Experience

Slice Labs

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• VP of Finance & Controller

  • Jun 2021 - Present

• Director of Finance

  • Apr 2019 - Jun 2021



Cowan Insurance Group

• Canada
• Insurance
• 300 - 400 Employee

• Director, Financial Services

  • Oct 2015 - Apr 2019

  • Lead contract negotiations with national and multinational insurance companies on service agreements ensuring clarity, compliance, and protection of interests • Manage and oversee billing and finance teams for Benefits Consulting and Third Party Administration practice • Design and implement internal controls over claim financing, customer billing, and financial reporting processes • Provide advice and expertise to the Leadership Team on prospective capital transactions, financial accounting updates, and emerging trends and technologies • Design and implement various financial arrangements (funds held in trust, claim payment and refunding mechanism, etc.) for clients and insurance companies, including innovation of claim funding solutions for multinational clients • Collaborate with Information Technology department on planning, implementation, and rollout of automation initiatives Show less



Financial Accounting Standards Board (FASB)

• United States
• Accounting
• 100 - 200 Employee

• Assistant Project Manager

  • Sep 2013 - Sep 2015

  • Analyze technical accounting issues and develop proposals for resolution of complex matters that consider the needs of users of financial statements, related GAAP, implementation and cost/benefit issues • Manage the project by focusing on key issues, performing outreach with constituents, considering alternative views related to the key issues, and recommending solutions to the Board • Interact with the FASB Board members and FASB's constituent organizations through research memorandums, meetings, forums, and presentations • Educate staff and Board members on research and outreach performed by staff members to steer decisions on accounting principles Show less



PwC

• Professional Services
• 700 & Above Employee

• Assurance Manager

  • Aug 2012 - Sep 2013

  Insurance and Reinsurance• Managed a diverse portfolio of insurance and reinsurance companies in both US GAAP and IFRS accounting and auditing frameworks• Coordinated efforts with multidisciplinary specialist (actuarial, asset valuation, etc.) and audit teams across North America and overseas to produce timely deliverables on budget• Served as main point of contact for client executives to lead discussions on identified issues, heed questions and concerns, and keep upper management aware of progress and potential problem areas in order to proactively seek solutions• Responsible for project management on engagements, ensuring appropriate staffing on and coordinating timely client deliverables to ensure the profitability of engagements• Working with clients' Sarbanes-Oxley teams to assess control environments, identify deficiencies, and assist in devising remediation plans as well providing input on efficiency and effectiveness of the design of control environments Show less

• Senior Associate

  • Nov 2010 - Aug 2012

  Senior Associate – Government Advisory• Played an active role in the Government Advisory group, working on projects with a number of different departments of the Government of Bermuda to provide advice on strategic vision and lead business transformation and change management initiatives• Established strong links with Department heads to foster collaboration and grow their enthusiasm for projects to which they were originally opposed• Led segments of workshops hosted for key stakeholders to adopt new business models to improve overall business efficiency and performanceSenior Associate – (Re)Insurance Group• Managed, planned and executed assurance engagements for property and casualty insurance and reinsurance companies domiciled in Bermuda (captive and multi-national reinsurers) in both the IFRS and U.S. GAAP accounting frameworks• Led teams throughout engagements providing ample coaching and mentoring to less experienced staff to ensure their proper development• Responsible for the most complex areas of the engagements as well as assessing clients’ internal control environment to identify deficiencies and recommend improvements• Managed client relationships by building trust with key executives and staff members as well as being first point of contact Show less



Marcil Lavallée

• Senior Auditor

  • Jan 2005 - Nov 2010

  • Led audit engagements for small and large not-for-profit entities, keeping abreast of accounting policy developments specific to such entities, and filling out necessary tax filings all the while coaching junior team members to ensure their proper understanding of the accounting and operational issues that are specific to not-for-profit entities • Executed audits of contribution agreements on behalf of various Department of the Government of Canada • Responsible for the drafting of comprehensive management reports to the relevant funding agencies, clearly depicting the identified deficiencies and providing solutions for remediation • Executed audits for the Canadian International Development Agency (CIDA) in Cuba, Haiti, Burkina Faso, and Ghana being able to adapt to a variety of working environments • Participated in financial audits of government entities while on temporary assignments to the Office of the Auditor General of Canada (OAG), where understanding the various systems used by these entities was an integral part of properly executing these audits • Fulfilled duties as interim controller for a client and was responsible for managing supplier and customer relations as well as restricted cash flows Show less