Financial Planning and Analysis

• Lead and execute complex business case analyses for new initiatives, investments, and product launches, providing clear, data-driven recommendations.
• Drive financial due diligence and M&A analysis, including valuation modeling, synergy assessment, and integration planning.
• Develop, maintain, and enhance sophisticated financial models (e.g., long-range planning, forecasting, budgeting) to support strategic decision-making.
• Be an effective partner with the Director of FP&A for annual planning and forecasting.
• Enhance and build dynamic financial dashboards and KPIs to provide real-time insights into business performance for various stakeholders.
• Prepare and generate high-quality Board of Directors and Executive Leadership decks, synthesizing complex financial data into clear, strategic narratives.
• Serve as a trusted financial business partner to functional leaders, providing critical financial thought and strategic guidance.
• Partner with Neon One’s payments team around KPIs, dashboards and modeling.
• Leverage strong AI and multi-system experience to optimize financial processes, automate reporting, and improve data integrity.
• Drive continuous improvement in financial planning systems and tools.

Director of Strategic Finance

Financial Systems Manager

Associate Vice President, Finance

Director, Sales – Canadian Financial Institutions

Principal Advisory Director, CIO Advisory – Compliance, Risk & Governance, IT Financial Management