Head of finance for a large Mission Agency, with a complex multi-corporation structure. Oversee the financial, decision support, and administrative elements of the organization. Responsibilities include:– A member of the Executive Team & advisor to the Executive Officers and Board of Directors while working in a cross-functional environment with a mix of stakeholders, approaches, and backgrounds.– Responsible for all aspects of the financial process - Development, and presentation of financial statements, financial analysis and planning, financial strategy, and liquidity & capitalization. – Key liaison and board member for related organizations, including the audit & finance committees, Pension Fund, Financial Services corporation, Securities corporation, and non-profit organizations.– A key contributor to the Risk Management process to ensure the leadership and Board of Directors identify, monitor, and address risks.– Responsible for the overall Treasury and investing of reserve and endowment funds.– Overseeing Corporate functions (HR/IT/Privacy), overseeing the completion of the CRM implementation, and oversight of the HR transformation.– A key liaison with external partners (legal counsel, banks, auditors, and government).

Oversaw the financial and corporate functions of a large non-profit organization. Focused on the implementation of a new integrated systems (financial & HR) and development of risk and audit processes. Key resource in the development and planning of a new $24M+ multi-purpose facility (debt financing, identification of needs, liaison of external partners). Handled all governance (audit, risk & government), legal and external matters.

Built and maintained strong relationships with senior leaders across the organization, seeking to ensure that the business reporting and analysis needs are understood and fulfilled. Managed a team of high-capacity analysts to ensure that the Performance Measurement team was highly engaged and met their strategic objectives. Oversight of the annual financial planning & regular forecasting cycles ($235M+ in expenses), the business casing of strategic initiatives, providing support for the strategic planning function & strategic initiatives. Oversaw the in-depth analytics on Meridian’s performance, identifying key trends within products, and providing strategic advice on how to improve performance. Provided oversight and direction in the preparation of the MD&A and shareholder reporting.

Expense Management / Decision Support role with increasing levels of responsibility; providing extensive exposure to financial planning & analysis ($100M+ business unit), financial modelling, and development of financial systems roadmap.