Strategic finance leader with 15+ years of experience driving financial performance, capital strategy, and operational scalability. Proven early adopter of AI and automation — building and deploying real solutions across mid-market organizations.
I'm a finance executive who builds. Beyond the traditional CPA toolkit — budgeting, forecasting, M&A due diligence, multi-entity management — I write Python, build data pipelines, and deploy AI agents that make teams measurably more effective.
My career spans real estate, construction, manufacturing, and private equity-backed organizations. I've led finance functions for companies with up to 80 employees, managed treasury across multi-entity structures, and driven three acquisitions from diligence through integration.
I'm based in Kelowna, BC, and I'm always interested in connecting with organizations that value the intersection of financial strategy and modern technology.
Leading financial strategy across a growing residential development and asset portfolio. Built and deployed a company-wide AI agent and automated reporting workflows, reducing reporting cycle turnaround by 25%.
Senior finance leader for a PE-backed network of manufacturing companies across North America. Led acquisition activity, financial analysis, and multi-entity reporting.
Led finance, treasury, IT, and admin for a diversified real estate organization. Built an institutional-grade reporting system, led three acquisitions, and managed a team of seven.
Public accounting and investment management. Built a dynamic reporting database saving $10K+/month in manual effort.
Financial reporting, profit planning, and forecasting across multiple departments. Led systems and process improvements.
Open to conversations about finance leadership, AI in operations, or how I can help your organization.