Jul 2025 – Present · 8 mos

• I am no longer an Amplifier but I am the biggest advocate.
• I do not provide any financial strategy services nor does Double U or CFOcoaching.com but I am earning commissions on referrals. Please do reach out.
• I strongly believe in the Client Experience that differentiates the organization that I co-founded. I’d love to help you work with Amplify on any financial strategy need. They continue to offer amazing Finance Leader services including Fractional CFO and full accounting outsourcing; CPA Recruitment including permanent and temporary roles and emerging ERPs through AmplifyTech and their partnership with NetSuite and Acumatica.

Jun 2018 – Jul 2025 · 7 yrs 1 mo

• I left Amplify as an employee and owner effective July 1, 2025.
• Read our story about co-founding Amplify: https://amplifyadvisors.ca/about-amplify/
• Don't stop there! You can also read the story about how AmplifyTech become a service line: https://amplifytech.ca/about-us/
• I am a Co-Founder. While at Amplify, every day I worked with the epic team. It was humbling to lead such professionals that are dedicated to Client Experience, our values and our purpose. I helped us stay on track and provided the support to allow the team to live our values, prioritize Client Experience and achieve our “why”.
• At the end of my Amplify tenure, I was the CExO and I had the “Visionary” seat which means I led our strategy, external efforts and brand, culture and client experience. I kept the focus on our most important priority which was Client Experience. I did this by re-enforcing the values and by reminding the team of our why and our purpose.
• Amplify has business accountants and growth consultants that provide Finance Leader services, Recruiting, Consulting & Tech. Amplify is a leader in CFO services and Controller services along with financial leadership advisory and accounting services. Amplify places CPAs in permanent and temporary roles. Amplify consults on people, processes and technology. In particular, through AmplifyTech, Amplify is an Oracle NetSuite and Acumatica partner. AmplifyTech implements and licenses and supports emerging ERPs.
• At Amplify, the epic team wants to enhance communities, amplify opportunities and cultivate connections.

Jun 2018 – Dec 2021 · 3 yrs 6 mos

• At Bearhill, I was the CFO. It was amazing to help the teams at Albeerta, Last Best Brewery and Distilling, Campio Brewing, Banff Avenue Brewing and Jasper Brewing. Bearhill is a growing business that has fun and serves the community with craft beverages and food and experiences. I am proud that my client “graduated” from Amplify & now has a full permanent finance & accounting team led by my successor that I hired and had the opportunity to work with.
• Chief Financial Officer at Bearhill which operates Last Best Brewing & Distillery (Calgary); Jasper Brewing; Banff Avenue Brewing; Campio Brewing (Edmonton) & Albeerta retail. Bearhill was Amplify Advisors 1st client. It operates brewpubs across Alberta and has a number of brands in retail. It is a growing organization and an important player in the craft brewing and craft distilling market. Bearhill has over 300 employees. I led our finance and accounting team which included a Corporate Controller & 2 others. I served on the executive & senior management team with the co-founders & the Directors. I worked closely with the board, investors and our stakeholders.

Jan 2016 – Jun 2018 · 2 yrs 5 mos · Calgary, Canada Area

• Deloitte Calgary's Finance Leadership Forum is a network of business leaders working in Finance. FLF is an exclusive group of finance leaders and includes CFOs of small and medium size entities as well as finance leaders of any size organization. Membership is restricted to one individual per organization and is based on invite only. The forum includes representation from all Calgary industries. Members come from finance teams of all size entities and organizations that are private and publically traded.
• My role as chair was to work with Advisory senior managers to ensure that the forum resonated with members. Our team organized 3-4 sessions a year and we facilitated conversation around presenters and topics selected by the members.
• We were the first FLF to be created and it was driven by the co-founders, Advisory senior managers in Calgary. I led the creation and chaired the forum as well as supported the national roll-outs of similar groups in other Canadian cities.

Dec 2015 – Jun 2018 · 2 yrs 6 mos · Calgary, Canada Area

• A member of Deloitte's Advisory team. Our team understood the challenges faced by lean finance functions in today's competitive business landscape. Our goal was to enhance finance teams' ability to exceed stakeholder expectations.
• As a Senior Manager in Advisory, I focused on
• Continuous improvement projects,
• Current state and desired state analysis including specific action plans that clients can implement in-house,
• Special projects, analytics, finance close and reconciliation tools, and
• Financial services industry advisory.
• I also assisted in the area of Accounting and Transaction Services, helping finance teams elevate their game. I advised and helped clients on
• Finance integration,
• Complex accounting,
• Transaction expertise, and
• Accounting standards implementation services.

May 2014 – Dec 2015 · 1 yr 7 mos · Calgary, Canada Area

• Responsible for directing the organization’s accounting and financial reporting activities. Responsible for the overall management and leadership of a team ensuring the department targets and objectives are met.
• Key accomplishments include implementation of new investment software; reducing month-end close time; development of a new team under a new structure; development of new financial reporting dashboards for Board of Directors and Management Committees; various continuous improvement initiatives; led and managed software selection, business case and contract negotiations for reconciliation and matching software; and actively planned and participated in the team vision and strategy including coaching and mentoring team managers and other team members.

Sep 2011 – May 2014 · 2 yrs 8 mos · Calgary, Canada Area

• Team manager on a number of audit engagements for a range of clients, including publically traded corporations and regulated institutions. Industries included oil and gas, power, financial services and others.
• Coaching and supervising engagement teams including staff evaluations, formal feedback and formal mentoring roles.
• Developed strong relationships with clients and became a trusted resource for client's financial reporting issues, technical accounting concerns and regulatory requirements.

Jan 2001 – Aug 2009 · 8 yrs 7 mos · Calgary, Canada Area

• 2001 - Expatriate Tax (co-op student)
• 2002 - Audit and Assurance (co-op student)
• January 2003 - Audit and Assurance (permanent position)
• 2004 - promoted to Senior Associate
• 2005/2006 - Bermuda (Senior Associate)
• 2006 - returned to Calgary and promoted to Manager
• 2001-2005: Clients were in various industries including, but not limited to, oil and gas and financial services. Clients were both public and private and ranged in size from local small business to international large corporations.
• 2005-2009: Specialized in financial services including asset management (private equity, mutual fund, etc.); banking and trusts; insurance; real estate; investment dealer and others. Chaired the Financial Services Committee in Calgary and represented the industry on a number of other PwC committees including IFRS Transition, Audit Methodology and others. Clients were both public and private as well as regulated. Clients ranged in size from local small business to international large corporations and funds.

Aug 2009 – Sep 2011 · 2 yrs 1 mo · Regina, Saskatchewan

• Responsible for managing and supporting the consolidated Company's needs in relation to all disclosure and accounting policy matters.
• Project manager for Viterra's IFRS transition.
• Reviewed and prepared position papers and analysis on current accounting issues; integration of new (international and United States) subsidiaries with extensive amount of time spent working with Treasury and Business Development addressing policies, strategies and resulting impacts of potential transactions.
• Key accomplishments included successful IFRS transition; streamline and develop successful interim and annual financial statement notes and accounting disclosure process which reduced overall time and directly contributed to Viterra receiving the 2010 Award of Excellence for Corporate Reporting; develop accounting policy manual and policy; contribute to policy considerations and development for numerous business development transactions and financial instrument transactions (including hedge accounting); and integrate the accounting disclosure and policy of an IFRS reporting foreign subsidiary which doubled the size of the organization.