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Power BIKPIsAnalytics
Financial Performance Dashboard
An interactive dashboard tracking revenue, expenses, profitability, cash flow, and key business performance indicators.
Corporate Finance & Accounting
Turning financial
data into decisions.
Results-driven Controller with strong corporate finance expertise, actively pursuing both the CPA (PREP) and CMA designations. I manage month-end close, financial statements, budgets, forecasts, and internal controls — turning complex financial data into actionable insights for leadership.
CPA
PREP · In Progress
CMA
Certification · In Progress
Full-Cycle
Corporate Finance & Reporting
About
"Numbers only matter when they change a decision. My work sits at the intersection of rigorous accounting and strategic clarity — so leaders can act with confidence."
I'm a finance and accounting professional specializing in financial reporting, cash-flow management, budgeting, forecasting, and business performance analysis. Over the years I've closed the books, built the models, and — more importantly — translated all of it into stories executives can act on.
Whether it's a rolling 13-week cash-flow forecast, a variance analysis that explains what really happened, or an AI-powered workflow that saves a finance team hours each week, my goal is the same: transform financial data into clear insights that support better strategic decisions.
Selected Work
Projects & case studies
A selection of the models, dashboards, and frameworks I've built to make finance functions sharper and faster.
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LiquidityForecastingExcel
13-Week Cash-Flow Forecast
A rolling cash-flow model designed to identify funding gaps, manage liquidity, and support short-term financial planning.
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VarianceReportingBudgeting
Budget vs. Actual Analysis
A financial reporting tool that compares actual results against budgets, highlights variances, and explains major performance drivers.
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AIFrameworksAutomation
CFO AI Playbook
A practical collection of AI-powered workflows, prompts, and frameworks for financial analysis, reporting, forecasting, and executive decision-making.
Experience
A track record
built on precision
Education & Credentials
CPA PREP
CPA Ontario · In Progress
CMA Certification
Certified Management Accountant · In Progress
Diploma, Accounting
McMaster University · Expected 2026
Diploma, Accounting & Auditing
Ivano-Frankivsk NTU of Oil and Gas · 2014
Master's Degree, Information Technologies & Documentation
Ivano-Frankivsk NTU of Oil and Gas · 2011
Board & Volunteer
Board Member & Fundraising Committee
Horizon Magazine, Winnipeg · Present
Finance & Audit Committee Member
Thames Valley Family Health Team · 2024 — Present
Controller
Dec 2025 — PresentHilltop Partner Network
- Own month-end close, reconciliations, and executive financial reporting with clear variance analysis.
- Lead budgeting, rolling forecasts, and cash-flow management to support leadership decisions.
- Establish accounting policies, internal controls, and reporting automation for accurate, auditable financials.
Staff Accountant
Jul 2024 — Dec 2025Lambert Cook CPA
- Prepared financial statements and working papers for corporate and not-for-profit clients under ASPE / PSAS.
- Handled complex tax engagements and full T2 corporate filings for multi-entity groups.
- Coordinated audit and review files, supporting partners during assurance engagements.
Financial Analyst
Sep 2025 — Dec 2025Hilltop Partner Network
- Led full-cycle accounting and financial analysis including KPI reporting and budgets.
- Built monthly Power BI dashboards to evaluate profitability and project performance.
- Partnered with leadership on process improvement, automation, and data accuracy.
Payroll & Finance Coordinator
Dec 2023 — May 2024Vanier Children's Mental Wellness
- Implemented a cloud-based payroll system, reducing errors and improving efficiency for 100+ employees.
- Processed bi-weekly payroll, T4s, WSIB reports, and CRA remittances with 100% compliance.
- Supported leadership with customized financial reports and variance analysis.
Financial & Administrative Coordinator
May 2022 — Dec 2023Great London International Airport
- Managed payroll operations, T4s, WSIB filings, and reconciliations across multiple revenue streams.
- Supported digital transformation via Aileron implementation, improving reporting efficiency by 15%.
- Prepared monthly financials and supported internal and external audit processes.
Expertise
What I bring to the finance function
Financial Reporting
Accurate, audit-ready statements and executive dashboards with clear variance analysis.
Cash-Flow & Forecasting
Rolling forecasts, budgets, and liquidity models that support leadership decisions.
Controls & Compliance
Accounting policies, internal controls, payroll, and 100% CRA compliance across entities.
Systems & Automation
Reporting automation, ERP optimization, and AI workflows that make finance faster.
Financial Reporting
Month-End Close
Budgeting & Forecasting
Cash-Flow Management
Variance Analysis
Internal Controls
Taxation & CRA Compliance
Audit Coordination
Payroll Administration
ASPE / PSAS / GAAP
Power BI & Dynamics 365
Process Automation
Financial Reporting
Month-End Close
Budgeting & Forecasting
Cash-Flow Management
Variance Analysis
Internal Controls
Taxation & CRA Compliance
Audit Coordination
Payroll Administration
ASPE / PSAS / GAAP
Power BI & Dynamics 365
Process Automation
Journal
Notes on finance & strategy
Contact
Let's build something
worth measuring.
Have a reporting challenge, a cash-flow question, or a project in mind? Send a note and I'll get back to you.