Joe Cardoso, CPA-CGA

Phone: 905-***-**** Cell: 647-***-**** Email: ads9fu@r.postjobfree.com

www.linkedin.com/in/jose-cardoso-cpa-cga-senior-finance-leader-143984a

31st October, 2022

The Executive Recruiter

Motion Industries Inc.

Toronto, Ontario

Controller Position:

Managed the financial operations of Company, providing timely and accurate financial information to the business. This included monthly, quarterly and annual financial statements for all stakeholders, including the executive team, internal departments, the Board of Directors, ownership and the company's banking and supplier partners, and the related analysis and review requirements.

Please accept the attached resume as my application for the Director of Finance position within your company. My prior Controller a and accounting experience will successfully support your company’s objectives to improve its Financial Position.

My background is a diverse one. It includes academic qualifications – Bachelors, Masters (USA) and Postgraduate (Canadian) degrees in accounting together with the Certified General and Chartered Professional Accounting designations, complimented by experience in different industries.

I am a Finance Professional with a talent for accounting, reporting, and budget controls, I am also a business professional that helps people understand the processes and data – a key to improving decisions and responding effectively to change.

The reputation for success that I have earned in various organizations reflects such accomplishments as: Helping to turn a company around from a $4million loss to $300k profit. Improved companies’ sales by 57% and both profitability and cash flow by more than 100%. Implementing ERP Systems that helped improved Organizational Performance and Planning.

Some of my core abilities include:

7+ years of experience working in accounting and finance, providing oversight, being directly involved, and making day-to-day decisions.

In-depth knowledge of all aspects of corporate accounting and financial management as well as relevant Federal, Provincial and local tax requirements. Experienced leading external audits and performing appropriate financial analyses.

Built trusting relationships across any level of the organization. influenced work in a multi-functional team environment with rapidly changing priorities under tight deadlines. Experienced team leader who earns respect rather than commanding it and works alongside your team, offering mentorship, guidance, and support.

Highly detail-oriented and meticulous. Accomplished every milestone while ensuring processes were followed, and issues were proactively dealt with. Held myself highly accountable for the deliverables and the impact your role has on the success of the organization. You exude personal integrity, sound judgment, and ownership. Have comfort with an ERP system, ideally Navision and MS Office.

Balanced personal confidence with an openness to new learning and constantly strove to improve.

business savvy with straightforward process design experience and can see the big picture regarding the company's overall business requirements. Analytical, possess strong written and verbal communication skills, and have well-developed critical thinking and problem-solving.

I welcome the opportunity to meet with you to discuss how I can contribute to your team. Thank you for your consideration.

Sincerely,

Joe Cardoso, CPA-CGA

Enc. Résumé

Joe Cardoso, CPA-CGA

Phone: 647-***-**** Cell: 647-***-**** Email: ads9fu@r.postjobfree.com

www.com/in/jose-cardoso-cpa-cga-senior-finance-leader-143984a

Senior Finance Leader

Translates numbers into growth opportunities, bolsters fiscal control and accountability

taking a rigorous approach to fortifying finance

Resolute, shrewd business strategist, initiator of action, focuses on streamlining processes and practices, educating peers on tight fiscal obligations and governance. Empowering leader and mentor, administers an open-door policy, encourages autonomy, adoption of best practices, career and personal development. Avid listener, promotes open and frank dialogue to clear hurdles, advance the business and drive success.

Core expertise includes:

Leadership

Financial Planning & Analysis (FP&A)

System Conversions

Internal Controls

Management Discussion & Analysis (MD&A)

General Accounting

Budget and P&L

Process Improvement

Cash Management

Canadian GAAP, IFRS, ASPE

Cost Accounting

Financial Statements

ERP Systems

Canadian Corporate Taxation

Asset Management

Software: Business Vision • SAPB1 • Sage • AccPac •BAAN • JD Edwards • QuickBooks • Syspro • Winport •

Professional Experience

BVGlazing Systems Inc., Vaughn, ON. 2021-2022

Helped improve Consolidated Financial Reporting Systems for 9 companies in record time.

Controller

($200M Sales, 200M P&L, OPEX 185M)

Improved Presentation of Consolidated Reporting Package to the Director of Finance and Accounting and CFO for 9 companies.

Supervised Accounting Staff (8 people) and full accounting cycle. Reviewed and approved financial accounting reconciliations, billing, schedules and GST Tax payments and calculations. Prepared prequalification information for Major Projects ($50,000-$65million).

Reviewed Job Costing Sheets and Data Compliance. Reviewed and involved in inventory counting process and analysis $4million-$16million. Prepared Labour Reports (650 production and support staff), Overhead Analysis for 25 expenditure components as well as inventory and Foreign Exchange Reconciliation’s and Analysis of $70 million dollars.

Analyzed Actual performance against Budgets and Forecasts with commentaries for sales of $200milion and expenditures of $160 million. Worked on Special Projects as required by Senior Management (Gross Margin Analysis of Projects $400million)

Consulting/Temporary Accounting 2020-2021

Ecolo Odor Control Technologies, Toronto, ON 2014 – Dec 2019

Strengthened financial processes and introduced staff cross-training to heighten knowledge sharing and morale at US and Canadian operations, raising capital, and boosting company Profitability and Sales, substantially.

