Norman Chan
Toronto,Canada
Summary
Finance leader with deep experience partnering with executive teams in high-growth and demanding environments. Known for combining strong technical rigor with commercial judgment to drive capital allocation, strategic decision-making, and operational discipline. Adept at building finance functions from the ground up, translating complex analysis into actionable insights, and balancing detail-oriented execution with enterprise-level perspective.
Overview
10
10
years of professional experience
Work History
Director of Finance / Head of Finance
Fora Developments
04.2022 - Current
- Built and scaled the full finance function for a real estate development startup, including accounting infrastructure, ERP and GL setup, P&L design, budgeting, forecasting, and reporting
- Oversaw monthly close, year-end filings, treasury and cash management, and capital funding activities
- Led financial modeling and underwriting for the development pipeline, supporting partnership structuring and transaction execution with focus on returns, tax efficiency, risk management, and cash flow
- Managed post-close integration of financial processes and partner reporting
- Led project financing discussions across private and public lenders, ensuring development parameters aligned with financing requirements in collaboration with the development team
Manager, FP&A
Wealthsimple
05.2021 - 04.2022
- Led revenue forecasting and development of the corporate financial model supporting capital allocation, strategic planning, and fundraising
- Served as primary finance partner to Investing and Banking product leaders and Treasury/Money Movement operations
- Delivered business cases, scenario analysis, and recommendations to senior leadership to drive revenue strategy and execution
- Supported CFO-level reporting through monthly variance analysis, financial and KPI reporting, and executive insights
Manager, FP&A
Opencare
06.2019 - 05.2021
- First FP&A hire under the CFO; designed and implemented end-to-end FP&A processes, including financial modeling, budgeting, and forecasting
- Partnered cross-functionally to analyze business performance, support strategic planning, and drive revenue growth and cost efficiency
- Managed monthly bookkeeping in coordination with external providers
- Supported fundraising, board reporting, investor communications, and strategic deep dives with the executive team
- Led preparation of data room materials, contributing to a successful $8M Series A extension during COVID
Analyst, Structured Finance
990 Capital Management (formerly TAO Asset Management)
02.2016 - 06.2019
- Conducted financial and credit due diligence on private debt originations
- Built cash flow and structured finance models to support investment decisions
- Presented investment recommendations to credit committee
- Supported deal execution, including legal documentation and closing of private placements
- Acted as primary contact on securitizations and structured facilities ranging from $20M–$400M in joint ventures with BDC
- Managed investor reporting, funding requests, and oversight of portfolio performance
- Supervised junior staff monitoring covenant compliance and asset performance
Education
Honours Business Administration - Business Administration
Ivey Business School
London, Ontario04-2015
CFA Level 1 Achieved -
CFA Institute
Toronto, OntarioSkills
- Finance Business Partnering & Stakeholder Management
- Financial Modeling & Forecasting
- Strategic Decision Support
- Performance Management & KPI Reporting Leveraging Data Analytics
- Data Analysis & Financial Insights
Timeline
Director of Finance / Head of Finance
Fora Developments
04.2022 - Current
Manager, FP&A
Wealthsimple
05.2021 - 04.2022
Manager, FP&A
Opencare
06.2019 - 05.2021
Analyst, Structured Finance
990 Capital Management (formerly TAO Asset Management)
02.2016 - 06.2019
Honours Business Administration - Business Administration
Ivey Business School
CFA Level 1 Achieved -
CFA Institute
Personal Information
Title: Restaurant Manager
Interests
- Theater
- Environmental conservation
- Art
- Hiking
- Skiing
- Travel