Experience

AppHub

• United States
• Software Development
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2023 - Present

  Toronto, Ontario, Canada



Doxim

• Canada
• IT Services and IT Consulting
• 200 - 300 Employee

• Chief Financial Officer

  • Jul 2020 - Aug 2023

  Toronto, Ontario, Canada



Self-Employed

• Strategic Management Consultant

  • Oct 2012 - Jul 2020

  Toronto, Canada Area



Infor

• United States
• Software Development
• 700 & Above Employee

• VP Finance - SaaS (Cloud Ops)

  • Mar 2018 - Jan 2020

  Toronto, Canada Area Financial responsibility for the Cloud Ops / SaaS organization (DevOps, Customer Success, Support, Security). Helping Infor scale its SaaS business model as it moves from On-Prem to Cloud based solutions.



Emburse Nexonia

• Canada
• IT Services and IT Consulting
• 1 - 100 Employee

• CFO

  • Jun 2016 - Dec 2017

  Toronto, Canada Area We are a family of brands dedicated to eliminating the busy-work involved in time and expense management. By simplifying these processes, we let you get back to the real work of making your customers happy, growing your business, and thinking about the next big thing. No matter what size company or industry, our intuitive solutions transform business activity into useful financial data, while removing workflow bottlenecks and enabling your people to do their best work.



Changepoint (now Planview ChangePoint)

• United States
• Software Development
• 1 - 100 Employee

• VP Finance and Administration

  • Mar 2014 - Jun 2016

  Toronto, Canada Area As the Global (EMEA, AsiaPac, Latam & North America) senior financial executive I oversee all aspects of finance and administration. Our team is responsible for the accounting and consolidation of monthly results, cash flow, treasury, payroll, health and benefits review. We support all functional areas in their day to day and strategic analytical (FP&A) requirements. We build the reporting required for the Board of Directors, Lenders and Private Equity… Show more As the Global (EMEA, AsiaPac, Latam & North America) senior financial executive I oversee all aspects of finance and administration. Our team is responsible for the accounting and consolidation of monthly results, cash flow, treasury, payroll, health and benefits review. We support all functional areas in their day to day and strategic analytical (FP&A) requirements. We build the reporting required for the Board of Directors, Lenders and Private Equity presentations. Structure and review customer and supplier contracts. Show less



Infor

• United States
• Software Development
• 700 & Above Employee

• VP Finance - Global Field Finance

  • May 2010 - Sep 2012

  Toronto, Canada Area Integral business partner to the Executive Vice President of the division and to the General Managers of each of the 15 operating business units ranging in size from $3M to $215M in annual revenue. - Successfully maintained or grew operating margins. - Full P&L responsibility, however primarily sales operations focused. - Developed and monitored KPI's across all functions. - Pipeline review and authentication. - Compensation and quota recommendations for sales… Show more Integral business partner to the Executive Vice President of the division and to the General Managers of each of the 15 operating business units ranging in size from $3M to $215M in annual revenue. - Successfully maintained or grew operating margins. - Full P&L responsibility, however primarily sales operations focused. - Developed and monitored KPI's across all functions. - Pipeline review and authentication. - Compensation and quota recommendations for sales team. - Annual budget responsibility. - Quarterly and recurring sales forecasts.

• VP Finance - Corporate Budgeting and Financial Systems

  • Aug 2007 - Apr 2010

  Toronto, Canada Area Preparation and coordination of strategic plans and annual budgets at the corporate level ($2.0B+ in annual revenue) while maintaining and upgrading the financial systems. - Design, evaluate, and present strategic alternatives to operational and executive management. - Prepare materials for use in Board of Director, Lender and Industry Analyst presentations. - Design, implement new chart of accounts, GL, CPM, and Consolidation Systems. - Post M&A integration of multiple… Show more Preparation and coordination of strategic plans and annual budgets at the corporate level ($2.0B+ in annual revenue) while maintaining and upgrading the financial systems. - Design, evaluate, and present strategic alternatives to operational and executive management. - Prepare materials for use in Board of Director, Lender and Industry Analyst presentations. - Design, implement new chart of accounts, GL, CPM, and Consolidation Systems. - Post M&A integration of multiple acquisitions. - Presentations to Infor customers and public speaking engagements as subject matter expert on financial systems and financial business processes.

• VP Finance - International Shared Services (EMEA & AsiaPac)

  • Aug 2006 - Jul 2007

  EMEA & AsiaPac Design, build or manage financial shared services centres in EMEA and AsiaPac. (United Kingdom, Netherlands, Singapore, Shanghai) - Set up the EMEA and AsiaPac based financial shared service centres in the post merger world of Infor, Geac, Systems Union and SSA Global. - Streamline multiple accounting processes into one. - Recruitment of employees to handle anticipated transaction volumes. - Responsible for the timely and accurate financial statements for EMEA and AsiaPac.

• Global Finance Director - Global Corporate Planning & Control

  • Jun 2003 - Jul 2006

  Toronto, Canada Area Geac Computer Corporation was a $450M publicly listed software solutions provider focusing on ERP, Financial Management and Performance Management Software. It was taken private in 2006 by Golden Gate Capital and ultimately merged into Infor Global Solutions, then forming a $2.0B software company. - Integral part of divestiture team tasked with sale of Geac to to Golden Gate Capital for $1B. - Analyzed various alternatives responsible for growing market capitalization from $69M in… Show more Geac Computer Corporation was a $450M publicly listed software solutions provider focusing on ERP, Financial Management and Performance Management Software. It was taken private in 2006 by Golden Gate Capital and ultimately merged into Infor Global Solutions, then forming a $2.0B software company. - Integral part of divestiture team tasked with sale of Geac to to Golden Gate Capital for $1B. - Analyzed various alternatives responsible for growing market capitalization from $69M in 2001 to $1B in 2005. - Produced quarterly reporting books, and MD&A. - Financial due diligence for M&A, along with post merger integration. - Prepared materials for analyst, banker and lender presentations. - Successful NASDAQ listing. - Assisted with financing and equity offerings. - Developed and monitored KPI's.



Geac

• Global Director of Finance Accounting

  • Jan 2002 - May 2003

• Finance Manager, Global Financial Planning & Analysis

  • Jun 2000 - Dec 2002



Nestlé

• Switzerland
• Food and Beverage Services
• 700 & Above Employee

• Finance Manager, FP&A

  • 1997 - 2000

  Ice Cream Division in Canada



Unilever

• United Kingdom
• Manufacturing
• 700 & Above Employee

• Financial Analyst

  • 1996 - 1997

  Good Humor / Breyers Ice Cream Division



PwC

• Professional Services
• 700 & Above Employee

• Senior Accountant

  • 1992 - 1995