CORPORATE CONTROLLER

(3 direct + 3 indirect reports, $2M CapEx, $7M OpEx, $9M P&L)

Most senior finance and accounting executive, focused on reporting and analyzing the various costs and risks to the operating business and advised on solutions to enhance group performance.

Identified unprofitable divisions and products that led to an improvement in Group profitability of $750k.

Developed group consolidated financial reporting for the North American Operations, improving results by 400%.

Managed and improved full cycle monthly accounting process and production of financial statements by more than 20%.

Led and took responsibility for Group financial and operational reporting, including regular reporting to the senior Group management team and the corporate office that reduced costs by 300k.

Instituted and co-ordinated operational initiatives with Management Team in increasing revenue substantially by a massive 57% and both cash flow and company bottom-line by more than 100%.

Oversaw accounts payable, accounts receivable, general ledger, and payroll and ensured that balance sheets were maintained in accordance with the Company’s Minimum Standards of Accounting Controls, and IFRS.

Developed Budgets annually and Forecasts monthly, quarterly, annually and Revisions. Improved all general ledger accounting reconciliations including intercompany accounts accuracy by 150%.

Joe Cardoso, cpa, cga Page II

Managed and analyzed currency transactions enabling a $250K jump in group profit and a massive 300% foreign currency gain. Executed Cash Management and Bank reconciliation processes improving cash flow from a deficit of -20OK to a surplus +850K in 18 Months.

Managed the manufacturing module -with standard costing, BOMs and Routings.Established and implemented appropriate financial controls, resulting in credit status improving by 250%.

System Owner for the ERP/MRP/Financial System including working with external service providers for system upgrades, functional enhancements and reporting changes that improved data accuracy by more than 50%.

AMG Metals Inc., Sharon, ON 2012 – 2013

Evaluated, selected and implemented an ERP system, to sharpen the competitive edge.

CONTROLLER

(1 direct + 3 indirect reports, $1M CapEx, $8M OpEx, $12M P&L)

Played a pivotal role in renewing and upgrading legacy and obsolete technology, providing the company for the first time with an ERP system to strengthen reporting and accuracy.

Researched ERP systems, recommending to management a specific system with appropriate server, hardware and financial reporting package. Created the General Ledger, preparing financial reporting to optimize consolidated reporting to parent company.

Performed financial analysis of sales and purchases, resulting in the acquisition of a key supplier, strengthening supply chain and increasing profit by more than 200k in two years.

ISkin Inc., Toronto, ON 2010 – 2012

CONTROLLER + ACCOUNTING MANAGER

(5 direct + 3 indirect reports, $2m CapEx, $10M OpEx, $15M P&L)

Tasked to determine profitability of operating and investment portfolios at both company divisions.

Separated divisional data into individual reporting companies, identified, informed and quantified to management accurate reports clearly highlighting profit from both revenue streams. Catapulted profit by $300K within 1 year.

Rejigged company reporting, conceiving and deploying a cash flow reporting mechanism to provide management with close to real-time financial data to make prudent business decisions involving over $4 million dollars.

Heightened management’s ability to forecast cash flow plan and eliminated hindrances, vulnerability and lessened risk by more than 100%.

Other Relevant Work Experience

NL Technologies, Toronto, ON 2005-2009

Influenced tightened fiscal control, revamping financial data processing and reporting, introducing KPI’s and other performance measures, reducing risk exposure and acquiring government R&D funding.

CONTROLLER ACCOUNTING MANAGER

(Peak 2 direct + 4 indirect reports, $2M CapEx, $12M OpEx, $12M P&L, Finance team located at 3 locations -Worldwide)

Initiated dialogue with the Industrial Research Assistance Program (IRAP) to source R&D funding for product development. Captured $500K in government funding, which increased profit a further $500K.

Introduced new ROI model to evaluate R&D projects over $1M. Advised on new and improved functionality of existing products, catapulting profit margins by $200K.

Presented management team additional financial information above the normal financial statement data.

Implemented a gross margin analysis by customer, product, geographic region, and product group supplemented by key performance indicators. Propelled profit to >$500K using KPIs to strengthen accountability, realizing a 33% uplift in accounts receivable collections and boosted inventory turns by >50%.

Introduced divisional reporting for 2 segments, products and business systems, emphasising areas for improvement while boosting efficiency and marketing focus, pushing profit up a further $250K over 3 years.

Affiliations Training and Education

Member, CGA Ontario CERTIFIED GENERAL ACCOUNTANT DESIGNATION

Member, CPA Canada CHARTERED PROFESSIONAL ACCOUNTANT DESIGNATION

POSTGRADUATE EXECUTIVE CGA ACCOUNTING, Laurentian University, Sudbury, Ontario

MASTER OF ACCOUNTING, University of New Haven, Connecticut, USA

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