Josée Bertrand

A go to CFO

Highly accomplished, results-driven senior accounting and financial management executive with extensive experience in finance and operations management spanning a variety of industry sectors.  Most notably Josee was the CFO of Canampac, CFO of Arxx Corporation, Director, Finance at SickKids Foundation and VP Finance at Sunnybrook Foundation.  She is a stand out operational CFO who goes beyond the numbers and thinks strategically.  Commands a demonstrated ability to streamline business operations that drive growth and increase efficiency with a strong bias to using technology where appropriate.  Strong abilities in developing, implementing, and monitoring critical business processes to support companywide business strategies. Highly effective communicator who inspires credibility and trust.  A leader who builds committed teams that produce outstanding results.

Reach Josée at [email protected].

Current Work Focus

Currently focused on assisting not for profits, and small to mid-sized private companies to grow and/or restructure, by providing interim finance or part-time CFO services.

Selected Achievements

  • Led the financial and operational due diligence for the creation and incorporation of Canada’s Children’s Hospital Foundation, a national non-profit organization whose members consist of all 13 Canadian pediatric hospitals
  • Led a team of health care professionals in the development and successful implementation of a new model of health care known as the Emergency Department/Alternative Level of Care (“ED/ALC”) program in the Kingston area.    The success of this pilot initiative has led to a fully funded model adopted by the Ministry of Health in Ontario.
  • Led and participated in the financial due diligence of the $145 million sale and acquisition of two manufacturing facilities, in addition to participating in a US parent-led $260 million IPO transaction in the US. This undertaking required significant and complex financial modeling and forecasting along with debt and equity fund raising.

Education

  • Western University – Bachelor of Administrative Studies (Finance & Economics Major)
  • Schulich Executive Leadership Program
  • CPA Canada – CPA Designation
Josee Bertrand Testimonial #1

Josee joined Fred Victor as the Director of Property Services and Real Estate from November 2018 to August 2021. During her time, Josee went well beyond the responsibilities given to her and her impact was felt throughout the organization. She provided much-needed stability to our leadership team during times of change and uncertainty. As CEO from 2020 onwards, I worked closely with Josee and benefitted from her deep finance, operations, and leadership experience. As the pandemic hit, her leadership was even more critical as we dealt with program movement, re-location, and funding challenges. I would highly recommend working with Josee to any organization needing a strong, stable presence in their leadership team.

Keith Hambly
CEO, Fred Victor