Financial Planning and Analysis

• Manage full-cycle accounting and the month-end close process in collaboration with an outsourced accounting team.
• Prepare and present accurate monthly, quarterly, and annual financial statements and management reports that inform strategic decisions.
• Oversee reconciliation reports, semi-monthly payroll, and all aspects of accounting operations to ensure compliance, accuracy, and timely close.
• Maintain strong internal controls, accounting policies, and financial procedures to safeguard company assets and ensure audit readiness.
• Coordinate annual audits and lead relationships with external auditors, tax advisors, and financial institutions.
• Prepare quarterly financial reports for board and investor packages, highlighting key performance insights and trends.
• Oversee government grant reporting to ensure compliance and accelerate funding recovery.
• Build and lead the FP&A function, embedding agile modeling techniques to support rapid iteration, scenario planning, and data-driven decision-making.
• Develop dynamic, driver-based financial models that can be quickly adapted to reflect evolving business conditions, market shifts, or funding scenarios.
• Continuously update projections with actuals and collaborate with department heads to assess budget-versus-actual performance and forecast adjustments.
• Design and refine modular financial models to evaluate business performance, pricing, and cost optimization opportunities.
• Lead the annual budgeting process while maintaining rolling forecasts to support agile decision-making.
• Develop long-term financial forecasts and sensitivity analyses that align with strategic objectives and capital plans.
• Monitor and analyze financial performance metrics and KPIs, surfacing actionable insights to guide leadership priorities.
• Partner with leadership across engineering, product, and operations to manage budgets, optimize spending, and drive operational efficiency.
• Lead the financial aspects of vendor negotiations, capital allocation, and pricing strategy.
• Support business case development for new initiatives and evaluate return on investment (ROI) using agile financial modeling tools.
• Contribute to fundraising, grant applications, and investor reporting by translating financial data into clear strategic narratives.
• Build and mentor a high-performing finance team that embraces agility, accountability, and continuous learning.
• Implement scalable financial systems, tools, and processes that enhance forecasting speed and accuracy.
• Establish efficient workflows and data pipelines to reduce manual effort and improve financial insight velocity.
• Support company growth and market expansion by developing adaptable financial structures and scalable processes.

Head of Finance

Research Scholar, Canada-Asia Trade and Investment

Finance Manager

Finance Leader

Investment Administrator