About me

I’ve spent my career bringing structure and clarity to complex financial and operational systems—helping organizations grow responsibly through precision, process, and data. A CPA by training, I’ve led initiatives that connected finance, operations, and technology to streamline workflows, strengthen controls, and create scalable frameworks for sustainable growth.

My focus today is on how automation and AI can enhance—not replace—human decision-making. I combine a strong foundation in financial governance with hands-on experience in automation, no-code tooling, and process optimization to ensure that systems run accurately, transparently, and in alignment with business goals.

From my early audit experience to building high-performing teams within Toronto’s startup ecosystem, I’ve learned that operational excellence depends as much on empathy and clarity as on data and controls. I’m driven by solving complex problems with structure, ensuring that innovation is paired with accountability, and helping teams adapt confidently as technology reshapes the way we work.

SIGNATURE STRENGTHS & COMPENTENCIES

Process Architecture & Controls: Skilled at designing and formalizing end-to-end operational workflows, with a strong focus on internal controls, risk mitigation, and audit readiness across complex transaction flows.

Cross-Functional Execution: Known for bridging gaps between product, data, finance, and legal teams to deliver practical solutions that balance regulatory compliance, system limitations, and stakeholder needs.

Change Management & Training: Experienced in driving organizational change through technical documentation, training programs, and stakeholder education—ensuring adoption of new processes and systems with minimal disruption.

Skills and Experiences

  • AI-driven automation and workflow design, leveraging no-code tools (e.g., Zapier, ChatGPT, Google Workspace) to streamline processes, enhance accuracy, and scale cross-functional efficiency across finance and operations

  • Data-driven decision-making through analysis, visualization, and process optimization

  • Cross-functional collaboration and continuous improvement, partnering with internal teams and external stakeholders to enhance systems, streamline communication, and drive operational excellence

  • Policy development and systems governance to ensure compliance, control integrity, and operational consistency

  • Financial reporting & KPI monitoring for performance tracking, forecasting, and variance analysis

  • Compliance & risk management through controls evaluation, audit readiness, and assurance frameworks

  • Training & knowledge transfer for internal teams and external stakeholders, enabling confident system adoption and process ownership

  • Financial process governance and operational assurance, applying CPA-level rigor to design, evaluate, and optimize fund flows, reconciliations, and financial controls—ensuring accuracy, transparency, and audit readiness in automated environments