• Lead embedded finance leadership engagements for Deloitte Operate clients, stabilizing financial operations and strengthening financial reporting reliability. • Support scaling organizations by implementing operational finance processes, improving close cycles, and enhancing executive financial visibility. • Partner with executive leadership teams to improve governance, forecasting, and financial performance monitoring. • Direct multidisciplinary teams delivering finance transformation and operational improvement initiatives.
• Delivered finance transformation and controllership advisory services to SMEs focused on reporting enhancement, close process improvement, and management reporting redesign. • Implemented financial reporting frameworks improving operational decision-making and financial visibility.
• Directed financial restructuring and carve-out execution following an M&A transaction affecting multi-entity energy and retail operations. • Rebuilt financial reporting and governance frameworks across newly formed entities ensuring accurate financial statements and audit readiness. • Led budgeting, financial reporting, audit coordination, and regulatory compliance. • Delivered $9M cost optimization through supplier renegotiation and operational efficiency initiatives.
• Led financial strategy and operational oversight for a $10M healthcare organization. • Strengthened governance reporting and long-term financial planning supporting executive leadership and Board oversight. • Secured $4.5M funding expansion through financial modelling and service redesign support.
• Directed financial consolidation and cross-border reporting across three jurisdictions. • Supported sell-side M&A process and SAP migration into parent company environment. • Enhanced transfer pricing governance, tax efficiency, and SR&ED reporting processes.
• Oversaw financial reporting, rent roll and CAM reconciliations, and project cost tracking across multi-entity development operations. • Managed cash flow forecasting, debt reporting, and lender compliance supporting project financing. • Strengthened internal controls and improved reliability of month-end close and financial reporting.
• Supported IPO readiness and investor-grade reporting for a TSX/AIM listed mining company. • Enabled US$22M joint venture financing through financial governance improvements and reporting enhancement. • Led multi-country finance operations and governance transformation across Africa and the Middle East.
Chartered Professional Accountant, Certified General Accountant (CPA, CGA)
Chartered Professional Accountants of BRITISH COLUMBIA (CPABC)
2016 - 2021
Credential ID: C4512348
Chartered Professional Accountant, Certified General Accountant (CPA, CGA)
Chartered Professional Accountants of NOVA SCOTIA (CPANS)
2021
Credential ID: 18234217
Chartered Certified Accountant
Association of Chartered Certified Accountants (ACCA)
2016
Credential ID: 1131390
Fellow Chartered Certified Accountant
Association of Chartered Certified Accountants (ACCA)
2021
Credential ID: 1131390