Resume

The University of British Columbia, Sauder School of Business· Vancouver, Canada

• Key Courses: Corporate Finance, Investment Theory, Investment Policy, Financial Institutions I, Managerial Economics & Accounting, Business Ethics & Communications, and Behavioural Finance.

Seaspan ULC · Vancouver, Canada

• Contributed to Seaspan's enterprise-wide Oracle ERP transformation, one of the largest ERP transitions in Canada, by consolidating reporting files, adapting legacy processes to new reporting structures, and streamlining finance workflows.
• Own the weekly cash flow cycle end-to-end, consolidating 6,000+ invoices from billing and SAP BI into AP/AR totals across 3 shipyards and 5+ programs, then securing AP release approval from the Controller, VP Finance, and CFO.
• Automating the weekly cash flow process using Power Query, PivotTables, formulas, and slicers, consolidating 20+ files across billing, treasury, and program finance into a refresh-driven workflow, reducing cycle time from 5 days to 3.
• Supported the 2027 budgeting process by identifying cost-saving opportunities across 20+ departments through variance, trend, headcount, and spending analysis, partnering with non-finance stakeholders to reduce planned expenditures.
• Ran scenario and sensitivity analysis on a 14-year forecast model, refining inputs with inflation, project-win probability, and case assumptions to support CFO initiatives for capital investment requirements across 10+ contract opportunities.
• Performed month-end variance analysis across program-level P&Ls for all 3 shipyards, identifying budget-to-actual drivers and validating balance sheet figures, ROIC, and other key performance metrics before CFO and Board reporting.

BC Hydro · Vancouver, Canada

• Built financial forecasting models incorporating growth assumptions, cost drivers, and scenario analysis to project expenses exceeding $10 million YTD, supporting KPI planning, reporting, and assisting in high-level decision-making.
• Recovered and processed 50% more lost call center data by joining and cleaning 600K+ records in Power Query, then visualizing results to lift agent efficiency by 5% and drive $50,000+ annual savings via reduced customer handling time.
• Analyzed the same dataset to identify an IVR misrouting issue sending 50% of callers to the general queue due to failed verification, where repeated transfers and re-verification by multiple agents inflated handle time by 5 minutes per interaction.
• Improved IVR utterance recognition by analyzing Google Dialogflow call data for high-frequency intent phrases, reducing the error rate from 30% to 25% across 4,000 calls and projected to save 150,000+ minutes annually at scale.

Joshua Tree Health · Vancouver, Canada

• Conducted market research and screening on U.S. healthcare firms under $1 million USD in EBITDA, assessing financial health and investment opportunities by evaluating earnings, working capital, and balance sheet risk.
• Evaluated 15+ seed stage companies with limited or early revenue (under $500,000 ARR) using comparable company analysis, market benchmarks, and valuation metrics to assess growth drivers, scalability, and revenue sustainability.

UBC Open Robotics Club · Vancouver, Canada

• Created the 2024 Sponsorship Package outlining the values and objectives of the Open Robotics Club for outreach.
• Managed a $10,000 per semester budget, tracking spending, identifying variances, and coordinating with members, project leads, and administrators to align spending with strategic priorities and funding availability.

COMM 371 Investing Competition · Vancouver, Canada

• Participated and competed in a Wall Street Survivor competition against all students taking Investment Theory (approximately 300 students in 50 groups), finishing in 2nd place with a 50% portfolio return.
• Operated under strict investment constraints, including mandatory portfolio allocations to fixed income securities, options trading, and derivatives, and restricted to predefined asset allocation ratios.