Lindi Mayo
Kitchener,Canada
Summary
Results-oriented Chief Financial Officer bringing 10 years of experience in the services & e-commerce industries. Strong history of achieving both financial and non-financial business goals with effective controls and planning within a startup environment.
Playing a strategic role within company to enable growth of over 500% Year-over-Year. Growing from a 5.5M dollar company to a 65M dollar company within 2 years, by working closely with cross-functional teams to create and implement a growth plan to facilitate & maintain rapid growth.
A critical thinker who enjoys the demands of high levels of accuracy and problem solving and performs effectively in a pressurized environment.
Renowned as a motivational leader capable of recruiting and developing teams, facilitating optimum performance through effective coaching and mentoring strategies in alignment with all relevant legislation.
Personable and assured, possesses strong interpersonal and negotiation skills, and communicates concisely at all levels.
Overview
16
16
years of professional experience
Work History
Chief Financial Officer
Sanas Health Practice Ltd
08.2022 - Current
- Key role within the company to develop and implement our Rapid Growth Strategy
- Responsible for developing and implementing the company’s strategic plans regarding capital expenditure, investments and Cash Management
- Analysis of new international markets for expansion
- Implementing and reviewing domestic and international pricing strategies
- Departmental review of KPI’s
- Annual budgeting and forecasting
- Implementing product budgeting
- Leader in software implementation
- Financial review of monthly P&L pack
- Responsible for adhering to all legal and regulatory requirements within each USA state as well as international markets.
Director of Finance
Sanas Health Practice Ltd
06.2021 - 08.2022
- Submission and approval of payroll on ADP and yearend procedures
- Cash Management
- Compilation and submission of HST returns, CERS & WSIB
- Project Management – UK Expansion, Transfer Price Study, ERP implementation & Company Benefits program
- Responsible for 3 direct reports, career development and mentoring
- Creating new financial reporting structures
- Creating KPI's for each department
- Creating month end report packs, including Profit & Loss statements
- Tracking of promotional campaigns spending and their profitability
- Reviewing all departments monthly scorecards
- Overseeing inventory management, warehousing & logistics
- Group reconciliation for 3 companies, including a USA company to enable reporting on group profitability
- Implementing departmental budgets and forecasting models
- Yearend reconciliation for Intercompany loan accounts
- Yearend translation for foreign currencies
- Strategic analysis of company's vision and implementation regarding feasibility, acceptability, and sustainability
- Other Ad hoc HR functions.
Partner/Chief Financial Office
Glasfit Port Alfred
01.2014 - 05.2021
- Month end journals including accruals and depreciation
- Compilation of Monthly Profit & Loss Accounts
- Completion and submission of statutory requirements including VAT, UIF and PAYE
- Monthly Cash Flow projections
- Yearly Budgets, quarterly forecasts
- Yearend review and journals, including depreciation, accruals, and prepayments
- Liaising with external Auditors
- Responsible for maintaining Fixed Asset Register
- General Ledger maintenance, including setting up new companies on the accounting software being used, yearend roll over, setting up of tax codes and import files for the bank accounts
- Supervising of 3-4 staff members
- Recruitment and training of junior staff
- Project Management – new business processes for remote work, system change and RDP Housing project
- Authorisation of payments
- Involvement with HR procedures, including staff reviews and disciplinary procedures.
Financial Accountant
Globalclick Limited
07.2011 - 12.2013
- Month end completion and submission for 5 companies
- Authorization of payments
- Weekly Cash summaries
- System testing and implementation - Sage X3 ERP
- Project work including sourcing documentation, planning, implementation, and completion of historical data capturing and management
- Implementing of new systems and procedures for accounting functions including cash book and balance sheet classification
- General Ledger maintenance
- Foreign exchange revaluations
- Taking on and creating a new monthly reporting system for all streams of revenue for the business i.e
- Casino, bingo & binary.
Financial Accountant / Management Accountant
Nelsons (United Kingdom)
04.2008 - 06.2011
- Responsible for the costing function in our flagship store in London
- Price and stock variance analysis
- Supplier negotiation
- Break Even analysis
- Project management regarding implementing the new Epos system in, ensuring all data are transferred correctly and costing of stock items, ensuring targeted margins are met
- Consolidated Monthly Profit and Loss statements for group companies including US and Germany
- Consolidated monthly Cash flow, analysing any major variances against budget and forecasts
- Group Balance Sheet
- Budgeting and forecasting for the HR department, Admin department and 2 pharmacies, including a pharmacy trading in Euros
- Quarterly VAT completion and submission for the group
- Fixed asset register update and depreciation calculations
- Month end journals including prepayments and accruals
- Responsible for the account maintenance on Sage
- Monthly intercompany loan account reconciliations (foreign currencies)
- Preparing and submitting financial information to Banks for covenants of loan requirements
- Raising of manual rent invoices and recharging any intercompany charges
- Year End audit preparation for 2 pharmacies
- Staff supervision - cashbook, accounts assistant and the payroll clerk/reconciliations accountant
- Involvement in daily cash maintenance
- Writing of new reports for the cash flow and the corporate profit and loss statement.
Education
Charted Global Management Accountant, ACMA CGMA - Business, Accounting
CIMA
London, United Kingdom02.2021
Skills
- Fiscal Management
- Documentation Requirements
- Financial Reporting
- Accounting Principles
- Budget Development
- Infrastructure Planning
- Performance Metrics Analysis
- Risk Management
- Financial Management
- Corporate Leadership
- Strategic Planning
- Financial Strategy Development
- Cost Reduction Strategies
- Corporate Governance Understanding
- Budgeting and Forecasting
- Continuous Learning Mindset
- ERP System Implementation
- Cross-functional Team Leadership
- Financial Process Improvement
- International Finance Knowledge
- Financial Analysis Expertise
- Amazon FBA
- E-Commerce Strategy
- Intuit QuickBooks
Education - Degrees
- ACMA, CGMA - CIMA
- PGCE 2016 FET phase, Methods: Maths Literacy & Accounting at Rhodes University
- B. Accounting – University of Stellenbosch
References
- Marisol Teijeiro, +1 (416)528-8791, Founder & CEO of Queen of the Thrones & Sanas Health Practice Ltd
- Stephanie Ackerman, +27 833 206 799, Former CEO of Glasfit
- Alistair Sharpe, +44 207 307 5608, alistairs@globalclick.co.uk, Previous Financial Director of Globalclick
Sace Number
12425856
Cima
1-1D9SY1
Languages
English
Native or Bilingual
Afrikaans
Native or Bilingual
Software
Excel
Quickbooks
Brightpearl ERP
Sage
Power Point
Google Docs
ADP
Timeline
Chief Financial Officer
Sanas Health Practice Ltd
08.2022 - Current
Director of Finance
Sanas Health Practice Ltd
06.2021 - 08.2022
Partner/Chief Financial Office
Glasfit Port Alfred
01.2014 - 05.2021
Financial Accountant
Globalclick Limited
07.2011 - 12.2013
Financial Accountant / Management Accountant
Nelsons (United Kingdom)
04.2008 - 06.2011
Charted Global Management Accountant, ACMA CGMA - Business, Accounting
CIMA
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