Senior Financial Analyst

• May 2022 - Present

Senior Financial Analyst

• Apr 2019 - May 2022

Financial Analysis Lead monthly departmental meetings with business partner throughout the organization to provide insights on monthly results and to ensure financial transactions are properly recorded Preparation and distribution of monthly results to SSC executives and Regional/Store Managers Develop annual budget templates, liaise with various departmental stakeholders for better budget processes Perform timely variance analysis of actual to plan, prior year and forecast Identify and build financial reporting including models and templates using a documented, auditable, and logical process. Assist in auditing, monitoring, and improving data quality.  Respond to/prepare ad hoc requests (internal & external) for analysis, data, and information on a regular basis. Provide analysis, recommendations, and insights in support of retail analysis initiatives and projects as directed. Initiate and support continuous process improvement to the existing accounting processes and procedures to eliminate non-value added activities, reduce processing time and eliminate manual intervention. Identify and provide recommendations to streamline and improve existing business processes.Financial Reporting Prepare monthly journal entries, account reconciliations and supporting working papers  Assist in the preparation of audit schedules as required during annual audit and working with the external auditors to complete their requirements Develop and provide quantitative solutions to complex business problems. Work with key stakeholders to develop the regional and store level payroll/labour workbooks for Canada operations. Support the timely preparation and submission of the financial statements for both internal and external reporting Oversee monthly Sales Tax filings Provide guidance to AP/AR on GL coding and/or Fixed Assets issue

Accountant

• Jul 2017 - Mar 2019

 Prepare monthly Balance Sheet, CAPEX reports and Fixed Assets reporting. Prepare monthly journal entries such as Return Reserve, Shrink Reserve, Payroll and Benefits, Defective Allowance accrual and ad hoc JEs Work closely with operational departments to ensure that financial transactions are properly recorded. Ensure the timely completion and accuracy of general ledger account reconciliations monthly. Investigate and resolve reconciling differences Researching activity and variances during month-end close process. Various analyses such as Sales and COGS Assist in the preparation of audit schedules as required during annual audit, working with external auditors’ requirements Continuous process re-engineering of existing accounting processes and procedures to eliminate non-value added activities, reduce processing time and eliminate manual intervention Work with the A/R, A/P, Payroll, and Cash Management teams to ensure proper cash application and reporting of cash related transactions Ensure adherence to internal control processes, accounting policies and procedures.  Assist with other ad-hoc duties as needed

Intermediate Accountant

• Jun 2016 - Feb 2017

• General accounting in support of the month end close process• Work with the Senior Accountant(s) in the preparation of month end reporting packages• Coordinate and reconcile monthly intercompany activity• Prepare and post month end journal entries including FX transactions; • Reconcile select balance sheet accounts and manage the team balance sheet reconciliation matrix• Monitor and manage upload of journal entry support• Ensure compliance with internal accounting policies, Sarbanes-Oxley and GAAP• Manage and Ensure accuracy of PBH Accounting (Revenue)• Help with Canada GST filing process• Preparation of partial MD&A request• Various Variance Analysis• Business process improvement initiatives• International travel may be required• Other duties as assigned from time-to-time

Property Accountant

• Oct 2014 - Apr 2016

Responsibilities include:- Monthly Financial Statements preparation for Strata Corporations- Preparation of supporting working papers- Cash management of trust accounts - Annual budget proofread- Communication with owners, strata council members and property managers, and bank representative- Financial Statements analysis Responsibilities include:- Monthly Financial Statements preparation for Strata Corporations- Preparation of supporting working papers- Cash management of trust accounts - Annual budget proofread- Communication with owners, strata council members and property managers, and bank representative- Financial Statements analysis

Accounts Payable

• May 2013 - Oct 2014

• Process payment for outstanding invoices• Liaise with vendor/contractor regarding invoice details and payment status• Assist office staff(s) in any way to ensure office efficiency • Process payment for outstanding invoices• Liaise with vendor/contractor regarding invoice details and payment status• Assist office staff(s) in any way to ensure office efficiency

Intern

• Apr 2013 - May 2013

 Bookkeepingo Revenue/Sales entryo Bank Reconciliations (Simply Accounting)o Sales record audito Bank statement/Visa statement record  Bookkeepingo Revenue/Sales entryo Bank Reconciliations (Simply Accounting)o Sales record audito Bank statement/Visa statement record

General Assistant

• Sep 2006 - Jan 2013

General Assistant (45%) Provided assistance to customers such as answering their questions and escorting them to the location of the productsCashier (45%) Processed customers’ monetary transactions including payments with cash, debit card or credit cardCustomer Service (10%) Managed customer conflicts both over the phone and in person professionally with a friendly calm attitude and voice tone Resolved product issues effectively by refunding or exchanging defective products

Individual income tax agent

• 2011 - 2011

 Resolved client’s enquires and problems on an accurate and timely manner with professional attitude Effectively obtained and analyzed tax information, tax returns and adjustments Processed client’s requests related to tax purposes Cleared confidentiality if caller need any account specific information and ensure the safety for taxpayer’s personal information Provided explanations and/or clarifications to clients over the telephone in response to enquiries concerning the filing and processing of individual income tax returns