I am a Toronto-based CPA with a passion for transforming data into actionable insights to solve complex problems. My career began with a strong foundation in financial reporting and analysis within the audit practices of two professional services firms. There, I witnessed firsthand how accurate, complete, and timely financial information is essential not just for daily operations but for guiding long-term strategic decisions.
As my career progressed, I transitioned to working with tech startups in Toronto, where I honed my ability to tackle operational challenges and lead data-driven transformations. I specialize in enhancing data analysis, optimizing processes, and collaborating across teams to drive impactful change. My experience spans delivering financial and analytical services to organizations ranging from pre-revenue startups to public companies with revenues up to $1.5 billion.
Currently, I lead payment and finance operations, focusing on optimizing processes, developing policies, managing revenue cycles, and fostering high-performing teams. My role demands strategic thinking, cross-functional collaboration, and a hands-on approach to problem-solving—all while ensuring efficiency and delivering exceptional service.
From developing automated workflows to managing complex stakeholder relationships, I thrive on creating scalable, resilient frameworks that empower strategic decision-making and drive long-term success.
My skills include:
Data analysis, visualization, and process optimization to drive strategic decision-making
Developing and implementing comprehensive financial and operational policies
Cross-functional collaboration with internal teams and external partners to streamline processes
Managing and optimizing payment processes, including reconciliation and risk mitigation
Creating and assessing dynamic budget and forecast models for informed planning
Financial reporting, variance analysis, and KPI monitoring to support business objectives
Overseeing revenue and receivables cycles, including billing, reporting, and collections
Developing automated workflows to enhance productivity and improve key financial systems
Evaluating internal controls, conducting risk assessments, and ensuring compliance with regulatory standards
Designing and delivering training programs for internal and external stakeholders
Leading cross-departmental initiatives to foster operational excellence and continuous improvement
Implementing process improvements to enhance efficiency, productivity, and service quality
Proficient with:
Microsoft Excel (including VBA)
Quickbooks
Salesforce
Stripe
Monday.com
Google Workspace
Slack
Gained experience with:
Netsuite
Tableau
SQL
Python
HTML
JavaScript
GitHub
Jupyter Notebook
Current employer
Director of Billing & Payment Operations @ DealMaker
Previous employers (in reverse chronological order):
Freelance - Financial Modelling Consultant
Full-time - Financial Analyst @ Curate Mobile (previously Juice Mobile)
Full-time - Intermediate Accountant @ RSM Canada (previously Collins Barrow)
Contract (x4) - Graduate Assistant @ Ryerson University
Full-time - Audit Associate @ PwC Toronto
Summer Internship (x2) - Audit Associate @ PwC Toronto
Volunteer experience (in reverse chronological order):
Pro bono financial forecast modelling
Alumni mentorship - Ryerson University Accounting Society
Treasurer - Board of Director @ TSCC 2605
Program facilitator - Islington Community Golf Association
I may be a CPA, but I’m not only a CPA. I like to think of myself as a man of many talents. Here’s a few examples of how I roll in my personal life…
Just hanging out with our cuddly pup.
Hard at work crushing my latest data project.
Getting back in touch with my creative side. This is how I try and keep balanced. This is how I meditate.
Yes I swear that is me on the right smashing the ball.
I love volleyball…
…even when volleyball doesn’t love me back.
Any excuse to use my tools, fixing our table.
Before accounting, was formerly trained as a furniture designer and maker (right?!). After 15 years, still remember how to cut a set of finger joints for my new tool rack.
Going old school, building a new tool rack using hand-powered tools only. In my living room. You work with what you got!
And I love huckin’ axes! Current reigning third-place league champion, no big deal.
I can be a real axehole sometimes.