Toronto, Ontario, Canada
Providing financial leadership and advisory to executives to support critical decision-making, developing strategic plans to achieve key performance indicators based on SaaS industry benchmarks. Partnered with cross-functional departments (R&D, S&M, and G&A) to identify growth opportunities and investment decisions and allocate resources to drive company growth. Led the annual budgeting process, managed the operating expense and headcount planning functions, developed sophisticated financial models (3-Statement Model, Deferred Revenue & A/R Forecasting Models, Discounted Cash Flow Valuation) to support forecasting, owned the monthly/quarterly reporting functions (department-based spend, sponsor reporting pack, internal and external flashes), and assisted in any ad-hoc analyses to assess company-wide financial impact.
Led audit engagements for global public and private clients as part of PwC's Financial Services industry group, specializing in Private Equity, Banking & Capital Markets, and Wealth Management. Roles: - Experienced Senior Associate (July 2022 - November 2023) - Senior Associate (July 2021 - July 2022) - Experienced Associate (August 2020 - July 2021) - New Associate (September 2019 - August 2020)
Selected from a large pool of applicants to complete a 6-month secondment to PwC’s Campus Talent Acquisition team
Facilitated a first-year business class (BUS100), providing mentorship to a class of ~30 students, leading interactive activities and group discussions on both academic and career topics.