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Jason Lo listen

About

Jason* leads the financial planning and pricing teams at Lenczner Slaght. He holds a Chartered Professional Accountant designation, which is not only a huge asset to his role, but also provides the side benefit of making his last name look a few characters longer. He is a§ passionate professional who aims to tell meaningful stories with numbers by combining data analytics with a people-centered approach. To him, the best part of his role is trying to predict the financial future, and learning from how wrong (or right!) he was. Between analyzing trends, creating data visualizations, and developing detailed and accurate budgets, he interprets a complex crystal ball of financial data to ensure we are always driving client value. To get to the bottom line, he loves building a great financial model‡ . Above all, Jason is serious about the relationships he forges with the people around him, and aspires to be the best version of himself inside and outside of the firm. .

Expertise

  • Education:
    • Western University (2016) BMOS
    • Chartered Professional Accountants of Canada (2019) CPA

Details

  • Bio
  • Associations

Jason Lo

is the Senior Manager of Financial Planning & Analysis (FP&A) and Pricing at Lenczner Slaght.

Jason is responsible for driving client value through the rate setting and renewal process, covering both standard and non-standard methods of pricing engagements. He also leads the firm’s budgeting and forecasting cycles, working closely with the firm’s Management Committee and business team leaders to set up the firm for financial success. Jason takes pride in diving deep into financial data, analyzing trends, and creating data visualizations to help his stakeholders navigate complex financial decisions.

Prior to joining Lenczner Slaght, Jason graduated from Western University with an Honours Specialization in Accounting and holds a Chartered Professional Accountant designation. Jason was previously a finance business partner for one of the world’s top accounting and consulting firms, and his prior experience spans across various industries including media, journalism, and manufacturing.

  • Chartered Professional Accountants of Canada (CPA Canada)

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