Functional Skills

M&A Support
Financial Modeling
Finance Transformation
Financial Statement Preparation
ERP Implementation
Business Analysis
Commercial Due Diligence
Communications

Software Skills

Netsuite
Quickbooks
Salesforce
SAP

Certifications

CPACertified Public Accountant

Sector Experience

Business Services
Financial Services
Healthcare
Technology

Languages

English
Big 4 Accounting
Top Consulting Firms

Experience

CloudAct Management Consulting
Founder
1/2018 - Present
CloudAct is a cloud based trusted business advisor for thriving business.

https://cloudact.ca

Primarily in the areas of FP&A, Project Management, Acquisition, Divestiture, Modelling, Financial Reporting, IPO, Post-Merger Integration and ERP Migration. This is a true "roll up your sleeves" environment, where "hands on" is the byword.

Fairfax Financial Finance
Director of Finance
2/2015 - 9/2017
Overall responsibilities included preparing quarterly and annual financial statements and MD&A, drafting accounting memos for significant accounting issues, leading the relationship with external auditors and other advisors. Application, interpretation, and implementation of complex and evolving accounting standards for investment entity under IFRS 10. Prepared GAAP analysis between IFRS and US GAAP.

Lead the implementation of tier 2 ERP.

PricewaterhouseCoopers (PwC) Corporate Strategy & Development
Director
9/2002 - 2/2015
Provide pre–deal evaluation, financial deal modelling, vendor due diligence, pre- deal negotiation, financial due diligence and structuring & post deal negotiations, and management presentation. Project Mgmt.

Assess potential regulatory reporting implications of a transaction (carve-outs, significance test, filing requirements, proxy filing, pro-forma, statutory FS etc)

Lead PMO with strong focus on timeline and flag off significant issues and resolve them to avoid value deterioration.