ServiceFlow CX
AI Implementation and Business Process Consultant CPA
Skills

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Work experience
Founder & Principal Consultant
Self Employed • Self-employed
Aug 2025 - Present • 1 yr
I am the founder of ServiceFlow CX, an AI implementation consultancy I built to help owner operated service businesses in Hamilton, Burlington, and the Golden Horseshoe put AI to work without disrupting their team or their operations. Every client starts with an AI readiness assessment, where I look at what is actually happening inside the business: missed call volume, close rate, follow up speed, and where manual work is quietly costing time and revenue. From there, I build a clear action plan, document the SOPs, and record training videos so the team can implement the highest value fixes with confidence. As a CPA with 18 years in finance and operations, I bring real financial analysis to every recommendation rather than generic advice. I personally handle every engagement from start to finish. ServiceFlow CX is the business behind this profile, and I am the person you will be working with directly.
Senior Financial Analyst
Government of Canada • Full-time
Oct 2012 - Jul 2025 • 12 yrs 9 mos
Led budgeting, forecasting, and variance analysis for a large municipal government. Developed the annual Compensation budget, including sensitivity analysis presented directly to senior management for approval, and supported budget development and variance reporting for the Planning and Economic Development division. Built automated Power BI dashboards that reduced manual reporting time and improved visibility into financial and staffing KPIs. Received the 2021 CAO Award of Merit for developing a COVID-19 costing model relied on across multiple departments for government funding submissions.