Turning financial data into answers people can trust.

Selected work

Four pieces of work, in the résumé's own words.

• First National · 2025–now

  From a vague request to an auditable report

  Turn vague requests into testable report definitions (source, grain, date logic, status and duplicate rules); e.g., delivered a 459-event, 288-transaction document-activity report from undocumented application data as an auditable Excel extract.

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  One request gave me only a few document identifiers and a start date, for an application whose data wasn't documented. I worked out how deal requests, document details and document definitions link from SQL Server's metadata and the application's configuration, then wrote the report's definition down before the query: its source, one row per generation event, how each status counts, and how duplicates are handled. Along the way I caught an identifier mapping that would have dropped one form, and kept subordinate reports from being counted twice. The result was an auditable Excel extract of 459 events across 288 transactions, with the SQL kept so it can be reproduced.

• CIBC · 2022–2024

  Dashboards directors relied on

  Designed and built SQL- and eazyBI-driven reports and dashboards in JIRA and Confluence that directors and managers relied on for decision-making.

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  As a Senior Change Planning Analyst at CIBC, I worked with directors and managers to pin down what they needed to see, then designed and built new, complex reports and dashboards in JIRA and Confluence, driven by SQL and eazyBI. Leadership relied on them for decisions. Alongside the reporting, I trained technical teams one-on-one on the bank's change-management controls, which cut roadblocks and sped up change submission and approval.

• Entertainment One · 2016–2019

  A revenue reporting system across currencies and entities

  Built and automated a new revenue and cost-of-sales reporting system spanning hundreds of projects, multiple currencies, and multiple entities; automated journal-entry uploads and consolidation (Tagetik).

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  In Entertainment One's television division, revenue and cost of sales had to be worked out every month for hundreds of projects, in several currencies, across entities in Canada, the UK and the US. I built a new reporting system for it and automated the models behind it, the journal entries, and their upload to CCH Tagetik for consolidation, which cut the monthly turnaround from as much as a week to hours. When IFRS 15 replaced IAS 18, I led key workstreams of the transition: my analysis of its impact on three years of financial statements became the basis of the adjustments made in Tagetik.

• Circle of Care · 2014–2016

  An ERP migration, end to end

  Led a Microsoft Dynamics (GP) version migration end-to-end — testing, implementation, and validation — and became the go-to user for data analysis out of the system.

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  At Circle of Care I led the upgrade of Microsoft Dynamics GP to GP 2015 from start to finish: I wrote the test plans, ran the implementation and validated the results, with no downtime. I also redesigned the chart of accounts so the organization could budget by department, and loaded it with a data-driven process that took one afternoon instead of the days of manual entry that had been planned. Managers came to me first for data out of the system, and I trained managers, new hires and other departments on GP and Excel.

How I work

1. Define the question first

   A vague request becomes a testable definition: source, grain, date logic, status and duplicate rules, all settled before the query is written.

2. Check before delivering

   Nulls, placeholders, duplicates and odd histories get handled before a number leaves my desk.

3. Leave an audit trail

   Results someone else can check and rerun: auditable extracts, reusable SQL and the documentation behind them.

4. Automate what repeats

   Work that comes back every month should run itself, from the month-end close to journal-entry uploads.