Наталія

Nataliia Rozum
Senior Finance Leader | Financial Planning & Analysis | Business Partnering | Financial Governance
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References available upon request.

Professional Profile

Senior Finance Leader with progressive experience delivering financial planning and analysis, budgeting, forecasting,
financial reporting, and business partnering across international, multi-entity organizations. Recognized for improving
financial processes, implementing scalable financial systems, and transforming financial data into strategic business
insights that support executive decision-making and sustainable business growth during a highly dynamic and rapidly
changing operating environment.

CAREER HIGHLIGHTS

 30+ years of finance leadership across international and multi-entity organizations.
 Extensive experience in FP&A, budgeting, forecasting, management reporting, and executive decision support.
 Expertise in developing P&L, Cash Flow, Budget vs. Actual analysis, financial models, and dashboards.
 Led ERP implementations, reporting automation, and finance process improvements.
 Trusted business partner to CEOs, executive leadership, and international stakeholders.

CAP-certified finance professional currently enrolled in the CPA Professional Education Program (Canada).

Core Finance & Leadership Expertise
Financial Planning & Analysis Governance & Compliance
 Budgeting & Forecasting  Internal Controls
 Variance Analysis  Financial Risk Assessment and Control
 Financial Analysis  External Audit Coordination
 Financial Modelling & Scenario Analysis  Policy & Procedure Development
 Cost Analysis  Contract & Grant Compliance
 Liquidity Planning  Continuous Process Improvement
 KPI Reporting
 Profitability Analysis

Financial Management Business Partnering
 Financial, Donor & Grant Reporting  Project & Operational Finance
 Cash Flow Management  Cross-functional Collaboration
 Treasury Management  Stakeholder Engagement
 Payroll Administration  Management Reporting & Strategic
 Programme and Multi-entity Management Decision Support
 Credit Portfolio Management  Banking & Financial Institution
 Funding & Financial Institution Management Relationships

EBR Systems & Financial Technology
 Advanced Microsoft Excel  Asana
 Xero  Factorial
 QuickBooks  Pleo & Revolute
 1C  Digital Banking Platforms
 JOIIN  Power BI (currently developing knowledge)
 Experience

2024 – 2026 Finance Manager | Prevail Consulting LLC | Kyiv, Ukraine

International consulting company headquartered in London, UK, operating through multiple entities within the
Prevail Partners Group, a global provider of strategic advisory, intelligence, and security services.

Role Summary

Directed financial management for the Ukrainian entity within the UK Group, delivering operational financial
support across budgeting, financial reporting, cash-flow management, payroll, compliance, and internal controls.
Partnered closely with UK senior management and operational teams to provide financial insight, support
business planning, and maintain effective financial operations in a complex international environment during
wartime in Ukraine.

Key Contributions

 Managed full-cycle financial operations for the Ukrainian entity, ensuring accurate financial reporting, regulatory
compliance, and effective financial governance.
 Partnered with the UK Financial Controller and operational teams on budgeting, financial planning, funding
requirements, and business performance monitoring.
 Developed rolling cash-flow forecasts, multi-currency funding plans, KPI reporting, and Budget vs. Actual
analyses using JOIIN for consolidated reporting, providing financial insight to support operational continuity and
strategic decision-making.
 Managed payroll administration, statutory remittances, VAT reporting, and compliance with Ukrainian labour,
tax, and accounting legislation using 1C and M.E.Doc.
 Maintained accounting records and financial reporting using Xero ERP, ensuring timely reconciliations, accurate
financial data, and reliable month-end reporting.
 Strengthened internal financial controls through the development of accounts payable procedures, reconciliation
processes, prepayment schedules, and intercompany balance reconciliations.
 Managed corporate expenditure through the Pleo and Revolut platforms, improving expenditure monitoring and
cost control across multiple projects.
 Evaluated investment opportunities in the defence technology sector through financial analysis and due diligence.
 Collaborated with operational teams using Asana to support project coordination, financial planning, and timely
delivery of financial information.
 Collaborated with external auditors, banks, tax authorities, legal advisors, and corporate stakeholders to ensure
effective financial governance and regulatory compliance.

