Greg Zatulovsky, CPA, CMA

Built both organizations across strategy, governance, finance, marketing, business development, technology, people, operations, and service design. PF TECH has been the current vehicle for this work since 2025.

• Together, the organizations have served 25–30 non-profits across Canada, the United States, and Latin America.
• Lead fund accounting, budgeting, payroll and benefits, funder reporting, controls, board reporting, systems, and process improvement across more than $15 million in ongoing client budgets.
• Deployed an authenticated workflow supporting more than 5,000 transactions and $2 million annually; the controlled process saves 8–10 hours monthly in quieter periods and three to five days monthly at peak.

Senior leadership-team member and most senior corporate-services executive at a 13-site, 300-plus-person community mental-health provider with a $35-million-plus annual budget.

• Three managers, 18 permanent staff, and relief coordinators reported through me across finance, IT, HR, payroll, benefits, procurement, facilities, risk, privacy, compliance, and administration.
• Annual revenue grew from approximately $23 million to $36 million while budget variance fell from 5–6% to below 2%.
• A multi-year systems modernization improved staff reporting of effective tools and resources by 14% year over year; the same operating foundation supported uninterrupted client access during the COVID-19 transition.

Led finance for a 200-plus-person, $20-million-plus children’s mental-health provider operating across three related entities.

• A redesign combining automation, digitization, role realignment, metrics, training, and documentation reduced finance staffing costs by 40% and shortened month-end close by five business days while maintaining controls and improving service.
• Led post-merger financial integration across the chart of accounts, payroll, systems, data migration, controls, reporting, budgeting, partial team transition, and policy harmonization.