Experience

Capstone Infrastructure Corporation

• Canada
• Wind Electric Power Generation
• 1 - 100 Employee

• Associate Vice President

  • Jan 2023 - Present

• Senior Manager, Finance

  • Jan 2021 - Dec 2022

• Manager, Finance

  • Jan 2017 - Dec 2020

• Assistant Manager, Finance

  • Jul 2014 - Dec 2016



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Accountant

  • Sep 2010 - Jun 2014

  Senior accountant at Deloitte working in the Real Estate, Resources and Mining Division. Experience includes: - Lead senior on a publicly traded and one of the biggest global alternative asset managers with total assets exceeding $100 billion. - Involved in several advisory and technical accounting matters given the significant and complex operations of my client profile. - Technical matters including but not limited to hedging, derivative valuation, stock compensation, evaluation of Black Scholes Models, business combination and consolidation accounting. - Conducted research into company’s operational and financial policies, including but not limited to macro-economic factors, industry environment, regulatory environment and competitive landscape. - Involved in client’s financial statement analysis, including MD&A and financial notes disclosures. - Experience in group reporting, responsible for overseeing several subsidiary teams, including land and housing developers in Canada and Brazil, a renewable power operator primarily located in North America and a global commercial property company. - Responsible for evaluating and testing internal controls under the Sarbanes-Oxley Act, as prescribed by the PCAOB. - Experience in performing variance and trend analysis for financial statements. - Managed engagement teams of up to 5 members, training and assisting them on various tasks Show less



TD

• Canada
• Banking
• 700 & Above Employee

• Analyst, Global Business Services

  • May 2009 - Sep 2009

  - Trained on the US drafts desk for 2 weeks before taking over desk responsibilities. - Performed payee validations for TD’s correspondent bank, Wells Fargo, to ensure authenticity of drafts. - Assisted branches in placing stop requests on drafts that were lost, stolen or destroyed. - Received recognition letter from a branch commending swift response assisting customer with a stolen draft. - Initiated a new process whereby I computerized the payee validation receipt through secure email rather than fax. The initiative saved TD about $25 per day in retrieving draft images from the Wells Fargo website. - Performed the Paid Exceptions evaluation whereby drafts that were initially rejected by the branches were verified. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Analyst in the Assurance and Advisory Business Services Division

  • Jul 2008 - Aug 2008

  - Trained on Ernst &Young’s key audit software, Caseware. Operated on several modules in the software, including loans and receivables, accrued expenses, and related party balances. - Performed a three week AUP for a pharmacy-chain client, including reconciling the client’s payroll master to their respective personnel files. - Analyzed purchasing cut offs for a construction client to ensure the transactions were recorded in the period in which they occurred. Worked on the purchase Test of Control to ensure controls for the client were operating effectively. - Supported internal client teams on ad-hoc analyses and participated in four client meetings. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Equity Research Analyst

  • Jul 2007 - Aug 2007

  - Presented a mock portfolio distributing investment dollars among fixed income securities, hedge funds, mutual funds and trusts - Researched North American instituions that were impacted by the sub-prime mortgage crisis - Proposed emerging markets investment opportunities in Kazakhstan, Sri Lanka and Mongolia - Presented a mock portfolio distributing investment dollars among fixed income securities, hedge funds, mutual funds and trusts - Researched North American instituions that were impacted by the sub-prime mortgage crisis - Proposed emerging markets investment opportunities in Kazakhstan, Sri Lanka and Mongolia