Financial Services
Wholesale
Holding Companies
Professional Services
Active

Claudia V

Fractional CFO I Controller | Consultant I Business Strategy

Jurisdiction

Canada

Experience

Current StatusActive
CTC Medical Communications
2023 - 2025

• Supporting high efficiency cross the business operations in 9 months processes automation from scratch, as hands on leader for multiple systems integration (HubSpot for projects, Dext expenses management, PayEdge and Visa cash management, QBO accounting, Zoho, Fathom reporting and planning). Accounting tool transition from desktop to cloud Ecosystem, fully mapped with Expenses management application, live projects cost control and milestones billing and live management dashboard. • Build up first projects driven 5 Years Budget Deck (PL, BS, CF), achieved implementation of financial management reporting tool, lively customized with business strategy to track KPI’s, forecasts and periodical comparable performances. AR outstandings reduced from 120 to 10 days in less than a quarter, new credit policy implemented improving 30% free cashflow. • Led full accounting cycle optimized from 30 to 5 days closing, including tax preparation, semi-monthly payroll with 60% HC turnover. • Weekly 13W Cash Flow Forecast preparation, analyzed with Executive team, supporting close planning over multiple bank accounts and variety of debts and investments. Successfully influence new profitable and working capital improvements, achieved receiving external private and governmental tax incentives and investment programs (SR&ED, BDC)

Certification

Total Certifications4

Canadian Certified Payroll Compliance Practitioner

Canadian Payroll Institute

Certified ProAdvisor QBO

Intuit

Certified ProAdvisor Fathom Management Reporting

Fathom

Advanced Diploma CMA

AICPA CIMA

Skills

Core skills10
Languages2

Skills

bookkeeping, taxes, month end
reconciliations, payroll, taxes
financial analysis, reporting, kpi
budget, forecast, year end prep & audit
projects accounting & control
ERP & ecosystems implementation
Processes & Controls Workflows
Treasury & Working Capital Management
business financial strategy
start-ups

Languages

English
Italian

Services