Key Achievements

 Developed a cash-flow forecasting dashboard enabling proactive funding requests from the UK parent company
and improving visibility of future cash requirements.
 Drafted and implemented the Accounts Payable Policy, strengthening internal controls, improving payment
processes, and enhancing financial governance.
 Prepared financial performance reports, KPI analyses, Budget vs. Actual reports, and profitability analyses
supporting strategic decision-making.
 Maintained uninterrupted financial operations during wartime conditions in Ukraine while ensuring compliance
with organizational policies and statutory requirements.
 Provided financial analysis of contractual obligations and tax implications, enabling informed strategic and
commercial decision-making.
 2023 – 2024 Finance & Operations Manager | ASO NXT Holdings LTD | Saskatoon, Canada

Private holding group comprising three entities operating across the healthcare, real estate, and software
development sectors.

Role Summary

Provided strategic financial and operational leadership across three entities, partnering directly with the CEO to
support budgeting, financial planning, operational decision-making, compliance, and business growth. Directed
full-cycle finance while strengthening internal controls, implementing financial systems, and supporting
government-funded programmes in a dynamic multi-entity environment.

Key Responsibilities & Contributions

 Directed full-cycle financial management across three entities, including budgeting, forecasting, financial
reporting, payroll, treasury, and statutory compliance.
 Served as the primary financial advisor to the CEO, providing strategic financial analysis, business planning, and
decision support aligned with organizational objectives.
 Prepared monthly, quarterly, and annual financial reports, forecasts, project cost and profitability analyses,
management reports to support operational and strategic decision-making.
 Administered government-funded research and development programmes, ensuring compliance with funding
requirements, reporting obligations, and financial accountability.
 Managed relationships with Canadian financial institutions, supporting financing arrangements, credit facilities,
liquidity planning, and funding strategies to enable business growth.
 Implemented QuickBooks, improving financial processes, reporting accuracy, and operational efficiency across
the group.
 Strengthened internal controls, financial procedures, and risk management practices while ensuring compliance
with Canadian accounting standards, CRA, Employment Standards, WCB, and contractual requirements.
 Managed payroll, employee benefits, and HR administration for a workforce with diverse employment and
compensation arrangements.
 Evaluated financing opportunities, investment proposals, and business initiatives, providing financial analysis to
support sustainable organizational growth.

Key Achievements

 Conducted a comprehensive retrospective review and restatement of financial statements for the previous two
fiscal years, improving financial accuracy and compliance.
 Successfully implemented QuickBooks across three entities, enhancing financial reporting and management
visibility.
 Supported successful administration of the SR&ED government funding programme by coordinating financial
planning, expenditure tracking, compliance documentation, and reporting requirements.
 Strengthened internal controls and standardized financial procedures for cross-entity transactions, reducing
operational risk and improving financial governance and reporting accountability across the holding group.

2020 – 2023 Director of Finance | James Smith Cree Nation Medical Clinic LP | Saskatoon, Canada

First Nations-owned healthcare organization providing advanced diagnostic imaging services (CT and MRI)
across Saskatchewan province.

Role Summary

Directed all financial operations from the clinic's incorporation, partnering with executive leadership to establish
robust financial governance, budgeting, reporting, and operational processes. Supported the organization's long-
term sustainability through strategic financial planning, internal controls, and effective management of financial
resources within a growing healthcare environment.
 Key Responsibilities & Contributions

 Directed full-cycle financial management, including budgeting, financial reporting, cash-flow management,
payroll, treasury, and statutory compliance.
 Partnered with the CEO and executive leadership by providing financial analysis, management reporting, and
strategic advice to support operational and business decisions.
 Prepared monthly, quarterly, and annual financial and operational reports, presenting key performance indicators
(KPI) analysis and financial insights to support informed decision-making.
 Developed annual/quarterly/monthly operating budgets, monitored financial performance, and maintained rolling
cash-flow forecasts to support financial sustainability.
 Coordinated annual independent audits and collaborated with external accounting advisors, ensuring timely audit
completion and regulatory compliance.
 Implemented QuickBooks and strengthened financial processes, improving reporting efficiency, operational
controls, and financial transparency.
 Developed and implemented financial policies, internal controls, and standardized accounting procedures to
strengthen governance and accountability.
 Managed payroll, employee benefits, HR administration, and statutory reporting for a workforce with diverse
employment arrangements.
 Managed banking relationships, capital financing, debt facilities, and private investors, supporting organizational
growth and long-term financial stability.
 Collaborated with operational teams to improve purchasing and procurement processes, supporting automation
initiatives and training staff on new financial systems.

