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Bio

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Credentials

  • CPA, CA
    Chartered Professional Accountants of Ontario (CPA Ontario)

Experience

  • CORA Group
    • Toronto, Ontario, Canada
    • Vice President, Mergers & Acquisition
      • Nov 2022 - Present
      • Toronto, Ontario, Canada

    • Canada
    • Software Development
    • 700 & Above Employee
    • Vice President, Mergers & Acquisitions
      • Mar 2022 - Nov 2022

    • Director, Mergers & Acquisitions
      • Jul 2018 - Mar 2022

    • Mergers & Acquisitions Associate
      • Apr 2016 - Jun 2018

      - Sources deals and conducts preliminary diligence on companies across various verticals of software businesses in North America and Europe- Independently develops detailed financial models in tandem with performing diligence on the financial statements of companies reporting under IFRS, U.S. GAAP, U.K GAAP, and other- Aids in the preparation and review of presentations summarizing deal rationale, financial projections, and integration strategy for the review of the Jonas and Constellation executive team- Creates presentations with senior management on the performance of acquired businesses and identifies key learnings from the acquisition process

  • PwC Canada
    • Downtown Toronto
    • Senior Associate
      • Sep 2012 - Apr 2016
      • Downtown Toronto

      • Designs and executes work plans for a variety of clients, including one with assets exceeding $7 billion, for audit and review engagements resulting in the efficient delivery of high quality results• Applies CPA Canada handbook knowledge (including IFRS and public sector accounting standards) in evaluating treatment of complex financial concepts including capitalized borrowing costs, housing developments, accounts receivables, accounts payable, and related party transactions• Coaches junior staff in understanding client operations and applying audit methodology, and also oversees their work on basic financial line items such as cash and prepaid expenses

    • School of Accountancy Marker
      • Jun 2014 - Jul 2014
      • Toronto

      Responsible for marking mock and actual School of Accountancy exams

    • Conversion Specialist
      • May 2011 - Aug 2011

      • Selected as one of nine interns (of 30 students) to present to the Refining & Marketing Leadership Team, comprised of Boris Jackman, Executive VP of R&M, and 8 additional VPs• Stewarded the Associate Suppliers Program Process through managing category groups and execution teams, and creating data grids that aggregate 80+ promotions documents each month• Evaluated and optimized 19 Neighbours branded locations, by conducting Quality Assurances and maintaining and resolving an Issue Log• Aided in the testing, tracking, evaluation, and implementation of merchandising opportunities throughout Canada’s 1000+ Petro Canada branded locations

    • Senior Telecommunications Sales Representative
      • Jun 2008 - Nov 2010

      • Developed communication skills in contacting, convincing, and scheduling pricing estimates, achieving the title of 9th best producing employee in terms of sales in company history• Exceeded regular performance quotas of 2 leads/shift, by achieving an average of 3 leads/shift• Trained new and existing employees in techniques for efficient scheduling, handling client objections, and using our computerized system to manage calls• Three time Employee of the Month Awards & Outstanding New Employee Award

Education

  • 2008 - 2012
    York University - Schulich School of Business
    Bachelors of Business Administration
  • 2004 - 2008
    Thornhill Secondary

Suggested Services

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Industry Focus. “Software Development”

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