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Tracey Swain In 60 Seconds...

Tracey brings over 25 years of experience finance and business operations in organizations like Adidas and Lululemon and more recently O2E, parent company of home service brands including 1-800-GOT-JUNK and Apollo Insurance, Canada’s online insurance provider.

Volunteering

Board Member: Kitsilano Community Centre

Education

Chartered Professional Accountant, CPA CA
Bachelor of Commerce in Finance, University of British Columbia, Sauder School of Business

Specialist Skills

Strategic Thinker

Developing strategy to maximize growth, profit and valuation

Mergers & Acquisitions M&A Specialist

Integrated multiple independent private organizations into large multinational global organizations

Profit Improvement

Identify the levers in the business that improve profitability by product, channel, partner and drive the overall bottom line

Budgeting and Forecasting

Create budget and forecasting processes from scratch, educate leaders how to utilize these as tools to drive value

Track Record Highlights

  • Due diligence on transactions up to $1b USD, multi country, multi industry DD, buy side, sell side
  • Finance lead on 2 year Oracle implementation with on time month end close in the first month after go live of an entity with $1b in revenue
  • Finance team management for teams up to 27 and ~$1b in revenue
  • Capital raise
  • Creation of budget for $1b top line entity in 8 weeks
  • Leadership of Internal Audit team for Nasdaq listed public co including implementation of SOX
  • M and A including entire acquisition cycle from identify target, due diligence, board deck prep and presentation, purchase structure, execution, post acquisition integration

Sector Experience

  • Retail
  • Consumer
  • Products
  • Insurance
  • Manufacturing
  • Real Estate (Residential and Commercial)
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