Experience

Delta-X Research

• Canada
• Utilities
• 1 - 100 Employee

• Accountant

  • Mar 2022 - Present



FunctionFox

• Canada
• Technology, Information and Internet
• 1 - 100 Employee

• Accountant

  • Apr 2021 - Present



J. Bryant Consulting

• Victoria, Canada

• Consultant

  • Jun 2017 - Present

  Need help resolving long-standing accounting inefficiencies? Are your bookkeeping procedures cumbersome or outdated? Offering freelance consulting services to support businesses in process improvement, procedure development and accounting software implementation. Need help resolving long-standing accounting inefficiencies? Are your bookkeeping procedures cumbersome or outdated? Offering freelance consulting services to support businesses in process improvement, procedure development and accounting software implementation.



Delta-X Research

• Canada
• Utilities
• 1 - 100 Employee

• Operations Manager

  • Dec 2017 - May 2021

  Hired to fill three positions by this small, quickly growing SaaS company that provides specialized diagnostic software to utility companies around the world. Finance Role: - Performed all accounting, controlling and bookkeeping functions for both the Canada-based parent corporation and the US-based subsidiary, including payroll, government filings, cash management, A/R and A/P - Managed the entire software renewal cycle from quotes to collections with annual subscriptions ranging in value from $3K to $50K USD - Prepared month and year end multi-currency consolidated financial statements and reported on KPI’s - Expedited a move of the company accounts to a new bank to provide both significant cost-savings and increased returns on capital Sales Support Role - Supported the Sales Team by calculating new subscription pricing and issuing quotations - Developed a Renewal Scheduling tool in Excel to allow for accurate annual financial planning and resource allocation - Identified and helped to resolve a serious pricing issue that was causing many customers to be undercharged. Result: Annual recurring revenue increased by 15%. Administrative/Operations Role: - On-boarded new employees & coordinated staff events - Acted as Executive Assistant to support the CEO (as needed) - Provided logistical planning and support, as required, for trade shows, travel, and corporate events



Agropur

• Canada
• Dairy Product Manufacturing
• 700 & Above Employee

• Operations Analyst

  • Apr 2017 - Jun 2017

  A short-term contract position at Island Farms (owned by Agropur, a Montreal-based dairy cooperative). Tasks included: - Preparation of weekly/monthly manufacturing performance reports and updating of KPI's - Validation of production summary on a daily basis to ensure accuracy of data entry - Performing raw material analysis and reconciliation - Liaising with head office and Operations Analysts at other plants - Creating a hyperlinked task hub to assist in training incumbent A short-term contract position at Island Farms (owned by Agropur, a Montreal-based dairy cooperative). Tasks included: - Preparation of weekly/monthly manufacturing performance reports and updating of KPI's - Validation of production summary on a daily basis to ensure accuracy of data entry - Performing raw material analysis and reconciliation - Liaising with head office and Operations Analysts at other plants - Creating a hyperlinked task hub to assist in training incumbent



Money Mart Financial Services

• United States
• Financial Services
• 700 & Above Employee

• Senior Accountant/ Financial Analyst

  • Jan 2017 - Mar 2017

  This was a short-term contract position to assist during the implementation phase of migrating the company's finance department from Great Plains to Oracle. Tasks included: - Revising/updating existing Excel spreadsheets to work with the new system - Preparing inter-company journal entries - Performing month-end account reconciliations, reviews and flux analysis - Supporting other team members in a challenging period of change - Taking on ad hoc assignments, as needed This was a short-term contract position to assist during the implementation phase of migrating the company's finance department from Great Plains to Oracle. Tasks included: - Revising/updating existing Excel spreadsheets to work with the new system - Preparing inter-company journal entries - Performing month-end account reconciliations, reviews and flux analysis - Supporting other team members in a challenging period of change - Taking on ad hoc assignments, as needed



WCG Services

• Canada
• Professional Training and Coaching
• 200 - 300 Employee

• Assistant Controller

  • Aug 2015 - Sep 2016

  - Performed daily bank reconciliations, weekly cash flow updates, and monthly/annual journal entries and departmental financial reports - Responsible for reviewing and approving accounting entries made by other team members - Assisted with annual and quarterly budgeting and project forecasting - Created tools using Excel to improve data entry and reporting processes. Result: Reduced time spent on previously labour-intensive tasks by more than 50%, improving accuracy and staff morale, while reducing costs - Developed a detailed costing framework to facilitate the acquisition of a multi-million dollar project - Documented all financial/accounting procedures to create a robust manual of Standard Operating Procedures - Wrote a training manual to support a sister company in migrating to MS Dynamics NAV - Oversaw accounting department and presented financial reports to management in the Controller’s absence



