Director, Investment Accounting

• Aug 2016 - Present

Director, Investment Accounting

• May 2004 - Present

Senior Manager, Financial Reporting and Investment Operations

• Mar 2014 - Aug 2016

- Member of Fairfax’s Investment Accounting Committee of management and senior level staff, formed to develop and communicate company-wide accounting policy.- Research and prepare accounting white papers on a range of complex accounting issues.- Research and prepare acquisition memos for strategic investments including the alignment of accounting policies of associated companies and the calculation of goodwill at acquisition.- Assist in planning the activities of the investment accounting department to meet external and management reporting requirements.- Help implement accounting software system updates and improvements.- Develop, document and test accounting policies and procedures to meet Sarbanes Oxley requirements.- Prepare quarterly equity pickups for investments in associates.- Perform and review group reconciliation and consolidation of investment assets, liabilities and related P&L.- Prepare and review financial statement notes for investment disclosures.- Review: inter-company transactions, consolidated investment P&L, collateral, valuations, etc.- Supervise impairment process for securities in an unrealized loss position.- Provide support and documentation to internal and external auditors. Show less

Pricing Administrator, Investment Accountant, Senior Investment Accountant

• May 2004 - Mar 2014

Accelerated Program Instructor

• Jun 2009 - Oct 2013

• Responsible for delivery of prepared course materials for the 22-week CMA Accelerated Program in lecture format. • Responsible for supporting students in online forum • Marking of student accelerated program examinations • Updated corporate taxation text chapter annually Other Roles Held at CMA: CMA Entrance Examination Prep Program Instructor (6-week course) • Responsible for delivery of prepared course materials for the 22-week CMA Accelerated Program in lecture format. • Responsible for supporting students in online forum • Marking of student accelerated program examinations • Updated corporate taxation text chapter annually Other Roles Held at CMA: CMA Entrance Examination Prep Program Instructor (6-week course)