Chartered Professional Accountants of Canada (CPA Canada)

As a mentor at the Order of Chartered Professional Accountants of Canada, l play a crucial role in shaping the next generation of accounting professionals. I have the opportunity to share my knowledge and expertise with aspiring CPAs and guide them as they progress through the CPA program.

Mentor

Xen Accounting

Portfolio company acquired from the Equiom PE Group

Partner - Strategic Advisor

Nex CPA

Boutique financial services for vc backed businesses.

Principal

Vasco

B2B SaaS that engineers growth to scale 10x faster.

Fractional CFO

Equiom Group

A Private Equity Group providing sophisticated clients with professional service expertise.

Managing Director - Canada

Board Member - Canada

MailChannels

MailChannels is a Vancouver-based SaaS company that protects companies against malicious email threats.

- Model budget and cashflow to determine free cashflow and financing needs
- Monthly review of cashflow and month-end discussions held with the CEO
- Budget to actual variance analysis provided to the CEO and Board
- Track key metrics (MRR, MRR Expansion, MRR Retraction, EBITDA, ARPU, ARPA)

Rise Branding

Rise Branding is a Toronto-based branding and communications agency that partners with leading multinationals in the B2B space.

- Financial modeling to determine free cashflow, breakeven analysis, financing needs, and key revenue/direct cost/opex drivers.
- Quarterly review of cashflow needs with CEO
- Budget to actual variance analysis provided to executive management.

Cloud Accounting Firm that is 100% digital. Acquired by the Equiom Group on Nov. 1, 2018.

- Startup ecosystem in tech, fintech, and venture capital 
- Advisory & consulting services (financial modelling, SRED, fractional CFO)
- Reporting (financial statements, quarterly reports to limited partners, board packages)
- Tax (indirect, direct, payroll)

Senior Manager

Aon Risk Solutions

NYSE: AON
- Full cycle accounting under IFRS
- Budgets, fixed assets, month-end
- Federal excise tax

Senior Accountant

BMO Wealth Management - Canada

TSX: BMO
- Analyze equities
- Operated in the money market funds, equities, and derivatives.
- Licensed investment representative with IIROC

Equity Specialist

Startup advisor

I help modern businesses scale by optimizing their cash flow, finops technology, and tax compliance.

Hasan Shahariar, CPA

Clarendon Executive Coaching & Mentoring

"𝘾𝙤𝙖𝙘𝙝𝙞𝙣𝙜 𝙬𝙞𝙩𝙝 𝙋𝙪𝙧𝙥𝙤𝙨𝙚: 𝙄𝙙𝙚𝙣𝙩𝙞𝙛𝙮𝙞𝙣𝙜 𝙩𝙝𝙚 𝙙𝙚𝙨𝙞𝙧𝙚𝙙 𝙤𝙪𝙩𝙘𝙤𝙢𝙚𝙨 𝙛𝙧𝙤𝙢 𝘾𝙤𝙖𝙘𝙝𝙞𝙣𝙜 & 𝙈𝙚𝙣𝙩𝙤𝙧𝙞𝙣𝙜, 𝙖𝙣𝙙 𝙘𝙧𝙚𝙖𝙩𝙞𝙣𝙜 𝙖 𝙗𝙚𝙨𝙥𝙤𝙠𝙚 𝙥𝙧𝙤𝙜𝙧𝙖𝙢𝙢𝙚 𝙤𝙛 𝘾𝙤𝙖𝙘𝙝𝙞𝙣𝙜 𝙩𝙤 𝙙𝙚𝙡𝙞𝙫𝙚𝙧 𝙩𝙝𝙤𝙨𝙚 𝙤𝙗𝙟𝙚𝙘𝙩𝙞𝙫𝙚𝙨©."

"𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙤𝙩𝙚𝙣𝙩𝙞𝙖𝙡, 𝙄𝙢𝙥𝙧𝙤𝙫𝙞𝙣𝙜 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚©" 

"𝙂𝙪𝙞𝙙𝙖𝙣𝙘𝙚 & 𝘾𝙤𝙪𝙣𝙨𝙚𝙡 𝙛𝙧𝙤𝙢 𝙖𝙣 𝙀𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚𝙙, 𝙏𝙧𝙪𝙨𝙩𝙚𝙙 𝘼𝙙𝙫𝙞𝙨𝙤𝙧©"

𝘿𝙚𝙡𝙞𝙫𝙚𝙧𝙞𝙣𝙜 𝙫𝙖𝙡𝙪𝙚 𝙖𝙣𝙙 𝙨𝙩𝙧𝙖𝙩𝙚𝙜𝙞𝙘 𝙖𝙙𝙫𝙞𝙘𝙚 𝙩𝙤 𝙄𝙣𝙙𝙞𝙫𝙞𝙙𝙪𝙖𝙡𝙨 (𝙊𝙣𝙚-𝙏𝙤-𝙊𝙣𝙚) 𝙖𝙣𝙙 𝙊𝙧𝙜𝙖𝙣𝙞𝙨𝙖𝙩𝙞𝙤𝙣𝙨 (𝙊𝙣𝙚-𝙏𝙤-𝙂𝙧𝙤𝙪𝙥) 𝙬𝙞𝙩𝙝 𝙖 𝙛𝙤𝙘𝙪𝙨 𝙤𝙣 𝙂𝙧𝙤𝙬𝙩𝙝 & 𝙎𝙘𝙖𝙡𝙚 𝙐𝙥 𝙚𝙣𝙩𝙞𝙩𝙞𝙚𝙨.

𝘾𝙧𝙚𝙖𝙩𝙞𝙤𝙣 𝙤𝙛 𝙗𝙚𝙨𝙥𝙤𝙠𝙚 𝘾𝙤𝙖𝙘𝙝𝙞𝙣𝙜 & 𝙈𝙚𝙣𝙩𝙤𝙧𝙞𝙣𝙜 𝙋𝙧𝙤𝙜𝙧𝙖𝙢𝙢𝙚𝙨 𝙩𝙝𝙖𝙩 𝙖𝙡𝙞𝙜𝙣 𝙘𝙤𝙧𝙥𝙤𝙧𝙖𝙩𝙚 𝙤𝙗𝙟𝙚𝙘𝙩𝙞𝙫𝙚𝙨 𝙬𝙞𝙩𝙝 𝙞𝙣𝙙𝙞𝙫𝙞𝙙𝙪𝙖𝙡 𝙙𝙚𝙫𝙚𝙡𝙤𝙥𝙢𝙚𝙣𝙩.

Clarendon Executive Coaching & Mentoring has been created to deliver major value-added benefits to Individuals & Organisations. What my clients say about me can be found here:
𝐡𝐭𝐭𝐩𝐬://𝐂𝐥𝐚𝐫𝐞𝐧𝐝𝐨𝐧𝐂𝐨𝐚𝐜𝐡𝐢𝐧𝐠.𝐜𝐨𝐦

Throughout a 30 year C-Suite career in a range of sectors & companies, I experienced a vast range of situations that would undoubtedly have benefitted from being Coached & Mentored. I therefore qualified & trained in Executive Coaching & Mentoring at the University of the West of England via the Institute of Leadership & Management at the most advanced level, & in 2023 I gained an MSc Master's Degree (Merit grade) in Coaching & Mentoring at Newcastle University. 

📶 𝘄𝘄𝘄.𝗖𝗹𝗮𝗿𝗲𝗻𝗱𝗼𝗻𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴.𝗰𝗼𝗺 ©️
📨 𝗝𝗲𝗿𝗲𝗺𝘆.𝗘𝗮𝗿𝗻𝘀𝗵𝗮𝘄@𝗖𝗹𝗮𝗿𝗲𝗻𝗱𝗼𝗻𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴.𝗰𝗼𝗺
 𝕏    𝗵𝘁𝘁𝗽𝘀://𝗫.𝗰𝗼𝗺/𝗖𝗹𝗮𝗿𝗲𝗻𝗱𝗼𝗻𝗖𝗼𝗮𝗰𝗵
✔ 𝗠𝗮𝘀𝘁𝗲𝗿-𝗟𝗲𝘃𝗲𝗹 𝗠𝗲𝗺𝗯𝗲𝗿 𝗼𝗳 𝘁𝗵𝗲 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 & 𝗠𝗲𝗻𝘁𝗼𝗿𝗶𝗻𝗴 𝗖𝗼𝘂𝗻𝗰𝗶𝗹.

