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Tracey Swain

Regional Director & CFO

As Regional Director, Tracey leads a dynamic team of fractional Chief Financial Officers in British Columbia, delivering expert CFO services to small and medium-sized businesses across Greater Vancouver and the Interior of British Columbia. With a proven track record of driving business success, she specializes in helping organizations optimize financial performance, streamline operations, and scale strategically.

With over 25 years of experience in finance and business operations, Tracey has held key roles in some of Canada’s most recognized brands, including Adidas, Lululemon, and O2E Brands — the parent company of household names like 1-800-GOT-JUNK and Apollo Insurance, Canada’s premier online insurance provider. Her expertise spans across financial strategy, operational efficiency, and high-level corporate decision-making, making her a trusted partner for SMEs seeking sustainable growth.

Education:

  • Chartered Professional Accountant (CPA, CA)
  • Bachelor of Commerce in Finance, University of British Columbia, Sauder School of Business
Tracey-Swain

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
  • Board Member: American Chamber of Commerce in Canada
  • Board Member: Kitsilano Community Centre

Sector Experience

  • Retail & Consumer Products
  • Insurance
  • Manufacturing, Transport & Logistics
  • Property & Real Estate

Tracey's 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

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