Functional Skills
Financial Modeling
ERP Implementation
Risk Management
Business Analysis
Business Intelligence
Supply Chain Management
Cost Reduction
Investor Relations
Portfolio Optimization
Accounts Receivable
Procurement
Strategic Planning
Budgeting
Accounting
Financial Management
Software Skills
Quickbooks
Data visualization
Microsoft Excel
ADP Workforce Now
Artificial Intelligence
Bloomberg
Canva
Carta
Netsuite
iPhone
Oracle CRM
Microsoft Edge
Microsoft Visio
Microsoft Office
Microsoft Excel Macros
Certifications
CMACertified Management Accountant
CPACertified Public Accountant
Sector Experience
Consumer Goods
Financial Services
Healthcare
Manufacturing
Technology
Languages
English
Countries Worked In
CA USNotable Clients
Kurai Ventures, LLC
Uncle Nearest, Inc
Experience
THREESTONE SOLUTIONS, LLC
Management Consulting
Founder & Principal Consultant
6/2025 - Present
• Launched a boutique consulting firm delivering strategic financial and operational services to startups, nonprofits, and growth-stage businesses.
• Advise clients on business formation, forecasting and accounting infrastructure, aligning financial operations with long-term purpose.
• Serve as fractional CFO and strategic advisor across multiple industries, leading strategic planning, investor reporting, and back-office support.
• Advise clients on business formation, forecasting and accounting infrastructure, aligning financial operations with long-term purpose.
• Serve as fractional CFO and strategic advisor across multiple industries, leading strategic planning, investor reporting, and back-office support.
NEAREST, INC.
Finance
Sr. VP of Finance & Planning
6/2023 - 3/2025
• Lead financial strategy and capital management for a $100M spirits start-up, improving investor confidence and operational alignment.
• Drove ERP system implementation from QuickBooks and BI-based budgeting for multi-entity reporting and automation, standardizing financial policies and procedures across entities to enable real-time data consolidation and improve strategic decision-making.
• Strengthen banking and investor relations by managing supply chain operations, negotiating with key vendors, and securing both short-term and long-term capital to optimize cash flow and support strategic growth initiatives.
• Provide executive-level guidance on equity, debt, and capital management, playing a key role in structuring cap tables and overseeing technology infrastructure to support scalable financial growth.
• Drove ERP system implementation from QuickBooks and BI-based budgeting for multi-entity reporting and automation, standardizing financial policies and procedures across entities to enable real-time data consolidation and improve strategic decision-making.
• Strengthen banking and investor relations by managing supply chain operations, negotiating with key vendors, and securing both short-term and long-term capital to optimize cash flow and support strategic growth initiatives.
• Provide executive-level guidance on equity, debt, and capital management, playing a key role in structuring cap tables and overseeing technology infrastructure to support scalable financial growth.
NuCO2 INC
Finance
Sr. VP of Finance & Customer Experience
3/2017 - 6/2023
VP of Finance 2017 – 2021
• Identified and secured $73M in revenue growth over 5 years by launching 3 new products and one service, developing business models, and negotiating exclusive supplier contracts to maximize value and market reach.
• Led COVID-19 response efforts by collaborating with the VP of HR to develop a furlough program and implement a cost management plan, resulting in ~$20M in cost savings and an $18M reduction in accounts receivable balances through targeted financial aid relief communications to support customers' ongoing operations.
• Oversaw an expanded portfolio including product remanufacturing, customer experience, dispatch, and call center functions, doubling team size to 125 and driving an increase in customer retention through a strategically enhanced customer journey and KPI-focused performance metrics.
• Elevated NuCo2's productivity by 142% of the 2022 target through cross-departmental collaboration, setting and tracking key productivity goals and commercializing new service offerings, contributing to substantial growth in operational efficiency.
• Transformed the product remanufacturing division into a revenue-generating unit, introducing remanufacturing services for third-party companies and projecting $0.6M to $1.0M in first-year revenue by optimizing economies of scale.
