Umair Khalid

Consultant | Toronto, Ontario

About Umair:
Umair Khalid is an AI-native finance transformation and ERP implementation consultant at Echo Park Consulting, specializing in helping high-growth technology companies modernize their finance operations. He moves companies off legacy finance systems and onto modern, integrated finance stacks like Rillet, leading the work from solution design and data migration through reconciliation and go-live.

He has delivered 50+ end-to-end ERP implementations spanning order to cash, record to report, and procure to pay, first at Oracle NetSuite and now leading Rillet implementations for usage-based SaaS, consumer subscription, marketplace, telehealth, and grant-funded deep tech businesses.

His particular strength lies in managing complex finance transformations: non-standard revenue models, detailed subledger reconciliations, and high-stakes go-live execution. Outside of work, Umair is a lifelong competitor, a former high school table tennis captain and University of Waterloo Tennis Club president and 2023 doubles champion, who now plays locally ranked padel and pickleball.

Industry Specializations:
Rillet and AI-native finance stack implementations, and ERP migration from QuickBooks Online, NetSuite, and Sage Intacct, for:

  • Usage-based and hybrid-billing B2B SaaS

  • App-store consumer subscriptions (Apple App Store, Google Play, multi-entity and multi-currency)

  • Transaction-based marketplaces and booking platforms (take-rate, consignment, trade-in credit flows)

  • Digital health and telehealth infrastructure (gross versus net across embedded payments and fulfillment)

  • Grant-funded deep tech and pre-revenue R&D (milestone grant revenue, CIP, ROU leases)

Consulting expertise: Rillet and NetSuite implementations, ERP migration and historical data migration, revenue recognition (ASC 606), subledger reconciliation and trial balance sign-off, multi-entity consolidation and intercompany eliminations, multi-currency, and systems integration (Stripe, Maxio, Ramp, Rippling, Salesforce, Plaid).

Certifications: NetSuite Certified SuiteFoundation, NetSuite Certified Administrator, NetSuite Certified Financial User, Oracle Cloud Infrastructure 2025 Certified AI Foundations Associate.