Chief Financial & Operations Officer (CFOO)

• Sep 2023 - Present

The Chief Financial and Operations Officer (CFOO), reporting to the Founder & CEO, is responsible for overall service delivery and operations including finance, human resources, administration, health & safety, and information technology. The CFOO provides leadership, management, focus, accountability, and alignment. The CFOO harmoniously unites the major functions of the business necessary to ensure that AdaptAbilities has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow the organization, ensure sustainability and operating efficiency.Key Functions• Leads and manages senior level management to effectively coach, motivate and advance their teams• Works with the CEO to set and drive the organizational purpose, core values, culture, and organizational strategy• Oversees organizational operations, project timelines, business developments, and employee productivity while building a highly inclusive culture to ensure team members succeed• Measures and analyzes current revenue streams, offerings, and relationships to optimize business growth and revenue strategy• Prepares documentation and develops reporting systems to maintain comprehensive records and streamline operations, improving communications and efficiency within departments.• Develops actionable business strategies, objectives, and plans that ensure alignment with short- and long-term goals developed in tandem with the Founder and CEO• Strategically manages, organizes, and coordinates employees from different departments and locations to ensure efficiency• Implements financial procedures, organizational policies, and programs to drive the organization’s operating capabilities to surpass the industry average• Assesses and implements improved processes and new technologies while collaborating with management Show less

Director Corporate Services

• Dec 2020 - Sep 2023

The Director of Corporate Services reports to the Founder & CEO, and is responsible for the organization’s finance, operations and human resources departments. The DCS provides important cross departmental services to support the organization and service delivery with accountability for the continual improvement in Corporate Services. In addition the Director is responsible for leadership, oversight and direction plus provides high-level strategic advice to the Leadership Team. Key Functions• Provide direct leadership to Finance, Human Resources, and Operations • Monitor adherence to organizational policies and processes and communicate the purpose of all policies and processes• Oversee the Corporate Safety Program to ensure compliance requirements are met• Promote efficiency and successful operations of Corporate Services departments• Prepare documentation and develop reporting systems to maintain records • Streamline operations, improving communications and efficiency within the departments• Lead the scheduled evaluation and update of organizational policies and processes• Implement new initiatives to improve organizational performance• Apply a thorough understanding of the Canada Revenue Agency (CRA) standards, the Charity Fund-raising Act, Employment Standards and related legislation to ensure compliance with all organizational proceedings• Lead and manage the creation and implementation of human resources policies• Develop and implement comprehensive annual Human Resources Plan that includes corporate orientation and training program• Give guidance to programs regarding legal obligations for government funded contracts• Create and implement proactive risk mitigating solutions to reduce liability for the organization Show less

Financial Controller

• Jun 2020 - Dec 2020

Manage the accounting operations including the review of journal entries, payroll, benefits accounts payable, accounts receivable and statutory reporting.Assumes a leadership role in forecasting and the annual budget planningResearch, develop and implement reporting tools and information delivery processes to ensure effective and timely access to financial information.Provides advice and guidance on all accounting matters including financial systems, record keeping, analysis, and reporting.Provide strategic analysis as required to drive improved decision making.Responsible for the formulation of accounting policies, procedures and controlsResponsible for the accuracy and timeliness of financial informationSupporting new systems or project selections and implementation from a strategic finance and internal control perspective. Show less

Owner

• Nov 2016 - Present

Owner and Superhost of Vacation Rentals in Calgary, Edmonton and beautiful Kelowna BC! Owner and Superhost of Vacation Rentals in Calgary, Edmonton and beautiful Kelowna BC!

Controller

• Apr 2015 - Jun 2020

• Reporting to the CFO, full responsibility for day to day activities of the accounting department with 5 direct reports. • Preparing Monthly/Annual (external) Financial Statements and Bank compliance reporting for CFO review and distribution, including board reporting and external Financial Statements. • Responsibility for internal controls and main point of contact with external auditors. • Newly added role of taking on accounting functions (including board reporting) from Regina affiliate • Look for ways to continuously streamline processes, create efficiency and improve controls • Work directly with other Directors/Departments to provide exceptional customer service and ensure they have the information/tools they need to perform their work effectively. • Additional projects/duties as requested by CFO Show less

Treasurer/President Of The Board Of Directors (Volunteer)

• Sep 2016 - Jun 2019

Owner

• Jul 2010 - Jul 2017

Recruitment Partners Controller Cash Store Financial (April 2014-April 2015) • Managing team of 5-7. • Navigating business through CCAA bankruptcy protection and working with new owners to ensure a smooth transition for the remaining business. • Clean up and improved processes for large volume transaction G/L accounts that went unreconciled for several months. • Manage accounting operations, accounting close, account reporting and reconciliations. • Reviewed and approved accountant’s book entries to ensure accuracy of the G/L. • Recruited/trained and coached employees in in a high turnover situation. The Western Providence Group (June 2013-Present) Accountant • Full-cycle accounting for Land Development Company, (Three separate companies) including budget analysis and reports for lender financing. • Cash flow analysis and advice. • Implement policies/procedures to help manage the business as it grows. • Liaise with auditors/external Accountant. Padgett Business Services (April 2013-April 2014) Accountant • In an effort to improve processes and eliminate redundancies, recommended and project led computer upgrade/Implementation for client including documentation of policies and procedures and training of employees. • Bookkeeping training and services. • Basic tax preparation Cameron Measurement Systems – UK (Sept 2011-Sept 2012) • Assisted the Controller with the production of the monthly financials, management reports and board packages. • Addressed and resolved non-routine, complex and unexpected variances. • Investigated and resolved discrepancies in monthly GL accounts while under tight deadlines (Including UK VAT account). • Reconciled TB for Holding Company that had been left for several months due to staff changes. • Streamlined and managed employee expenses, including collection of overdue expense reports and reconciliation of clearing account all in accordance with corporate policies. Show less

Controller

• Apr 2008 - Apr 2010

● Managed accounting operations, accounting close, account reporting and reconciliations. ● Reviewed and approved accountant’s book entries to ensure accuracy of the G/L. ● Worked with management to document and offset unusual expense variances in their respective areas. ● Worked with the Canadian Finance Manager in the production of the monthly financials, management reports and board packages ● Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget. ● Recruited, coached and mentored staff by offering constructive feedback and taking interest in their long-term career growth. ● Drafted budgets and quarterly forecasting, analyzed to actuals. ● Offered feedback to executive-level management on effectiveness of strategies and initiatives. ● Tracked all capital spending against approved capital requests. ● Analyzed costs and revenues to project future trends. ● Coordinated fixed asset additions and retirements. ● Ensured all functional areas complied with Cameron policies and procedures. Show less