Functional Skills
Accounting
Budgeting
Business Analysis
Business Development
Business Operations
Business Planning
Financial Management
Financial Planning & Analysis (FP&A)
Financial Statement Preparation
Internal Auditing
Operational Efficiency
Process Design / Re-engineering
Project Management
Strategic Planning
Robotic Process Automation
Software Skills
SQL
PowerBI
Microsoft Excel
VBA
Certifications
CISACertified Information Systems Auditor
CPACertified Public Accountant
CFAChartered Financial Analyst
PMPProject Management Professional
Sector Experience
Financial Services
Social & Public Sector
Technology
Languages
English
Countries Worked In
CA
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
Sasu Consulting &
Finance
Fractional Chief Financial Officer & Profitability, Growth & Automation Advisor
1/2021 - Present
• Client-Focused Financial Consulting: Deliver expert financial consulting services, including in-depth analysis, comprehensive reporting, and tax preparation for a diverse portfolio of clients.
• Operational Management: Oversee key financial operations — Accounts Payable, Accounts Receivable, and Payroll — ensuring accuracy, compliance, and efficiency to drive client satisfaction and operational excellence.
• Audit & Compliance: Lead audit engagements, preparing detailed financial documentation (lead sheets, journal entries, financial statements). Manage year-end procedures and collaborate with external auditors to ensure smooth audits and full regulatory compliance.
• Financial Planning & Analysis (FP&A): Apply advanced financial modeling and forecasting techniques to support strategic decision-making, providing clients with actionable insights to optimize performance and achieve long-term goals.
• Team Leadership: Lead a high-performing accounting team, fostering collaboration, accountability, and efficiency.
• Digital Transformation: Spearhead automation and transformation of Revenue Management, Accounts Receivable, and Financial Reporting systems, driving operational efficiency and enabling better financial decisions.
• Operational Management: Oversee key financial operations — Accounts Payable, Accounts Receivable, and Payroll — ensuring accuracy, compliance, and efficiency to drive client satisfaction and operational excellence.
• Audit & Compliance: Lead audit engagements, preparing detailed financial documentation (lead sheets, journal entries, financial statements). Manage year-end procedures and collaborate with external auditors to ensure smooth audits and full regulatory compliance.
• Financial Planning & Analysis (FP&A): Apply advanced financial modeling and forecasting techniques to support strategic decision-making, providing clients with actionable insights to optimize performance and achieve long-term goals.
• Team Leadership: Lead a high-performing accounting team, fostering collaboration, accountability, and efficiency.
• Digital Transformation: Spearhead automation and transformation of Revenue Management, Accounts Receivable, and Financial Reporting systems, driving operational efficiency and enabling better financial decisions.
OAG, Government of British Columbia
Finance
Manager, Budget and Reporting
1/2023 - 1/2024
• Comprehensive Budget Management: Directed the planning, development, and coordination of the organization's budgetary functions. Ensured compliance with legislation and aligned financial strategies with organizational goals, effectively managing competing priorities.
• Strategic Financial Guidance: Provided expert financial advice and guidance across the organization, developing and implementing advanced budgetary control systems and procedures. Enhanced financial oversight and accountability through strategic planning and reporting.
• Executive Reporting: Led the preparation and analysis of annual budgets, financial forecasts, and performance reports. Delivered actionable insights and recommendations to executive management, optimizing funding allocations and financial performance.
• Team Leadership: Supervised the Payroll Administrator, focusing on professional development, performance management, and operational excellence.
• Strategic Financial Guidance: Provided expert financial advice and guidance across the organization, developing and implementing advanced budgetary control systems and procedures. Enhanced financial oversight and accountability through strategic planning and reporting.
• Executive Reporting: Led the preparation and analysis of annual budgets, financial forecasts, and performance reports. Delivered actionable insights and recommendations to executive management, optimizing funding allocations and financial performance.
• Team Leadership: Supervised the Payroll Administrator, focusing on professional development, performance management, and operational excellence.
