Experience

Enlighten Innovations Inc.

• Canada
• Renewables & Environment
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2022 - Present

  Enlighten Innovations Inc. is a leading clean-energy technology company headquartered in Alberta, Canada, and Denver, Colorado. The team has extensive expertise in building companies and large projects and has deep experience in sodium battery technology and applications. The Company is engaged in the research and development of clean energy technology to meet ever-changing global energy needs and accelerate a net-zero world. Enlighten Innovations Inc. is a leading clean-energy technology company headquartered in Alberta, Canada, and Denver, Colorado. The team has extensive expertise in building companies and large projects and has deep experience in sodium battery technology and applications. The Company is engaged in the research and development of clean energy technology to meet ever-changing global energy needs and accelerate a net-zero world.



Algonquin Power & Utilities Corp.

• Canada
• Utilities
• 200 - 300 Employee

• Vice President, Finance & Administration

  • Jun 2017 - Jan 2022

  Listed on the NYSE and TSX, APUC is a utility focused on sustainability with over US$1.6 billion in revenues, US$9.0 billion in assets and 2,200 employees. APUC's Liberty Power business group owns an international portfolio of non-regulated generating facilities that includes more than 1.6 GW of renewable capacity. APUC's Liberty Utilities business group provides rate regulated electricity, natural gas and water utility services to close to 800,000 customers in North America.• Reporting directly to the CFO, lead the Financial Reporting, Accounting & Tax function for APUC, representing a team of over 100 professionals responsible for external reporting under US GAAP, consolidations, accounting standards, regulatory accounting, fixed asset accounting, AP, general accounting, income tax planning and compliance and internal controls compliance (SOX).Key Accomplishments• Negotiated three transactions to acquire 600 MW of wind generation with a value of US$1.1 billion for APUC’s Central Region regulated electric utility.o Leading a cross functional team of business development, legal, finance, regulatory and operational experts, negotiated with multiple RFP respondents to complete the acquisitions of 3 wind projects on a turnkey basis.o Structured the financing of the acquisitions to including a tax equity partner to efficiently monetize tax benefits, the first ever such financing for a US wind project in a regulated utility environment, while meeting APUC’s objectives of optimizing credit metrics and minimizing regulatory lag.o Supported regulatory proceedings to include the investment in rate base by demonstrating $300 million of customer savings, educating regulators about the use of tax equity financing and testifying in regulatory proceedings.

• Vice President, Finance & Administration

  • Nov 2015 - Jun 2017

  • Reporting directly to the CFO, led the Financial Planning & Analysis function for APUC, representing a team of 14 professionals responsible for long-term forecasting, annual budgeting, monthly management reporting, and quarterly MD&A.

• Vice President Finance Administration

  • May 2014 - Nov 2015

  • Reporting directly to the division president (and indirectly to the APUC CFO), led the Generation Business Group’s finance and administration function representing a team of 16 professionals responsible for:o Sourcing tax equity financing for US-based renewable energy projects including negotiation of deal terms to achieve return, GAAP income & cash flow objectives and due diligence;o Financial planning and analysis and supporting the business development group with acquisitions and greenfield developments;o External financial reporting under US GAAP;o Production reporting, invoicing, credit and collections, AP, expense reporting, derivative accounting and general accounting.

• Director, Finance and Administration

  • Jan 2012 - May 2014

  Reporting directly to the Generation Group president, lead APCo’s finance and administration function representing a team of 16 professionals responsible for:o Financial planning and analysis, including long-term forecasting, annual budgeting, monthly management reporting and supporting the business development group with acquisitions and greenfield developments;o Sourcing tax equity financing for US-based renewable energy projects including negotiation of deal terms to achieve return, GAAP HLBV income & cash flow objectives and due diligence;o External financial reporting under US GAAP;o Production reporting, invoicing, credit and collections, AP, expense reporting, derivative accounting and general accounting;



Psion

• Canada
• Computer Hardware Manufacturing
• 100 - 200 Employee

• Director, Corporate Finance

  • Jul 2010 - Jan 2012

  Led the Company’s global accounting, tax and treasury functions (with principal locations in Canada, USA and the UK) representing a team of 40 professionals responsible for:o External financial reporting under IFRS and consolidation of over 40 entities in 20 countriesconsolidations and general accounting.o Invoicing, accounts receivable, credit & collections, accounts payable, expense reporting, cost accounting, inventory, indirect tax (VAT) and general accounting.o Global treasury,cash management and foreign currency hedgingo Global income tax planning, compliance and accounting under IFRS

• Project Director

  • Apr 2009 - Jun 2010

  Reporting to the Executive Team, directed the Company’s European Streamlining Project. Leading a cross-functional team of 34 people, restructured European operations in a tax-effective manner, consistent with its simplified go-to-market approach.- Centralized control of inventory and all supply chain activities, reducing inventory levels in Europe by 70%.· Created a Shared Services Centre (SSC) to centralize support functions including order management, finance, legal, human resources, marketing, and information systems. - Managed the Finance Team at the SSC, a group of 12 professionals responsible for all European invoicing, accounts receivable, accounts payable, expense reporting and general accounting· Implemented significant changes to the Company’s ERP system to streamline business processes, enhance internal controls and support the revised legal structure.

• Finance Director, Global Service

  • Oct 2007 - Mar 2009

  Reporting to the Divisional VP, led the finance function for Global Service, a world-wide business unit with over $US 70 million in revenues and 200 employees. Coordinated the international finance team in 12 countries in reporting and analyzing the financial results of Global Service.

• Director, Americas Finance

  • Sep 2004 - Sep 2007

  Reporting directly to the Divisional President, provided financial leadership and insight to the Americas Division, a sales & service organization with over $US 135 million in revenues and 300 employees· Led a team of 15 Finance professionals in 3 countries responsible for reporting and analyzing the financial results of the Division, preparing the budget and monthly forecast, credit & collections, accounts payable, general accounting and sales compensation

• Assistant Corporate Controller

  • Jan 2001 - Sep 2004

  Managed the corporate reporting and taxation function, providing key insight and analysis of consolidated results· Led and managed a team of 5 Finance professionals in consolidating, reporting and analyzing the monthly results of over 20 separate entities under both Canadian GAAP and IFRS; consolidated and analyzed the annual budget and monthly forecasts



Zenon Environmental

• Manager, Business Process Improvement

  • Oct 1999 - Dec 2000



PwC

• Professional Services
• 700 & Above Employee

• Consultant

  • Aug 1996 - Oct 1999

• Senior Accountant

  • Sep 1993 - Aug 1996