Professional Background & Education

Full Time

NVA Canada

• Supported due diligence, valuation modelling, and post-merger integration for joint ventures, driving $20M+ in synergies

• Conducted comprehensive valuations of individual hospital clinics, including land and operational asset assessments, to inform strategic investments and divestures

• Led financial integration efforts for JV partners, aligning new entities with organizational objectives and existing financial frameworks

• Founded the Finance Learning and Development Committee, enhancing team skills and knowledge across the organization

• Designed a revenue tracking tool for hospitals and optimized cross-border transaction cost analysis, saving $500K annually

May 2024 - Present

Senior Financial Analyst - FP&A / M&A

Full Time

General Mills Canada

Fiduciary Responsibility – Governance and Management

• Lead strategic analysis in stewarding control over subsequent cash flow of sales activities surpassing $200M CAD

• Partner with sales to financially assess initiatives relative to strategic business objectives ranging from $100K to upwards of $500K CAD

• Assist in audits and financial reviews, providing documentation and analysis to support audit procedures and ensure compliance with regulatory requirements

Business Strategy & Performance – Financial Leadership

• Leverage Excel VBA Macros to develop profitability analysis models, providing accurate projections and insights for customer negotiations and decision making

• Monitor P&L execution and performance to drive forward looking action with focus on 80/20 rule

• Lead the establishment of a structured customer review process, reporting KPI’s and factors driving change, to senior leadership

Empowering Growth Through Knowledge Sharing - Finance Mentor

• Senior member on the Learning & Development team - providing financial literacy instruction and fostering professional growth among finance team members and cross-functional partners

• Designated finance mentor - guiding interns and junior analysts, providing mentorship that facilitates development through reflective practice, and constructive feedback

September 2022 - May 2024

Sales Financial Analyst

Co-op Internship

January 2021 - April 2021

Strategic Revenue Management Financial Analyst

April 2020 - August 2020

Supply Chain Financial Analyst

Co-op Internship

• Strengthen financial efficiencies in executing SRM strategies related to pricing initiatives exceeding $850M CAD

• Conduct post-pricing implementation analysis to measure pricing effectiveness and identify areas for improvement

• Collaborate with cross functional teams, including sales, marketing, and product development, to develop revenue optimization strategies

• Develop financial models to evaluate the impact of supply chain initiatives such as outsourcing decisions, capital investments, and process improvements

• Assess financial risks associated with supply chain activities during the COVID-19 lockdown, and develop strategies to mitigate risks and protect financial interests

• Collaborate with procurement teams to negotiate favorable terms with suppliers and optimize vendor relationships to achieve cost savings and improve financial outcomes

Co-op Internship

ATS Corporation

• Finance Modeling & Valuation

  • Developed financial models (DCF and CCA), to support negations and pricing strategies in M&A transactions valued from $50M to $100M CAD

September 2022 - Present

M&A Analyst

• Risk Assessment

  • Evaluate risk factors such as market volatility, industry trends, competitive dynamics, and macroeconomic conditions to assess the potential impact on deal outcomes and recommend risk mitigation strategies to senior management.

• Market Research

  • Analyzed industry trends, competitive landscapes, and financial performance of acquisition targets, providing insights to support decision-making processes

• Presentation and Reporting

  • Prepare presentations, reports, and investment memoranda to communicate findings, recommendations, and financial analysis to senior management, stakeholders, and potential investors

• Relationship Management

  • Build and maintain relationships with external advisors, investment bankers, legal counsel, and other stakeholders involved in M&A transactions, fostering a network of trusted partners to support deal execution.

Seasonal

AAA Home Services

• Develop and implement customer acquisition strategies to drive growth and meet sales targets upwards of $250K CAD

• Establish partnerships with external organizations to expand reach and acquire new customers

• Optimize conversion funnels and user journeys to improve acquisition and annual retention rates

• Facilitated the sale of the business, transferring client contacts and assets to a strategic competitor in an amicable transaction

September 2017 - April 2022

Founding Partner - Customer Acquisitions

Education

Wilfrid Laurier University

International Business Major, Economics Minor

Bachelor of Business Administration

Honours with Co-operative Education

September 2018 - August 2022

Cumulative GPA: 10/12 (3.7/4.0)

Relevant Courses:

• International Finance & Accounting

• Managerial Statistics

• Managerial Accounting

• Supply Chain Management

• Global Marketing Management

• Business Decision Models

• Operations Management

• Information Management Systems

• Macro/Micro Economics

• Business Policy

Extra Curricular:

• Students Offering Support - Tutor

• Laurier Real Estate Club - Member

• Canadian Cancer Society - Event Coordinator

• Intramural Ball/Ice Hockey - Organizer