Finance Systems · AI Automation · ERP

Finance systems,
built to be
trusted.

Dual-Licensed US & Canadian CPA building finance systems and AI automation for accounting teams: ERP implementations, financial data pipelines, and tools that take the manual work out of close.

10+
Years across public accounting, Fortune 500, and tech finance
6
ERP platforms: Oracle, SAP S/4HANA, Workday, NetSuite, Model N, Xero
7
Working languages: English, 中文 (Cantonese & Mandarin), 日本語, Español, Italiano, Français
CPA who builds finance systems.
Dual-licensed CPA IFRS 15 ASC 606 ASPE 3400 Python AI Automation ERP Implementation 7 Languages
Xero
NetSuite
SAP S/4
Oracle Fusion
Workday
QBO
Model N
Claude AI
Copilot
ChatGPT
Power BI
Python

Dual-licensed CPA (Washington, USA and Canada) working where accounting, systems, and AI meet: designing ERP processes, building data and automation tools, and using AI to speed up close, reconciliation, and analysis, with CPA-level judgment and controls on every output.

Experience spans a global data storage company (revenue accounting, Oracle and Model N ERP transitions, SOX through a company separation), Amazon (Twitch content accounting, SAP S/4HANA and NetSuite implementation testing), Zipline (SaaS finance operations, close design, AI-assisted forecasting), Zillow and DaVita (corporate accounting consulting), and Crowe MacKay LLP (audit and CPA mentorship).

Focus: finance systems and automation, where ERP design, data quality, and controls decide whether the numbers can be trusted. A rare combination of CPA technical depth, multi-ERP implementation experience, and practical AI fluency that turns weeks of manual work into hours.

Open to Finance Systems, Finance Transformation, ERP Implementation, and Finance AI/Automation roles, in-house or with Big 4 advisory and implementation partners. Remote preferred, with particular interest in global teams where languages matter.

AI-Assisted Accounting Tools
Built for Real Workflows

01 Consolidation
Multi-Entity Financial Consolidation
Consolidates P&L and Balance Sheet across 3 entities (USD, CAD, GBP) with FX translation (IAS 21), intercompany elimination, and a single-command consolidated trial balance export. Built for Xero multi-entity month-end close.
Xero FX Translation IFRS 10 IC Elimination Python
02 Bookkeeping
Bank Statement Expense Categorizer
Ingests CSV bank exports, categorizes transactions using a regex keyword engine against 14 CRA expense categories (T2125), applies the 50% meals rule (ITA s.67.1), and flags uncategorized items for manual review.
CRA T2125 ITA s.67.1 Sole Prop Python
03 Revenue Analytics
Contra Revenue Flux Analyzer
MoM and QoQ variance analysis on gross-to-net revenue components (rebates, SPAs, returns, price protection) with a Model N anomaly detection engine that flags system-driven calculation errors vs. true business changes.
Model N ASC 606 SAP Python
04 Contract Review
Contract Revenue Recognition Reviewer
Parses PDF contracts locally to flag unusual revenue terms against IFRS 15's five-step model and ASPE 3400. Detects variable consideration, principal/agent indicators, significant financing components, and content licensing risks.
IFRS 15 ASPE 3400 Python + pdfplumber
05 ERP Migration
GL Mapping Validator Suite
Validates chart of accounts mappings across five ERP migration paths. Flags type mismatches (B/S vs. P&L), duplicate targets, inactive and unmapped active accounts, contra revenue mapped to gross revenue, and Opening Balance Equity reclassification needs. Produces a migration-ready CSV report.
NetSuite SAP S/4HANA Oracle Fusion Workday Xero QBO Python

Expertise

ERP Systems

  • SAP S/4HANA & SAP BPC
  • Oracle Fusion Cloud
  • NetSuite
  • Xero (multi-entity)
  • QuickBooks Online
  • Workday Financials
  • Model N (channel pricing)

Accounting Specialties

  • Revenue Recognition (IFRS 15 / ASC 606 / ASPE 3400)
  • Contra Revenue & Gross-to-Net Analysis
  • AI-Assisted Process Improvement & Automation
  • Multi-entity Consolidation (IAS 21)
  • SOX Compliance & Internal Controls
  • Content Asset & Streaming Accounting
  • ERP GL Migration & Chart of Accounts Design
  • Forecasting, Budgeting & Variance Analysis
  • CRA Tax Compliance (T2125 / T2)

Technical & AI

  • AI Tools — Claude, Copilot, ChatGPT, Gemini
  • Python (automation, data processing)
  • SQL (custom queries, large datasets)
  • Excel / Power Query / Power BI / Tableau
  • GitHub (version control)
  • pdfplumber (local PDF parsing)
  • Process documentation & AI-assisted workflow design
// Flux Detective

Can You Spot
the Anomaly?

Real accounting scenarios. Timed. The CFO is watching.

Score
0
Round
1/6
Time left
25s
Streak
0
CFO patience
🐶
Level: Analyst
GL Account
Prior Mo.
Current Mo.
Variance %
Final Score
0

// Contact

Let's Talk Finance Systems

Open to Finance Systems, Finance Transformation, ERP Implementation, and Finance AI/Automation roles across North America and remote.