Associate Director

• Dec 2022 - Present

Henon is a relationship first, AI powered financial services company founded to help Canadian Mid-Market companies grow. Henon is a relationship first, AI powered financial services company founded to help Canadian Mid-Market companies grow.

Strategic Consultant

• Mar 2020 - Feb 2023

• Formed an independent corporation to take on and manage over a dozen public and private small to mid cap clients as a contract consultant • Work with various management teams to brainstorm strategic initiatives and assist to implement key changes to promote growth • Create strategic plans incorporating financial, operational, IR, and marketing efforts and work with the executive team to integrate changes throughout the business • Lead and provide analysis on M&A and IPO deals valued from $100k to $200m+ • Prepare presentation materials for potential investors and organize current and forecasted financial statements into fluid models, valuations and suggestions • Partnered with firms in synergistic industries to provide the client with full service packages. Examples include Uppercut Solutions for M&A Advisory and Finpro Analytics for FP&A

Corporate Development Analyst

• Aug 2018 - Mar 2020

Strategic Finance Intern

• Apr 2018 - Aug 2018

• Worked on the corporate development and strategy team to analyze potential investments and assess possible upside • Assisted the investor relation team to assess and update subsidiary public REIT’s financials and performance • Worked on the corporate development and strategy team to analyze potential investments and assess possible upside • Assisted the investor relation team to assess and update subsidiary public REIT’s financials and performance

Private Equity Analyst

• Jan 2018 - Apr 2018

• Created and reviewed financial models and detailed presentations to be used on live M&A deals within the Tech sector • Created and reviewed financial models and detailed presentations to be used on live M&A deals within the Tech sector

Investment Banking Analyst

• Jan 2017 - Apr 2017

• Worked with the corporate finance team, focused on all types of M&A/advisory work and equity financing (including IPOs, follow-on offerings, etc). • Was responsible for valuing & analyzing companies and their public fillings in a wide array of sectors (using programs such as CapitalIQ, FactSet and Bloomberg) • Helped assist with financial models, precedent and comparable tables, creating and updating presentations, assisting corporate clients with marketing materials and administrative duties as needed

Consultant

• Sep 2016 - Dec 2016

This program operates as a pro-bono consulting service for startups and tech companies in the Waterloo region. • With the support of a 4 person team, we successfully facilitated the engagements between 4 companies and 16 consultants This program operates as a pro-bono consulting service for startups and tech companies in the Waterloo region. • With the support of a 4 person team, we successfully facilitated the engagements between 4 companies and 16 consultants

Electricity Financial Analyst

• May 2016 - Aug 2016

• Creating and updating reports on the daily electrical sector movements in relation to the change in the dollar • Working with financial models to develop a larger expertise • Creating and updating reports on the daily electrical sector movements in relation to the change in the dollar • Working with financial models to develop a larger expertise

Communications Manager

• Jan 2016 - Aug 2016

• Managed multiple social media platforms, updating information and promotions • Worked with a team of 4 to effectively promote the company and new announcements • Managed the company website • Managed multiple social media platforms, updating information and promotions • Worked with a team of 4 to effectively promote the company and new announcements • Managed the company website

Underwriting Analyst

• Dec 2014 - Dec 2015

• Reviewed financial statements of potential clients to interpret ability to pay premium • Practised research techniques to analyze client information • Formulated client reports to summarize a decision on insuring them • Reviewed financial statements of potential clients to interpret ability to pay premium • Practised research techniques to analyze client information • Formulated client reports to summarize a decision on insuring them

Camp Counselor and Activity Head

• Jul 2014 - Aug 2015

• Ran and operated a high ropes course, guaranteeing the course ran smoothly • Ensured efficient day to day operations and a safe work environment for campers and staff • Led a team of eight, delegating tasks and promoting teamwork • Ran and operated a high ropes course, guaranteeing the course ran smoothly • Ensured efficient day to day operations and a safe work environment for campers and staff • Led a team of eight, delegating tasks and promoting teamwork

Marketing Designer

• Sep 2012 - Jun 2015

• Worked for private companies, completing freelance jobs • Created logos, posters, pamphlets and other promotional products at the request of the client • Worked for private companies, completing freelance jobs • Created logos, posters, pamphlets and other promotional products at the request of the client

Marketing and Financial Coordinator

• Sep 2013 - Jun 2014

• Designed promotional advertisements, posters, business banners, and lawn signs using Adobe Creative Suite • Developed a running website to help promote the business to new clients • Inputted financial data for tens of thousands of dollars’ worth of profit into QuickBooks computer program • Analyzed balance sheets to report earnings on a yearly income statement • Designed promotional advertisements, posters, business banners, and lawn signs using Adobe Creative Suite • Developed a running website to help promote the business to new clients • Inputted financial data for tens of thousands of dollars’ worth of profit into QuickBooks computer program • Analyzed balance sheets to report earnings on a yearly income statement

Store Manager

• Jan 2013 - Jun 2014

• Worked at variety store raising over $1000 for the Canadian Cancer Society • Interacted with customers to provide an excellent shopping experience • Managed a team of six employees to run and operate the store • Worked at variety store raising over $1000 for the Canadian Cancer Society • Interacted with customers to provide an excellent shopping experience • Managed a team of six employees to run and operate the store