About me

I am a Chartered Professional Accountant, Chartered Accountant, and Certified Information Technology Professional. My experience lies in designing and building data warehouses, implementing business analytics, and performing financial analysis. I excel at transforming data into meaningful reports and actionable insights.

Outside of work my interests include creative pursuits such as photography, electronics, and web design. I also enjoy getting outdoors for some hiking, trail running, or cycling.

I'm passionate about

Exploring

I like to indulge my curiosity. I savour new experiences, learning new skills, making discoveries, and getting totally lost once and a while.

Creating

Whether physical or virtual, I find great satisfaction in making things. It gives me opportunities to exercise my creativity, solve interesting problems, and learn new skills.

Innovation

I enjoy finding new solutions to problems, simpler methods of accomplishing objectives, and better ways to convey information. My goal is to advance the status quo.

I transform data into beautiful visualizations and actionable insights.

My skills

Accounting

Accounting isn't just about numbers, it's about clearly explaining how and why those numbers matter. I take numbers, provide them with meaning, and then determine what actions should be taken.

Technology

In addition to experience using standard desktop software, I also have experience in web and database administration. Using a broad tool set allows me to build scalable and efficient reporting solutions.

Design

Financial information doesn't need to be ugly and / or unintelligible. In all my work I try to convey information in a way that's accurate, understandable, and easy on the eyes.

Resume

Professional Experience

Marks

Manager – Financial Planning & Analyis

2019 - Present

  • Led a team of analysts responsible for budgeting, forecasting, and analyzing the performance of the companies sales and gross margin.
  • Built and maintained models to support variance analysis, budgets & forecasts, and ad-hoc analysis.
  • Presented results to management, painting a clear and compelling picture of the state of the business and major drivers of change.

The North West Company

Manager – Insights and Analytics

2018 - 2019

  • Led a team of analysts responsible for sales analysis, providing customer and market insights to support corporate projects, and creating reporting to track progress towards organizational goals
  • Created reports and tools to support store-level operations and build alignment with corporate strategic goals
  • Conducted A/B tests, post mortem analysis, and variance reporting to investigate the impact of promotions, pricing changes, vendor realignments, and assortment updates
  • Coordinated design, implementation and report creation for new data sources in an Oracle data warehouse environment
  • Built automated reporting and exception reporting frameworks to identify actionable business opportunities quickly and reduce cycle times

The Great-West Life Assurance Company

Associate Manager – Performance Management
Assistant Manager – Performance Management
CA Student - Various Departments

2014 - 2018
2011 - 2014
2008 - 2011

  • Coached and supervised analysts in creating and maintaining databases and producing monthly and ad-hoc reporting
  • Led projects to develop data warehouses, cubes, and reports which combined information from multiple sources to provide insight on financial results, expense drivers, purchase patterns, and which automated various accounting and reporting functions
  • Created and maintained detailed financial models to identify potential sources of cost savings and track cost impacts of strategic initiatives
  • Defined measures and created interactive dashboards to engage employees and communicate progress towards achieving strategic goals
  • Conducted business process reviews to optimize organizational efficiency and effectiveness
  • Trained and mentored employees and CA / CPA students
  • Developed training materials and delivered classroom sessions for software, including SAP products

OpenCharity.ca

Webmaster & Systems Administrator

2011 - Present

  • Founded and maintained a website publishing the organizational and financial information on 85,000 registered Canadian charities

Maple Hill Creamery

Sales Analytics Consultant

2015 - 2016

  • Created a centralized data warehouse and consolidated reporting to track sales volumes and identify patterns from multiple distributors

The University of Manitoba

Guest Lecturer – Introductory Management Accounting
Student Marker

2012
2007

  • Prepared and presented lecture material, marked assignments and entered grades

Education & Professional Associations

The American Institute of CPAs

Certified Information Technology Professional (CITP)

2017

  • Qualified for the CITP designation based on experience in the field and ongoing professional development

CPA Manitoba / Institute of Chartered Accountants of Manitoba

Chartered Professional Accountant (CPA)
Chartered Accountant (CA)

2015
2011

  • Gained CPA designation upon merger of professional accounting bodies in 2015
  • Gained CA designation after completing the CA School of Business (CASB) program and passing the Uniform Final Evaluation (UFE) in 2010

The University of Manitoba

Bachelor of Commerce (BComm)

2008

  • Majored in Accounting and Management Information Systems
  • Featured on the Dean’s List in 2006, 2007 & 2008

Canadian Mennonite University

School of Discipleship

2003

  • Studied conflict resolution and intercultural relations in South Africa

Canadian Internet Registration Authority

Member

2015 to Present

Volunteering

CPA Canada Community Connect Program

Financial Literacy Volunteer

2015 - Present

  • Delivered free educational sessions on financial literacy and retirement planning

Saint Benedict’s Table

Board Member
Board Member

2014 - 2017
2008 - 2011

  • Presented financial statements at board and congregational meetings

Trail Run Manitoba

Volunteer

2013 - 2015

  • Helped at aid stations for various races and ultra-marathons

Drums for Kids

Webmaster & Systems Administrator

2010 – 2011

  • Provided hosting for the group’s website and email, in addition to maintaining the content on the website

University of Manitoba Photography Club

Treasurer

2005 – 2008

  • Performed day to day bookkeeping and petitioned for funding

A fresh perspective and willingness to ask questions goes a long way towards finding opportunities.