Financial clarity,
without the full-time cost
My name is Lisa Mason
I am an accomplished Chief Financial Officer (CFO) with 10 years of progressive experience driving financial strategy and operational excellence for dynamic organizations. An expert in financial planning and analysis, budgeting, risk management, and regulatory compliance. I've demonstrated success in leading cross-functional teams, streamlining processes, and implementing innovative solutions to enhance profitability and organizational growth. Adept at fostering strong stakeholder relationships, optimizing capital structures, and supporting mergers and acquisitions. Recognized for strategic vision, integrity, and a collaborative leadership style that supports both short- and long-term business objectives. I'm committed to upholding the highest standards of corporate governance and ethical financial stewardship.
Services
I offer a wide variety of services tailored to your specific business needs. What you need to today, may change tomorrow. I will work with you and adapt to your changing business needs.
My services range from process optimization to strategic financial planning and forecasting. Below is a more detailed look at some of the services offered. The list is not exhaustive. Don't see exactly what you are looking for? Reach out and schedule some time to connect with me. I'd be happy to explore customizing my services to better fit your needs.
Financial Reporting & Transparency
Accurate, timely, and transparent financial reporting is critical for small businesses seeking to build trust with investors, lenders, and other stakeholders. I will establish robust reporting systems, interpret financial results, and communicate performance in a way that supports informed business decisions.
Process Optimization
I help design scalable systems and processes that support expansion and prepares the business for future transitions. I analyze cost structures, identify inefficiencies, and recommends strategies to improve profitability. This may include renegotiating contracts, or streamlining operations.
Treasury & Cash Management
I will oversee cash flow, manage liquidity, and optimize the use of available funds to meet short- and long-term obligations. I will insure that sufficient working capital is maintained, reduce financial risks, and support timely payments to suppliers and employees.
Risk Management
& Compliance
Canadian businesses must comply with various tax regulations, employment laws, and industry standards. I will assist you in identifying financial risks, implement internal controls, evaluate insurance coverage, and ensure compliance with federal and provincial requirements, reducing the risk of costly errors or penalties.
Strategic
Planning
I will provide forward-looking insights to guide decision-making and ensure the business remains financially healthy. Helping your business leaders set realistic growth targets, manage cash flow, and allocate resources efficiently. We will work together to review potential expansion or go-to-market strategies and their business impact.
Capital & Growth Opportunities
Securing financing—whether from banks, venture capital, or government grants—requires strong financial leadership. I will help prepare compelling financial projections, manage relationships with investors and financial institutions, and position your business to seize new opportunities, such as expansion or acquisitions.
