BDO Canada

Customer Success Manager

• Provide post-implementation application support, leading optimization and advisory services
• Own client outcomes, lead health checks and roadmap discussions
• Translate platform capabilities into business use cases
• Identify and design repeatable service offerings and improvements
• Collaborate with internal teams for client value

Senior Consultant – Dynamics 365 Customer Engagement

Data Analyst

• Play an integral role in our delivery practice as we execute on enterprise level engagements through our various industry specializations
• Engage directly with clients and drive the implementation and successful end user experience of analytics solutions
• Analyze business processes and requirements, and assist in maintaining documentation including requirements, design, and user documentation
• Develop and manage Analytics solutions as part of client data solutions

Data & Analytics Intern

Manager

• Participating in pre-sales activities including creating and running demos, presentations, drafting statements of work, pricing, proposals and responding to requests for proposal (RFPs)
• Assisting in the development & implementation of new service offering engagements
• Running client workshops and gathering/documenting requirements for modern workplace, content/document management and collaboration solutions
• Project management of multiple engagements against budget, timeline and scope
• Developing strategies and roadmap for clients to begin their modern workplace journey
• Leading and managing marketing and sales campaigns to generate leads
• Acting as a liaison with Partners including Microsoft and other ISV’s
• Evangelizing Microsoft Copilot for M365, Microsoft 365, Viva and other Microsoft products internally and with clients
• Contributing to strategic direction of the Modern Workplace practice
• Acting as a customer escalation contact and providing management and guidance related to the resolution of customer satisfaction concerns
• Building deeper relationships with clients and assisting in expanding the engagement footprint when the opportunity presents itself
• Creating end user documentation for clients and providing training on Microsoft 365 and other applications
• Leading/managing engagement teams and ensuring that team members are effectively utilized
• Ongoing mentoring and coaching of team members including performance management
• Interviewing and hiring new talent as the team grows

Manager, Modern Workplace Technology Consulting

Consultant

• Lead Microsoft 365 and Copilot engagements by assessing client needs, designing AI-driven productivity solutions, and providing strategic guidance on M365 / Copilot adoption, implementation, and optimization
• Deliver consulting services to clients, including Microsoft 365 / Copilot readiness assessments, governance frameworks, user enablement strategies, training, and adoption with Microsoft 365 applications
• Interact with client stakeholders to become a trusted advisor throughout the project
• Understand business strategy and objectives by studying the business function, gathering information, and evaluating output requirements and formats
• Elicit and document functional and non-functional requirements for services to meet business needs
• Responsible for leading workshops to gain insights into end user and customer needs
• Collaborate with application developers, designers, and architects to ensure a shared understanding of the business requirements
• Evangelize Microsoft 365, Copilot and other Microsoft products internally and with clients
• Participating in pre-sales activities including creating and running demos, presentations, drafting statements of work, pricing, proposals and responding to requests for proposal
• Contribute to strategic direction of the Modern Workplace practice

Consultant, Modern Workplace Technology

• Lead Microsoft 365 and Copilot engagements by assessing client needs, designing AI-driven productivity solutions, and providing strategic guidance on M365 / Copilot adoption, implementation, and optimization
• Deliver consulting services including Microsoft 365 / Copilot readiness assessments, governance frameworks, user enablement strategies, training, and adoption with Microsoft 365 applications
• Interact with client stakeholders to become a trusted advisor throughout the project
• Elicit and document functional and non-functional requirements for services to meet business needs
• Lead workshops to gain insights into end user and customer needs
• Collaborate with application developers, designers, and architects to ensure a shared understanding of the business requirements
• Respond proactively to both business and project issues and escalate appropriately
• Evangelize Microsoft 365, Copilot and other Microsoft products internally and with clients

Senior Consultant, Modern Workplace Technology Consulting

• Assist in developing and maintaining data workflows for tax processing and compliance mapping (e.g., Alteryx or similar tools)
• Participate in meetings with internal stakeholders to gather and clarify data and reporting requirements
• Translate business and compliance requirements into structured workflows and data transformation logic
• Build, test, and refine automated processes to ensure accuracy, consistency, and scalability
• Work with large, complex datasets to clean, transform, and standardize information
• Support the automation of repetitive processes using platforms such as Power Automate or similar technologies
• Contribute ideas and approaches to improve existing processes and introduce more efficient solutions
• Support ongoing initiatives in automation, data analysis, and emerging technologies (including AI where applicable)

Co-op/Intern, Indirect Tax

• Evaluate client business processes and policies
• Advise on tax policy and changes
• Develop proactive tax strategies
• Provide leadership for Domestic Tax projects
• Ensure quality control standards
• Build positive relationships with clients
• Engage in training staff and invest in professional development

