Hi, I’m Kirtida Lad — a Chartered Professional Accountant (CPA, CA) and finance executive with over 15 years of experience supporting growing businesses with their financial reporting, operational finance and strategic decision-making.

I’m passionate about simplicity and efficiency. Streamlining processes and leveraging technology to improve financial reporting allows businesses to spend less time on accounting and more time focusing on growth and strategic planning.

Throughout my career, I have worked with both private and publicly traded companies, including TSX and TSX-V listed organizations, helping them navigate complex financial reporting requirements, strengthen internal processes, and build scalable finance functions. My experience spans senior leadership roles, including Chief Financial Officer and Controller positions, where I have overseen financial reporting, treasury, tax, payroll, and cross-functional finance operations.

Through my consulting practice, I work closely with founders, executives and boards to provide practical financial insight, support capital raising and investor readiness, and help organizations build efficient and sustainable finance processes as they grow.

FRACTIONAL CFO

Growing companies often need experienced financial leadership but not necessarily a full-time CFO. As a Fractional CFO, I work closely with founders and leadership teams to provide strategic financial guidance and oversight.

Services may include:

• Financial strategy and planning
• Cash flow management and forecasting
• Budgeting and financial modelling
• Executive and board-level financial reporting
• Decision support for major business initiatives
• Building and mentoring internal finance teams

My goal is to help leadership teams use financial information to make confident, informed decisions as the business grows.

FINANCIAL REPORTING & IFRS ADVISORY

Accurate and reliable financial reporting is essential for companies with external stakeholders, lenders, and investors. I support private and publicly listed companies with complex reporting requirements and technical accounting matters.

Areas of expertise include:

• IFRS financial statement preparation and review
• Support for TSX and TSX-V listed companies
• Technical accounting analysis and documentation
• Complex accounting matters including financial instruments and valuation models
• Coordination with auditors and external advisors
• Implementation of new accounting standards

FINANCE FUNCTION & PROCESS OPTIMIZATION

Efficient financial processes allow businesses to scale without unnecessary administrative burden. I help organizations streamline their accounting and reporting functions by designing practical, technology-enabled processes.

Services include:

• Finance department structure and process design
• Internal control development and documentation
• Accounting system improvements and automation
• Month-end and year-end close process optimization
• Reporting process improvements

The goal is to build finance processes that are simple, reliable, and scalable.

CAPITAL RAISING & INVESTOR READINESS

Preparing for financing or investor discussions requires clear financial information and thoughtful planning. I work with companies to ensure they are financially prepared and able to present their story effectively.

Support may include:

• Analysis to support funding decisions
• Financial modelling and forecasting
• Investor and lender due diligence preparation
• Financial data room preparation
• Pitch deck financial support

Let’s Connect

If you’re looking for experienced financial leadership or support navigating complex financial reporting requirements, feel free to get in touch to discuss how I can help.