abrin has worked off-campus as a Customer Service Manager for a large Canadian retailer and as a Tax Professional. Abrin Knows the importance of both skill and attention to clients’ needs. Abrin has had many learning opportunities and is excited to learn and grow continually.
Before university, Abrin played for Nationals as a Basketball player in High school. In his Spare time, he plays video games, Soccer, and Cricket. In addition, He also enjoys playing piano.
Education
- Trent University, B.B.A. Accounting
Teagan holds an HBA and a Graduate Diploma in Accounting from the Ivey Business School at Western University and earned his CPA designation in 2023. Prior to joining Part Time CFO Services, he worked as Property Accountant where he oversaw financial reporting for diverse real estate portfolios and played a key role in process improvement initiatives, including the implementation of Workiva for financial statement preparation and a Yardi EMS system conversion.
Outside of work, Teagan enjoys staying active – whether it’s playing lacrosse, hockey, or basketball, spending time on the water, or exploring new travel destinations. He is also a movie and music enthusiast and volunteers regularly with local community initiatives, including the Toronto Humane Society and the Baycrest Walk for the Ages.
Education
- Ivey Business School at Western University, HBA - 2017-2019
- Ivey Business School at Western University, Graduate Diploma, Accounting - 2019
Volunteer/Community Involvement
- Toronto Parks Clean Up Projects
- Toronto Humane Society
- Baycrest Walk for the Ages
Eman Alatbash is a recent graduate of Collège Boréal in Sudbury where she earned her diploma in Business Administration – Accounting. Eman is a recipient of the Daughter for Life Scholarship with Collège Boréal. This scholarship is given to empower, with education, young woman and girls from the middle east.
While attending college, Eman was hired as a tutor in accounting and finance to help other students succeed. She was also a volunteer on the Community Volunteer Income Tax Program, helping members of the community with their income tax returns, and worked on a placement as an Accounting Clerk with the Canada Revenue Agency. Eman has been awarded Collège Boréal`s Excellence Scholarship, which is given to a student who has demonstrated perseverance and excellence while surmounting challenges throughout their studies.
Education
- Collège Boréal, Business Administration - Accounting Dipoloma
Volunteer/Community Involvement
- Collège Boréal, Community Volunteer Income Tax Program
Sanan recently graduated with an Honours Bachelor of Business Administration (BBA) in Accounting from the University of Guelph-Humber. With a strong interest in finance, he is currently enrolled in the CPA Professional Education Program (PEP).
Sanan embarked on his professional journey in a CPA firm, where he took on challenging responsibilities such as preparing and presenting financial statements and reports, overseeing day-to-day financial processes within companies, evaluating internal financial control procedures of clients, handling personal and corporate tax returns, and demonstrating expertise in working with Non-Profit Organizations and Registered Charities.
In his leisure time, Sanan finds joy in hiking, participating in his Sunday soccer league, and cherishing moments with his family.
Education
- Honours BBA, University of Guelph-Humber
Reed serves as a Junior Financial Analyst at Part Time CFO, demonstrating a high level of motivation and a keen enthusiasm for continuous learning. He holds an Honours degree in Economics from McMaster University and furthered his education with a Business Accounting Diploma from Mohawk College. Currently, Reed is dedicated to achieving his CPA.
In his professional journey, Reed gained valuable experience at a food processing facility, where he honed his skills in cost accounting and disciplines related to yield. His time there underscored the significance of a client-centric approach, shaping his understanding of effective client relationships.
Outside of the professional realm, Reed finds enjoyment in activities such as playing hockey and hitting the gym. Despite his busy schedule, he prioritizes quality time with family and friends, reflecting his commitment to maintaining a balanced and fulfilling life.
Education
- Business Accounting Diploma from Mohawk College
- Honours degree in Economics from McMaster University
Gavin recently completed his Bachelor of Business Administration at Trent University. He plans to continue his studies and pursue his CPA designation. Before joining Part-Time CFO Services LLP, Gavin gained valuable experience through internships with the 4th Canadian Division Support Group, a Corporate Services division of the Department of National Defense.
Beyond his professional endeavours, Gavin is passionate about sports and actively volunteers as a Peterborough Youth Basketball Association basketball coach. During his spare time, he partakes in various physical activities, including exercising, playing hockey, and golfing.
Education
- Trent University – Honours Bachelor of Business Administration
Tyrese recently graduated from Trent University with an Honours Bachelor of Business Administration. During his time at the university, he served as the Director of Finance for the Trent Marketing Associate Academic Club, gaining practical experience in financial management and budgeting for the club.
