Director of Finance

• Feb 2023 - Present

Lecturer

• Sep 2015 - Present

Lecturer at the School of Accounting and Finance & Faculty of Mathematics. Have instructed 10 courses in total, authored 2, co-authored 2 and taught 5,000+ UW undergraduate and graduate students

MAcc Capstone 1 Coach

• May 2016 - Jul 2020

- Coached Master of Accounting teams through the CPA Capstone 1 Requirement

Fractional Controller

• Jul 2020 - Present

Projects: Xello Inc. - Part-time Controller (March 2021 - May 2022) - Leading a team to provide full-cycle accounting services: A/P, A/R, tax, payroll, financial statements, compliance, coordinating annual review, financial integration of acquisition and other ad-hoc requests Paravision.ai - Part-time Finance Controller (October 2020 - June 2022) - Responsible for Paravision's Canadian subsidiary, including: Financial statement preparation, reviewing payroll, FP&A, tax & other compliance, working with US partners and ad-hoc requests integrate.ai - Part-time Finance Controller (October 2020 - March 2021) - Responsible for: Full-cycle accounting, tax, payroll, FP&A, management reporting, investor reporting, compliance and ad-hoc requests Medexus Pharmaceuticals, Inc. (September 2020 - October 2020) - Delivered an automated quarterly benchmarking report using Capital IQ Show less

Director, Finance

• Jul 2022 - Feb 2023

- Responsible for monthly & quarterly month-end close and financial reporting/analysis - Implemented a tool to automate the consolidation process, reducing month-end close by 2 days - Established a budgeting process working with cross-functional department leaders - Implementing a new expense management tool to manage spend - Fully transitioned the accounting function in-house hiring a senior accountant - Responsible for monthly & quarterly month-end close and financial reporting/analysis - Implemented a tool to automate the consolidation process, reducing month-end close by 2 days - Established a budgeting process working with cross-functional department leaders - Implementing a new expense management tool to manage spend - Fully transitioned the accounting function in-house hiring a senior accountant

Senior Manager - FP&A

• Mar 2018 - Nov 2019

Senior Manager, FP&A at Mattamy Asset Management, parent company to Mattamy Homes Canada and Mattamy Homes US. Reporting to CFO, Mattamy Asset Management: - Prepared monthly and quarterly reporting for Executive team and Board of Directors - Led preparation of quarterly forecasts, yearly budget and 5-year plan, including risks and opportunities - Prepared management’s discussion and analysis for external financial statements - Led fair market valuation & value creation analytics - Performed peer benchmarking vs. US public competitors to assist yearly target setting - Financial modelling, investment analysis and due diligence Show less

Strategic Finance Manager

• Jun 2017 - Jan 2018

Led a global client analysis & forecasting team that worked closely with Client Relationship Management, Operations, Finance and Strategy to improve client financial, strategic and operational KPI reporting, perform data and business case analysis. Also facilitated, analyzed and consolidated global forecasting/strategic planning for TELUS International as well as M&A analysis/integration on an ad-hoc basis.

Corporate Development Analyst

• Jun 2015 - Jun 2017

- Finance lead in TELUS' deal team to support Baring Private Equity Asia’s investment into TI (sold 35% stake valued at over $1B)- Part of deal team raising $300M of debt- Developed TI’s 5-year strategic plan for investor presentations- Working closely with Strategy & Finance directors to advance TI’s strategy by improving and developing strategic reporting and business analytics- Involved in other Strategic Projects to improve decision making

Financial Management Development Program Analyst

• Sep 2012 - Jun 2015

M&A – Responsible for financial modelling, due diligence, strategic analysis, industry research, transaction management and presentations to Executives of TELUS value-enhancing M&A deals FP&A – Consolidated, reported and analyzed TELUS’ results, forecasts, budgets, and long-term strategic plans presented to the Senior Leadership Team Reporting – Reported and analyzed TELUS International’s monthly, quarterly, and yearly financial results M&A – Responsible for financial modelling, due diligence, strategic analysis, industry research, transaction management and presentations to Executives of TELUS value-enhancing M&A deals FP&A – Consolidated, reported and analyzed TELUS’ results, forecasts, budgets, and long-term strategic plans presented to the Senior Leadership Team Reporting – Reported and analyzed TELUS International’s monthly, quarterly, and yearly financial results