Metergy Solutions

• Oversee the preparation and review of all Canadian tax returns and filings, including SR&ED claims, T106s;
• Manage US federal and state tax filings, including Forms 1042 and 1120;
• Coordinate and review cross-border tax reporting and calculations/analysis, including T1134, surplus calculations and transfer pricing;
• Work closely with the reporting team to prepare all period end tax provisions, supporting schedules and financial statement note disclosures;
• Assist the financial planning team by preparing all tax projections required as part of the annual budgeting, quarterly forecasting, strategic plan processes;
• Act as the lead for all CRA and IRS income and commodity tax related inquiries;
• First point of contact with external auditors for all tax related issues and inquiries;
• Research taxation issues, assess the impact of changes in Canadian and US tax legislation and provide recommendations as required;
• Develop and implement tax planning strategies for Canadian and US tax efficiency, including structuring cross-border transactions;
• Work closely with the Director of Finance and external tax advisors on tax structuring for mergers and acquisitions along with annual tax planning strategies;
• Special projects as required.

Senior Manager, Taxation

Strategy

• Act a key member of Leadership team in the Toronto office providing leadership, mentoring, guidance and alignment across teams.
• Supporting thought leadership and aligning strategic direction across departments
• Driving roadmap development, evolution from a central and disciplined point of view
• Guiding and anchoring initiatives on core business priorities
• Be a transformation agent and enable evolution; help Leadership visualize opportunities that relate to their day-to-day business
• Be a key driver of cultural change in the organization, as an advocate and driver of continuous improvement and integrating technology, automation and AI into the business. Be a key driver in addressing Metergy’s technology debt. Addressing our technology debt is pivotal in allowing us to achieve our growth potential, by allowing us to drive business efficiencies, reduce complexity and ‘key person risk’, and allowing future acquisitions by enabling integration.
• Provide oversight and execution leadership to the Project Management Office (PMO) including:
• Tracking key performance indicators (KPI) to ensure the team has the proper prioritization and resource allocation for business needs
• Overseeing and guiding Team Members responsible for the organization’s projects.
• Supervise project managers, analysts, specialists and external resources to ensure all projects within the scope of the PMO are delivered within defined scope, quality, time, and cost requirements.
• Ensure Investment Committee process governance of Strategic Initiatives and Roadmap projects continues to evolve to best serve the organization’s strategic objectives
• Lead PMO team in effectively planning, coordinating, monitoring and implementing technical and/or non-technical business programs to meet organizational goals. The programs of the PMO include:
• Coordinating initiatives related to office moves
• Defining and developing project / program management best practices, processes and policy to ensure alignment with corporate strategy and goals that are fit for purpose
• Supporting leadership team in addressing our “documentation debt” by leading the initiative to develop standardized Standard Operating Procedures (SOP’s) across the organization.
• Maintaining the efficiency of important aspects of the project management process such as planning, scheduling and budget and risk assessment.
• Developing risk management project approach and risk management adherence to minimize project risks
• Tracking project performance, specifically to analyze the successful completion of short and long-term goals
• Setting and continually manage project expectations with team members, PMO and other stakeholders.
• Developing and delivering progress reports, presentations, and business cases, to various stakeholders (C-Suite and BOD level)

Vice President, Strategic Initiatives – PMO

Customer Success Manager

• Serve as a trusted advisor and primary strategic point of contact for our clients’ executive and portfolio-level stakeholders, building deep relationships that influence client strategy and drive long-term partnership value.
• Support the Director of Client Success in the continued growth and development of the Client Success function for our US business.
• Oversee the health of the overall client portfolio, proactively identifying risks, connecting issue resolution to portfolio-level impact, and navigating conflict across executive, operational, and technical stakeholders.
• Lead client SteerCos, annual strategy sessions, and executive-level reviews, defining and maintaining a streamlined communication strategy tailored to each portfolio account.
• Develop and maintain multi-year success plans for top portfolios, defining objectives, milestones, and measurable outcomes that align client goals with business growth.
• Act as a senior resource and escalation point for Client Success Managers, bridging business and technical conversations to ensure consistent, high-quality client experiences across the team.
• Support in the coaching, development and overall evolution the Client Success Managers and Client Success Specialists.
• Partner with Account Executives to identify opportunities , develop expansion strategies across the portfolio, and influence deal structures to support growth.
• Understand the competitive landscape and effectively position proposals against alternatives, ensuring clients recognize the differentiated value of our platform and services.
• Champion the voice of the client internally, advocating for resources, executive sponsorship, and cross-functional alignment to deliver a seamless client experience at scale.

Senior Manager, Client Success – Key Accounts Lead

Billing Specialist

• Ensure accurate and timely generation of tenant utility bills (electric, water, thermal, gas).
• Maintain accountability for assigned sites and ensure bills are released on time, every time.
• Review and verify utility billing data to ensure accuracy and compliance with site-specific billing structures.
• Investigate and resolve billing discrepancies quickly and effectively.
• Identify opportunities to streamline billing processes and improve overall efficiency.
• Maintain and update billing records and documentation as needed.
• Provide internal support and training on tenant billing procedures, systems, and best practices.
• Collaborate with other internal departments to ensure smooth and accurate billing workflows.
• Take full ownership of billing cycles and deliverables—accuracy and consistency are key.
• Stay organized, manage time effectively, and work well under pressure in a fast-paced environment.

Senior Manager, Taxation

Vice President, Strategic Initiatives – PMO

Senior Manager, Client Success – Key Accounts Lead

Billing Analyst – Utilities