Milene Fort, CPA, CA, Bcom

Experience

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  McGraw-Hill Ryerson

  Jan 2004 - Jan 2007

  Outside Sales Representative - Higher Education Division

  - Work with University & College professors to determine needs and suggest products appropriate for their courses- Prepare and deliver product presentations

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  Grant Thornton LLP

  Jan 2008 - Jan 2009

  CA Articling Student - Audit

  Role Summary: Engaged in audit processes across various sectors, supporting audits from planning to execution, which enhanced technical knowledge and compliance skills.Key Tasks:Participated in audit engagements, ensuring compliance with financial standards.Assisted in planning and executing audits, working closely with senior auditors.Gained broad exposure to diverse industries, enhancing understanding of financial reporting needs.Identified financial discrepancies and recommended corrective actions.Worked collaboratively with audit teams to deliver high-quality audit services. Show less

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  Heymen Owen | Chartered Professional Accountants

  Jan 2010 - Jan 2013

  Audit Senior

  Played a key role in conducting comprehensive audits and managing audit teams to ensure adherence to accounting standards and regulations.Key Tasks:Performed audits and prepared financial statements, overseeing compliance with accounting standards.Managed client accounts to ensure accurate and timely financial reporting and tax compliance.Mentored junior staff, enhancing their professional development and team capabilities.Collaborated with team members to refine accounting processes, improving efficiency and accuracy.Maintained strong client relationships, ensuring high levels of trust and service. Show less

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  PDC Accounting. Evolved.

  Mar 2013 - Jun 2023

  Senior Consultant and Owner

  Played a key role in documenting procedures and implementing software for operations management and accounting functions; while managing a team of accountants to ensure adherence to accounting standards and regulations.Provided consulting services to enhance financial management and compliance, focusing on operational efficiency and strategic investment oversight for clients.Key Tasks:Developed financial strategies that align with organizational goals and operational needs.Managed comprehensive financial reporting and analysis to support executive decision-making.Enhanced internal controls and processes for improved financial efficiency and compliance.Led the finance team, promoting continuous improvement and professional development.Managed cash flow and financial risk to maintain stability and support expansion.Automated financial reporting processes using OCR and ERP integrations.Conducted financial evaluations and capital raising initiatives.Engaged with external partners to enhance investment strategies and relationships.Supported due diligence and compliance for acquisitions and investments. Show less

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  Management and Accounting Profit Solutions

  Dec 2016 - Dec 2024

  Senior Consultant

  Provides expert financial consulting and training services across the automotive industry, specializing in strategic financial planning, tax optimization, and investment strategy development.Key Tasks:Conducted comprehensive financial analysis and benchmarking to guide strategic decision-making.Designed business plans and financial targets, focusing on tax minimization and profitability.Developed and implemented training programs in financial management for automotive business owners.Maintained strong banking relationships, managing financial reporting and compliance.Prepared and reviewed financial documents and corporate tax returns to ensure accuracy and compliance. Show less

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  Retreat Guru

  Jan 2025 - now

  Director of Finance