Trufflow helps companies transform the way IT runs its business and makes decisions. We make it easier to communicate the value of of technology investments to stakeholders and help improve alignment between IT and the business.

Building micro-SaaS products using no-code tools- The Next 100 Days (thenext100days.app) - Productivity app to promote 100 days of habit formation. Balances productivity, mindfulness, and self-care.

SYSTEM CONVERSION & PROJECT MANAGEMENTPlanned and executed transition of investments accounting system to Clearwater Analytics. System conversion was successfully executed on time and resulted in greater efficiencies gained for financial reporting, compliance monitoring, and increase in process automation resulting in lower manual error rates.

PROJECT MANAGEMENT & IMPLEMENTATION OF NEW ACCOUNTING STANDARDManaged complex initiatives related to investments, such as system transitions and implementation, onboarding of new investment strategies or regulatory changes, and changes in accounting policies (e.g. IFRS 9 Implementation)MENTORSHIP & TEAM LEADERSHIPProvided guidance, ongoing coaching and feedback to direct reports, including setting clear priorities and expectations to manage performance. Fostering an open-door and collaborative environment. ACCOUNTING & OPERATIONS MANAGEMENTPlanned, directed, and lead the day-to-day operation and administration for investments and derivatives. Supported the VP of Investments with monitoring of the investment portfolio and maintaining risk management and reporting processes for financial and regulatory requirements.

FINANCIAL REPORTING & REGULATORY REPORTINGManaged full financial reporting cycle, including, but not limited to, financial statement and MD&A preparation, oversight of internal controls for financial reporting controls, and OSFI regulatory reporting.TECHNICAL ACCOUNTINGActed as a technical expert on investments and derivatives, especially surrounding IFRS 9, IAS39, and IAS32. Analyzed and implemented accounting conversion from IAS 39 to IFRS 9 ranging from classification to expected credit loss provision.EXTERNAL RELATIONSDeveloped and managed external vendor relationships, including performing service level reviews for custody, service vendors, and asset managers.

FINANCIAL STATEMENT PREPARATIONParticipated in the preparation of quarterly and annual disclosures: Financial Statements, MD&A and Internal Reporting Packages in respect of Investments / Derivatives for multiple reporting bases.FULL CYCLE ACCOUNTINGParticipated in the monthly and quarterly general ledger close process for multiple reporting bases; including but not limited to general ledger feed management, reconciliations, variance investigation and resolution, and internal reporting templates.FINANCIAL PLANNING & ANALYSISAnalyzed and prepared models for forecasting future investment results to provide insights to business. Models such as but not limited to: stress test scenarios (e.g. periods of recession), default credit loss model, multi-year plans.

AUDITPerformed year-end financial statement audit and quarterly reviews of publicly-traded companies, listed on the TSX, under IFRS. Analyzed complex accounting topics such as valuations of investment property and leases under IFRS 16. Job responsibilities include:• Leadership of field engagement teams and mentorship of junior staff members as lead senior. Collaborated within a team of seven while managing up to four junior staff members. • Successfully lead Data & Analytics initiatives; successfully improved audit procedure efficiencies from 40% testing coverage to 100% via D&A routines. • Prepared client deliverables such as data and analytic graphical visualizations for presentation at audit committees• File management of multiple audit engagements at once with successful deadline deliveriesPROJECT MANAGEMENTEffective management of multiple projects (e.g. audit files) and regular check-ins with junior staff members to check how they are progressing against deadlines.

AUDITPerforms financial audits of public corporations through assessment of compliance to GAAP standards via testing of internal controls and account balances by sampling and examining records, third-party reports, and documentation.

ENTREPRENEURIAL MENTORSHIPMentor a hands-on program for high school students within entrepreneurship by facilitating the start-up and operation of an after-school business.

STUDENT STAFF DEVELOPMENTProfessionally and personally support a team of fifteen student staff members within their roles as Peer Academic Leaders through facilitated training sessions, weekly team meetings, and one-on-one meetings.PROGRAM DEVELOPMENTFacilitate development and execution of first year academic transition program for first year residence students via oversight of workshops and facilitated study group sessions. EVENT PLANNINGPrincipal organizer for student ran initiative named ART (Artistic Resource Team) to involve students of varying art interests and skill level to different mediums of ART via different organized events and activities from performances to art workshops.

GRADING & PROCTORING Assisted in proctoring of midterms and exam, including grading of all tests completed by the students. Consolidated all grades inputted by teaching assistants into one spreadsheet and submitted grades for final review by the coordinator.MIDTERM AUTHORING & PREPARATIONPrepared multiple choice and short-answer midterm; successfully formatted, created different versions, and ensured no redundancies were found within the midterms.

PROVIDE CONSISTENCY OF SERVICEConsistency of service is established through overseeing staff, whether lifeguards or instructors, and provide feedback or training when appropriate. PROMOTE SAFETY & PROVIDE EMERGENCY FIRST AIDEnsure uninterrupted, reliable, and safe operation of the pool by problem solving around daily tasks from regulating chemical levels to set up and organizing pool rentals. Respond to any first aid emergencies.LIAISEReporting daily occurrences to my Program Coordinator and liaise with facility staff to resolve and report issues that occur to higher management.

PLAN & CO-LEAD STUDY SESSIONSPlan and co-lead study session for students to practice and develop effective study techniques within their university course. With a goal to challenge students' critical thinking ability through facilitation rather than direct teaching.

PEER LEADERPeer support leader for thirty-six first year residence students where I support students’ academic, personal, social, and career development; resulted in positive student rapport and increased student involvementSEMINARSPlan, lead, and organize seminars for students to develop student comfort and competency among campus resources, career exploration, study strategies, and promoting healthy self-care. ONE-ON-ONESProvide and maintain a positive relationship and rapport between my students and myself through providing personalized one-on-one sessions,

PREPARATION OF FINANCIAL STATEMENTSPrepared annual financial statements for clients; analyzed and cross-referenced client documentation to working papers and calculated adjusting journal entries for Notice to Reader files.CORPORATE TAX RETURNSPrepared T2 returns for clients and working papers for tax calculations; adjusted for additions and dispositions of assets within schedule 8, calculated deemed dividends amounts, verified tax installment payments with the CRA.TRAINING OF INTERNSOrganized and led a team of five summer interns on a file conversion project. Trained and guided interns on process of file conversion where over one hundred files were successfully and correctly converted from old software to new software.