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Work Background
Shareworks by Morgan StanleyAssistant Vice President
May. 2022Calgary, Alberta, Canada
SFS Ltd. Tax Analyst
Mar. 2013 - May. 2022Airdrie, Alberta• Specialize in US and cross-border tax topics and filing
• Advise clients on US tax implications and FBAR filing requirements
• File US Returns, experienced with foreign tax credit, foreign tax exclusion, investment properties, recovering gambling withholdings, child tax credits, non-resident returns, part-year resident returns, US citizen filing, and dual-status returns
• Create financial statements and provide financial analysis and advice for businesses and corporations
P2 Energy SolutionsBusiness Analyst
Jan. 2013 - May. 2018Calgary, Canada Area• Define requirements and design for the reserves management system, utilized by reservoir engineers to track worldwide reserves for oil and gas companies
• Work in an agile development cycle, utilizing the SCRUM methodology for quick development
• Test the finalized product from a user perspective, ensure the product is intuitive and easy to use for our target audience
• Create reporting templates and trend analysis templates for government and internal reporting customers
• Create and design quality assurance report templates to identify wells at risk
• Prepare monthly financial reports, risk assessments and charts: forecast and budget numbers for the Calgary products at P2
• Develop and design the wiki user documentation sites for several Calgary products
• Train in Business Intelligence solutions, testing in Excel, Spotfire, and Tableau, for our current product analysis
Fontbonne UniversityAdjunct Instructor
Jun. 2008 - Dec. 2010• Build curriculum content using a guideline provided by the institute, develop quizzes, additional exercises, and exam material to better enforce the concepts with students
• Teach for the OPTIONS program, BBA308 (Data Development & Analysis)
• Assist students, grade assignments, labs, programs and exams
The Boeing CompanyEmbedded Software Engineer
Mar. 2006 - Jul. 2011• Work on International Crew Station simulations for the F-15 to model Communications, Aural Cueing, and Handling Qualities written in C, C++, Ada, and FORTRAN
• Worked on a real-time application called EnView to visualize the testing environment for the F-18 simulation
• Wrote requirements, created design, and implemented the solution, working within the software development life cycle to follow our customer’s needs from start to finish
• Identified software risk items for the project, and mitigations to prevent issues
• Worked on a tool, written in C# .NET, which creates dynamic queries to import user-specified data from an Oracle database to an Access database
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