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Geoff Wagget

CFO

Geoff is an accomplished CFO with over 25 years of experience leading financial strategy, budgeting, forecasting, reporting, and KPI development across multiple sectors including SaaS, technology, and agriculture. He brings a proven track record in funding, M&A, and driving over $100M in growth, with particular expertise in financial automation, cash management, and full lifecycle operations from start-up to post-integration.

 

Recognized for combining financial acumen with practical innovation, Geoff leverages AI and data-driven insights to streamline processes and strengthen decision-making. His collaborative leadership style fosters accountability and sustainable growth while enabling business owners to navigate complexity with confidence and clarity.

 

Geoff covers the Western Ontario region.

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Track record highlights

  • Gained confidence of banks and creditors by managing a seasonal $60M line of credit
  • Secured over $20M in debt funding and $40M increase in banking line of credit
  • Built trusted investor relationships to secured over $40M in venture capital funding
  • Helped build a technological SaaS start-up to successful exit and post-integration
  • Scaled companies from $1M to over $150M
  • Introduced AI-enhanced automation to reduce finance department costs by 15% and month-end close to 5 days
  • Spent one month in Rwanda Africa teaching accounting fundamentals

Sector Experience

  • Technology, Media and Telecoms: SaaS, Digital Advertising, Software Engineering, Technological hardware, Project Management
  • Agriculture and Farming: Greenhouse Operations, Logistics
  • Retail and Consumer Products: Brick and mortar, Wholesale Industrial Supplies, Retail Educational Products

Geoff's specialist skills

Budgeting & Forecasting

Collaboratively developed departmental and full statement annual budgets along with quarterly updates to a 3 year rolling forecast

Banking Relationship

Negotiated banking covenants and secured debt funding while building a trusted relationship

Technology Evangelist

Introduced AI-enhanced accounts payable automation from vendor email to GL posting

Systems and Controls

Implemented several accounting and ERP systems such as MS Dynamics, Netsuite and Great Plains

Leadership

Introduced strategic planning and "path to profitability" sessions with senior management

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