As the Director of Accounting at River (we are a client-first financial institution dedicated to providing financial products and services that enable our clients to harness the transformative possibilities of Bitcoin), I am a versatile and hands-on leader responsible for overseeing all aspects of financial management and reporting. In my role, I wear many hats and play a variety of roles, from managing day-to-day accounting operations to driving process improvement initiatives across the organization. I thrive in a dynamic startup environment, where I can leverage my entrepreneurial spirit and adaptability to help build something truly special. With a keen eye for detail and a strong focus on efficiency, I am committed to delivering results and driving growth for our company.

I oversee several diverse project portfolios, build and lead high performing teams, and execute quality audits and other assurance deliverables for clients in Financial Services and FinTech. I am responsible for managing the end-to-end audit process. I work collaboratively with clients and teams to develop and execute project plans, manage engagement economics, and identify ways to enhance efficiencies while maintaining quality and exceptional client service in a fast paced environment.Key Accomplishments: • Manage diverse FinTech portfolio, lead cross-functional teams globally by anchoring SMEs to deploy emerging technologies, driving audit methodology innovation and automation.• Implement and manage new auditing strategy for client's expanding financial offerings, supporting IPO by liaising with client’s process experts to strengthen operational processes, while advancing PwC business growth by 200%.• Assemble, train, and coach teams, nurturing a positive and authentic culture to support interpersonal and professional development, and empower staff to deliver innovative solutions leveraging technology.• Respected team leader in establishing internal health and wellness programs, fostering a culture of ‘Be Well, Work Well’ methodologies, and enhancing team morale and improving business productivity.• Foster internal leadership excellence, facilitating department-wide offsites to empowering managers in identifying process gaps and issues with team, and providing innovative solutions that engender team morale and confidence.• Oversee engagement economics, optimizing project plan efficiencies through staffing, automation, and leveraging technologies for new audit strategy.• Manage design and execution of audit procedures for complex technical accounting issues under US GAAP including consolidations, variable interest/ownership entity analysis, business acquisitions and dispositions, valuation, loss reserving, revenue recognition, and lease accounting.

Planned and delivered successful audits, which addressed client risks and requirements for clients in Financial Services, including private equity, and specialized lending subsidiaries of global automotive manufacturers.Key Accomplishments: • Engendered and managed client relationships, analyzed business needs, forecasted and mitigated potential gaps and issues, and identifying risks and advancing business workflow during pre-audit strategy.• Launched continuous process improvement initiative, identified and provided solutions for underperforming business processes, fostered collaboration and consensus between staff and management, and reinforced internal controls with guidance and remediation.• Designed and executed audit procedures for complex technical accounting issues under IFRS including consolidations, business acquisitions and dispositions, securitization, valuation, impairment, and leases (classification, lease market reserves, residual values).

Performed brief secondment duties as PwC internal auditor in CIBC’s Internal Audit Department.Key Accomplishments: • Designed and executed fieldwork strategy, performed internal audits of CIBC programs including Unsecured Loans (credit adjudication), Communications, & Public Affairs (Community Investment and Corporate Events).• Implemented best-practice CRM in providing investigational analysis and solutions to client’s auditing requirements, which improved business operation throughput.

Key Accomplishments: • Performed audits for nonprofit and private enterprise clients throughout Nova Scotia.• Facilitated full life cycle audit management, constructing original audit files for various industries.

Assisted with planning a marketing campaign targeting Canadian students. Highlights included a campus ambassador incentive program, campus road show, and partnerships with university organizations. Performed additional research for TalentEgg's "Focus on Mining" program.