Tyrese’s academic background equipped him with a strong foundation in Finance and Accounting. He is excited to apply his skills and knowledge as a Junior Financial Analyst, contributing to the team at Part Time CFO and providing the best results for clients. He plans to continue their professional development and obtain their CPA designation.
Outside of work, Tyrese is passionate about spending quality time with his partner, family, and friends. He is also an avid sports enthusiast, closely following and watching the latest NBA and NFL games. Additionally, he enjoys capturing moments through photography and exploring diverse culinary experiences.
They are eager to bring their enthusiasm to Part Time CFO and contribute to the success of the team.
Education
- Trent University, Honours Bachelor of Business Administration
Sahil is a Trent University graduate who earned an Honours Bachelor of Business Administration degree. Specializing in financial management and data analysis, Sahil also holds a Google Data Analytics Professional Certificate, which showcases his proficiency in key industry tools. He is currently preparing to pursue his CPA designation to further his expertise.
Sahil’s professional journey began at Trent University as a Student Assistant for the School of Graduate Studies, where he gained valuable insights and experience. He then advanced to the role of Junior Accountant at a local firm in Whitby, Ontario. During this time, he honed his skills with various accounting tools and consistently delivered professional customer service, working closely with his superiors.
Outside his professional pursuits, Sahil is passionate about cooking and exploring the great outdoors through hiking, camping, and casual drives. He is an avid traveller and badminton enthusiast. Additionally, Sahil enjoys capturing the beauty of his adventures through photography and creating captivating videos.
Education
- Trent University, Honours Bachelor of Business Administration
Brendan is a skilled finance professional with a background in financial auditing and compliance. He holds a diploma in Marketing from Durham College and a Bachelor of Commerce in Finance from Ontario Tech University. He is currently pursuing his CPA designation to advance his professional qualifications further.
Beyond his financial career, Brendan is actively involved in his community. As a dedicated volunteer coach with the Clarington Toros, he has used his leadership skills to mentor young athletes for several years. His commitment to making a positive impact is reflected in his ongoing engagement with local sports and youth development.
In his spare time, Brendan enjoys participating in various sports, including hockey and golf, and has a passion for travel, often exploring new destinations.
Education
- Ontario Tech University, Bachelor of Commerce, Finance
- Durham College, Ontario College Diploma, Marketing
Volunteer/Community Involvement
- Clarington Minor Hockey Association, Clarington Toros, Coach
Sydney is in her fourth year of the Bachelor of Commerce program at the University of Ottawa, specializing in Accounting. Alongside her studies, she contributes to the University of Ottawa Consulting Association as a member of the Finance Team.
Outside of her academic and professional pursuits, Sydney volunteers as a coach with the Northumberland Breakers Volleyball Club. In her free time, she enjoys staying active by playing volleyball, golfing, and hiking, as well as spending quality time with family and friends.
Education
- University of Ottawa, Bachelor's Degree in Business
Michael holds a degree in Motorsport Engineering from the University of Wales Trinity Saint David, where he honed his technical problem-solving skills and developed a keen interest in data-driven analysis.
Before moving to Canada in October 2024, Michael worked as a Data Analyst for one of the UK’s leading insurance providers, where he analyzed millions of home and landlord insurance policies. One of his standout achievements was the development of a highly praised ROI and KPI tracking system, recognized by senior stakeholders for its efficiency and impact across 50+ projects. His entry into the accounting world marks an exciting new chapter in his professional journey.
Michael is a dedicated Formula 1 fan and supporter of the Toronto Maple Leafs. He enjoys rugby, trains, and building innovative Excel models.
Education
- Motorsport Engineering - University of Wales Trinity St David
Caleb graduated with a Bachelor of Arts in Economics and Accounting, followed by a Graduate Diploma in Accounting, from Wilfrid Laurier University.
His experience includes a role as a sales representative, where he managed product delivery, merchandising, ordering, and sales strategies for stores in the Waterloo Region. Collaborating with store managers, Caleb developed creative solutions to boost sales and strengthen operational efficiency. This experience honed his analytical skills, problem-solving abilities, and understanding of business operations—valuable assets in his role as a Junior Financial Analyst.
Caleb is passionate about adventure and fitness. He enjoys hockey, rock climbing, camping, and travel, and recently completed his first marathon in Toronto. He gives back to his community by volunteering at his local church and serving meals at Ray of Hope in Kitchener.
