Executive Experience

Executive & advisory career

2017 – Present

Technology & Media Companies

CFO & Fractional CFO | Strategic Financial Advisor

SBM Production Audit Professional Corp. & L.J. Coulman Consulting Inc.

Provides CFO-level executive leadership and strategic financial advisory services to multiple technology and media companies, supporting organizations through complex growth, M&A, risk, governance, capital allocation, and strategic investment decisions.

  • Provides executive financial leadership and strategic advisory support to technology and media companies across varying stages of growth and transformation.
  • Advises executive teams and Boards on financial strategy, M&A, risk assessment, governance policies, capital allocation, and strategic investments.
  • Delivers financial modeling, transaction analysis, capital allocation strategies, and strategic financial guidance.
  • Advises on co-production agreements, strategic investments, and complex financial and commercial arrangements.
2018 – 2024

Nobul Technologies Inc.

Chief Financial Officer

Served as Chief Financial Officer of a high-growth technology company, leading financial strategy and supporting significant capital raising, M&A, governance, and organizational growth.

  • Raised $40M+ in private capital from family offices, institutional investors, and strategic partners; led M&A valuation, financial due diligence, deal structuring, and integration.
  • Managed corporate governance and board relations, finance, legal, investor relations, and HR infrastructure for a hyper-growth technology firm ranked #1 on the 2022 Deloitte Technology Fast 50 list, that was preparing for a go-public transaction.
2003 – 2016

PricewaterhouseCoopers LLP

Assurance Partner

  • Advised public (NASDAQ, NYSE, TSX) and private Boards on M&A ($10M-$2B), capital markets (10+ capital market transactions), enterprise risk management, internal controls and regulatory compliance, and audit quality.
  • Managed a portfolio of 100+ clients with revenues of up to $2.5B+ in both Canada and the US.
  • Led the Canadian ISQC 1 quality initiative, strengthening Assurance Quality standards under CPAB and PCAOB regulatory standards, and Canadian Assurance L&D, designing programs for 1,200+ staff and responsible for reducing costs by 30%, member of Assurance Extended leadership team.
  • Global L&D Governance committee member, creating and implementing training strategies for PwC Assurance in all territories and Global ISQC1 member, implementing Assurance Quality compliance protocols across the PwC Network.

Skills

Areas of expertise

Audit Committee Leadership Public Company Governance Enterprise Risk Management Cybersecurity Governance Artificial Intelligence Governance Internal Controls Strategic Investments & M&A Oversight Capital Allocation Board Effectiveness Regulatory Compliance
Credentials

Education & certifications

Education

  • JANUARY 1999
    Certified Public Accountant — CPA License
    Illinois, United States
  • JANUARY 1990
    Chartered Accountant
    Ontario CPA/CA Professional Body, Ontario, Canada
  • JANUARY 1988
    BA Honours, Chartered Accountancy Studies
    University of Waterloo, Waterloo, Ontario, Canada

Certifications

CPA, CA CPA (Illinois)