Deirdre Moore, CFA, BBA

Financial Analysis – Analytical Reporting – Process Improvement – Communications

 Profile

A problem-solver with strong analytical, technical and communication skills, I have been an independent consultant for over 10 years. I have delivered services in the areas of financial/operational report development, project management, operational assessment, process improvement, risk assessment, business planning, report/presentation development/delivery, communications strategy and quarterly reporting.

I have delivered presentations to groups from 10-200. I have worked with clerical staff and corporate presidents and CFOs. I have written and edited high-profile magazines and documents.

 Areas of Expertise

  • Operational and Financial Report Development
  • Financial, Operational and Performance Analysis
  • Business Process Analysis and Process Improvement
  • Project Management and Process Documentation
  • Advanced (guru-level) MS Excel Skills (advanced formulas, pivot tables, macros, VBA)
  • Presentation Development and Delivery
  • Writing and Editing of Business, Investment and Economic Commentary

 Education

1991    Honours Bachelor of Business Administration, Wilfrid Laurier University

1995    Chartered Financial Analyst 

 Technical Expertise

  • MS Excel, Powerpoint, Visio, MS Word
  • Visual Basic for Application (VBA)
  • Oracle, Hyperion
  • Multiple accounting/financial reporting platforms

 Community Involvement

  • Canadian Mental Health Association (Ottawa) Board of Directors 2015-2017
  • Weightlifting & yoga
  • Piano & the Arts

 Non-professional Interests

  • Family & Friends
  • Weightlifting & yoga
  • Piano & the Arts

SAQOTU Inc.     (Feb 2017 – present)

  • Accepted as exhibitor at the American Psychiatric Association’s 2019 Annual Meeting in San Francisco.
  • Received precedent-setting decision to seek damages for husband’s violations of civil law and the criminal code in Kiska v. Moore, 2017 ONSC 6872
  • Self-represented litigant while divorcing a narcissist

The Ottawa Hospital     (Jun 2016 – Dec 2016)

Process Improvement/Financial Reporting

  • Development of automated financial reporting tools (Oracle, Hyperion, MS Excel, VBA) based on end-user requirements 
  • Assessment of operational efficiency in Treasury and Finance
  • Use of business/workflow tools (Visio) to map existing processes
  • Identification/recommendation of process improvements
  • Implementation of process improvements
  • Special projects: forensic accounting, risk assessments
  • Training of staff on new procedures

Carleton University     (Mar 2015 – Oct 2015)

Process Improvement/Financial Reporting

  • Financial report development/automation, process mapping, resource planning (MS Excel)
  • Preparation of reports to organizations providing grants (National Research Council, Province of Ontario) and donations (University, private donors)

MD Financial     (May 2005 – Jan 2015)

Investment Manager Liaise/External Writer

In 2005, MD Financial outsourced the production of its quarterly performance report to me. As part of this work, I developed a methodology that would standardize the information being collected from their external portfolio managers. Following each quarter end, upon assessment of the information received, I produced a thorough investment commentary that discussed each manager’s performance relative to a benchmark. The production process involved 20 external managers from a variety of areas of expertise including domestic and international equity, fixed income, alternative investment, foreign exchange and macroeconomics.

AdvisorOnTrack Inc.     (May 2005 – Dec 2014)

Process Improvement/Financial Reporting consulting for a multitude of clients:

  • MD Financial
  • National Bank Financial
  • CIBC Wood Gundy
  • Royal Lifesaving Society
  • Public Health Agency of Canada

National Bank Financial     (Sep 2001 – Nov 2002)

Process Improvement/Financial Reporting

  • Business coaching for independent investment advisors
  • Process improvement, process automation (MS Excel), process documentation
  • Development/delivery of custom performance reports (MS Excel)
  • Training of staff

Synergy Mutual Funds     (Oct 1998 – Jan 2001)

Vice President of Sales/Marketing

  • Acting as the liaise between senior management and clients
  • Client needs analysis
  • Developing/delivering financial/economic presentations
  • Training/management of staff

 Office of the Superintendent of Financial Institutions     (Oct 1995 – Sep 1998)

  • Full analysis of financial risks of all lines of business being pursued by federally-regulated life insurance companies 
  • Full analysis of financial risks of new ventures being pursued by federally-regulated deposit-taking institutions
  • Preparation of Recommendations for Approval by the Superintendent or the Minster of Finance

City of Ottawa     (Oct 1994 – Sep 1995)

  • Treasury Analysis/Financial Reporting/Process Improvement

MD Financial     (Sep 1992 – Sep 1994)

  • Treasury Analysis/Financial Reporting/Process Improvement

Entrepreneurial Efforts: AdvisorOnTrack Inc.

In 2002 I launched a company, AdvisorOnTrack, in order to pursue the development of a practice management methodology for independent investment advisors. Using MS Excel and MS Access, I built an application which classified, analyzed and reported on over 15,000 different records (mutual funds, common and preferred shares). This system utilized a series of forms and reports to ensure users with only a basic knowledge of MS Access were able to easily maintain/amend the database, calculation pages and report templates as required. The system provided a level of analysis that was previously unavailable and tested very well. Although not profitable, the company was generating revenue. I moved the system to an online platform using MySql and PHP. However, shortly thereafter, the industry consolidated (banks bought brokerage firms, financial planning companies merged). This period of consolidation brought with it a period of significant investment in IT by banks and their competition. The original market for AdvisorOnTrack vanished and the company was converted into a management consulting firm in 2005.