Education
- Bachelor of Arts in Economics and Accounting - Wilfrid Laurier University
- Graduate Diploma (GDip) in Accounting - Wilfrid Laurier University
Volunteer/Community Involvement
- Ray of Hope - Kitchener
Education
- Honours Bachelor of Commerce in Accounting - Lakehead University
Meaghan Hunt graduated with a Bachelor of Social Sciences from the University of Ottawa in 2015 and a certificate in Adult Education from the Canadian College of Educators in 2020. Having held roles in Retail Management, Corporate Communications, Training and Support, and Office Management, Meaghan brings a versatile skill set to the table. About to embark on the journey toward earning a CPA designation, she is driven by a passion for continuous improvement and a creative approach to problem-solving.
Outside of work, Meaghan enjoys engaging in DIY projects, playing hockey and fishing, and spending summers lakeside on Manitoulin Island. She recently made the move from the busy GTA to rural Northumberland County, where she hopes to own a backyard chicken coop and a space to rehabilitate injured and orphaned native Ontario songbirds for re-release into the wild.
Education
- Canadian College of Educators, Certificate in Adult Education
- University of Ottawa, Bachelor of Social Sciences, Minor in Psychology
Taiwo holds a Bachelor’s Degree in Accounting from Nigeria and a diploma in Accounting and Payroll Administration from CDI College.
She brings extensive experience in accounting and customer support, with expertise in transaction categorization, bank and credit card reconciliations, HST filings, and managing accounts payable and receivable. Taiwo is also skilled in posting approved journal entries and ensuring accurate financial records are maintained.
Outside of work, Taiwo enjoys cooking and cherishes spending quality time with her family.
Education
- Bachelor's Degree in Accounting - Nigeria (2011)
- Accounting and Payroll Administration Diploma - CDI College (2023)
Iain is currently pursuing a Bachelor’s Degree in Business Administration with a specialization in Accounting at Trent University. After graduation, Iain plans on pursuing his CPA designation.
At Trent University, Iain is not only a student but also a varsity athlete. He is a part of the varsity men’s volleyball program, where he is beginning to step into a leadership role as a senior member of the squad.
This summer Iain is volunteering as a coach at Soul Beach Volleyball in Peterborough as a way to give back to the type of programs that he grew up loving.
Daniel is currently pursuing a Commerce Degree at McMaster University. He is particularly interested in accounting, data analytics, and personal finance. Following graduation, Daniel is considering pursuing a CPA or CFA designation.
Before joining Part-Time CFO Services, Daniel owned and operated a summer car detailing service, which he ran for three years.
Daniel plays competitive soccer with the City of Peterborough and enjoys tennis, biking, water sports and skiing.
Nathan is entering his third year of his Business Commerce degree at the University of Guelph. He is passionate about accounting, finance, and sales and is considering pursuing his CPA after graduation.
Having previously honed his skills as a Customer Programs Assistant for an agricultural company, Nathan is now excited to bring his experience and enthusiasm to the Part-Time CFO team at Part-Time CFO Services.
Outside work, Nathan enjoys various activities such as hockey, football, golf, and biking. You can usually find him outside with friends or watching a sports game on TV.
Jaimy is currently pursuing a Bachelor of Commerce in Accounting at Ontario Tech University and holds an Accounting Diploma from Durham College, where she graduated as the highest-ranking student in her program. She is a member of the Ontario Tech Accounting Association and CPA Ontario’s Post-Secondary Ambassador Program (PSAP).
Her experience includes an assurance internship at a leading national public accounting firm, where she worked on audits, tax engagements, and financial statements, and earned recognition as a top 3 finalist in BDO Canada’s 2024 Case Competition.
Outside of work, Jaimy enjoys horseback riding with her three horses, spending time with her Goldendoodle Merlin, reading, crocheting, and exploring art projects.
Education
- Ontario College Diploma, Durham College - Accounting
Hamza is a third year Accounting student pursuing his BComm at Ontario Tech University. He is actively involved in campus life through the Ontario Tech Law Association, Accounting Association, and Car Club. Recognized for his academic excellence, Hamza has earned both the President’s and Dean’s List honours.
Outside of academics, he enjoys going to the gym, running, and drawing. Hamza has also demonstrated a strong commitment to community service through volunteer work with Masjid Usman, the City of Toronto’s COVID-19 survey program, and Pickering High School.
Max is a third-year Bachelor of Commerce student at the University of Guelph, majoring in management, economics, and finance, with a minor in accounting. He has completed certifications in Bloomberg Market Concepts and advanced Microsoft Excel. Max brings a strong analytical mindset, developed through his leadership in a high school investment club that successfully outperformed the S&P 500. He has a keen interest in market trends and risk management strategies.
Outside of academics, Max is passionate about fitness, music, and coaching, having volunteered as an instructor at a youth hockey goaltending camp for three summers.
