Experience

Indigenous Growth Fund

• Canada
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Managing Director

  • Mar 2021 - Present



NACCA

• Canada
• Financial Services
• 1 - 100 Employee

• Managing Director, Indigenous Growth Fund

  • 2021 - Present

• Manager, Funds and Analytics

  • 2020 - 2021

  NACCA is the national association of Aboriginal Financial Institutions (AFIs) and manages a series of programs and services which support AFIs in providing capital to Indigenous entrepreneurs.As Manager, Funds and Analytics I lead the implementation and operation of the Indigenous Growth Fund (IGF) which includes:Leading the development of the Indigenous Growth Fund (IGF) which includes:• Securing initial investments• Securing Contribution Funding to support development of the IGF• Drafting of Limited Partnership Agreement (LPA) and other key fund documents • Financial Modelling to support the attraction of initial investment, and ongoing operations• Developing various reporting frameworks• Managing the Investment Readiness Program which has supports the development of the IGF, and houses a grant program to support AFIs through investment readiness and IGF eligibility activities Alongside the Chief Strategy Officer, designed and implemented the Indigenous Business Stabilization Program to support Indigenous SMEs through the COVID-19 pandemic. • In consultation with NACCA’s network of Aboriginal Financial Institutions, developed and modelled support options to meet the unique needs of Indigenous business clients during the early months of the pandemic• Translated a $306M funding decision announced on April 18, 2020 as part of the Government of Canada’s COVID-19 Economic Response Plan, into an operational program which includes emergency loans, non-repayable contributions and temporary payment relief on existing loans• Developed agreements with AFIs and internal approval, control, reporting and payment processes• Approved agreements and payments Show less

• Senior Financial Analyst

  • 2018 - 2020

  As part of the Strategy Team at NACCA:• With senior management developed responses on a wide range of economic, operational and financial issues affecting the sustainability and growth of AFIs individually and as a network• Modelled and demonstrated the performance of AFI lending activities and their impact• Developed, promoted and implemented strategic initiatives, including the IGF• Supported implementation of cross-network loan software system for AFIs which continues to streamline their program and portfolio reporting• Lead the implementation of a SQL database and BI tools• Oversaw the measuring, projecting and optimizing the performance of NACCA’s programs• Directed research initiatives related to Indigenous Economic Development• Developed analytics and business intelligence capabilities at NACCA Show less

• Financial Analyst

  • 2016 - 2018

  As part of the Strategy Team at NACCA:• Provided policy and strategic advice to senior management on a wide range of economic, operational and financial issues affecting the sustainability and growth of AFIs individually and as a network• Modelled and monitored and demonstrated the performance of AFI lending activities and their impact• Provided business intelligence reports and related documents• Lead the implementation of a SQL database and BI tools• Played a key role in measuring, projecting and optimizing the performance of NACCA’s programs• Provided Research on Indigenous Economic Development• Provided financial modelling and analysis Show less



Community Forward Fund

• Canada
• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • 2014 - 2016

  The Community Forward Fund (CFF) provides loans and financial consulting for charities and nonprofits. My work focused on the financial analysis aspects of each of these areas. Loan Portfolio Management • Responsible for the business analysis and implementation of a new loan management system • Ensured that amortization schedules, transactions and other information reconciled with the accounting system and loan agreements after migration to the new system • Set up loan portfolio reports for various management and administrative tasks Consulting and Workshops on Non-Profit Finance • Performed and provided training on financial (statement) analysis • Led consulting projects • Financial projections and forecasting • Income statement, balance sheet and cash flow projections • Program profitability analysis • Built reliable financial models in Excel and visualized data in PowerPoint • Prepared and delivered presentations for workshops, management and boards Show less



Frank Richter Consulting

• Ottawa, Canada Area

• Financial Analyst & Consultant

  • 2011 - 2016

  • Financial analysis and modeling • Financial planning and forecasting • Scenario and risk analysis • Building complex models and dashboards in Excel • Improving the performance and reliability of complex spreadsheets • Financial analysis and modeling • Financial planning and forecasting • Scenario and risk analysis • Building complex models and dashboards in Excel • Improving the performance and reliability of complex spreadsheets



Public Policy Forum

• Canada
• Think Tanks
• 1 - 100 Employee

• Research Associate

  • 2009 - 2011

  As the analyst on various project teams, I performed quantitative and qualitative analysis for projects on economic policy, labour markets and in the health care field. I was responsible for all research related aspects of each project while also playing a major role in the administration and management of the project. RESEARCH and ANALYSIS • Worked with health care and patients organizations on two assignments to identify options for improvements to drug assessment and funding processes • Helped a health care profession which was facing a challenging future due to cutbacks to identify challenges and opportunities which formed the basis of a new strategic plan • Drew on OECD and Statistics Canada databases for research on Canada’s productivity record • Conducted surveys, interviews and workshops with subject matter experts and stakeholders • Authored reports and other documents for publication in print and on the web site PROJECT ADMINISTRATION and MANAGMENT • Developed concepts and proposals for new initiatives • Prepared and managed project budgets • Elicited, specified and validated project requirements by consulting with project stakeholders • Effectively managed project contributions of a variety of internal and external stakeholders Show less



Carleton University

• Higher Education
• 700 & Above Employee

• Research Assistant

  • 2007 - 2009



Trent University

• Canada
• Higher Education
• 700 & Above Employee

• Research Assistant

  • 2006 - 2007