Experience

Humane Society London & Middlesex

• Canada
• Hospitality
• 1 - 100 Employee

• Director of Finance

  • Jun 2021 - Present



Sisters In Shape

• Health, Wellness & Fitness

• Founder & Online Personal Trainer

  • Jan 2012 - Jul 2021

  • Founded virtual online wellness business with clients worldwide.• Develop and implement technologies including app, management systems and best practices. • Recognized early-leader for women age 30-45 years old in emerging digital training industry.• Leverage resources to effectively work with a team of 12 in four different countries.• Create and execute marketing strategies to drive growth.• Develop standardization of client onboarding experience through automated processes alongside coach development initiatives.



Callon Dietz

• Canada
• Civil Engineering
• 1 - 100 Employee

• Chief Operating Officer

  • Nov 2017 - Nov 2020

  • COO for 85 staff land surveying, mapping, and geodesy professional services firm. • Develop strategic growth plan and execute related growth priorities as part of leadership team.• Work as a key team member of management to enter new strategic technical service areas and geographies.• Establish and execute hiring and recruiting processes in niche professional industry resulting in organic growth of staff by 30% in 18 months.• Oversee the day-to-day functions of corporate areas of HR, Finance, Heath & Safety, Insurance/Risk• Mergers & Acquisitions: Research and advise on potential M&A targets; Effectively communicate in initial discussions, negotiations and post-merger management; Perform strategic fit evaluation, valuation and financial analysis; Lead legal, financing and employment contracts; Lead integration of all administrative and corporate functions and processes; Monitor and assess performance post-acquisition of merger synergies and integration priorities. • Lead technical and communication aspects of planned management buy-out.• Work with management to create a strategic bid/proposal process including go-no go decisions, bid strategy, process flows and proposal best practices.• Project manage company certification of health & safety management system (COR Certification).• Negotiate and maintain the lease agreements for appropriate office space (multiple locations).• Establish month-end financial close processes and regular financial reporting.• Oversee tax compliance functions for all corporate tax accounts, identify and obtain tax savings/incentives, communicate directly with CRA for corporate tax matters.• Perform financial analysis to assess performance of service/units.• Effectively lead administrative staff on changes and improvements to existing processes.



Dillon Consulting Limited

• Canada
• Business Consulting and Services
• 700 & Above Employee

• Partner & Director of Finance

  • Nov 2007 - Nov 2017

  • Head financial officer for 650 staff consulting firm (engineering, environmental sciences, planning & design services).• Responsible for the oversight of the execution of day-to-day financial matters with 20 staff reports (Finance team centralized), and financial-aspect of local administrative support of 30 staff in 18 offices across Canada.• Lead financial aspect of Board relationships, committees and communications (verbal/written), including Treasurer role• Establish and implement tax risk mitigation and planning programs with $2.5M of tax savings (corporate and shareholder)• Lead comprehensive ownership review to establish a framework for the sustainability of employee ownership; resulted in successful adoption of framework and growth trajectory• Develop and implement communication plans for: growth strategy, ownership changes, and financial matters• Develop Project Manager program to enhance the skills & capabilities for key project delivery role; co-lead implementation including pilot model of innovative learning and development approaches• Develop and oversee the delivery of financial and key indicator reports• Lead the coordination of annual budgeting process, including input from over 40 management leads in remote locations.• Execute all tax compliance (tax returns)• Lead annual audit with external auditors.• Lead implementation of new accounting IT system, including training of production staff• Lead banking relationships for both corporate and employee capital programs

• Controller

  • Nov 2007 - May 2014

  • Oversee the day-to-day financial operations, including banking, payroll, billing, purchasing, payables & collections.• Responsible for delivery of all financial and key indicator reports (weekly, monthly, annual), as well as robust monthly management reporting with projections to the President.• Developed the monthly financial management reports and projections used by the President as part of decisions related to revenue and costs.• Lead the coordination of annual budgeting process, including input from over 40 management leads in remote locations.• Execute all tax compliance (tax returns) and tax planning programs, including incentive programs• Lead annual audit with external auditors.• Executed and developed processes for all financial-related analysis related to several $1M+ acquisitions (e.g. company valuations, pricing strategy, key fit analysis) as well as post-acquisition integration.



Ivey Business School at Western University

• Canada
• Higher Education
• 300 - 400 Employee

• Instructor

  • 2007 - 2010

  • Corporate Taxation instructor for 4th year university course (60-100 students/year).• Develop all course material.• Present material to 60-100 students on a weekly basis.• Responsible for grading and marking all papers, assignments and exams for all students. • Corporate Taxation instructor for 4th year university course (60-100 students/year).• Develop all course material.• Present material to 60-100 students on a weekly basis.• Responsible for grading and marking all papers, assignments and exams for all students.



EY

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

• Accountant (Tax & Audit)

  • 2003 - 2007

  • Earned Chartered Accounting designation with Ernst & Young splitting time between tax and audit.• Execute audit and tax files for clients in various industries (Canada and US).• Tax compliance and tax planning responsibilities for clients in a variety of industries. • Earned Chartered Accounting designation with Ernst & Young splitting time between tax and audit.• Execute audit and tax files for clients in various industries (Canada and US).• Tax compliance and tax planning responsibilities for clients in a variety of industries.