Functional Skills
Investor Relations
Budgeting
Accounting
Regulatory Filings
Financial Modeling
Financial Management
Forecasting / Projections
Process Improvements
Venture Capital Investing
Private Equity Investing
Real Estate Investing
Operations Management
Audit Readiness
Information Security Management
Software Skills
Microsoft Excel
Quickbooks
Xero
Microsoft Word
Microsoft Office
Microsoft Great Plains
Microsoft OneDrive
Microsoft PowerPoint
OpenAI
Certifications
CPACertified Public Accountant
ACCAChartered Certified Accountant
Sector Experience
Business Services
Financial Services
Real Estate
Technology
Big 4 Accounting
Top Consulting Firms
Experience
Vistara Growth
Finance
Senior Accountant (Controller) – Venture Capital
11/2023 - Present
• Managed accounting for 5 VC funds (AUM $500M+), including NAV, capital calls, distributions, and complex waterfall models.
• Led transition to new fund admin, migrating 8 years of data, setting up accounts for 3 funds, and managing year-end audits.
• Oversaw US tax compliance (Forms 1065, K-1, 1099, 1120 series), FATCA reporting, CRS, ESR, and Cayman tax filings.
• Independently handled Canadian tax filings (T5013, T2, T1134), GST/HST compliance, and managed CRA and GST audits.
• Developed 15+ bespoke waterfall models for tech & AI portfolio companies, saving $150K+ in consulting fees.
• Executed FX strategies saving $125K by optimizing multi-currency treasury and cash forecasting.
• Served as primary contact for 100+ LPs, managing onboarding, AML/KYC compliance, and investor queries.
• Supported launch of $400M fund, setting up finance infrastructure and onboarding institutional LPs.
• Recruited and trained 2 team members, improving controls and efficiency.
• Led transition to new fund admin, migrating 8 years of data, setting up accounts for 3 funds, and managing year-end audits.
• Oversaw US tax compliance (Forms 1065, K-1, 1099, 1120 series), FATCA reporting, CRS, ESR, and Cayman tax filings.
• Independently handled Canadian tax filings (T5013, T2, T1134), GST/HST compliance, and managed CRA and GST audits.
• Developed 15+ bespoke waterfall models for tech & AI portfolio companies, saving $150K+ in consulting fees.
• Executed FX strategies saving $125K by optimizing multi-currency treasury and cash forecasting.
• Served as primary contact for 100+ LPs, managing onboarding, AML/KYC compliance, and investor queries.
• Supported launch of $400M fund, setting up finance infrastructure and onboarding institutional LPs.
• Recruited and trained 2 team members, improving controls and efficiency.
Kazana Capital
Finance
Fractional Chief Financial Officer – Finance and Operations
7/2023 - Present
• Developed financial reporting workbooks for real estate funds, prepared project and management reports.
• Onboarded investors, managed monthly NAV and distributions.
• Led financial audits for fund and management company.
• Delivered treasury and investment performance reports to fund managers.
• Onboarded investors, managed monthly NAV and distributions.
• Led financial audits for fund and management company.
• Delivered treasury and investment performance reports to fund managers.
Stonegate Global Fund Services
Accounting
Fractional- Senior Fund Accountant – Equity Lead
12/2023 - Present
• Onboarded 5+ PE clients; led accounting for 10+ funds.
• Built complex waterfall models for tech, real estate, and crypto funds.
• Trained teams on Excel modeling and waterfall structures.
• Partnered with owners to support business development.
• Built complex waterfall models for tech, real estate, and crypto funds.
• Trained teams on Excel modeling and waterfall structures.
• Partnered with owners to support business development.
TREZ CAPITAL
Accounting
Fund Accountant (Assistant Controller) – Private Equity
3/2022 - 11/2023
• Streamlined multi-currency reporting for real estate fund with 14+ entities; saved 12 man-hours/week.
• Prepared management fee, waterfall, valuation, and commission schedules per offering memorandum.
• Designed waterfall financial models saving $400K in new software costs.
• Assisted with audits, including drafting financial statements and audit schedules.
• Gained knowledge of US tax forms and helped prepare returns.
• Authored accounting memo on complex IFRS issues, saving $120K in consultancy fees.
• Prepared management fee, waterfall, valuation, and commission schedules per offering memorandum.
• Designed waterfall financial models saving $400K in new software costs.
• Assisted with audits, including drafting financial statements and audit schedules.
• Gained knowledge of US tax forms and helped prepare returns.
• Authored accounting memo on complex IFRS issues, saving $120K in consultancy fees.
Peoples Group
Finance
Regulatory Financial Analyst
10/2021 - 3/2022
• Prepared monthly and quarterly OSFI regulatory filings, including ICAAP and Pillar 3 reports.
• Created capital forecasting and liquidity reports
• Led process improvements in regulatory reporting.
• Created capital forecasting and liquidity reports
• Led process improvements in regulatory reporting.
Ernst & Young (EY)
Finance
Audit Senior
9/2020 - 9/2021
• Audited PE and VC funds in Europe and Middle East per EY methodology.
• Worked with global data analytics teams for audit efficiency.
• Applied GAAP and IFRS standards.
• Worked with global data analytics teams for audit efficiency.
• Applied GAAP and IFRS standards.