The Gap in Enterprise Transformation
IT integrators often lack financial accounting depth, leading to misconfigured General Ledgers and compliance failures. On the other hand, finance consultants rarely understand software engineering, APIs, or Agile delivery.
The CPA + IT Architect Solution
With 25+ years combining Financial Leadership (CPA, CMA) and IT Delivery (Lead BA / Product Owner at SoftServe & GlobalLogic), I speak both languages natively. I translate complex IFRS/SOX rules into clean BPMN models, User Stories, and scalable code.
Core Advisory Services
ERP Migration Advisory
SAP S/4HANA • Oracle EBS • MS Dynamics 365
- Pre-migration financial data cleanup & GL structure validation
- BPMN 2.0 & Functional Specs
- Client-side UAT supervision & IT vendor accountability
- Risk mitigation for multi-currency rollouts
Fractional CFO & Supply Chain Control
Manufacturing & Enterprise Operations
- Cost accounting, inventory reconciliation & margin optimization
- Multi-entity financial consolidation & compliance
- Cash flow stabilization & PMO control setup
- Strategic advisory for restructuring
AI-FinTech Back-office Integration
LLM Agents & Custom API Middleware
- LLM models for invoice parsing & document classification
- Automated AP/AR reconciliation & bank matching
- Python middleware connecting legacy systems
- Audit-trail generation for workflows
IT Product Ownership & Business Analysis
Agile / Scrum Leadership
- Eliciting requirements & crafting BRDs
- Backlog prioritization & sprint management
- Bridging C-suite requirements with delivery
- UAT strategy & feature release management
Technology, Finance & Compliance Ðœatrix
ERP Platforms
AI-Enabled Back Office
Global Accounting Standards
ERP Platforms & Enterprise Architecture
• SAP S/4HANA & Oracle EBS/Fusion: GL, AP/AR, FA, costing and consolidation design.
• Microsoft Dynamics 365 F&O: supply chain, inventory and multi-currency finance flows.
• Mid-Market & Open-Source ERPs (SAGE 300): full-cycle ERP setup and legacy data migration.
• Multi-entity deployment strategies for manufacturing and distribution groups.
IT Architecture, Product Delivery & AI Automation
• BPMN 2.0, UML and BRD/FRD for end-to-end process and system design.
• Agile product ownership: backlog, user stories, sprints and acceptance criteria.
• SQL, data models and REST API specs for cross-system integration.
• Python + LLM pipelines for document parsing and AI-enabled back-office automation.
Finance, Controls & Regulatory Compliance
• IFRS, US GAAP and ASPE: consolidation, revenue recognition and FX translation.
• SOX, ITGC and segregation of duties embedded into ERP design.
• CSRD/ESG data pipelines and audit-ready sustainability reporting.
• Costing, FP&A and treasury support for multi-plant, multi-entity operations.
Finance + IT + AI
I work at the intersection of Finance, Business and Technology. My career progression from finance leadership into ERP and FinTech has led me to specialize in bridging the transformation gap between corporate objectives and technical delivery. I don't see Finance and IT as separate disciplines. The best transformation happens when financial objectives, business processes and technology are designed together.
Credentials & Education
• CPA
• CMA
• Software Engineering Diploma
• M.Sc. Industrial Engineering
Selected Transformation Experience
Complex enterprise projects requiring a hybrid approach to finance, business, and technology.
Energy Trading
Investment
Finance
SAP S/4HANA Transformation
Investment Management
Finance & ERP Transformation
Architecting a unified ERP foundation for European energy trading operations, bridging complex front-office settlements with automated back-office reconciliation and compliance.
Leading product ownership and business analysis for a large Canadian investment organization, aligning C-suite strategic objectives with agile delivery and technology architecture.
Driving financial transformation through ERP-enabled consolidation, reporting and controls for European and North American enterprises.
Manufacturing
Manufacturing & Supply Chain Transformation
Supporting manufacturing groups across Europe and North America with ERP-enabled cost control, inventory visibility and financial governance.
Healthcare
Healthcare Operations & ERP Transformation
Supporting hospitals and healthcare providers in Europe and North America with ERP-enabled revenue cycle visibility, cost control and regulatory reporting.
Property Management
Real Estate & Property Management
Helping property management and real estate groups align lease, maintenance and billing data inside ERP platforms for transparent cash flow and portfolio performance.