Experience

Fenchurch General Insurance Company

• Canada
• Insurance
• 1 - 100 Employee

• Consultant

  • Apr 2023 - Present

  Function as liaison with other related companies to ensure smooth and accurate flow of required financial information. Perform other project work as required Function as liaison with other related companies to ensure smooth and accurate flow of required financial information. Perform other project work as required



The Argus Group

• Bermuda
• Financial Services
• 1 - 100 Employee

• Health and Group Life Controller

  • Nov 2021 - Mar 2023

  Oversaw the accounting and financial reporting for the Health and Group Life Division of The Argus Group. Significantly improved the organization and documentation of processes and procedures for the role. Oversaw the accounting and financial reporting for the Health and Group Life Division of The Argus Group. Significantly improved the organization and documentation of processes and procedures for the role.



Tradition Mutual Insurance Company

• Canada
• Insurance
• 1 - 100 Employee

• Finance Manager

  • Nov 2018 - Aug 2021

  Responsible for the Finance and Administration functions at Tradition Mutual. Developed a cohesive, cross trained team that had been fractured and dysfunctional. Implemented revamped internal financial reporting including Key Performance Indicator (KPI) reporting. Designed and implemented Management Discussion and Analysis (MD&A) for Annual Report written in plain language. Implemented revised payment options for members including paying monthly by credit card. Developed, and commenced implementation, of an IFRS 17 implementation plan for Tradition Mutual. Show less



Max Insurance

• 50 Queen St. North, Suite 860, Kitchener, ON N2H 6P4

• Director, Reporting & Analysis

  • Feb 2017 - Oct 2018

  Developed and executed monthly financial statements and statutory reports Executed quarterly and annual statutory financial statements Prepared financial details (emphasis on operating expenses) of the annual financial plan Estimated required statutory capital on a weekly basis Analyzed financial results -communicate drivers of results to senior management Developed new financial reporting formats as required Managed cash balances to ensure that funds available for investment and for paying of claims and other expenses Reduced time required to execute monthly reporting to 5 business days Show less



MAX Canada Insurance Company

• Baden, Ontario

• Senior Accountant

  • Jul 2012 - Feb 2017

  Accounts receivable, accounts payable, cash management, financial statements (financial and regulatory), account reconciliations, planning & budgeting, accounting research, aiding in managing relations with brokers and customers. Developed new sales and retention reports for management to significantly improve the quality of management information in these areas, Accounts receivable, accounts payable, cash management, financial statements (financial and regulatory), account reconciliations, planning & budgeting, accounting research, aiding in managing relations with brokers and customers. Developed new sales and retention reports for management to significantly improve the quality of management information in these areas,



Economical Insurance

• Canada
• Insurance
• 700 & Above Employee

• Senior Financial Analyst

  • Jun 2011 - Jun 2012

  Prepared period end journal entries, reconciliations, and analyses supporting the financial reporting process to ensure completeness and accuracy of financial statements. Assisted in completion of quarterly and annual P & C 1 regulatory statements for submission to the Office of the Superintendent of Financial Institutions (OSFI). Maintained Oracle general ledger chart of accounts, which included adding/revising accounts, subsidiary codes and account rollups. Prepared period end journal entries, reconciliations, and analyses supporting the financial reporting process to ensure completeness and accuracy of financial statements. Assisted in completion of quarterly and annual P & C 1 regulatory statements for submission to the Office of the Superintendent of Financial Institutions (OSFI). Maintained Oracle general ledger chart of accounts, which included adding/revising accounts, subsidiary codes and account rollups.



ARMTEC INFRASTRUCTURE INC

• Senior Financial Analyst (Contract)

  • Dec 2010 - Jun 2011

  Entrusted to produce required financial and management reports within first month. Prepared month-end and year-end financial statements, journal entries and analyses for Armtec's holding companies to ensure completeness and accuracy of financial results. Produced month-end management reports for senior management and Board of Directors detailing key trends and performance indicators for management attention. Supported the implementation of the SAP general ledger system and the conversion from JD Edwards resulting in increased flexibility of reporting and analyses. Show less



Conestoga College Institute of Technology

• Financial/Business Analyst (Contract)

  • Apr 2009 - Jun 2010

  Streamlined year-end Program Performance Indicators (PPI) internal management reporting procedures. PPI reports were delivered to users two months earlier than prior year while improving quantity and quality of analysis. Improved procedures to produce month-end claims for program cost reimbursement to various levels of government. Audit trails supporting claims were made clearer with no loss of timeliness. Developed Excel-based cash flow forecasting model for the College to predict future cash balances and the amount of funds available for operations and capital expenditures. Show less



Sun Life

• Financial Services
• 700 & Above Employee

• Financial Controls Analyst

  • Nov 2008 - Feb 2009

  Position ceased to exist February 27, 2009 as a result of corporate restructuring.Designed and executed test plans to verify that management controls to comply with Sarbanes-Oxley requirements are functioning as designed.Performed internal control process walkthroughs with business unit management to identify procedures and potential weaknesses. and recommended improvements.Provided assistance to internal and external auditors during the course of SOX reviews.

• Senior Expense Analyst

  • Jan 2003 - Nov 2008

  Streamlined expense reporting process using Excel for Cognos PowerPlay reducing required report production time by 2 days while improving quantity and quality of information.Increased the quality of commentary and graphic analysis to improve the usefulness of reports.Enhanced the content of reports such that expenses are analyzed by: operating division, by major line item, and in the context of business volumes.Developed and maintained reports to support the integration of Sun Life Financial and Clarica.Researched and recommended accounting treatment for expense reporting issues.Supported the implementation of the Oracle general ledger system. Show less



CLARICA LIFE INSURANCE COMPANY

• Waterloo, Ontario

• Senior Financial Analyst

  • Mar 1995 - Jan 2003

  Prepared on a timely and accurate basis the consolidated financial statements. Led a team to prepare on a timely and accurate basis the annual and quarterly statements to the Office of the Superintendent of Financial Institutions (OSFI-54, now LIFE-1). Assisted in the development of the annual operating plan. Recommended and implemented new accounting treatments where required. Performed extensive development and testing in the implementation of the JD Edwards general ledger system. Integrated the accounts of Prudential Assurance and Mutual Life. Show less



Prudential UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Supervisor

  • Aug 1994 - Mar 1995

  Delivered all external financial reporting for the Canadian operations of Prudential Assurance Company Limited including UK basis reporting to our parent company in the UK, Canadian GAAP reporting, and Canadian statutory reporting.Developed and delivered Key Performance Indicator (KPI) reporting including both financial and non-financial measures.Supervised a staff of two professional accountants.Position ceased to exist in March 1995 due to the sale of Prudential's Canadian operations to Mutual Life of Canada. Show less

• Senior Financial Analyst

  • Mar 1991 - Jul 1994

• Senior Internal Auditor

  • May 1986 - Mar 1991



PwC

• Professional Services
• 700 & Above Employee

• Senior Accountant

  • Sep 1983 - May 1986