Functional Skills
Business Development
Financial Modeling
Corporate Finance
Valuation
Financial Planning & Analysis (FP&A)
Financial Management
Variance Analysis
Budgeting
Carve-Outs
Commercial Strategy
Financial Due Diligence
Economic Analysis
Forecasting / Projections
M&A Support
Simulations
Software Skills
Capital IQ
Microsoft PowerPoint
Microsoft Excel
Microsoft Office
Data visualization
Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Energy
Financial Services
Industrials
Real Estate
Languages
English
Case Study
Case Studies
Project Bullseye IPO in Mid Western USA
Energy
Valuation
Financial Modeling
Investment Banking
Experience
Buy & Sell Side Investment Consulting Company
Corporate Strategy & Development
Investment Analysis
1/2019 - Present
Modelyze Investments
Focused on public/private equities valuation, transactions and privatizations analysis providing investment opinion, economic research and financial modeling of public/private equity markets across all sectors: power, real estate, oil & gas, mining, tech, health care, banks and financial services.
Focused on public/private equities valuation, transactions and privatizations analysis providing investment opinion, economic research and financial modeling of public/private equity markets across all sectors: power, real estate, oil & gas, mining, tech, health care, banks and financial services.
Amazon.com Inc
Finance
Controllership
10/2023 - 4/2024
Employer: Amazon.com Inc
A Technology Company
Controllership
Acted as a financial controller and business partner through partnering with department leads to guide the organization in improving its competitive bottom-line.
A Technology Company
Controllership
Acted as a financial controller and business partner through partnering with department leads to guide the organization in improving its competitive bottom-line.
City of North Vancouver
Finance
Financial Planning & Analysis
5/2023 - 9/2023
Employer: City of North Vancouver
A municipal government agency
Financial Planning & Analysis
Directed financial modeling and creation of core utility rate setting, forecasting and budgeting tools. Performed financial due diligence of selected potential deals.
A municipal government agency
Financial Planning & Analysis
Directed financial modeling and creation of core utility rate setting, forecasting and budgeting tools. Performed financial due diligence of selected potential deals.
BC Hydro Power Authority
Finance
Specialist
1/2021 - 12/2021
Employer: BC Hydro Power Authority
Crown Corp Power Producer
Financial Modeling, Cost Benefit and Risk Analysis, Scenario / Sensitivity analysis of a $16B Greenfield Power project financed entirely with governemnt debt
Crown Corp Power Producer
Financial Modeling, Cost Benefit and Risk Analysis, Scenario / Sensitivity analysis of a $16B Greenfield Power project financed entirely with governemnt debt
Deloitte Canada
Finance
Transaction & Financial Advisory
1/2018 - 1/2019
Employer: Deloitte Canada
A global financial advisory focused on M&A, infrastructure projects, audit and professional services
Transaction & Financial Advisory
Undertook key financial modeling amd due diligence roles across Corporate Finance, M&A and infrastructure teams.
A global financial advisory focused on M&A, infrastructure projects, audit and professional services
Transaction & Financial Advisory
Undertook key financial modeling amd due diligence roles across Corporate Finance, M&A and infrastructure teams.
Canadian Imperial Bank of Commerce Capital Markets
Finance
Analyst– Capital Markets
1/2016 - 8/2017
Employer: Canadian Imperial Bank of Commerce Capital Markets
A global Canadian banking and financial services corporation and among the major top 5 Canadian Banks
Analyst– Capital Markets
Worked across Front Office and Middle Office
A global Canadian banking and financial services corporation and among the major top 5 Canadian Banks
Analyst– Capital Markets
Worked across Front Office and Middle Office
Various
Finance
Analyst/Manager
1/2012 - 12/2015
Manager - Equity Research, Investor Relations & Business Development
Trade Floor - Analyst to the traders on the floor
Trade Floor - Analyst to the traders on the floor