Executive Coach & Mentor

Time To ACT plc

Time To ACT plc is a Stock Exchange-Listed Engineering Technology business servicing the Supply Chain to the Renewable Energy Industry and Hydrogen & Wind Turbines in particular. 

The vision of Time To ACT plc (with 'ACT' representing Advancing Clean Technologies) is to build a self-funding group of best-in-class brands and technologies which solve the needs of the Energy Transition and Energy Security opportunities.

https://timetoactplc.com/
https://www.linkedin.com/company/time-to-act-advancing-clean-technologies/
https://x.com/timetoactplc
Stock Exchange Ticker: AQSE:TTA

Non Executive Director, Chair of the Audit & Risk Committee, & Member of Remuneration Committee

Zentra Group PLC

Zentra Group PLC is a Stock Exchange-Listed Residential Property Developer with a specific focus on City Centre and surrounding areas in the North of England. 

It has an attractive portfolio of residential development properties in areas of Northern England where there are strong drivers for housing market outperformance. Through its market connections, it benefits from strong demand from a network of both UK and overseas investors. 

The Group is a fully integrated property developer, providing development management, a residential letting service and other ancillary property management services.

https://www.zentragroup.co.uk
https://www.linkedin.com/company/zentragroupplc/
https://X.com/zentragroupplc
Stock Exchange Ticker: AQSE:ZNT

Karbon Homes

54North Homes, part of the Karbon Group, is a first class provider and developer of Affordable Homes for rental and shared ownership in Yorkshire & the North of England.

www.karbonhomes.co.uk
https://www.linkedin.com/company/karbon-homes
https://www.facebook.com/KarbonHomes
https://X.com/KarbonHomes

Non Executive Director, 54North Homes & Karbon Remuneration, Nomination & People Committee Member

BluDesks.com

BluDesks provides large corporates, SMEs and freelancers with flexible workspaces via a UK and International on-demand property space platform and customised private office solutions. 

Using technology-led capability, BluDesks has access to cost-effective, high quality and well-equipped meeting rooms, shared workspaces, and project and private offices for periods ranging from an hour, a half-day or a day to months or years. 

It is an AirBnB business model for office and meeting room space, offering total flexibility. Having completed the bootstrapping funding for BluDesks, I continue to provide Board Advisory services to the  equity shareholders beyond my Non Executive Director term.

https://www.BluDesks.com
https://www.linkedin.com/company/BluDesksCom/ 
https://www.facebook.com/BluDesks/
https://X.com/BluDesksCom

Non Executive Director, & Chair of Audit & Risk, and Investment, Committees

Optoma

Optoma is a €280m turnover global company that specializes in the marketing and sales of Visual Products & SaaS Solutions, including projectors, all-in-one LED displays, interactive flat panels, image processing equipment & software solutions. It serves a wide variety of market sectors including home, entertainment, corporate, education, museums, retail and simulation.

Since appointment as NED and the first Chair of the Audit & Risk Committee in 2022, I created and maintained a hugely successful Corporate Governance & Risk Management culture across this multi-site and global €280m revenue organisation. In planning for a potential London Stock Exchange AIM-listing, I delivered an environment appropriate for IPO, engaging proactively with international executives, a Taiwan-based parent company Board, and advisers including auditors Ernst & Young and investment bank Investec.

Working collaboratively with all parties, I Chaired a minimum of six ARC meetings per annum, with outputs from these workstreams including the formation of the Board Risk Appetite, a global Risk Register, and detailed Risk Mitigations. I developed clear Terms of Reference for the ARC, upheld the best practice Corporate Governance codes (Quoted Companies Alliance), and ensured that all measures were in place for the delivery of Financial Position & Prospects Procedures (“FPPP”) to underpin a strong Internal Control environment.