Disney
Finance
Senior Financial Analyst
1/2021 - 1/2022
• Dual Role Expertise: Excelled in a unique role combining financial planning and project accounting responsibilities. Managed complex forecasting and budgeting processes for major projects, leveraging Advanced Excel for detailed data management and reporting.
• Strategic Budget Development: Partnered with operational and production teams to build and review detailed budgets, providing strategic insights and actionable recommendations that enhanced financial performance and identified cost-saving opportunities.
• Advanced Financial Analysis: Conducted in-depth analysis of financial statements to uncover variances between forecast and actual results. Delivered high-impact recommendations to senior management, driving strategic decision-making and financial optimization.
• Capital Asset Management: Directed capital asset tracking and reporting, including preparation of detailed documentation and support for capital purchase decisions, ensuring alignment with organizational goals and financial policies.
• Team Supervision: Supervised a Finance Assistant, ensuring effective performance management and professional development within the finance team.
• Strategic Budget Development: Partnered with operational and production teams to build and review detailed budgets, providing strategic insights and actionable recommendations that enhanced financial performance and identified cost-saving opportunities.
• Advanced Financial Analysis: Conducted in-depth analysis of financial statements to uncover variances between forecast and actual results. Delivered high-impact recommendations to senior management, driving strategic decision-making and financial optimization.
• Capital Asset Management: Directed capital asset tracking and reporting, including preparation of detailed documentation and support for capital purchase decisions, ensuring alignment with organizational goals and financial policies.
• Team Supervision: Supervised a Finance Assistant, ensuring effective performance management and professional development within the finance team.
RBC
Sales
Financial Specialist & Financial Planner
1/2018 - 1/2020
Clients: Scotiabank RBC Royal Bank
• Provided comprehensive financial planning advice and solutions for personal and business clients.
• Prepared and presented client-friendly reports using financial analysis and investment research.
• Provided comprehensive financial planning advice and solutions for personal and business clients.
• Prepared and presented client-friendly reports using financial analysis and investment research.
Investors Group Securities Inc.
Finance
Financial Manager, Investments
1/2012 - 1/2017
• Conducted extensive financial modeling of investment portfolios using excel, Macros and VBA.
• Improved productivity using agile best practices and provided financial analysis and client account review.
• Prepared financial forecasts, analyzed budgets based on business and client needs.
• Conducted weekly training sessions for Regional Office Consultants.
• Improved productivity using agile best practices and provided financial analysis and client account review.
• Prepared financial forecasts, analyzed budgets based on business and client needs.
• Conducted weekly training sessions for Regional Office Consultants.
PricewaterhouseCoopers (PwC)
Accounting
Public Accountant (CPA Training)
5/2010 - 11/2010
Prepared year-end financial statements, payroll, journal entries, trial balance, and lead sheets and completed corporate and personal tax returns.
TD Waterhouse
Finance
Manager, Finance and Investments
1/2008 - 1/2010
• Utilized SQL and MS Access to model portfolios and allocate investments.
• Managed and Conduced financial and investment analysis of client portfolios.
• Managed and Conduced financial and investment analysis of client portfolios.
Government of Newfoundland & Labrador (Office of Auditor General)
Accounting
Auditor
1/2007 - 1/2008
Auditor III (CPA Training)
• Performed financial and performance auditing.
• Supervised junior auditors in conducting financial audits.
• Researched and analyzed best practices to prepare reports for treasury and pension investments.
• Made recommendations for debt management & pension and identified savings potential of
● 100 million.
• Performed financial and performance auditing.
• Supervised junior auditors in conducting financial audits.
• Researched and analyzed best practices to prepare reports for treasury and pension investments.
• Made recommendations for debt management & pension and identified savings potential of
● 100 million.
RBC Royal Bank (Commercial & Business Banking)
Finance
Financial Manager
1/2001 - 1/2005
• Conducted in-depth business and financial review of public and private sector organizations
• Analyzed client's financial statements, business contracts, and other business reports
• Forecasted annual income statements & cash-flow statements
• Supervised an Assistant Manager of Client Services
• Analyzed client's financial statements, business contracts, and other business reports
• Forecasted annual income statements & cash-flow statements
• Supervised an Assistant Manager of Client Services