- Managed the external financial reporting function including ownership and preparation of quarterly consolidated financial statements in accordance with IFRS, the MD&A and supporting schedules for the corporate group which includes the publicly traded parent company, 3 wineries, and a sales agency - Successfully transitioned the entire external financial reporting process, including creation of financial statements, note disclosures and MD&A in-house within 6 months of start date leading to significant annual savings in professional fees - Researched and determined appropriate treatment for complex accounting issues, changes to accounting standards including IFRS 15 and 16 as well as M&A transactions and prepared applicable memos- Active involvement in several cross-functional senior project teams involving the creation of corporate values, new brand development, ERP selection, and the completing the Trade Accelerator Program (TAP) through the World Trade Centre Toronto - Directed the annual audit, liaising with external auditors to manage requests, assign duties to staff, and schedule field work- Assisted CFO with banking relationship and managed reporting for covenants and borrowing base; worked with bank to redefine an adjusted EBITDA metric for the covenant calculations- Co-managed the reorganization of the finance team along with the Manager of FP&A and CFO to develop a shared-services model for the winery and sales agency divisions, later layering in the finance function for a newly acquired winery located in BC- Supervised month-end close, reviewed account reconciliations and supporting schedules which included management of the finance team

- Provided audit, assurance and accounting services to clients in a wide variety of industries- Trusted advisor for personal and corporate tax planning and advice; - Prepared tax returns and filings- Helped clients with accounting, bookkeeping, HST and payroll in a friendly and efficient manner

- Provided audit and assurance services to a wide range of clients.- Lead audit engagements, from planning stages through completion while supervising and training junior staff- Acted as a direct point of contact with clients to discuss accounting and/or audit issues and scheduling of work

Gained valuable experience in several aspects of public practice by working on a variety of files including audits, reviews, compilations, personal tax and corporate tax

Gained valuable audit, assurance and tax experience while working as a co-op student for 4 co-op terms during university