Executive Profile
Senior finance and operations executive with more than 15 years of experience leading multi-entity organizations, financial reporting, banking relationships, corporate governance, risk management, human resources, technology implementations, and strategic growth initiatives. Proven track record supporting acquisitions, divestitures, financing structures, operational improvements, and executive decision-making.
Career Highlights
15+ Years
Senior finance and operations leadership, from public practice through full CFO scope
Multi-Entity
Led all financial operations for an organization operating across multiple locations and jurisdictions
4 Locations
Enterprise system migration delivered through project planning, data conversion, and change management
Public Sector
Audit, review, and compilation engagements for municipalities and other organizations at BDO Canada
Professional Experience
Chief Financial Officer / Controller
2011 – Present
Szakacs Automotive Group · Cranbrook, BC
Senior financial executive for a multi-entity organization operating across multiple locations and jurisdictions, responsible for every aspect of finance, governance, human resources, and corporate administration.
Key Responsibilities
- Direct budgeting, forecasting, cash flow management, financial reporting, and capital planning.
- Manage lender relationships, covenant reporting, financing facilities, and treasury functions.
- Establish and maintain internal controls, risk management programs, compliance procedures, and governance frameworks.
- Ensure the integrity of financial records by preparing and reviewing journal entries, reconciling accounts, and ensuring accurate recording of financial transactions and supporting documentation.
- Coordinate legal, regulatory, insurance, payroll, HR, IT, and corporate administration functions.
Selected Achievements
- Led all financial operations for a multi-entity organization operating across multiple locations and jurisdictions.
- Successfully led the migration of four locations to a new dealership management system, improving system integration, reporting capabilities, and operational efficiency through comprehensive project planning, data conversion, and change management.
- Maintained working capital management initiatives across six operating locations, overseeing accounts receivable collections, credit administration, and payment processes to maintain strong cash flow, minimize aged balances, and support organizational financial stability.
- Responded to complex and often sensitive financial matters involving customers, employees, and external stakeholders, exercising courtesy, tact, and diplomacy to achieve positive outcomes while maintaining strong working relationships.
Senior Staff Accountant
2006 – 2011
BDO Canada LLP · Cranbrook, BC
Key Responsibilities
- Completed audit, review, and compilation engagements for privately owned businesses, municipalities, and other organizations.
- Prepared financial statements and assisted clients with accounting, compliance, and reporting requirements.
- Supervised junior staff and participated in training and development initiatives.
Selected Achievements
- Successfully managed multiple concurrent engagements while maintaining quality and budget targets.
- Assisted in training and onboarding new professionals.
- Developed strong expertise in financial reporting, controls, and risk assessment.