• Strategic and forward - thinking Finance and IT professional with a robust background in data governance, business analytics, and regulatory compliance — delivering transformative insights and risk management solutions that enhance organizational performance.
• Proven success in implementing comprehensive data governance frameworks and advanced risk management systems aligned with international standards.
• Experienced project leader in designing automated, high - precision reporting workflows and leveraging business intelligence tools to translate complex data into actionable insights — informing executive strategies on cost efficiency, revenue growth, and risk mitigation.
• Collaborative team player recognized for fostering strong cross - functional partnerships, effective communication, and alignment between digital solutions and user experience.
Headline
• Strategic and forward-thinking Finance and IT professional with a robust background in data governance, business analytics, and regulatory compliance—delivering transformative insights and risk management solutions that enhance organizational performance
Experience
SENIOR MANAGER, CLIENT DATA AND INTELLIGENCE
Osler, Hoskin & Harcourt LLPJanuary 2025 - September 2025• Served as the key stakeholder for the Client Development & Marketing team on a firmwide matter management project, ensuring alignment between business objectives and system capabilities.
• Partnered with the Marketing Technology team to define and implement the data strategy for a new CRM solution, enhancing client intelligence, data integrity, and marketing effectiveness.
SENIOR CONSULTANT
Source Consulting Group,June 2022 - October 2023• Led the design and launch of two high - impact consulting services — Data Governance Strategy and Data Insights— aligned with industry best practices to strengthen decision - making and operational performance.
• Developed a comprehensive Data Governance Strategy offering to mitigate data management risks and enhance regulatory compliance through a phased, customizable consulting model based on the five core pillars: Architecture, Quality, Management, Security, and Compliance.
• Directed the creation of a Data Insights offering that empowers clients to harness Elite 3E data and Power BI dashboards for advanced analytics, strategic insights, and data - driven decision - making.
• Championed the implementation of Cultural Governance, Project Management, and Software Development Life Cycle (SDLC) methodologies to ensure sustainable delivery and continuous improvement.
DIRECTOR DATA GOVERNANCE & BUSINESS ANALYTICS
Fasken Martineau Du Moulin LLPFebruary 2018 - May 2022• Led a global team of six, including data engineers and business analysts, overseeing data governance, client
engagement, and management reporting initiatives — delivering enhanced insights and significantly improving data driven decision - making.
• Directed the design and deployment of an integrated Power BI "New Business Opportunity Tool , " leveraging internal and external data sources (including Dun & Bradstreet and Capital IQ) to identify potential client engagements and
cross - selling opportunities across practice groups and industries.
• Championed a firmwide data governance strategy aligned with the organization's mission, vision, and values—
developing a comprehensive framework across architecture, quality, management, security, and compliance. Facilitated cross - functional collaboration with Knowledge Management, Marketing, and IT to integrate and document client
demographic data through data catalogues and metadata repositories.
• Served as co – project leader in the implementation and deployment of Elite 3E ERP, Cosine Matter
Planning / Management, and Cost - to - Serve Profitability solutions — streamlining operations, reducing days - to - bill and
days - to - collect KPIs, and connecting all critical areas of firm operations.
• Directed firmwide initiatives that delivered actionable business intelligence to leadership, designing standardized KPI dashboards for Managing Partners, C - suite executives, Practice Group Leaders, and Business Development teams—
enabling real - time, data - driven decision - making.
• Spearheaded a profitability insights project that introduced persona - based Power BI dashboards, reducing management reporting turnaround time by 60% (from five to two business days) and accelerating executive decision - making.
• Led the implementation of a risk management system founded on the Three Lines of Defense model, ensuring compliance with Canadian Law Society Rules, SRA standards in the UK, and LPC standards in South Africa— achieving 100% audit compliance across all jurisdictions.
DIRECTOR, BUSINESS ANALYTICS
Fasken Martineau Du Moulin LLPJanuary 2010 - January 2018• Provided strategic leadership to the Business Analytics team, executing a four - year transformation roadmap that elevated client service delivery from descriptive and predictive to prescriptive analytics, driving smarter and faster business decisions.
• Directed projects that delivered actionable insights to firm leadership through ad hoc and recurring analyses, identifying brand and market opportunities that informed key strategic decisions.
• Leveraged advanced analytics and business intelligence tools (including Power BI) to interpret complex datasets, produce metrics, and design performance dashboards that enhanced business monitoring and reporting across the
organization.
• Supported business development initiatives by performing targeted analyses to uncover growth opportunities and
optimize brand and client engagement strategies.
MANAGER, MANAGEMENT REPORTING
Fasken Martineau Du Moulin LLPJanuary 2006 - December 2009• Enhanced management reporting by implementing Business Objects as the Firm's enterprise reporting platform, standardizing regional reports to deliver accurate, timely Key Performance Metrics across all business units.
• Engineered automated reporting workflows that streamlined data collection and validation, reducing report preparation time and increasing accuracy, enabling faster and more reliable management insights.
• Collaborated with cross - functional teams to assess reporting needs and develop targeted enhancements, aligning analytics output with strategic priorities and strengthening executive decision - making.
• Analyzed and interpreted performance data to provide actionable recommendations to senior leadership, driving improvements in cost efficiency, revenue growth, and operational performance.
Education
Certified Management Accountants of Ontario
DiplomaFinance / Accounting Professional Designation -
University of Toronto, Mississauga
DegreeEconomics -
Pinnacle Consulting Group
DiplomaMicrosoft Power BI Certification -
Project Management Institution
DiplomaProject Management Certification -
Your Skills
Regulatory Requirements, Management Reporting, Operations, Strategic Planning, Innovation, Finance, Information Technology, Data Governance, Business Analytics, Regulatory Compliance