Key Achievements

 Established the finance function from the clinic's incorporation, implementing QuickBooks, developing financial
policies, and introducing governance processes that created a strong financial foundation for future growth.
 Strengthened financial governance through the development of financial policies, internal controls, and
standardized procedures, enhancing accountability and audit readiness.
 Developed budgeting, forecasting, and management reporting processes that enabled proactive financial planning
and supported executive decision-making.
 Optimized operating costs through financial analysis, resource planning, and process improvements while
maintaining high standards of financial stewardship.

2010 – 2018 Chief Financial Officer (CFO) & Deputy General Director | SUPERMASH LTD | Kyiv, Ukraine

Leading Ukrainian manufacturer and distributor of cosmetic and household products, operating four
manufacturing facilities with approximately 250 employees and annual revenue of €2 million.

Role Summary

Directed the organization's finance and administrative functions while serving as Deputy General Director,
providing strategic leadership across financial management, business planning, operational performance,
governance, and organizational development. Partnered with executive management to strengthen financial
sustainability, optimize business processes, and support long-term organizational growth through financial and
operational transformation.

Key Responsibilities & Contributions

 Directed finance, accounting, and administrative operations, leading a team of 10 finance professionals and
supporting more than 250 employees across four manufacturing facilities.
 Partnered with executive leadership on strategic planning, budgeting, financial forecasting, operational
performance, and business development initiatives.
 Designed and implemented an integrated ERP (1C – Enterprise) and management reporting system, establishing
financial responsibility centres that significantly enhanced budgeting, cost control, and management reporting.
 Developed comprehensive budgeting, forecasting, and financial performance reporting processes, enabling
proactive decision-making and improved financial oversight.
 Strengthened financial governance by developing internal financial policies, procedures, and control systems
while ensuring compliance with Ukrainian legislation and accounting standards.
 Led implementation and certification of ISO 9001:2015 and Good Manufacturing Practices (GMP ISO 22716),
strengthening organizational quality management, regulatory compliance, and operational excellence.
 Established analytical reporting systems to monitor sales performance, profitability, and operational results across
a nationwide distribution network and international private-label contracts.
 Collaborated with department managers to optimize operational costs, improve workforce planning, and support
achievement of financial and operational targets.
 Directed vendor contract management, procurement oversight, and commercial negotiations supporting
sustainable business growth.
 Mentored and developed finance staff through structured training, performance management, and professional
development initiatives.
 Partnered with executive leadership to support organizational growth, operational efficiency, and long-term
strategic planning.
 Collaborated with the European Bank for Reconstruction and Development (EBRD) in securing grant funding to
support the implementation and certification of ISO quality management systems, ensuring compliance with
programme requirements and successful project delivery.
 Managed the company's credit portfolio and maintained relationships with commercial banks and financial
institutions, overseeing financing arrangements, debt obligations, and liquidity planning to support operational
and strategic objectives.

Key Achievements

 Successfully implemented of an integrated ERP system and financial responsibility centre structure, significantly
improving financial transparency, reporting quality, and management decision-making.
 Successfully implemented and achieved certification of ISO 9001:2008, ISO 9001:2015 and GMP ISO 22716
standards, strengthening quality management systems and regulatory compliance across the organization.
 Successfully secured EBRD grant funding for the implementation and certification of ISO 9001:2008, ISO
9001:2015, and GMP ISO 22716 quality management systems, strengthening organizational governance,
operational excellence, and regulatory compliance.
 Developed comprehensive management reporting and financial (KPI) analysis systems providing executive
leadership with timely business performance indicators across manufacturing and distribution operations.
 Strengthened financial governance through implementation of internal control frameworks, standardized financial
procedures, and enhanced reporting processes.
 Introduced financial responsibility centers and management reporting frameworks that strengthened
accountability, budgeting, and operational performance across four manufacturing sites.

2006 – 2009 Specialist in Financial Affairs | Ministry of Foreign Affairs of Ukraine (Assigned to the Embassy of
Ukraine in the Republic of Bulgaria) | Sofia, Bulgaria

Diplomatic mission of Ukraine responsible for financial administration and operational support of the Embassy of
Ukraine in Bulgaria, while also providing financial and administrative support to the Embassy of Ukraine in the
Republic of North Macedonia.

