Charlottetown, Prince Edward Island, CanadaAs the Founder of Sovereign Solutions, I provide fractional CFO services, along with financial planning & analysis, business planning & growth strategy, and custom business solutions. I help small and medium-sized enterprises enhance financial management and drive sustainable growth through strategic planning and tailored solutions. https://www.sovereignsolutionsconsulting.com/
Charlottetown, Prince Edward Island, CanadaAs VP of Finance at Kapoose Creek Bio, I provided financial oversight, reporting, and investor relations for a biotech company at the forefront of fungal research, leveraging AI-enabled drug screening technology to accelerate medical advancements. • Built and implemented a company-wide budgeting process by collaborating across segments to create and manage segment-specific budgets, and conduc...
Jan. 2019 - Dec. 2021
The Siegfried GroupSenior Associate, Accounting Consulting & Leadership Advisory
Chicago, Illinois, United StatesAs a Senior Associate, I worked with a leading global financial technology company, assisting with a financial statement re-segmentation project and supporting compliance with US GAAP and SEC regulations for public disclosure documents. • Collaborated with internal teams to prepare US GAAP and SEC-compliant financial statements, including footnotes and MD&A disclosures for a high-profile fint...