Experience

MidCap Financial

• United States
• Financial Services
• 200 - 300 Employee

• Vice President of Finance and Accounting

  • Jan 2023 - Present

  Commercial Lender in alliance with Apollo Global Management •Manage a team that oversees the reporting of a loan portfolio encompassing eleven product lines with over $45 billion in commitments under management, dozens of sidecar partners, and 100+ legal entities. •Scaled up our financial controls and procedures to allow for rapid growth. Commitments under management have increased by $38 billion (or 542%) since when I first joined the company •Conduct forecasting, financial planning… Show more Commercial Lender in alliance with Apollo Global Management •Manage a team that oversees the reporting of a loan portfolio encompassing eleven product lines with over $45 billion in commitments under management, dozens of sidecar partners, and 100+ legal entities. •Scaled up our financial controls and procedures to allow for rapid growth. Commitments under management have increased by $38 billion (or 542%) since when I first joined the company •Conduct forecasting, financial planning & analysis, and other ad-hoc requests from investors, our partners at Apollo, and other departments across the company •Implemented several new IT systems to improve the efficiency and accuracy of all financial functions. Automated countless daily/ monthly processes that used to be manually conducted •Prepare quarterly and annual financial statements, cash flows, and MD&A •Created our policies and procedures for foreign currency hedging on millions of dollars of commitments, and continue to actively manage the process with the help of an offshore team in India •Review the work of our Operations department to ensure that all fees, interest, and other loan activity are accounted for correctly. •Oversee the cash clearing process to ensure all cash is properly applied, and that we receive all funds that are expected on every complex multi-million dollar transaction. •Conduct analysis on yield trends and fluctuations to provide insight on loan profitability, overall company performance, and identify potential discrepancies •Represented the company at several global conferences

• Assistant Vice President of Finance

  • Jan 2021 - Jan 2023

• Finance Associate

  • Apr 2018 - Jan 2021



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Audit Associate

  • Sep 2016 - Apr 2018

  Industry Focus: Publicly Traded Technology and Financial Services • Conducted the testing of revenue on a large team to assist with the execution of integrated financial statement audits • Performed walkthroughs of intricate business processes to test the design, implementation, and effectiveness of internal controls • Communicated directly with clients on a day-to-day basis to resolve discrepancies and obtain transaction support Industry Focus: Publicly Traded Technology and Financial Services • Conducted the testing of revenue on a large team to assist with the execution of integrated financial statement audits • Performed walkthroughs of intricate business processes to test the design, implementation, and effectiveness of internal controls • Communicated directly with clients on a day-to-day basis to resolve discrepancies and obtain transaction support



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Audit Intern

  • Jun 2015 - Aug 2015

  • Worked with a large team to meet tight deadlines for a carve-out audit in the government contracting sector, and completed interim testing procedures for a prominent energy company • Worked with a large team to meet tight deadlines for a carve-out audit in the government contracting sector, and completed interim testing procedures for a prominent energy company



Withum

• United States
• Accounting
• 700 & Above Employee

• Audit Intern

  • Jun 2014 - Aug 2014

  • Worked as part of a team to conduct comprehensive financial, claims, payroll, and benefit plan audits. • Worked as part of a team to conduct comprehensive financial, claims, payroll, and benefit plan audits.



Techtronic Industries - TTI

• United States
• Manufacturing
• 700 & Above Employee

• Sales Intern

  • May 2013 - Aug 2013

  • Generated interest in TTi products, marketed power tools to potential customers, boosted sales, and expanded TTi’s market share with on-site selling. • Generated interest in TTi products, marketed power tools to potential customers, boosted sales, and expanded TTi’s market share with on-site selling.