• Initially recruited as VP of Finance to develop and lead financial strategies and implement initiatives to sustain and grow a company with $2.6B in assets, overseeing
• Identified and secured $73M in revenue growth over 5 years by launching 3 new products and one service, developing business models, and negotiating exclusive supplier contracts to maximize value and market reach.
• Led COVID-19 response efforts by collaborating with the VP of HR to develop a furlough program and implement a cost management plan, resulting in ~$20M in cost savings and an $18M reduction in accounts receivable balances through targeted financial aid relief communications to support customers' ongoing operations.
• Oversaw an expanded portfolio including product remanufacturing, customer experience, dispatch, and call center functions, doubling team size to 125 and driving an increase in customer retention through a strategically enhanced customer journey and KPI-focused performance metrics.
• Elevated NuCo2's productivity by 142% of the 2022 target through cross-departmental collaboration, setting and tracking key productivity goals and commercializing new service offerings, contributing to substantial growth in operational efficiency.
• Transformed the product remanufacturing division into a revenue-generating unit, introducing remanufacturing services for third-party companies and projecting $0.6M to $1.0M in first-year revenue by optimizing economies of scale.
• Initially recruited as VP of Finance to develop and lead financial strategies and implement initiatives to sustain and grow a company with $2.6B in assets, overseeing
Linde, Inc. (Formerly Praxair, Inc)
Finance
Director of Treasury
1/2014 - 1/2017
Controller 2013 – 2014
• Delivered a $120M improvement in working capital within 2 years by developing and launching a complex global supply chain finance program, extending Days Payable Outstanding (DPO) by an average of 30 days through strategic vendor finance initiatives, and presenting these results firsthand to the board, earning the 2016 Productivity Project of the Year award.
• Oversaw investment portfolio optimization for a $3B US pension and retirement savings plan, meeting routinely with investment banks and fund managers to evaluate performance and recommending funding adjustments aligned with targeted returns.
• Achieved year-over-year (YOY) pension portfolio returns of 8% from 2014 to 2016 by strategically managing asset allocation and presenting data-driven recommendations to the corporate pension administration committee.
• Hired as Controller to lead consolidated accounting operations and financial reporting for Praxair's merchant, on-site gases, and services divisions with oversight of $500M CAD in annual revenue and $100M in capital spending, while streamlining processes that enhanced cross-functional collaboration and reduced customer billing cycles from 1 week to hours through automated forecasting tool.
• Delivered a $120M improvement in working capital within 2 years by developing and launching a complex global supply chain finance program, extending Days Payable Outstanding (DPO) by an average of 30 days through strategic vendor finance initiatives, and presenting these results firsthand to the board, earning the 2016 Productivity Project of the Year award.
• Oversaw investment portfolio optimization for a $3B US pension and retirement savings plan, meeting routinely with investment banks and fund managers to evaluate performance and recommending funding adjustments aligned with targeted returns.
• Achieved year-over-year (YOY) pension portfolio returns of 8% from 2014 to 2016 by strategically managing asset allocation and presenting data-driven recommendations to the corporate pension administration committee.
• Hired as Controller to lead consolidated accounting operations and financial reporting for Praxair's merchant, on-site gases, and services divisions with oversight of $500M CAD in annual revenue and $100M in capital spending, while streamlining processes that enhanced cross-functional collaboration and reduced customer billing cycles from 1 week to hours through automated forecasting tool.
Xerox Canada Limited
Finance
Controller
1/2003 - 1/2013
• Scaled a new print services division to $60M revenue in under 3 years using predictive financial tools.
• Created a subscription-based costing model that became a long-term revenue driver.
● Early career roles included: Finance Manager; Sr. Financial Analyst; Business Support Representative
• Created a subscription-based costing model that became a long-term revenue driver.
● Early career roles included: Finance Manager; Sr. Financial Analyst; Business Support Representative