Senior Manager, Canadian Tax Services

• Assist clients with transaction tax issues including due diligence and tax structuring
• Lead sell-side and buy-side tax due diligence engagements
• Analyze complex tax issues and prepare deliverables
• Manage and mentor engagement team members
• Maintain high-level client relationships
• Contribute to successful recruitment and develop capabilities of staff

Senior Manager, Transaction Tax Services

• Lead sell-side and buy-side tax due diligence engagements
• Analyze complex tax issues for designing tax-efficient structures
• Collaborate with team members on fund management
• Manage and mentor engagement team members
• Contribute to business development in private equity consultations

Architect

• Partner with senior stakeholders to define business capabilities, value streams, and target operating models across departments including client service, finance, HR, and operations
• Model current and future state processes to drive system alignment and operational improvement
• Collaborate with solution architects, product owners, and technical teams to ensure platforms are designed with business outcomes in mind
• Develop business architecture artifacts such as capability maps, integration models, process flows, and business requirements
• Provide insight and recommendations on system integration, automation, and data flow improvements
• Facilitate stakeholder workshops and interviews to support requirements gathering and design consensus
• Support program planning through initiative prioritization, benefits realization, and requirements traceability
• Support development of integrated business and technology roadmap strategies while researching/understanding emerging technologies and competitor practices
• Contribute to governance processes related to enterprise systems and architectural standards
• Promote a shared understanding of business goals and foster collaboration between technical and non-technical teams

Business Architect

Account Manager

• Act as a trusted advisor and strategic liaison between assigned Tax sub-service lines and the Tax Transformation Office
• Build strong relationships with business leaders and practitioners to understand operational challenges, strategic priorities, and growth opportunities
• Represent operational realities of the business and ensure transformation efforts are grounded in reality
• Help identify and prioritize opportunities across workflow, technology, AI, automation, data, and operating model evolution
• Translate business needs into actionable transformation initiatives

Transformation Relationship Manager, Tax Transformation Office

• Act as a trusted advisor and strategic liaison between assigned Tax sub-service lines and the Tax Transformation Office
• Build strong relationships with business leaders and practitioners to understand operational challenges, strategic priorities, and growth opportunities
• Help identify and prioritize opportunities across workflow, technology, AI, automation, data, and operating model evolution
• Translate business needs and pain points into actionable transformation initiatives and roadmap priorities
• Partner with the Strategy & Planning team in the Tax Transformation Office to support the development and execution of the Tax Transformation strategy
• Support teams in reimagining workflows, operating models, and service delivery through structured, collaborative problem-solving
• Identify opportunities for standardization, scalability, and enterprise alignment

• Collaborate with the Chief of Staff, Operations Lead, and Tax Senior Leadership Team
• Support the implementation and coordination of national projects
• Manage and report on key operational metrics and KPIs
• Build and maintain cross-business and functional relationships
• Lead and coordinate strategic and operational projects
• Prepare executive-ready presentations and reporting materials

Manager, Strategic Operations, Tax – Contract

• Lead client success strategy, governance, and delivery excellence across a portfolio of Microsoft Business Applications engagements
• Act as a trusted advisor to senior client stakeholders
• Establish governance frameworks and coach Client Success Managers
• Oversee end-to-end delivery lifecycle and act as an escalation point for critical client and delivery issues
• Own a portfolio of strategic accounts, ensuring delivery against scope, timelines, and budgets
• Lead resource planning and capacity management
• Drive adoption of standard operating procedures and champion continuous improvement initiatives
• Define and track portfolio-level KPIs and ensure proactive risk identification

Client Success Manager Lead – BizApps Managed Services, Microsoft Dynamics 365 BC/F&O/CE, NetSuite, Power Platform

• Build relationships with clients and support them in realizing their business objectives
• Manage compliance with SLAs and KPIs
• Consistently apply Agile methodologies in daily operations
• Accountability for all aspects of portfolio management
• Develop and manage delivery plans for every engagement
• Track, monitor, and control budgets in alignment with planned engagement parameters.

Senior Consultant – Dynamics 365 Customer Engagement

Data & Analytics Intern

Manager, Modern Workplace Technology Consulting

Consultant, Modern Workplace Technology

Senior Consultant, Modern Workplace Technology Consulting

Co-op/Intern, Indirect Tax

Senior Manager, Canadian Tax Services

Senior Manager, Transaction Tax Services

Senior Manager, Transaction Tax Services

Business Architect

Transformation Relationship Manager, Tax Transformation Office

Transformation Relationship Manager, Tax Transformation Office

Manager, Strategic Operations, Tax – Contract

Client Success Manager Lead – BizApps Managed Services, Microsoft Dynamics 365 BC/F&O/CE, NetSuite, Power Platform

Customer Success Manager, Dynamics 365 Managed Services – Business Central, F&O, CE