Zainab Schwartz, CPA, CA

Chief Financial Officer at Surgo Health

Zainab Schwartz is a CPA, CA with extensive experience in financial operations, strategic planning, and team management. Zainab's work experience spans across different industries, including Health Intelligence, Fintech, Non-profit, Online Retail, and Global Professional Services. Some of their key roles include Chief Financial Officer at Surgo Health, VP of Finance at FiscalNote, and Chief Accounting Officer at Ashoka. Zainab has directed all financial operations, including budgeting and operational analysis, contract management, fundraising, audit/tax preparation, and process improvement; these efforts often led to increased profitability, productivity, and maximized company value. Zainab's achievements include reducing costs, exploring and filing for SR&ED cash incentives, raising over $500K from refinancing efforts, and achieving millions in new fundraising. Zainab is an experienced leader who has mentored and built solid finance teams that can scale with the company's needs in a most cost-efficient manner.

Zainab Schwartz, CPA, CA completed their secondary education at St. Mary's High School in Dubai, UAE from 1984 to 1992 where they earned their A-Levels and O-Levels in Science and Accounting. From 1992 to 1995, they pursued Accounting and Finance at McGill University and obtained their BComm degree. In 1995, they obtained their Graduate Diploma in Chartered Accountancy at Concordia University. Additionally, they obtained their certification as a CPA, CA from the Chartered Professional Accountants of Ontario (CPA Ontario) in June 2001.

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Timeline

  • Chief Financial Officer

    June, 2022 - present