Experience

Fraserway RV

• Canada
• Leisure, Travel & Tourism
• 100 - 200 Employee

• Director, Business Planning & Financial Analysis

  • May 2023 - Present



Pure Sunfarms

• Canada
• Manufacturing
• 100 - 200 Employee

• Director, Financial Planning and Analysis

  • Dec 2019 - May 2023

  • Managing near-term and long term forecasts and models including scenarios analysis and cash flow forecasting.• Development of driver-based models• Leading quarterly revenue re-forecasting process across multiple cross-functional teams• Lead Annual Budgeting process• Manage monthly BvA process• Support Executive management decision making with a broad range of ad-hoc financial analysis• Compilation and analysis of various operational KPI's including margin analysis• Creation of models for revenue tracking and forecasting• Market & Industry peer group analysis Show less

• Manager, Financial Planning & Analysis

  • Jun 2019 - Dec 2019



Hootsuite

• Canada
• Software Development
• 700 & Above Employee

• Manager, FP&A Operations

  • 2017 - Apr 2019

  • Lead a cross-functional team to produce a weekly KPI reporting package, analysis and commentary for Executive Leadership Team as well as a quarterly version for the Board of Directors. • Managed the implementation, deployment and administration of a cloud-based corporate performance management system (budgeting, driver-based forecasting and variance analysis) in Anaplan. • Development and maintenance of monthly cash flow forecast model. • Developed a model of Public Company benchmarks in order to analyze the expense structure of the organization. • Calculation and reporting of SaaS Metrics including LTV, CAC, churn, retention, and Rule of 40. • Evaluation of strategic initiatives including financial analysis of prospective M&A targets and modeling of operational synergies. • SaaS software knowledge including Netsuite, Anaplan, Salesforce.com, Workday, Tableau, and Google Suite. Show less



Self-employed

• Vancouver, Canada Area

• Finance Consultant

  • 2017 - 2017

  • Development and review of client’s financial forecast models and cash flow models. • Month-end review of financials • Developed budget, cash flow forecast, monthly financial report, and project profitability analysis. • Research competitive landscape. • Development and review of client’s financial forecast models and cash flow models. • Month-end review of financials • Developed budget, cash flow forecast, monthly financial report, and project profitability analysis. • Research competitive landscape.



Amica Senior Lifestyles

• Hospitality
• 700 & Above Employee

• Manager, FP&A

  • 2014 - 2016

  Responsibilities include: • Reporting to the CFO, leading the $150M annual budgeting process for corporate departments and 25 retirement communities across BC, Alberta, and Ontario • Maintaining the 3 year financial forecasting model • Pro forma analyses and modeling prospective transactions • Maintain monthly consolidated cash flow forecasting model for 25 residences • Review of monthly variances with operational leadership • Analysis of mortgage financing proposals • Work with Investor Relations, reviewing and preparing co-tenant shareholder financials • Lead review for Company’s ERP system including written RFP for upgrade • Operations Controller on a part-time basis as transaction volume required. Duties included reviewing community financial statements and account reconciliations; review and posting of journal entries; oversight of community A/R and A/P, reporting of community HST/GST and PST; and co-managing an 8 member accounting team. Following the acquisition by Baybridge Seniors Housing, I was deeply involved with the migration of the communities' accounting information from JDE OneWorld to Yardi, a real estate and property management focused ERP system. Show less



Wireless Industry Partnership (WIP)

• Vancouver, Canada Area

• Finance Consultant

  • 2012 - 2015

  Providing companies CFO functions including: • Cash Flow Forecasting & Budgeting • Accounts Receivable/Payable • Full Cycle Accounting • Management Reporting including Project Profitability Analysis • Company Valuation Analysis • Sales Pipeline Reporting and Analysis • Conversion of Quickbooks accounting systems to Xero cloud based service • Government Remittances • Cash management including Forex Providing companies CFO functions including: • Cash Flow Forecasting & Budgeting • Accounts Receivable/Payable • Full Cycle Accounting • Management Reporting including Project Profitability Analysis • Company Valuation Analysis • Sales Pipeline Reporting and Analysis • Conversion of Quickbooks accounting systems to Xero cloud based service • Government Remittances • Cash management including Forex



Rx Networks Inc.

• Canada
• Telecommunications
• 1 - 100 Employee

• Board Observer

  • 2007 - Aug 2012



Checkwell Decision Corporation

• Board Observer

  • 2010 - 2012



Monitise Americas is Fiserv

• United States
• Information Technology & Services
• 1 - 100 Employee

• Board Observer

  • 2008 - 2012



TELUS

• Canada
• Telecommunications
• 700 & Above Employee

• Director, Investment Analysis

  • 2004 - 2012

  • Led all aspects of the investment process, including sourcing investment opportunities, qualifying potential investments, due diligence, financial modeling, negotiation of commercial terms, written investment memorandum for committee approval process, and interacted with legal counsel to document the investment. • Performed due diligence on opportunities, including comparative and industry analysis, operational assessments, detailed financial analysis and preparation of forecasts, assessment of management teams, and background reference checks. • Conducted annual valuations review of the portfolio • Quarterly monitoring reports of the investment portfolio • Held Board of Director and Board Observer Positions on Portfolio Companies • Expertise in technology related due diligence, including software, hardware, and telecommunications. Show less



Lavastorm, an Infogix Company.

• United States
• Software Development
• 1 - 100 Employee

• Board Observer

  • 2004 - 2005



Novra Technologies Inc

• Board Member

  • 2002 - 2004



Crocus Investment Fund

• Senior Investment Analyst

  • 1999 - 2004

  • Responsible for all aspects of the investment process, including qualifying potential investments, due diligence, financial modeling, negotiations of commercial terms, written investment memorandum for committee approval process, and interaction with legal counsel to document the investment. • Performed due diligence on opportunities, including competitive and industry analysis, operational assessments, detailed financial analysis and preparation of forecasts, assessment of management teams, and background reference checks. • Represented the Fund on the Board of Directors for both private and public portfolio companies. • Prepared portfolio monitoring reports, including monthly review of operations, ratio and financial analysis. • Prepared annual valuations of portfolio companies. • Supported portfolio company management teams on the negotiation of credit and banking facilities. • Assisted portfolio companies on strategic and operational issues, facilitating return to profitability. • Managed the divestiture of several investments, including one in excess of $10 million. Show less



Escape Communications, Inc.

• United States
• Telecommunications
• 1 - 100 Employee

• Founder & VP, Finance

  • 1994 - 1999

  • Performed executive, strategic, operational, technical, and financial management functions. • Defined, executed, and integrated on the acquisition of 9 competitors to grow the company. • Prepared all financial statements and reports provided cash management, completed all tax filings, prepared budgets and business plans. • Analyzed, recommended, and implemented revenue enhancing and cost cutting measures, including the automation of the billing processes within the company to process bank and credit card payment transactions. • Assisted in the creation and implementation of technical solutions for both the Company and its customers. • Managed staff including technical call centre team, administration, and junior accountant. Show less



IG Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Credit Analyst

  • 1993 - 1994

• Senior Systems Analyst

  • 1991 - 1993

  • responsible for the design and development of account management systems for the mutual funds industry.



Homestead Computer Services Ltd

• Programmer Analyst

  • 1988 - 1991