Director of Finance

• Jan 2022 - Present

Founder

• Jul 2020 - May 2021

P&L Chartered Professional Accountant Inc. is a community based accounting company located in Burnaby, BC. The company provides tax, compilation, consulting , bookkeeping and personal financial planning services. P&L Chartered Professional Accountant Inc. is a community based accounting company located in Burnaby, BC. The company provides tax, compilation, consulting , bookkeeping and personal financial planning services.

VP Finance

• Jan 2020 - Jul 2020

Maximizer provides customer relationship management (CRM) software applications to small and medium sized businesses. It was a publicly traded company on the TSX prior to being taken private in 2009. Maximizer provides customer relationship management (CRM) software applications to small and medium sized businesses. It was a publicly traded company on the TSX prior to being taken private in 2009.

Director of Finance

• Oct 2018 - Jan 2020

Controller

• Jan 2016 - Sep 2018

Tasktop develops and sells on-premise software and SaaS solutions that integrate disparate tools used in the software creation process by Fortune 2000 companies. This reduces a tremendous amount of waste and time by enabling different teams such as requirements, software development and testers all have real-time data flowing back and forth from the different tools they're using (ie. Blueprint, JIRA, HP ALM, Jama etc).I enjoyed supporting the business during a period where the Company experienced explosive subscription revenue growth. My focus and objectives for the department changed over time as we met the demands of a growing business. Early objectives were focused around an overhaul of the accounting department from the typical start-up to a top tier department. Later objectives were focused around improving budget and forecast models, developing, interpreting and communicating KPIs, investor relations, monthly, quarterly and annual reporting, statutory compliance, external financial audit, analysis of complex accounting standards, partnering with members of the leadership team to provide insights to their departments; all as we continue to build the infrastructure and processes needed to support a growing business.

Controller

• May 2013 - Oct 2015

Wurldtech is a leading industrial cyber security company. It helps companies in the industrial space, like refineries and power plants, protect their data and assets from cyber attacks.During my tenure, I saw Wurldtech go from a cash strapped tech start-up, to being acquired by General Electric, and then transitioning from a business unit under GE Corporate to a spin off of the newly formed GE Digital vertical. After 1.5 years with GE, I decided to join my old boss/CFO at Tasktop.

Senior Accountant

• Jan 2010 - Feb 2013

BDO is a Chartered Accountant firm that offers a wide variety of services including assurance, tax, valuations, and insolvency. During my articling tenure, I was fortunate to experience a wide variety of engagements from the messy "shoe box filled with receipts" compilations to big company audits. This allowed me to build the foundation needed to be a high performing professional. It taught me how to put financial statements together from scrap, how to compile and file T2s & T1s, how to coordinate an audit, how to think of systems and processes, and most importantly, how to reconcile.I attained my CA designation in December 2012.

Investment Advisor

• Jun 2008 - Dec 2008

Union Securities was an investment dealer with locations across Canada prior to the 2008 financial crisis. The company provided a wide range of services including wealth management, derivatives and commodity trading. During my short tenure, I was responsible for managing a recently retired advisor's clients and building my own client base. Union Securities was an investment dealer with locations across Canada prior to the 2008 financial crisis. The company provided a wide range of services including wealth management, derivatives and commodity trading. During my short tenure, I was responsible for managing a recently retired advisor's clients and building my own client base.