Financial Executive
Twenty years of building finance where the ground keeps moving.
I'm a CPA and senior finance executive with 20 years building and scaling global accounting and finance organizations across high-growth fintech, SaaS, and technology-enabled platforms. I've managed teams of up to 30 and transformed financial operations through the implementation of AI and automation tools.
I started my career as an auditor at two Big Four firms, EY and PwC , where I worked on a diverse set of clients internationally across Canada, the U.S., the Bahamas, and Grand Cayman. Since then, I've built financial and accounting operations at companies like Circle, Ramp, and Houzz, partnering with founders through fundraises, audits, M&A, and IPO readiness.
I've often been the first accounting leader at unicorn startups, building the foundation from the ground up, investor reporting, tax, compliance for regulated entities, treasury, payroll, equity and compensation planning, recruiting, revenue operations, and sales compensation. I partner closely with CEOs and executive teams to build systems that scale under pressure, with the right controls frameworks to sustain audits at any time.
Known for balancing rigor with pragmatism, bringing clarity to complexity and building finance teams and systems that scale with the business.
20
Years of experience
Up to 30
Headcount led
$0 → $1B
Revenue scaled at Ramp
$3B+
Capital supported
What I do, the fun work
Capabilities, end to end.
Accounting operations at scale
Architecting durable accounting infrastructure, 5-day monthly close, first unqualified audits, and the systems that let finance keep pace with hyper-growth.
First accounting leader, end-to-end
Often the first accounting hire at unicorn startups, standing up investor reporting, tax, compliance for regulated entities, treasury, payroll, equity and compensation planning, recruiting, revenue operations, and sales compensation.
Controllership & technical accounting
GAAP and IFRS reporting, equity compensation, multi-entity consolidations, revenue recognition, treasury, tax, AP/AR, and ERP implementations across global operations.
CEO & executive partnership
Partner with CEOs and executive teams to design systems that scale under pressure, with the controls frameworks needed to sustain audits at any time.
M&A and integration
Led financial due diligence on deals up to $350M and post-acquisition integration, aligning policies, systems, controls, and teams across acquired entities.
Audit, compliance & investor reporting
Audit Committee operations, external auditor management, SOX, statutory reporting for regulated financial products, and board-level financial communications.
Finance transformation with AI & automation
Transforming finance operations through implementation of AI and automation, modern API-native stacks, AI-driven close and analytics, and policy enforcement that turns finance into a real business partner.
Team building across borders
Built and led global accounting organizations of up to 30 across the U.S., UK, Ireland, France, Canada, Hong Kong, and the Caribbean.
Selected experience
The résumé, in brief.
EY · PwC · Circle · Vecna Robotics · Traackr · Ramp · Houzz.
For roles, dates, and detail, the full résumé has the story.
Credentials
Certified Public Accountant
Massachusetts
Education
Bachelor of Commerce, Accounting
University of Ottawa
Board service
In the boardroom.
Bringing a finance lens to mission-driven organizations, and open to additional board opportunities.
Treasurer, Board of Directors
Community Music Center of Boston · 2025 – Present
Treasurer, Board of Trustees
Renaissance Charter Public School · Previous
Board Governance Certificate
Santa Clara University · Black Corporate Board Readiness · Cohort 11 Alumna
Opportunities
Open to advisory, board, fractional, or consulting work. Any of it.
If your company is scaling fast and the finance function hasn't caught up yet, close, controls, M&A integration, audit readiness, ERP, AI and automation, email me. I've probably seen your version of this problem before.
Podcasts & webinars
On the mic.
Selected appearances on the future of accounting, AI in finance, the month-end close, and building modern finance teams.
Podcast
The Accountant Storyteller: Building Financial Narratives at High-Growth Startups
AI: Accounting Intelligence, presented by Trullion, with Isaac Heller
Podcast
Putting AI to Work for Finance
Lumera Live, with Sowmya Ranganathan
Podcast
Reimagining Accounting with Ramp's Edwine Alphonse: Career, AI, and Transformation
Blood, Sweat & Balance Sheets, with Mike Whitmire (FloQast)
Podcast
The Critical Role of Accounting in Business Success
The Diary of a CFO, with Wassia Kamon
Webinar
Ramp Community AMA with Edwine Alphonse, CPA
Ramp Community, On-demand AMA
Webinar
Own the Data, Own the Story: The New Accounting Narrative
Leapfin Un-Webinar
Webinar
How to Use Variance Analysis to Spot Risks and Seize Opportunities
Ramp, with Christian Wattig (Wharton FP&A)
Webinar
Close smarter: 5 mistakes to avoid with your checklist
Ramp, with FloQast
Webinar
How accountants can get strategic with FP&A
Ramp, with Christian Wattig
Webinar
Speeding Up Month-End Close: How to Close 5 Days Faster
Ramp, with Equip