Role Summary
Managed financial administration and budget execution for the Embassy of Ukraine in the Republic of Bulgaria while
providing financial and administrative support to the Embassy of Ukraine in the Republic of North Macedonia.
Ensured effective stewardship of State Budget funds, compliance with the Ministry of Foreign Affairs' financial
regulations, and accurate financial reporting within the Ukrainian public finance framework.
 Key Responsibilities & Contributions

 Administered State Budget funds in accordance with Ukrainian budget legislation, Ministry of Foreign Affairs
regulations, and diplomatic financial procedures.
 Managed financial operations, accounting, treasury, payroll administration, and financial reporting for the
Embassy of Ukraine in Bulgaria.
 Provided financial and administrative support to the Embassy of Ukraine in the Republic of North Macedonia,
ensuring continuity of financial operations and regulatory compliance.
 Supervised the Embassy Administrative Department, coordinating administrative processes and supporting
efficient day-to-day operations.
 Prepared and submitted periodic financial, budget, and management reports to the Ministry of Foreign Affairs of
Ukraine, ensuring accuracy, accountability, and timely reporting.
 Prepared analytical briefs and economic assessments on selected sectors of the Bulgarian economy, providing the
Ministry of Foreign Affairs of Ukraine with financial and economic insights to support policy development,
international cooperation, and informed decision-making.
 Coordinated with the Ministry of Foreign Affairs, banking institutions, external stakeholders, and diplomatic
personnel on financial and administrative matters.
 Ensured compliance with Ukrainian public finance regulations, accounting standards, and internal financial
procedures governing diplomatic missions abroad.

Key Achievements

 Successfully managed financial administration for two diplomatic missions, ensuring transparent stewardship of
public funds and uninterrupted financial operations.
 Contributed to effective budget execution and financial reporting within the Ukrainian State Budget framework,
supporting accountability and regulatory compliance.
 Received an official commendation from the Minister of Foreign Affairs of Ukraine, Arseniy Yatsenyuk, in
recognition of outstanding professional performance and contribution to the Ministry's activities.

Additional Professional Experience

2000 – 2006 Chief Accountant | LEDA LTD | Kyiv, Ukraine
Directed financial, management, and tax accounting for a commercial enterprise. Successfully restored historical
accounting records, implemented automated accounting system (1C), directed the transition from manual bookkeeping to
a fully computerized accounting system, improving financial reporting, internal controls, and operational efficiency.
1999 – 2000 Deputy Chief Accountant | SUPERMASH LTD | Kyiv, Ukraine
Supported the Chief Accountant in full-cycle accounting operations, with responsibility for sales tax accounting and
financial management of the company's travel agency branch.
1997 – 1999 Chief Accountant | OLIJAZBUT LTD | Kyiv, Ukraine
Managed financial, management, and tax accounting for a sunflower oil manufacturing company operating under toll
manufacturing contracts, ensuring compliance with accounting regulations and effective financial control.
1995 – 1997 Specialist, Department of Foreign Communications | State Committee of Informatization of Ukraine | Kyiv,
Ukraine
Coordinated the preparation of official documentation and interdepartmental activities supporting Ukraine's participation
in international information technology exhibitions, including CeBIT (Hanover, Germany). Facilitated communication
with international partners and government stakeholders, contributing to the country's international representation.
1994 – 1995 Manager, Foreign Communications | Interbyt Kashtan (Ukrainian American Joint Venture) | Kyiv, Ukraine
Prepared commercial contracts, translated business and technical documentation, and coordinated interactions with
government authorities to support international commercial operations.
 Professional Affiliations & Certifications

PROFESSIONAL MEMBERSHIPS

 Active Member, Ukrainian Federation of Professional Accountants and Auditors (UFPAA), a full member of the
International Federation of Accountants (IFAC) (since 2020).

PROFESSIONAL CERTIFICATIONS

 Certified Accountant Practitioner (CAP) – Certified International Professional Accountant Programme
(CIPAEN).
 Certificate in Accounting in Business – Ukrainian Federation of Professional Accountants and Auditors
(UFPAA).
 CPA Professional Education Program (PEP) – CPA Western School of Business, Canada (currently enrolled)

Education

CPA Professional Education Program (CPA PEP)
CPA Western School of Business, Saskatchewan, Canada
Enrolled following recognition of prior academic credentials and professional experience.

Certified International Professional Accountant (CAP/CIPA) Preparation
Universal Examination Network | 2020–2022

Bachelor's Degree in Economics (Accounting, Financial Control and Business Analysis in Construction)
Kyiv National Economic University | Kyiv, Ukraine | 1994

Languages

 Ukrainian: Native
 English: Professional working proficiency
 Russian: Fluent