Shirley Soon, CPA, CA
VP Finance & Operations
Professional Overview
Shirley Soon is an accomplished finance and operations executive with over a decade of experience across various industries. As the VP of Finance & Operations at Greensoil PropTech Ventures, she oversees the firm's financial management, operational efficiency, and strategic decision-making. Shirley's expertise spans financial reporting, operational due diligence, and regulatory compliance, making her a valuable asset in the PropTech investment landscape.
Experience Summary
Current Role
VP Finance & Operations, Greensoil PropTech Ventures (2021-02-01 to Present)
- Responsible for the overall financial management and operational oversight of the firm's investment portfolio, comprising over $250 million in assets under management
- Implement robust financial controls and reporting structures to ensure transparency and accountability across the organization
- Lead the due diligence process for new investment opportunities, assessing financial viability and operational feasibility
- Collaborate with the investment team to develop and execute strategies that drive growth and maximize returns for portfolio companies
Career Progression
Operational Due Diligence Analyst, Albourne Partners (2018-06-01 to 2021-01-01)
- Conducted in-depth operational and financial analysis on alternative investment funds, identifying key risks and growth opportunities
- Provided comprehensive due diligence reports and recommendations to the firm's investment committee, contributing to over $1 billion in successful investments
Financial Examiner, MFDA (2014-09-01 to 2018-06-01)
- Audited and assessed the financial health and regulatory compliance of investment firms, ensuring adherence to industry standards and best practices
- Collaborated with stakeholders to implement corrective measures and improve operational processes
Senior Accountant, Deloitte (2010-09-01 to 2013-11-01)
- Provided financial reporting and advisory services to clients across various industries, including the real estate and construction sectors
- Developed expertise in financial analysis, budgeting, and internal controls
Academic Background
Shirley holds a Master of Business Administration (MBA) from the Schulich School of Business and is a Chartered Professional Accountant (CPA, CA) in Ontario, Canada.
Areas of Expertise
- Financial management and reporting
- Operational due diligence and risk assessment
- Investment portfolio analysis and optimization
- Regulatory compliance and audit protocols
- Strategic planning and decision-making
- Team leadership and project management
Professional Impact
- Spearheaded the implementation of a comprehensive financial reporting system at Greensoil PropTech Ventures, improving transparency and decision-making for the investment committee
- Played a key role in the successful due diligence and acquisition of several PropTech startups, contributing to the firm's growth and portfolio diversification
- Serves as a Facilitator and Seminar Leader for the CPA PEP program, sharing her expertise and mentoring the next generation of finance professionals
Conclusion
Shirley Soon's extensive experience in finance, operations, and investment management, combined with her strong leadership skills and commitment to professional development, make her a valuable asset in the PropTech industry. As VP of Finance & Operations at Greensoil PropTech Ventures, she continues to drive operational excellence and financial performance, contributing to the firm's success and the growth of the broader PropTech ecosystem.