CPA FINANCE LEADER SYSTEMS BUILDER

Adam Jurgens

I make the numbers, systems, and weird edge cases agree.

Controller at Elective · former Clearco, Brookfield, Deloitte + BlackBerry · Vancouver, BC

Finance Systems Lab · Demo 01

Don't just read the résumé. Run the system.

The Close Engine is an interactive 3D simulation of a controlled US GAAP close—from source data and reconciliation through accounting judgment, controls, consolidation, and four linked financial statements.

12,842 transactions24 controls4 statementsFull lineage
Launch the Close Engine
JUL 2026 · MONTH-END CLOSEREADY TO PUBLISH
INTAKEMAPMATCHADJUSTCONTROLCONSOLPUBLISH
01SOURCE
02MATCH
03CONTROL
04OUTPUT
INCOME$182K
BALANCE$3.69M
CASH FLOW$86K
EQUITY$1.93M
12,842 MATCHED24 / 24 CONTROLSBALANCE CHECK $0

The operating system

A finance brain with a builder's tolerance for messy inputs.

I build finance infrastructure that turns chaotic operating data into numbers people can trust, decisions they can defend, and workflows the team can actually sustain.

01

Transaction truth

Stripe, Snap, BlueSnap, cash, ledger, lender reporting

Reconciles payment processors, settlements, cash movement, and reporting outputs until the accounting system matches the operating reality.

02

Reporting intelligence

AI-assisted analysis, explanations, and review

Builds reporting workflows that connect source data, reconciliations, statements, and narrative—then adds AI where it makes the team faster and the output easier to trust.

03

Automation layer

Power Query, SQL review, Python, AI tooling

Uses technical leverage where finance teams usually accept manual work: explanations, checks, reconciliations, imports, and recurring review workflows.

04

Builder mode

AI products, games, drone maps, ventures

Ships outside finance too, which keeps the work practical: build the thing, get it into the world, learn from the real constraints.

Experience

Built in finance environments where the margin for hand-waving is zero.

The career arc runs from controls and audit foundations into fintech operating finance, with a bias toward making the reporting machine faster and clearer.

2025 - PresentVancouver, BC

Controller

Elective

Building the finance function and operating cadence for a Learn Now, Pay Later fintech.

Signal

First finance leader

  • Built an integrated reporting workflow across source data, Power Query, reconciliations, financial statements, and AI-assisted analysis.
  • Owns transaction-level Stripe, Snap, and BlueSnap reconciliation through settlement, ledger, cash, and lender reporting.
  • Initiates weekly ACH/EFT flows up to $1M+ and builds internal AI tools for spreadsheet explanation and reconciliation work.
2021 - 2025Vancouver, BC

Finance Manager

Clearco

Led finance work through a larger Series C fintech environment with complex revenue products and IPO-readiness expectations.

Signal

Scaled fintech finance

  • Improved reconciliation workflows, audit documentation, recurring reporting quality, and finance systems discipline.
  • Worked across merchant cash advances, revenue-share collections, credit facility drawdowns, IFRS reporting, and FP&A.
  • Worked in Sage Intacct and FloQast across close, reporting, and audit-readiness workflows.
2018 - 2021Toronto, ON

Senior Financial Analyst

Brookfield Asset Management

Worked on a global infrastructure fund in a lean reporting environment where accuracy, controls, and deadlines mattered.

Signal

$9B fund

  • Prepared consolidated US GAAP financial statements for 10 consecutive quarters with 100% on-time submission.
  • Co-managed fund reporting, liquidity, budgeting, variance analysis, and KPI packages across 10+ portfolio entities.
2015 - 2018Toronto / Waterloo

Audit, SOX, ERP foundations

Deloitte + BlackBerry

Built the technical accounting and controls base before moving into operating finance leadership.

Signal

Controls base

  • Audited private companies under IFRS, US GAAP, and ASPE at Deloitte.
  • Evaluated SOX controls and supported ERP transition testing from SAP to NetSuite at BlackBerry.

Artifacts

Proof that the builder part is not theoretical.

Products, teams, games, travel ventures, and web experiments. The connecting tissue is range plus follow-through.

Read the Nile story

AI product

Superlore.ai

An AI audio documentation platform that turns uploaded material into podcast-style learning experiences.

AI audioWeb appFounder-built

Physical product

Heroes of Stanley Park

A self-published card game taken from design to factory production, Kickstarter, e-commerce, and worldwide fulfillment.

$15.5K Kickstarter$18K e-commerce11 countries

Team leadership

Waterloop

Co-led University of Waterloo's Hyperloop team, supporting finance, sponsorship, logistics, web, and safety teams through the SpaceX competition era.

80+ members$40K raisedSpaceX

International venture

Kileo Tours

Co-founded a Tanzanian tour company after climbing Kilimanjaro, turning a first HTML/CSS site and SEO work into real bookings.

KilimanjaroSafari$200K+ annual revenue

Drone and 3D

Maps, scans, and the habit of turning place into data.

Drone work and photogrammetry sit in the same family as finance systems: collect messy inputs, structure them, and make the result explorable.

View Sketchfab

Credentials and toolkit

Accounting depth, technical leverage, and enough weird projects to be useful.

Formal finance training matters. So does the willingness to build the workflow when the existing process is too slow.

CPA Ontario
Master of Accounting, University of Waterloo
Bachelor of Accounting and Financial Management, University of Waterloo
Governor General's Academic Award

Finance systems

Sage IntacctFloQastSAPNetSuiteStripeSnapBlueSnap

Automation

Power QuerySQLPythonTypeScriptReactNext.jsAI tooling

Accounting depth

US GAAPIFRSASPESOXAuditControlsFP&A

Contact

Need a finance leader who can also build the system?

Reach out for finance leadership, systems-heavy fintech work, creative product conversations, or a very specific discussion about payment reconciliations.