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Supplier Profile - The CFO Connection

Heather Waldman Contact Details:
Heather Waldman

Tel: 4165051006
Email:  send this supplier an email
www:   thecfoconnection.com/
The CFO Connection
Senior level Financial Consulting Services
Provides services in: ONTARIO
Based in: Toronto Metro area   Location: Thornhill

Heather Waldman, CFO

If you are like most small to medium size businesses you likely can’t afford to hire a Chief Financial Officer (CFO). As your company expands however, you will notice a growing need for high-level financial leadership. By hiring an interim CFO you will benefit from the leadership and experience of a CFO without the cost



I am an interim Chief Financial Officer (CFO). That is, I provide financial advice and support to executives about their business’s financial matters. I have over 20 years of experience as a CFO in both the private and the not for profit sector. I also hold a Canadian Chartered Accountant Designation.

As an interim CFO, I will advise and assist you in meeting your organizations’ financial needs. I will also help identify areas of improvement and help implement more efficient financial processes, making your systems more reliable and your organization more profitable.

I have a good understanding of important business areas. This knowledge means I can anticipate and help produce the financial reports each area requires to function effectively. Further, I will work with your team to implement changes, making your business more self-reliant.



-          Reliable budgets and variance analysis to keep your finances on track

-          Cash flow forecasting and planning for greater financial stability

-          Minimize expenditures to help you meet your financial objectives

-          Automated processes that increase efficiency and improve  data accuracy

-          Internal controls that ensure your data is complete, accurate and timely.

-          Alleviate Temporary liquidity or other cashflow concerns

-          Help to Assess and take advantage of merger and acquisition opportunities.




As your interim CFO, here is what I can do for you:


-          Cash flow

-          Budgeting

-          Strategic planning & forecasting

-          Reporting

-          Software & system integration

-          Capital expansion planning                               

-          Year End & Audit assistance

-          Bank financing and reporting

-          External audit working papers

-          Staff training

-          Due diligence

-          Foreign Exchange management




Growing - As your organization grows, it’s finances become more complex. I can help you maximize your growth potential by organizing your financial operation. I will ensure that you are getting the information you need to make timely decisions and avert potential problem.If your growing at an unprecedented rate, I can identify and assess financing options.

Seasonal - If your organization has seasonal cash flow issues, I can establish repayment schedules withsuppliers and negotiate a seasonal line of credit. If your business cycle is seasonal, I can help you plan for the slower seasons.

Struggling - Cash flow issues require immediate attention. They will not go away without action. If your organization is experiencing liquidity issues, I can help you get your finances in order using  a variety of cash flow management tools.



A budget is a powerful tool if used properly. I can help you develop a budget that reflects your growth strategy and ensures that your organization stays on target. If there are budget variances, I will determine what is causing the discrepancy and whether this is an area of concern. If so, I will help you deal with these variances.




The key to financial stability is to see the issues coming. Strategic planning and long term forecasting can help you plan how you will grow your business. It can also help you anticipate financial risks and rewards. I am experienced in building financial models that allow you to do a what-if analysis, in order to identify potential problems and opportunities.



Different departments have different requirements when it comes to financial reporting. However, by creating different reports for each departments you run the risk of having conflicting data. I can review your reporting processes and consolidate them to ensure the integrity of your data. I can also ensure that each department has the data it needs to make timely and informed decisions. 



Financial software technology is ever evolving. As your business grows, so should its financial software. I can integrate or upgrade your financial systems. I can advise you on a financial system that’s best for you by assessing your current and future financial needs (cost/benefit analysis). I can also migrate your current financial data to the new system and ensure no data is lost or corrupted in the process.



If you are thinking of capital expansion you know how much planning is involved. I am experienced in negotiating million dollar bank loans and covenants with different banks with differing requirements. I am able to make a convincing case for loan repayment which will increase your chances of receiving a loan. I can find the right lender for you and take care of the long term forecasting and reporting to the lenders specifications.





In order to ensure a smooth and painless audit, I prepare your financial reports in the format required by the auditor. This make the audit quicker, less disruptive, and cheaper. I have extensive experience on both sides of auditing, in federal and international tax planning.




  • Bank financing and reporting
  • External audit working papers
  • Staff training
  • Due diligence



 If you contact this supplier, please let them know you found them on WorkInNonProfits.ca. Thanks!

Please Note: WorkInNonProfits.ca is not affiliated with and in no way endorses or vets the organization that posted this profile. Any links posted within their profile will take you to their external site where the same disclaimer applies.


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