Toronto, Ontario, Canada
• Led the national technology team for a $600M+ line of business across Tax, Law, and People Advisory Services, driving business growth and transformation through scalable product development, process automation, AI solutions/agents, and other new technologies. • Oversaw a cross-functional team including product managers, software engineers, UI/UX designers, QA, business analysts, and offshore delivery teams—ensuring successful execution from concept to deployment. • Accountable for the full technology ecosystem, including third-party vendor solutions, application architecture, data governance, cybersecurity, risk management, and compliance—aligning technology initiatives with business priorities and regulatory requirements.
— Dual client-serving role — • Led a high-performing client-serving team focused on helping Canadian multinationals optimize and operate their tax, finance, and legal functions. • Partnered with C-level and senior executives to reimagine functional operating models and deliver transformation strategies that drive efficiency, agility, and long-term value. • Led the delivery of large global compliance engagements.
• Led the design, development, and commercialization of digital solutions leveraging AI/ML, cloud, data engineering, and analytics to help transform Canada’s Tax Services business and elevate client experiences. • Integrated emerging technologies, data platforms, and automation into core offerings—streamlining service delivery and enhancing scalability across the business. • Advanced EY’s global shared services strategy and model regionally.
• Trusted advisor to the Executive Leadership Team, directed strategic initiatives and operations of the Tax services ($500M+ LOB) and led the technology solutions delivery to enable a digital future for over 1,800 professionals. Oct 2016 – Oct 2017 Senior Manager, National Strategy & Operations, KPMG Canada • Oversaw high-impact strategic initiatives, national investments, and business planning processes for the Tax service lines in Canada to drive growth and efficiency. • Steered an innovation council with 15 members nationally; developed and co-led the innovation agenda. Advanced to a director-level role with greater responsibility for driving technology modernization. Aug 2015 – Oct 2016 Senior Manager, Global Strategic Planning & Execution, KPMG International • Executed operational and go-to-market strategies for global executive leaders of KPMG International, and managed the annual business planning and quarterly reporting cycle for 29 key strategic priorities within the Global Tax practice.
• Led complex multi-million dollar technology transformation programs within the investment division, such as the replacement of legacy applications, outsourcing and offshoring of application support teams, and post-acquisition integration (Standard Life Assurance Company). Dec 2011 – Apr 2013 Senior Business Analyst & Project Manager, Global Investment Operations • Managed large-scale RFP evaluations and proof of concepts for a back-office investment management system migration to a modern platform, a $40 million accounting book of record solution. Dec 2010 – Dec 2011 Senior Process Analyst, Global Investment Operations • Examined, modeled, and re-engineered back-office processes for securities and mortgage operations to identify opportunities for digitization.
• Managed corporate and institutional clients of SVC, providing securities data services to enhance investment operations. Analyzed financial market data to provide critical insights and eliminated repetitive manual tasks through automation to drive process efficiency.
• Supported customers with product purchases, returns, troubleshooting, and service-related issues across consumer electronics in a fast-paced retail environment.