Resume

ATB Financial

Leads the data science and analytics team within internal audit, supporting assurance and advisory work across the bank.

• Received ATB’s President’s League award for top performers in the first year; later promoted to Director.
• Led the department’s adoption of generative AI: led training on how generative AI tools work, launched a shared prompt library, demonstrated potential risks of generative AI tools and led collaborate sessions identifying risks and potential mitigating controls.
• Designed and delivered a multi-year data literacy program, with skills assessments, benchmarked against external frameworks, and both group training and targeted individual upskilling.
• Shaped the enterprise risk assessment behind the annual audit plan, linking process-level and risk-level data into one defensible method.
• Oversaw the replatforming of data extracts for internal audit to enable the retirement of a legacy reporting environment, secured as a funded enterprise initiative.
• Built a sustainable talent pipeline, creating development and succession plans for team members.

Mark’s / L’Équipeur (Canadian Tire Corporation)

Led the sales and margin FP&A team for a national retail banner with about $1.8 billion in revenue and 400 stores.

• Rebuilt the full sales and margin model suite for the entire banner, finding and incorporating relevant drivers for all major sales and margin accounts.
• Designed COVID-19 comparable-sales tracking that adjusted for differing nationwide provincial and municipal restrictions, keeping a key management measure usable through the pandemic.
• Managed analytical and report development projects, established scope of work, timelines, and ensured clear communication and timely delivery.
• Performed decomposition and regression analysis to identify sales drivers, and clustering analysis to find comparable stores.
• Presented results to senior management, painting a clear and compelling picture of the state of the business and major drivers of change.

The North West Company

Led the analytics team providing customer, market, and operational insights for an international retailer specializing in remote locations with about $2.1 billion in revenue across 7 banners and 249 stores.

• Analyzed freight volumes following the acquisition of North Star Air, identifying shipments that could shift to the newly acquired airline and informing post-acquisition logistics integration.
• Built new sales and performance reporting that powered a category-by-category assortment and planogram refresh — optimizing shelf profitability, case-out efficiency, and inventory turns to minimize waste.
• Automated the weekly sales reports in Python with built-in data validation and automated failure alerting, eliminating manual production effort and improving reliability.
• Conducted A/B tests, post-mortems, and variance analysis on promotions, pricing changes, and assortment updates; coordinated analysis leveraging an Oracle data warehouse.

The Great-West Life Assurance Company (now Canada Life)

Progressed from CA student to Associate Manager, driving improvements to expense reporting and analytics at one of Canada’s largest insurance and financial services companies.

• Built an expense information system from raw, unused operational data through to KPIs and dashboards, measuring whether everyday decisions were cost-effective (for example, the share of flights booked in advance).
• Led data warehouse, cube and automated reporting projects, and built financial models that found cost savings.
• Trained and mentored CPA students, including classroom sessions on SAP.