Teams at Umbrella Incorporated

Coordinates customer technology projects, conducting site walks for physical security, network, and structured cabling installations. Documents site conditions, risks, quantities, pathways, power, access, and infrastructure to support estimates and scopes of work. Assists with installation planning, materials, scheduling, proposals, customer updates, issue resolution, and coordination among technical teams, installers, MSP specialists, and AI consultants. The role is primarily office-based in Richmond Hill with regular field visits across Ontario.

Design, build, and operate production AI and automation solutions for clients. Lead discovery, solution design, proofs of concept, integrations, document processing, knowledge assistants, security controls, and ongoing optimization. Productize successful client work into packaged services, reusable accelerators, reference architectures, and repeatable delivery methods. Advise technical and executive stakeholders while helping shape the company’s AI offerings.

Leads the finance function across financial operations, month-end and year-end close, reporting, controls, budgeting, forecasting, modeling, tax compliance, and cash management. Partners with the CFO and senior leaders to provide financial insights and support business decisions. Manages and develops a junior finance team member, oversees Sage Intacct, improves systems and processes, supports audits, and builds scalable finance procedures.