Functional Skills
Business Operations
Operations Management
Finance Transformation
Content Strategy
Leadership Development
Human Capital Consulting
Software Skills
SQL
Sector Experience
Business Services
Financial Services
Technology
Experience
Parpro Consulting
Start-Up
Head of Operations (Co-founder)
1/2023 - 2/2025
• Founded an outsourced financial operations boutique consultancy focused on automating the bookkeeping process for small to medium-sized businesses with generative AI
• Built a semi-automated bookkeeping system using no-code tools and grew client book from 0 to 100k+ ARR at 80%+ profit margin in first quarter of operation
• Business is still in operation and now in a "maintenance mode" requiring minimal input to continue running at the current level
• Built a semi-automated bookkeeping system using no-code tools and grew client book from 0 to 100k+ ARR at 80%+ profit margin in first quarter of operation
• Business is still in operation and now in a "maintenance mode" requiring minimal input to continue running at the current level
Empower Finance
Corporate Strategy & Development
Business Operations Lead
1/2022 - 1/2024
• First hire on BizOps team, subsequently promoted to build a product operations team of 7 - scaled operations from 10m to 200m ARR keeping costs low through strategic automation and outsourcing
• Created automation initiatives to increase ticket deflection from 60% to 88% while increasing CSAT from 58% to 69%
• Formalized & templatized fraud procedures then offshored 5 fraud associate roles saving ~350k USD in annual cost
• Relocated to the Philippines to redesign training and onboarding process for team of 40 CX agents increasing agent graduation from 20% to 60%
• Created operational design for launch of a Credit Card beta and general availability for a Line of Credit
• Led operations workstream for geographic expansion into South East Asia via acquisition
• Re-designed KYC process to reduce fraud losses by 30% post-acquisition
• Built the customer insights/VoC program and acted as the lead product manager for internal agent tooling
• Partnered directly with engineers to deve
• Created automation initiatives to increase ticket deflection from 60% to 88% while increasing CSAT from 58% to 69%
• Formalized & templatized fraud procedures then offshored 5 fraud associate roles saving ~350k USD in annual cost
• Relocated to the Philippines to redesign training and onboarding process for team of 40 CX agents increasing agent graduation from 20% to 60%
• Created operational design for launch of a Credit Card beta and general availability for a Line of Credit
• Led operations workstream for geographic expansion into South East Asia via acquisition
• Re-designed KYC process to reduce fraud losses by 30% post-acquisition
• Built the customer insights/VoC program and acted as the lead product manager for internal agent tooling
• Partnered directly with engineers to deve
Bank of Montreal
Corporate Strategy & Development
Manager, Corporate Strategy & Transformation
1/2020 - 1/2022
• Created the business case and led the development of the target operating model & transition strategy for a major internal transformation project targeting $30-40m in annual run cost savings
• Led operational workstream to stand up a new offshore team of ~100 credit model development and validation FTEs
• Launched the ERPM start-up engagement initiative with a mandate to bolster BMO ERPM's outreach and partnership with the Toronto start-up ecosystem
• Led operational workstream to stand up a new offshore team of ~100 credit model development and validation FTEs
• Launched the ERPM start-up engagement initiative with a mandate to bolster BMO ERPM's outreach and partnership with the Toronto start-up ecosystem
Accenture Applied Intelligence
Management Consulting
Strategy Consultant
1/2018 - 1/2020
• Created business case to evaluate investment opportunities for Accenture Canada's 3 year strategic plan - $50m capital deployed
• Led an international team to develop an analytical tool that was then used to secure $20m+ (USD) in net new project revenue
• Led a team of 5 in the design and development of a real-time analytics platform with 10,000+ end users for a government client
• Led an international team to develop an analytical tool that was then used to secure $20m+ (USD) in net new project revenue
• Led a team of 5 in the design and development of a real-time analytics platform with 10,000+ end users for a government client