Sea Cider Farm & Ciderhouse

• Canada
• Beverage Manufacturing
• 1 - 100 Employee

• Finance Manager

  • Jan 2014 - Jun 2015

  - Contracted to assess and review departmental procedures and processes, while providing cost effective solutions to optimize the accounting and financial systems - Worked closely with management and staff to understand departmental challenges and needs - Launched a new accounting system with department-specific reporting functionality - Trained management and staff in how to utilize the new system and other customized financial tools - Analyzed company revenue streams to identify the most profitable product/customer mixes. Result: Production, retail and marketing departments refocused targets and redirected resources. Gross sales and profit margins increased by as much as 10x in some areas. - Resolved long-standing customer billing issues. Result: Increased revenue recorded and receivables collected. Decreased collection time and bad debt write offs. Improved customer relationships and company reputation. - Studied policy and licensing changes resulting from the 2013 BC Liquor Policy Review, revising company procedures and product pricing to comply - Used Excel for ROI, break-even and COGS analysis, as well as cash flow projections and complex multi-department budgeting - Prepared year end working papers and financial statements - Managed AR, AP, payroll and tax remittances - Established a company-wide employee performance review template



Associated Building Credits Ltd./Westhills Land Corp

• Victoria, BC

• Accountant/Financial Analyst

  • May 2006 - Dec 2011

  - Developed a system to track revenues and costs of a 30-year 360-acre land development project with reporting capability down to individual lots and houses. Result: Management able to effectively budget and plan to maximize profits. - Maintained multi-company cash flow projections and developed other ad hoc financial reports - Prepared/reviewed AR, AP, payroll, monthly/year-end working papers, adjusting entries, financial statements and government remittances (5 corporations, 4 trusts) - Trained new employees in all aspects of the accounting processes and company procedures - Liaised with external auditors



StarFish Medical

• Canada
• Medical Equipment Manufacturing
• 100 - 200 Employee

• Accounting Manager/Controller

  • Oct 2002 - Apr 2006

  - Created an inter-company accounting system to handle complex customer-billing, job costing, payroll and inventory management for this rapidly growing engineering and manufacturing company - Mapped existing data and paperwork flows to identify inefficiencies and problem areas. Result: Developed a manual of Standard Operating Procedures that minimized errors, increased controls and clarified employee responsibilities - Responsible for preparing and presenting all financial reports at management meetings - Implemented a new time-tracking program to facilitate customer invoicing, subcontractor payments and project management - Accurately tracked expenses for projects eligible for CRA SR&ED credits - Prepared working papers, adjusting entries and financial statements - Reviewed and assisted with AR, AP, payroll and tax remittances



Karen Dakin, CGA

• Salt Spring Island, BC

• Staff Accountant

  • Jan 2001 - Sep 2002

  - Gained hands-on experience in an active accounting firm - Prepared adjusting entries, working papers and financial statements for compilation and review engagements, as well as trust and small audits - Prepared personal and corporate tax returns - Responded to client queries and drafted correspondence - Gained hands-on experience in an active accounting firm - Prepared adjusting entries, working papers and financial statements for compilation and review engagements, as well as trust and small audits - Prepared personal and corporate tax returns - Responded to client queries and drafted correspondence



Tree House Cafe

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Managing Owner

  • Feb 1996 - Dec 2000

  - Created, operated and managed all of the day-to-day operations and accounting for this busy, successful restaurant (sold in 2001 and still in operation today) - Developed strong managerial skills in planning, budgeting, controlling, leading and policy-making - Managed a staff of over 30 employees, learning the importance of supporting staff in career development and personal growth - Identified and resolved challenges in every aspect of the business from recipe development, quality control and purchasing to marketing, cash flow and human resource management - Learned the value of maintaining exceptional customer service and fostering employee satisfaction



The Crystal Web Gift Shop

• Vancouver, Canada Area

• Managing Owner

  • Aug 1988 - Oct 1994