Angela Lin
Director of Finance @Mayfair Diagnostics
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WORK HISTORY
Director of Finance @Mayfair Diagnostics
Calgary, AB, CA
Member of the Senior Leadership Team and report to the board for steering the strategic direction of business- Present easy to understand financial updates and data for the owners/partners, board and leadership team- Created pro forma for new clinic to assist in owners’ decision making, including historical comparison for realistic ramp up- Reduced financial close by eliminating manual processes and automating- Created business performance metrics and segment/service profitability analysis for the board- Lead system implementation to Sage Intacct- Provide financial expertise, management report of results and recommendations to leadership team and the board of directors- Create and improve financial information that can be used to guide decision-making to support company goals, objectives, and strategies- Contribute to strategic and tactical planning, business development, risk management, quality control, organizational development, planning processes, and other general functions- Ensure reporting systems and tools are utilized at all levels and with optimal efficiency and functionality- Utilizes a hands-on innovative style to actively supervise and coach 12 direct and indirect reports to maximize individual strengths and strive for excellence in customer service- Maintain a solid understanding of company operations and its business, its transactional and contractual obligations and become directly involved in specific business issues and their resolution- Subject matter expert for the corporate reporting platform and support implementation of new processes- Maintain a continued awareness of new trends and developments and communicate them internally as appropriate- Possess familiarity with industry accounting systems and related technologies and the willingness to consider, recommend and implement new alternatives- Lead, develop, and mentor the finance team- Serve as key change agent for initiatives that have high employee impact
EDUCATION
CA School of Business
Passed all six modules on the first attempt.
University of Calgary
Bachelor of Commerce, with Distinction, Accounting
SKILLS
ABOUT ANGELA LIN
You have worked incredibly hard to build a life of success and security, but you\'re realizing that money alone doesn\'t guarantee your kids’ future. In fact, it often brings a new set of worries—about entitlement, a lack of drive, and whether your kids will truly be ready to handle it when they grow up. What you are really looking for isn\'t just a bigger bank account; it\'s family peace.I have seen this from both sides. As a CPA for 10+ years and Director of Finance for $100M+ company, I spent my career managing capital and complex financials.But as a mother of two young girls, I realized the most important \"capital\" I’ll ever manage isn\'t on a spreadsheet - it’s my kids’ character and the way we talk about money at the dinner table.I created Money Montessori to bridge the gap between \"Boardroom Logic\" and the home. By translating my professional background into a tactile and fun curriculum, this helps kids aged 5-12 master the five essential behaviors of wealth: Earning, Buying, Saving, Investing, and Giving.The Money Montessori Approach:• The 50/50 Rule: We teach kids the professional discipline of capital formation—saving half of every \"income\"- before they ever open their first bank account.• The Calm Conversation: We provide parents with the tools to talk about wealth with a calm, neutral tone, removing the anxiety and friction that often surround money in successful households.• The Monthly Reward System: A 12-month behavioral training program where kids earn \"Medals of Merit\"(from the Squirrel to the Whale) based on consistency and habit.• Household Financial Systems: I work with parents to architect a household \"Operating System\" that prevents entitlement and fosters a \"Financial Peace Mindset\" in the home.Financial literacy shouldn\'t be a chore or a high-stress conversation. It should be a calm Rite of Passage. If you want to ensure your success leads to family peace and that your kids are truly prepared for their future, let’s connect.
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