Greater Montreal Metropolitan Area
I lead two businesses. One focused on energy trading as a service and battery optimization, the other a weather forecasting SaaS serving assets globally. I have a finance background (MSc., CFA, M&A experience), but I love the operational side: building winning teams, closing deals and creating value for clients and partners.
Leading two energy businesses: renewable trading/battery optimization and weather forecasting SaaS. Full P&L responsibility with team across North America and Europe. When I joined, both companies operated in silos with unclear direction. Established a unified vision and integrated team structure to leverage synergies between energy trading services and weather analytics. Focused on enabling growth through strategic repositioning and operational improvements. Responsibilities include setting strategic direction, managing cross-functional teams, developing client partnerships and building systems for scalable growth. Led automation of sales processes, migration to live client dashboards, negotiated exclusive partnerships with international companies and expanded into battery storage optimization markets.
• Modéliser la capacité de génération des actifs d’électricité, les contraintes du marché ainsi que les projections de prix du marché. • Construire des portefeuilles d’investissement en énergies renouvelables à l’aide de modèles de valorisation fondamentaux et d’analyses quantitatives. • Analyser des opportunités d’investissement comme des « Power Purchase Agreements », en identifiant les principaux avantages et risques. • Fournir des recommandations quant à une fourchette de prix pour la négociation des actifs. • Travailler avec l’équipe TI pour structurer et maintenir des données fiables. • Contribuer à la préparation des documents de présentation pour les réunions avec les clients
• Financial Planning, Analysis and Accounting - Oversaw the company’s accounting, strategically planned all cash/investment requirements, providing timely and precise analysis for company operations and diverse projects. • Portfolio & Investment Management - Spearheaded the deployment and management of $30M capital fund, achieving optimal resource utilization and maximizing investment returns. • Investment Analysis & Stakeholder Relations – Standardized investment tracking and valuation through advanced financial models, enhancing stakeholder communication and strategic decision-making. • Financial & Business Strategy Development – Crafted detailed financial models and business strategies, focusing on manufacturing, AI & ML, renewable energy, and mobile health sectors, to evaluate and capitalize on investment opportunities. Key Achievements: • Transaction Design – Engineered a transaction structure for a $ 1.3 billion real estate project, resulting in a 200% increase in the expected carry for General Partners and secured the required funding. • Real Estate Deal Execution – Added value to real estate transactions worth $ 520M through due diligence and proficient execution.
Chief Financial Officer/COO Jun 2023 - Dec 2023 • Financial Leadership – Successfully completed an investment round, securing $5 million in funding, maintained strong relationships by providing regular communication on company progress, financial performance, and growth prospects. • Operational Excellence – Manage the launch of 3 products, ensuring timely delivery and effective coordination with cross-functional teams, including engineers and external experts. o Implemented streamlined processes and procedures across the purchasing and engineering teams, enhancing controls over the supply chain and tracking individual performance. • Business Development – conducted negotiations with strategic suppliers, optimizing vendor relationships to ensure cost effectiveness. Engaged maintained relationships with potential clients increased brand presence through trade shows. • Compliance & Technology Enhancement – Led the selection and certification process with a certifying body, ensuring compliance with industry standards. o Spearheaded the IT migration from Google to Microsoft, resulting in improved communication and collaboration within the organization.
Prepared presentation material and provided scenario analysis for the CDPQ private equity department with $82.5B in net assets under management • Prepare financial models and reports that assist managers with investment decision and risk management. • Analyze and explain asset allocation and performance. • Use SQL coding to update financial dashboard, reports, and develop tools connecting SQL databases to excel financial models. Key Achievements: • Improved the accuracy of the projected distribution schedule of various funds according to the vintage and sector of activity.
Provide long/short recommendation on small-cap technology companies for a hedge fund with $400M AUM. • Conduct market research in the field of interest (Gaming/FinTech). • Interview management (over 100 executives). • Build a financial model based on key drivers to predict the next quarter’s results. • Create a purchase or sell recommendation which will be submitted to the investment committee.