Jeremy is a Bachelor of Commerce – Accounting (Co-Op) student at Ontario Tech University, entering his third year. He is an active member of the Ontario Tech Accounting Association and brings strong enthusiasm for developing his skills in a professional environment.
Jeremy has volunteered with Clarington Camps and the Peterborough Christmas Turkey Toss/Food Drive. Outside of academics, he enjoys collecting vinyl records, playing guitar, attending concerts, snowboarding, and following sports. He is excited to continue learning and growing with the Part-Time CFO Services team.
Erin boasts over 15 years of experience as an administrative professional. Throughout her career, she has served as an administrator with various organizations, including those in the footwear and financial sectors. Recently, following her move to Southern Ontario from Vancouver in 2022, she engaged as an independent contractor. In this role, she played a crucial part in guiding small businesses toward success by supporting them with their administrative requirements.
During her leisure hours, Erin finds joy in reading and practicing meditation and frequently embarks on travel adventures while exploring the great outdoors with her two wonderful daughters.
Education
- Canadian Securities Institute; CSC, CPH - (IR) Licensed Investment Representative
Kyle Paterson has over fifteen years of wide-ranging professional business experience including sales leadership, change management, and entrepreneurial pursuits, as well as roles within the non-profit sector. Before joining Part Time CFO Services, Kyle served as a director within a top-rated family-based property and casualty regional insurance brokerage. Kyle led various capacities within this role, including business expansion, change management, leadership facilitation, marketing, and culture. The brokerage was successfully acquired in mid-2022.
Kyle has served the community as a previous Board President of the Whitby Chamber of Commerce, Director with the Optimist Club of Brooklin, and has been a consistent business member with the Brooklin Downtown Development Steering Committee. Kyle is currently engaged in his MBA program in Business Innovation at the University of Fredericton.
Outside work, you will find Kyle hiking, playing various sports, reading, working through logic puzzles or – his most enjoyable – spending time with his family. Always desiring to grow and learn, Kyle is always open to a friendly challenge in most games, including chess and pickleball.
Education
- University of Fredericton, Executive MBA
- University of Windsor, Honours Economics and Business
Volunteer/Community Involvement
- Whitby Chamber of Commerce, President
- Brooklin Downtown Development Steering Committee, Business Member
- Whitby Chamber of Commerce, Vice President
- Brooklin Town Crier, Contributor
- Optimist Club of Brooklin, Director and Member
Gillian has over 15 years of people management and human resources experience specializing in hiring and developing talent and cultivating positive, productive cultures in retail and healthcare settings. Before joining Part Time CFO, Gillian served as an HR Advisor for a medical centre where she provided support with recruitment, performance management, employee engagement and execution and implementation of critical HR policies.
She is currently working towards her Certified Human Resources Professional (CHRP) designation by completing the Human Resources Management Certificate with George Brown College.
When not working, Gillian enjoys gardening, cooking meals with her home-grown veggies, and spending time with her husband and three wonderful daughters.
Education
- Bachelor of Arts - Social and Cultural Anthropology
Rose is a graduate of the Wilfrid Laurier University Bachelor of Business Administration program with a Marketing focus. She has worked in customer service for retail businesses and aftermarket distributors. Most recently, Rose has been involved in the print media industry, adding experience such as print editing, web content management, social media marketing, and graphic design to her portfolio.
Currently, Rose is an active volunteer as a reading tutor for Rebound Youth Services and participates in annual fundraising events for local organizations including Bike Up Northumberland (Northumberland Hills Hospital) and Coldest Night of the Year Walk (Greenwood Coalition – fighting homelessness). In her spare time, she enjoys a physical lifestyle that includes ice hockey, tennis, yoga and cycling.
Education
- Wilfrid Laurier University Bachelor of Business Administration 1992
Volunteer/Community Involvement
- Rebound Youth Services, Volunteer Tutor
- Plainville Public School, School Council Chair
What inspires us
Our team brings tremendous experience, visionary thinking and a shared commitment to excellence, creativity and innovation to the day to day operation of the company.
Our Team
At Part Time CFO Services LLP, we value social outings and activities that give team members a chance to learn about each other’s interests and strengths, developing relationships for future growth.
Our Clients
The relationships we build with our clients allows us to work collaboratively with them, becoming part of their team. Customer focus is a priority and we work with a sense of urgency, flexibility and adaptability to their individual needs.
Social and Community Impact
We value our connections to the community, supporting local charities, social programs, and sports teams. We also partner with local organizations providing assistance and advice to new entrepreneurs.