SENIOR FINANCIAL ANALYST (FP&A)
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Strategic Financial Planning and Analysis leader and CPA, CMA with more than 20 years of progressive experience supporting executive leadership in SaaS, technology, entertainment, and enterprise organizations. Brings extensive expertise in budgeting, forecasting, long-range planning, financial modelling, investment analysis, management reporting, variance analysis, and cross-functional business partnership. Experienced in developing scalable financial models that connect operational assumptions with financial outcomes, including SaaS revenue models incorporating MRR, customer lifetime value, acquisition costs, churn, and cohort behaviour.
Proven ability to translate complex financial and operational information into clear, decision-ready insights for senior leaders. Recognized for improving planning and reporting processes, introducing new analytical frameworks, automating finance activities, and designing reporting solutions that increase organizational visibility. Career experience includes supporting a $10 million strategic investment portfolio, developing reporting for more than 40 active initiatives, coordinating forecasts across more than 35 operating locations, and forecasting within an organization generating more than $1 billion in annual gaming revenue.
A collaborative and pragmatic finance professional who combines analytical discipline with strong communication skills. Effective at working independently, managing ambiguous business questions, coordinating diverse stakeholder inputs, and helping leaders understand the financial implications of strategic and operational decisions.
SENIOR FINANCIAL ANALYST at 02E Brands (2025-08 – Present)
Provide strategic financial planning, forecasting, and investment analysis support to senior leadership. Develop forward-looking revenue models and reporting frameworks that help leaders evaluate organizational priorities, monitor investments, and make informed resource-allocation decisions.
FINANCIAL PLANNING AND ANALYSIS MANAGER at Later (2021-09 – 2025-05)
Held a central FP&A role within a SaaS and technology environment, supporting annual planning, forecasting, strategic modelling, acquisition integration, investment decisions, and business performance analysis. Partnered with department leaders and executive stakeholders to translate financial and operational information into actionable recommendations.
BBA - Simon Fraser University
Accounting & Management Organizational Studies