Lori Perkes
Director, Finance and Human Resources at Waterloo Region Economic Development Corporation- Claim this Profile
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Bio
Credentials
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YTT 200 hour yoga teacher with level 1 trauma informed certification
Heal, Evolve, ThriveJan, 2020- Nov, 2024 -
BA Psychology
Wilfrid Laurier UniversityJun, 2005- Nov, 2024 -
CPA, CGA
CPAJan, 2001- Nov, 2024 -
CAE
CSAE Canadian Society of Association Executives -
CHRL
HRPA - Human Resources Professionals Association
Experience
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Waterloo EDC
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Canada
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International Trade and Development
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1 - 100 Employee
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Director, Finance and Human Resources
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Sep 2016 - Present
Senior leadership team member overseeing all aspects of Finance, Human Resources, Information Technology, Admin and Board Governance in support of the strategic direction and business plan. Senior leadership team member overseeing all aspects of Finance, Human Resources, Information Technology, Admin and Board Governance in support of the strategic direction and business plan.
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Huntington Society of Canada
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Canada
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Non-profit Organizations
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1 - 100 Employee
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Director of Finance
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Jul 2014 - Sep 2016
A key member of the senior management team who oversees Finance, Human Resources, and Information Technology in support of the organization’s strategic direction. A key member of the senior management team who oversees Finance, Human Resources, and Information Technology in support of the organization’s strategic direction.
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Manager, Accounting
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Mar 2013 - 2014
Led a unionized accounting team and non-unionized payroll team in the areas of planning, reporting, financial analysis, weekly union and non-union payroll.Day to day leadership, coaching, mentoring.Managed employee feedback mechanisms and annual performance reviews. Development of ERP enhancement planning and scheduling of training. Strategic goal setting, performance management including informal yet consistent feedback.Prepared monthly financial commentary, KPI reporting and quarterly board reports. Developed monthly reporting schedules, audit and budget schedules and deliverables.Prepared 5 year forecasting model for inclusion in Board packages and Regulatory reporting.Liaised with external auditors and third party vendors.Reviewed and approved expenditures.
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Ontario Federation of Agriculture
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Canada
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Farming
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1 - 100 Employee
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Director of Finance and Human Resources
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Sep 2005 - Feb 2013
Management of department staff in the areas of Finance, Payroll, Admin and Member RelationsAttending and presenting of financials and HR at monthly Board of Director’s meetings,and Committee meetings of Audit, Finance and Pension. Accountable for monthly financial statements, including reporting to Board of Directors, year-end audit file preparation, year-end audited financial statements with attendance and presentation of the audited financial statements at the OFA’s AGM.Annual preparation of the budget and operating plan and presentation to Finance Committee and Board of Directors.Design, development and implementation in collaboration with managers of all HR Systems Preparation of Tri-Annual Re-Accreditation documentation and attendance at OMAFRA Accreditation Tribunal Main contact with OMAFRA through Agricorp and Farm Business Registration (primary funding system) process.Lead of committee to acquire and implement new Association Management Software solution to replace the current system.
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Data & Systems Specialist
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Aug 2002 - Sep 2005
Contact clients to arrange retrieval of data for sales tax reviews.Liaise with client IT staff to discuss structure and format of data.Review data to ensure complete accounting cycle data is captured.Monitor data collection process and coordinate delivery via ftp site.Manipulate and format data for use during audits with in-house custom software.Develop and train new consultants on use of computers, Microsoft products and in-house custom software.Perform function of telephone help desk to a staff of 45 on-the-road consultants to assist with any issues related to software and hardware.Design, develop and deliver regular in-house training seminars for staff of 45.
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Mold-Masters Limited
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Canada
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Plastics Manufacturing
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400 - 500 Employee
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Senior Financial Analyst
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Jul 2000 - Aug 2002
Annual budget preparation and coordination for two companies.Monthly financial package preparation and consolidation.Design and development of new reports both in SAP and Excel.All internal divisional financial reporting. Year end working paper package for two companies and auditor liaison.Preparation of weekly sales and margin reports.Supervision of accounting support staff.Excel training resource for company staff. Annual budget preparation and coordination for two companies.Monthly financial package preparation and consolidation.Design and development of new reports both in SAP and Excel.All internal divisional financial reporting. Year end working paper package for two companies and auditor liaison.Preparation of weekly sales and margin reports.Supervision of accounting support staff.Excel training resource for company staff.
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Education
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Chartered Professional Accountants of Canada (CPA Canada)
CPA, CGA, Finance & Accounting -
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Human Resources Professional Association
CHRL -
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Canadian Association Executives
CAE, NFP Association Management -
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Wilfred Laurier University
BA, Psychology -
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Southern Alberta Institute of Technology / SAIT
Bachelor of Applied Business Administration, Accounting and Information Technology -
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Certified General Accountants Association of Ontario
Designing Dynamic Spreadsheet Models in Excel -
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Certified General Accountants Association of Ontario
Designing Stable Spreadsheet Models in Excel -
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Penton Education Services
Social Media Certificate -
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Stitt Feld Handy Group
Online Negotiation Course -
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Stitt Feld Handy Group
Difficult Conversations Course -
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Dale Carnegie
High Impact Presentations
Community
