Michelle Robertson CPA QAFP

CEO

Collingwood, Ontario, Canada22 yrs 1 mo experience

Key Highlights

Empowered women to achieve financial independence.
Led financial operations for a major foundation.
Managed multi-million dollar budgets for large events.

Stackforce AI infers this person is a Financial Services expert with a focus on empowering women in personal finance.

Contact

Skills

Core Skills

Financial PlanningCoachingAccountingFinancial ReportingRisk AssessmentFinancial ManagementBudgetingFinancial Analysis

Other Skills

Money ManagementFinancial AcumenTax PlanningFP&AEnterprise Risk ManagementCash Flow ManagementNegotiationsForecastingInvestment PlanningRetirement PlanningBusiness StrategyComplianceProcess ImprovementBudgetsStrategic Planning

About

Is your money keeping you up at night? 40% of Canadians say that money is their top stress, and often keeps them awake with worry. It’s not surprising because the amount of education that we get about this critical life skill is shockingly very little to none. So you are not alone, and if you found me, you’re taking an important first step! Ms. Money and Math is focussed on narrowing the gender wealth gap by empowering women to be confident with their money and build wealth so they can have a life they love. Having money isn’t about rich, it’s about having choice and freedom, where money is a tool to create that. Michelle works with clients through her signature program – the 10 Weeks to Financial Fierceness, which empowers women to heal their money mindset, implement a simple money system and learn how to invest – all in 90 days or less! In addition, I also offer bespoke 1:1 coaching packages catering to your specific needs which offer support, accountability and guidance about any financial problem or area. I also speak and conduct workshops with organizations for their employees or events on all things financial wellness. Contact me today to book me as your next speaker to inspire you audience to take action on their money mindset, money management, and planning for retirement!

Experience

Ms. money and math

Financial Planner

Sep 2020 – Present · 5 yrs 6 mos · Canada

Michelle refers to herself as a Mindful Money Coach. She has always been passionate about financial wellness and personal growth, and enjoyed supporting various organizations over the course of her career as a financial professional. She created Ms. Money and Math as she was craving something more connected and mindful in this phase of her career. Ms Money and Math's mission is to support and connect with individuals and entrepreneurs on their growth, specifically in the areas of financial acumen and literacy, with the end goal being financial freedom!
Ms. Money and Math works with leaders to enhance their financial acumen in their corporate roles and small businesses. Michelle helps individuals gain confidence with managing the financial aspects of their business, so they can focus on the business itself.
Ms. Money and Math also works with individual clients on financial empowerment and self worth in their personal lives. Michelle can help you get and stay out of debt, create a budget and savings plan, give you cost effective and hands off ways to invest your money, and work on your money and self worth mindset to create more abundance in all areas of your life.

Financial PlanningMoney ManagementFinancial AcumenCoaching

Mastercard foundation

Controller and Head of Accounting

Jul 2018 – Oct 2020 · 2 yrs 3 mos · Toronto, Canada Area

The Mastercard Foundation seeks a world where everyone has the opportunity to learn and prosper. .
Our focus is helping economically disadvantaged young people in Africa to find opportunities to move themselves, their families, and their communities out of poverty to a better life.
Along with the typical responsibilities of leading the Accounting team in Toronto and our African offices (Reporting & Tax, FP&A, Enterprise Risk Management, Investments and Cash Management), I am responsible for leading the cross-functional team that is planning and building operations in 10 African countries, in order to work our 12 year strategy of Young Africa Works. Currently, we have a branch office in Kigali, Rwanda. By the middle of 2019, we will have operations in Accra, Ghana and Nairobi, Kenya.

AccountingFinancial ReportingTax PlanningFP&AEnterprise Risk Management

The cfo centre limited

Principal

Jan 2017 – Jun 2018 · 1 yr 5 mos · Toronto, Canada Area

The CFO Centre provides part-time CFOs to small and mid-market organizations at a fraction of the cost of a full-time CFO. We are committed to helping companies work through complex financial issues, in order to maximize profit and provide senior financial leadership.
Our team has over 450 CFOs across 15 countries; our services include business and strategic plan development, financial reporting, cash flow management, internal control, risk assessment and mitigation, training and development, and negotiations.

Financial ReportingCash Flow ManagementRisk AssessmentNegotiations

Juice mobile

Chief Financial Officer

Jan 2016 – Jan 2017 · 1 yr · Toronto, Canada Area

Juice Mobile is a fast growing ad tech company. Acquired by Yellow Pages in 2016, Juice Mobile provides platforms to advertisers and publishers allowing them more control over their mobile ad campaigns, and providing leading edge creative solutions. Juice Mobile has offices across North America and is currently on the Deloitte’s Technology Fast 50 list.

Financial ManagementBudgetingForecasting

Toronto 2015 pan/parapan american games organizing committee

Senior Director, Finance and Planning

Jan 2011 – Jan 2016 · 5 yrs · Toronto, Canada Area

This event represented the largest multi-sport event ever held in Canada with a total budget of $1.41 billion, including $730 million in venue development expenditures. The majority of the funding came from Federal, Provincial and municipal levels of government, with approximately $200 million of Games time revenues, including sponsorship, ticketing, licensing and merchandise, and Games time services. Toronto and the surrounding region hosted 10,000 athletes, coaches and officials from 41 countries in the Pan Americas and hosted 3 weeks of competition across 40 sport disciplines. TO2015 delivered the Games on time and delivered a surplus of at least $80 million.

Financial PlanningBudgetingFinancial Reporting

Aver media lp

Director, Finance

May 2009 – Aug 2011 · 2 yrs 3 mos · Toronto, Canada Area

Bell media

Director of Finance

Jan 2006 – Apr 2009 · 3 yrs 3 mos

Operational finance for all of the music/youth specialty channels and websites.
Muchmusic, MuchmoreMusic, MTV, MuchLoud, PunchMuch, MuchVibe, MuchmoreRetro, MTV2, Muchmusic.com and MTV.ca
Responsibilities include: budgeting and forecasting of entire cluster, month end close, audit requests, quarterly executive presentations on results/forecasts, overseeing team that liases between operational groups and corporate finance functions (billings, credit, A/P, payroll), annual CRTC reporting.

BudgetingFinancial AnalysisForecasting