Wilbert Wong
Director of Finance at Dignity Health Global Education- Claim this Profile
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Chinese -
Topline Score
Bio
Credentials
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CPA, CMA
CPA Canada (Chartered Professional Accountants Canada)Sep, 2008- Oct, 2024
Experience
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Dignity Health Global Education
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United States
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E-Learning Providers
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1 - 100 Employee
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Director of Finance
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Jun 2019 - Present
Provide financial leadership to the Management team in terms of business planning and financial projections, budgets, corporate tax planning, preparation and analysis of financial information, and developing management and operating controls. This roll will sit over a company with operations in Canada, USA, Ireland and the UKResponsible for preparing regular financial reporting of the Company’s financial situation on an ad hoc and monthly, quarterly, and annual basis (ie. Financial statement preparation, balance sheets, tax compliance, product line profitability, etc). Manage month end, quarterly end, and year end close activities.Ensure compliance with Generally Accepted Accounting Principles (GAAP) and the Company’s financial policies and procedures.Responsible for ensuring pricing of products and courses are up-to-date, accurate and aligned to company financial goalsWill work with company CEO to prepare and assist with matters for the boardEnsure compliance with Sales Administration procedures with regard to processing agreements and purchase orders.Ensure consistency of travel and expense reporting by all personnel in accordance with Company policy guidelines.Direct the development of solutions and processes to existing problems and look towards the future to anticipate potential problems.Effective coaching, management and development of subordinates through regular meetings and follow up to resolve any issues or concerns that may arise.Responsible for ensuring that all employees within the reporting structure are committed to the company’s goals and objectives, and meeting expectations/requirements while also ensuring that manager/s are providing a positive challenging environment to meet these expectations.Drive the Company Culture while ensuring unity of purpose and fulfillment of the Company’s Mission.
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ILSC Education Group
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Canada
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Education Administration Programs
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300 - 400 Employee
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Corporate Controller
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Aug 2015 - May 2019
• Produced consolidated financial statements for all entities related to the Corporation, including operations in Canada, United States and Australia. • Managed a team of two direct reports: A/R Analyst and A/P Clerk with dotted line reports from the Montreal & US Accounting Managers.• Participated in monthly reporting discussions with Senior Management with respect to budget vs. actuals, variance analysis, and KPIs. • Management of full cycle accounting functions - managing accounts receivable and payable functions, payroll/benefits administration, HST and other tax obligations.• Managed the implementation of new accounting system (Great Plains) for the company. Transitioned from Simply Accounting to Great Plains.• Worked closely with external auditors from Collins Barrow to facilitate the annual audit process.• Liaised with department heads in the development of new Annual Budget and year-end projections.
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The Hive
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Canada
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Advertising Services
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100 - 200 Employee
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Finance Manager
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Feb 2013 - Jul 2015
• Produced accurate monthly reporting & maintain day-to-day financial management of the business units.• Managed a team of two direct reports: A/R Analyst and A/P Clerk.• Prepared daily and monthly cash flow analysis to monitor the liquidity position of the company and ensure that adequate short-term and long-term cash/financing requirements are met.• Identified operating and job variances compared to estimates/budgets.• Managed the day-to-day workflow for the A/R & A/P Analysts.• Worked with Operation & Account Directors to manage actual job costs compared to job estimates to ensure that projects remain profitable.• Worked closely with external auditors from Pwc to facilitate the annual audit process..• Generated monthly labour hour reports to senior management which identified labour hour overages by client
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DAC
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Canada
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Advertising Services
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400 - 500 Employee
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Manager, Financial Planning and Analysis
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Oct 2011 - Feb 2013
• Worked with departments and regional offices in the development of the Annual Budget, Reforecast, monthly analysis, and year-end projections.• Prepared pro forma profitability analysis for each proposed SOW to ensure that the minimum 30% profitability level will be attained with the given price.• Conducted client profitability/scenario analyses for both existing clients and new business opportunities and compared them with company KPIs (contribution to overhead, future profitability).• Lead the implementation of new budgeting software (Adaptive Planning) for the DAC Canada business unit.• Prepared all client contracts and worked in partnership with the CFO to ensure that any revisions made by the client’s lawyers are acceptable to the company..• Performed monthly sales variance analysis for all three Canadian offices (Toronto, Montreal, Vancouver) and investigated significant deviations in actual results vs. budget/reforecast.
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Canadian Tire Corporation
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Canada
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Retail
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700 & Above Employee
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Accounting Analyst
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Oct 2008 - Mar 2011
• Responsibly for monthly A/P G/L Account Reconciliations to sub ledger.• Worked in coordination with Treasury to process daily bank reconciliations.• Designed the new FX Revaluation model and was responsible for the calculation of the monthly FX journal entry.• Worked closely with external auditors from Deloitte to facilitate the annual audit process. • Responsibly for monthly A/P G/L Account Reconciliations to sub ledger.• Worked in coordination with Treasury to process daily bank reconciliations.• Designed the new FX Revaluation model and was responsible for the calculation of the monthly FX journal entry.• Worked closely with external auditors from Deloitte to facilitate the annual audit process.
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The Citco Group Limited
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Cayman Islands
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Financial Services
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700 & Above Employee
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Senior Hedge Fund Accountant
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Jan 2007 - Oct 2008
• Spearheaded and coordinated the conversion of daily and monthly account reconciliations for new and converted hedge funds. This enabled Citco to take on additional hedge funds from the client and generate revenue.• Reviewed month-end, quarter-end, and year-end cash and position reconciliations to ensure that the net asset value calculations are accurate for each assigned hedge fund. • Communicated extensively with brokerages, investment managers, and the client to obtain required information on a timely basis and resolve any issues.• Proactively investigated and provided recommendations to management on complex non-routine issues relating to the setup of new or converted hedge funds.
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Hedge Fund Accountant
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Jan 2006 - Jan 2007
Performed daily cash, position, and trade reconciliations for the client. Successfully created month-end, quarter-end, and year-end cash and position reconciliations for each assigned hedge fund. Proactively documented the daily and monthly reconciliation process for each assigned hedge funds. Provided advice to the Integration Team and peers to support the completion of daily NAV calculations for new hedge funds. Liaised with auditors and prepared audit schedules for assigned hedge fund. Investigated significant price variances using Bloomberg and provided supporting documentation to the pricing team.
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CIBC Mellon
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Canada
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Financial Services
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700 & Above Employee
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Fund Accountant
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Dec 2004 - Jan 2006
Prepared timely and accurate Net Asset Values, yields, and distributions for managerial review. Reviewed and provided documentation for daily corporate actions to ensure that they are processed correctly. Successfully resolved discrepancies and exceptions that were identified in the IAS accounting system. Assisted in the preparation of audit schedules, compliance reports, and financial statements. Researched securities in assigned Fund portfolios for the purpose of ensuring proper accounting treatment and compliance with SEC, tax, and prospectus restrictions.
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Education
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1999 - 2004
University of Toronto Scarborough
BCOM, Management and Economics -
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University of Toronto Scarborough
Bachelor of Commerce (B.Com.), Accounting and Business/Management
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