• Led finance and administrative functions for DRI Healthcare/DRI Capital which included overseeing financial, management, and regulatory reporting for its global healthcare entities in Canada, the U.S., and Europe; financial planning, budgeting, and forecasting; leading asset valuations; and overseeing financial systems and controls.
• A key leader in executing the IPO for DRI Healthcare Trust (DHT), on the Toronto Stock Exchange (TSX) and the concurrent sale of DRI Capital's managed funds to DHT.
• Implemented technology solutions to enhance productivity, reporting, and data analytics.
• Established the HR function to drive professional development and implement best practices.
• Transformed the IT function delivering meaningful cost savings and improved reliability.

OMERS Investment Management

• Led finance and operations for OMERS Investment Management Inc., which marketed and managed investment contracts for OMERS.
• Led quarterly and annual financial reporting, tax and regulatory reporting, treasury and cash management, development and implementation of policies and procedures, and risk management activities.

OMERS Strategic Investments

• Led finance and administration for OMERS Strategic Investments LP (OSI), which managed net investment assets in multiple industries.
• Led quarterly and annual financial reporting, tax and regulatory reporting, treasury and cash management, development and implementation of policies and procedures, leading asset valuations, and participating in investment due diligence and risk management activities.
• Member of the board of directors of several OSI portfolio companies.

OMERS

• Led consolidated financial reporting, regulatory reporting, financial analysis, consolidated investment reporting and reconciliations, accounting policy issues, credit agency reviews, and internal controls for OMERS.

• Managed the consolidated financial reporting for TD Bank producing internal and external reports, including the annual and quarterly financial statements and MD&A and the Audit Committee presentations.
• Played a key role in implementing the Sarbanes-Oxley Act compliance program across the bank, helping to document internal controls and improve financial reporting processes.
• Managed accounting policy and reporting issues which included researching, analysing, and implementing significant Canadian and U.S. accounting and reporting standards.

• Led a team responsible for the accounting, tax, and financial reporting for several companies focusing primarily on TD Realty Limited.

• Managed audit, review, and compilation engagements for medium to large-sized companies across diverse sectors, including financial services, manufacturing, retail, real estate, hospitality, and non-profits.
• Oversaw information technology and scheduling for the audit group, optimizing the use of resources to improve audit efficiency.