Finance Systems & FP&A leader with 17 years of experience transforming how organizations plan, report, and make decisions through technology.
Owner of Adaptive Planning and Finance Systems team — architecting financial models, maintaining SOX controls, and compressing forecast cycles from quarterly to monthly to give business leaders a real-time base/bear/bull view.
Led end-to-end Workday Adaptive Planning engagements for clients in telecom, utilities, and financial services; drove Finance Transformation programs covering operating model design, account reconciliation tooling, and data strategy; managed 7 direct reports.
Led a team implementing Adaptive Insights and Vena for clients in property management, banking, and construction — covering discovery, solution architecture, ERP integrations, and pre-sales demos.
Delivered CPM implementations across Canada, the US, Bermuda, Jamaica, and the UK — including a 7-month secondment to Reading, England to lead construction and manufacturing engagements independently.
Architected a SAP BW → SAS → Tableau pipeline for a $70M/month handset portfolio; a returns analysis generated $28M in annual write-off savings; automated Service Revenue reporting for a $500M/month portfolio.
Automated a $60M/month dealer payment process in Access + SQL, cutting processing from one week to one hour and recovering $6.5M in overpayments — earning a Bell Excellence Award.
Oversee governance and strategic planning in quarterly board meetings; review and approve financial statements, budgets, and major corporate expenditures.