I continue to provide Board Advisory services to Optoma following the decision to maintain the organisation as the primary international trading business of Taiwan parent company Coretronic Inc.

www.Optoma.com
https://www.linkedin.com/company/optoma/
https://www.facebook.com/OptomaUK
https://X.com/OptomaUK
Stock Exchange Ticker: 5371:TWO (Taipei)

Your Housing Group

Delivered massive added value over 7 years as Main Board CFO of the 28,000 home Housing organisation, with Revenues of £155m, EBITDA of £46m, a secured debt book of £500m, and Net Assets of £1.2bn. Led a team of 69, with overall responsibility for all aspects of Legal, Risk, Governance, Regulation, Procurement, Treasury, & Finance.

𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀 𝗮𝘁 𝗬𝗛𝗚:
🔷 £20m increase in PBT over 7 years.
🔷 Substantial increase in EBITDA margin.
🔷 Deployed over £200m of capital.
🔷 Executed market-leading £500m Treasury Facilities Refinancing with enhanced covenant suite, secured external Credit Agency Rating, and delivered £120m Private Placement funding in (Covid) 2020.

Group Chief Financial Officer

The Practice PLC

Appointed to the position of CFO of The Practice, a venture-capital backed £30m revenue business delivering Healthcare services in community locations, to specifically deliver a rapid turnaround. The Practice is the largest private sector provider of Primary Care in the UK.

𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀 𝗜𝗻 𝗧𝗵𝗶𝘀 𝗔𝘀𝘀𝗶𝗴𝗻𝗺𝗲𝗻𝘁:
🔷 Turnaround from £3m annual net loss to break even within 12 months.
🔷 Secured immediate mezzanine funding commitment from existing and new investors.
🔷 Reorganised existing finance function to deliver quality, reliable and timely management information.
🔷 Generated over £900k of cash internally from working capital
🔷 Substantially reduced debtor days from 45 to 27.
🔷 Improved gross margin by 2.2%.
🔷 Developed strategic three year business plan to deliver significant equity value creation.
🔷 Introduced detailed controls and responsibilities matrix.
🔷 Established first class relationship with key advisers – banks, auditors, legal advisers, investors.

Chief Financial Officer

Portfolio CFO/FD

Delivered immediate and transformational added-value in portfolio C-Suite CFO roles for a variety of private clients. Tasked in a variety of current roles with implementing new funding structures, executing M & A, providing critical Board-level CFO advice, implementing an Employee Ownership Trust, reducing overheads, preparing high-quality management information, and creating strong internal control and procedural environments.

Companies included VC-backed Healthcare, £40m IT Logistics, & Cloud CFO Real Estate.

Achievements in the roles:

🔷 Executed two Supply Chain & Trade Finance funding facilities of €100m and €25m.
🔷 Delivered Working Capital funding of £1,300,000 via Merchant Cash and 100% Inventory & 
      Procurement Facilities.
🔷 Transacted the creation of an Employee Ownership Trust with appropriate funding.
🔷 Implemented risk management, internal controls and procedures in growth organisations.
🔷 Restructured banking facility agreements.

Portfolio Chief Financial Officer

Bezier

Appointed post-transaction in November 2005 to the position of CFO of Bezier, a £77m highly leveraged buy out.

Bezier was the UK market leader in Point Of Sale Retail Marketing, with annualised revenues of c. £100m, serving a host of blue chip retail and brand names. Since joining in late 2005, Bezier completed three acquisitions involving the negotiation of further debt facilities, and increased organic turnover by c. £10m.

𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀 𝗜𝗻𝗰𝗹𝘂𝗱𝗲𝗱:
🔷 Improvement of all primary KPIs and financial controls, including the complete revision of monthly reporting to highlight group wide client margins, enhanced timely production of reporting data, introduction of rolling 13 week cash flow forecasting, and inception of group accounting manual to address IFRS requirements.
🔷 Recommendation and implementation of group procurement function, reporting to group finance, which delivered substantial seven-figure annual savings.
🔷 Management of enhanced credit terms with all major suppliers.
🔷 Successful renegotiation with term debt funders of original bank covenant ratios.
🔷 Negotiation and implementation of additional term debt finance for acquisitions.
🔷 Successful management of cash flow through extended period of restricted liquidity triggered by sector-wide withdrawal of credit insurance. 
🔷 Delivery of consistent revenue and margin levels whilst under increasing pressure from major high street retail clients during recessionary period.
🔷 Personal development and training of Deputy CFO.

𝗣𝗿𝗼𝗳𝗶𝗹𝗲 
As an Executive Coach & Mentor with a profound focus on "Coaching with Purpose", I leverage over 25 years of global C-Suite experience to empower leaders and organisations. My approach integrates MSc Master's Degree-level academic qualifications with practical, bespoke Coaching & Mentoring strategies tailored to Individual and Organisational growth. Whether you are a C-Suite executive, new in post, or aspiring to reach the top, I help you navigate the complexities of leadership and drive transformative results.
📶 𝘄𝘄𝘄.𝗖𝗹𝗮𝗿𝗲𝗻𝗱𝗼𝗻𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴.𝗰𝗼𝗺 ©️
📧 𝗝𝗲𝗿𝗲𝗺𝘆.𝗘𝗮𝗿𝗻𝘀𝗵𝗮𝘄@𝗖𝗹𝗮𝗿𝗲𝗻𝗱𝗼𝗻𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴.𝗰𝗼𝗺
 𝕏   𝗵𝘁𝘁𝗽𝘀://𝐗.𝗰𝗼𝗺/𝗖𝗹𝗮𝗿𝗲𝗻𝗱𝗼𝗻𝗖𝗼𝗮𝗰𝗵

𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 & 𝗠𝗲𝗻𝘁𝗼𝗿𝗶𝗻𝗴
🔽 Executive Coach & Mentor to Individuals (One-To-One) & Organisations (One-To-Group).
🔽 Delivering completely Bespoke-To-Client Coaching & Mentoring Programmes.
🔽 Creation of Organisation-Specific Coaching, Mentoring & Reverse Mentoring Schemes.
🔽 Development of One & Two-Day Bespoke-To-Client Executive Educational Programmes in the areas of Strategy, Leadership, Finance, M & A, Risk, Corporate Governance, & Board Development.
🔽 Organisational Focus on Growth & Scale Up situations.
🔽 Individual Focus on Current C-Suite, New-In-Post C-Suite, & Aspirational C-Suite roles.
🔽 One-To-Group Development Focus on Boards, Executive & Senior Management Teams.

𝗡𝗼𝗻-𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿
🔽 Current NED at 3 organisations - PLC x 2, & Regulated entities.
🔽 Chair of Audit & Risk Committee x 2.
🔽 Member of Remuneration, People & Nomination Committee x 3.
🔽 Clean Energy Technology, Property Development & Housing sectors.

𝗖-𝗦𝘂𝗶𝘁𝗲 𝗖𝗙𝗢 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀 & 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲
🔽 Sector experience in Healthcare, Pharma, Real Estate, Property Development, Housing, Manufacturing, Distribution, FMCG, For-Profit & Regulated Not-For-Profit.
🔽 Transforming The Intercare Group PLC from a market capitalisation of £15m to an exit value of £318m.
🔽 £750m+ Equity & Debt Fund Raising - Equity Placing & Open Offer, IPO, & Debt Facilities.
🔽 Leading VC-backed Parkside International as CFO through its successful London Stock Exchange IPO.
🔽 Successful execution of 20+ international M & A Corporate Transactions including 2 Reverse Takeovers, Equity & Debt-Funded Acquisitions, Joint Ventures & Disposals.
🔽 Delivered rapid 15 month turnaround to break even from £(3m) loss. 
🔽 6 C-Suite CFO roles ranging from £10m to £330m annual Revenues - PLC (x2), VC (x2), PE, Regulated.

taplio

The Battle

Hasan Shahariar, CPA

Jeremy Earnshaw

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