Operating & Leadership Experience
After foundational CA-CPA training at PwC, I spent more than a decade at BMO during the height of internet banking transformation — partnering with leading global consulting firms through a period of continuous enterprise change at national scale. This evolution spanned v1.0 web platforms, mobile banking, data-centre resiliency, workflow automation, and large-scale operating model shifts. That experience ultimately led to the formation of ALIGN.
As Head of Financial Strategy, I supported a $2B / 10,000 FTE Enterprise business plan and $1B investment plan, working alongside Deloitte, BCG, Accenture, and IBM on multi-year programs at the Board level.
Multi-year $100 million+ program experience:
- Front and back-office technology transformation
- Back-off operations scaling and shared services CoE design
- Real estate and branch network optimization
- Cross-border M&A integration and synergy plan development
- Complex offshore outsourcing and vendor RFPs evaluation
- Enterprise-wide productivity program ($4B third-party baseline, FTE, and real estate)
ALIGN was formed to bring elite execution capabilities to the small and mid-markets — from thesis development to pressure-tested business case, to Board alignment, to cross-functional mobilization, to execution and P&L performance
ALIGN’s work in the Not-for-profit and Registered Charity sectors was triggered by the co-founding of the LivWise Foundation, focused on children’s brain cancer research funding. Having led the organization in its development from inception, ALIGN supports the end-to-end needs of registered charities and brings the same consulting mindset to the table.
Select Client Outcomes
Mid-Market Turnaround ($15M) Cleaning Supplies Distribution: Stabilized operations and restored profitable growth through management team realignment, Order-to-Cash optimization (order entry, SKU management, warehouse flow), and redesigned customer-facing workflows — rebuilding Tier-1 customer trust (including TTC).
Leading Toronto Autism Services Provider ($10M / 200 FTE): Led development of a 24-month Board-approved turnaround plan that delivered management team structure, accountability, redesign of client-facing processes (e.g. intake), and a customized KPI governance framework — restored confidence and full compliance with Ministry of Children, Community & Social Services.
Strategy Execution Platform: Implemented a cloud-based SaaS strategy management platform that converted the strategic plan into a continuous operating model with clear ownership, time-bound KPIs, and embedded performance governance — improving execution visibility, engagement, and leadership accountability across the organization.