1. JAYNE PETERSON, CPA CA
178 Main St.
St. Catharines
Ontario
L2N 4V8
289.969.2627
jpeterson.coxco@gmail.com
PROFILE
CHARTERED PROFESSIONAL ACCOUNTANT /
STRATEGIC PLANNING / FINANCIAL CONSULTANT
Highly skilled professional with over 20 years of experience.
Relocated to St. Catharines, Ontario from the Turks & Caicos Islands (TCI) in September 2016.
Resided in the TCI for 13 years, working in Controllership roles, and launched a Financial
Services Firm.
SKILLS / STRENGTHS
Financial Accounting, Strategic Planning, Team Management, Financial Consulting
Effective team management as evidenced by increased staff morale, motivation and
accelerated development
Advanced computer skills with various accounting and PC (Excel) software
Proven success leading cross department project initiatives for systems development
Excellent interpersonal and communication skills
WORK HISTORY
OWNER/MANAGER, 2011 – 2016
CFS LTD | Turks and Caicos Islands, British West Indies
Responsible for all operations for CFS Ltd., TCI financial services firm
Client base includes construction, manufacturing, hospitality, travel, trust management,
credit card, property management, strata management, retail, and restaurant industries
2. WORK HISTORY (continued)
OWNER/MANAGER, 2011 – 2016
CFS LTD | Turks and Caicos Islands, British West Indies
Client Contracts:
Financial Controller, Hallmark Trust Co. responsible for reporting for credit card and
trust management business ($70m in funds), including quarterly filing requirements with
TCI Government Financial Securities Commission and MasterCard with 4 direct reports
for eight month term.
Senior Financial Consultant, Regent Palms Resort to head cost saving initiative, and
integration of Regent brand for eight month term. Annual Revenues $30m
Financial Controller, The Sands Resort with 3 direct reports for six month term. Annual
Revenues $25m.
Financial Controller, Coral Gardens Resort with 2 direct reports for one year term.
Annual Revenues $12m.
Financial Controller for FBO (private terminal) at International Airport with 5 direct
reports for eight month term. Annual Revenues $5m
FINANCIAL CONTROLLER, 2008 - 2011
COXCO | Turks and Caicos Islands, British West Indies
The COXCO Group is made up of companies operating in construction, manufacturing,
commercial real estate, and management of the International Airport (PLS) operations
Responsible for all financial management and reporting for the group.
Annual Revenues $60m
Management of 6 direct reports
FINANCIAL CONTROLLER, 2004 - 2007
AL SERVICES LTD. | Turks and Caicos Islands, British West Indies
Responsible for all financial reporting for the company providing international freight
shipping, and government duty/customs clearance services. Annual Revenues $10m.
Management of 4 direct reports
3. WORK HISTORY (continued)
SENIOR MANAGER, 2003 - 2004
KPMG LTD. | Turks and Caicos Islands, British West Indies
Managed Consulting and Accounting Engagements in TCI
Developed 5 year budget for the business plan for construction of the Seven Star Resort
(200 suites) for presentation to the international investors and the TCI government for
approval
MANAGER, STRATEGIC PLANNING, 2000 - 2003
CARLSON MANAGEMENT GROUP CANADA LTD. | Toronto, Canada
Reporting, strategic planning and budgeting for employee and customer loyalty program
profitability
Developed the financial section for proposals and contract renewals with clients such as
Scotiabank, American Express and Ford Motor Company
REGIONAL FINANCIAL MANAGER, 1998 - 2000
OTIS ELEVATOR. | Vancouver, Canada
Responsible for financial reporting and asset management for Western Canada
operations.
Conducted location management audits for offices across Western Canada
MANAGER, REVENUES 1992 - 1998
LOYALTY MANAGEMENT GROUP CANADA (AIR MILES) | Toronto, Canada
Manager of the Revenue Reporting and budgeting function with 2 direct reports.
Management, analysis and forecasting for the $90m reserve fund
Project leader for cross department implementation of system software to connect the
revenue reporting function to the database located in Dallas, TX
Created and presented reports examining and analyzing consumer behavior through
manipulation of the collector database
Assisted with the development and negotiations for the Canadian Airlines contract
4. EDUCATION
CANADIAN INSTITUTE OF CHARTERED ACCOUNTANTS 1992
Chartered Accountancy Designation
CANADIAN INSTITUTE OF CHARTERED ACCOUNTANTS 1991
Uniform Final Examination
WILFRID LAURIER UNIVERSITY, 1990 -1991
Diploma, Accounting
THE UNIVERSITY OF WESTERN ONTARIO 1986 - 1990
Bachelor of Arts, Economics and Political Science