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Ca Daniela Montgomery
Corporate Controller at Northview Canadian High Yield Residential Fund
Professional Background
CA Daniela Montgomery is a highly regarded Chartered Accountant with a wealth of experience spanning over a decade in the energy and real estate industries, as well as a solid foundation from a reputable Big Four firm. With a strong focus on Canadian and international operations, she has carved a niche for herself in the intricate worlds of mergers and acquisitions, public reporting, and compliance standards, particularly in relation to IFRS, US GAAP, and SOX compliance. Daniela has a proven track record of leading diverse accounting and finance teams (up to 14 members), managing significant global projects, and providing strategic insights to the Board of Directors.
Her extensive experience encompasses multi-functional roles across mergers and acquisitions, where she has dealt with reporting, valuations, commercial negotiations, legal implications, tax considerations, and integration processes. Notably, she played a key role in a monumental $1.4 billion Canadian transaction and an impressive €840 million (approximately $1.3 billion) international deal, undertaking a secondment to the acquired entity’s foreign office to ensure a seamless transaction completion.
Education and Achievements
Daniela Montgomery's academic credentials underscore her commitment to excellence in accounting and finance. She achieved her Chartered Accountant designation from the Institute of Chartered Accountants of Alberta, graduating in the top 1% of her class, a testament to her dedication and prowess in the field. Her remarkable performance garnered her a place on the CICA National Honour Roll in 2013, further solidifying her status as a leader in the community of accountants.
Beyond her formal education, she is an active candidate in the Level III CFA program, demonstrating her ambition to broaden her financial acumen and investment management expertise. Daniela earned her Bachelor of Commerce degree in Accounting from The University of Calgary, where she developed the foundational knowledge that would serve her throughout her illustrious career.
Community Involvement
Daniela is not only dedicated to her professional pursuits but is also a committed advocate for community service. As a co-founder of several registered charities, including the notable Four Feet Companion Foundation and Pawsitive Match Rescue, she has made significant contributions that highlight her passion for making a positive impact. Her leadership roles within these organizations reflect her strong values and the desire to improve the lives of others through charitable work.
Technical Proficiency
In addition to her leadership and analytical skills, Daniela Montgomery possesses extensive technical proficiency. She is adept with Microsoft Office Suite (Word, Excel, PowerPoint) and specialized software such as Workiva Wdesk, Qbyte, JD Edwards, and IBM Cognos Controller, ensuring that she remains at the forefront of industry technology and best practices. By effectively leveraging these tools, Daniela can deliver on complex financial tasks and engage with data at various levels of analysis, fostering informed decision-making among her financial teams and stakeholders.
Career Transition and Planning for the Future
Having successfully navigated significant roles throughout her career, including as the Corporate Controller at Northview Canadian High Yield Residential Fund and previously as a Senior Accountant at AltaGas Ltd., Daniela is known for her strategic insights and hands-on experience in financial reporting and analysis. Her consistent upward trajectory showcases her ability to adapt in dynamic environments while delivering reliable results. Daniela's previous roles at Vermilion Energy, where she advanced from a Financial Analyst to a Senior Accountant and Supervisor in Financial Reporting, exemplify her commitment to professional growth and excellence in financial management.
Notable Positions and Contributions
Throughout her career, Daniela has taken on various key roles that demonstrate her leadership capabilities and profound impact on the financial sectors she has served. As the Corporate Controller at Northview Canadian High Yield Residential Fund, she has overseen critical financial operations, ensuring compliance and adherence to regulatory standards while driving financial reporting accuracy. Her previous leadership as President of the Haskayne Commerce Undergraduate Society and her role in the selection committee for the Distinguished Business Leader Award (DBLA) further reflect her strong commitment to the development of future business leaders and cultivating a culture of excellence.
By continually advancing her skills and knowledge while nurturing community efforts, CA Daniela Montgomery sets a shining example of how professional success can be harmoniously blended with a dedication to serving others. Her impressive blend of education, professional achievements, leadership, and community commitment make her a standout figure in the accounting and finance realms. The future undoubtedly holds even more exciting opportunities for this talented Chartered Accountant, and we eagerly anticipate her significant contributions to the industries she serves.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
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