Manager, Finance & Operations

• Jan 2023 - Present

Finance & Operations Coordinator

• Aug 2018 - Jan 2023

- Maintains accurate accounts for all financial transactions- Reconciles month end and year end reports with the Foundation’s Integrated Management System- Prepares detailed fund reports for donors- Reconciles the monthly investment balances - Processes payroll, CRA remittances, reconciles monthly banking and prepares financial statements- Prepares annual charitable returns- Ensures gift receipting and granting processes are accurate and comply with CRA requirements- Works closely with Treasurer and staff to ensure efficient external annual audit- Assists in preparing annual operating budget for Board approval.- Provides operational and administrative support to the ED and Finance Committee- Acts as lead contact and oversees all aspects of the Foundation’s contracts - Analyzes Foundation data – including gifts and granting  with strong performance metrics- Works closely with the ED and Fundraising Committee Chair to assist with tracking, administration and analysis of the Foundation’s activities & donor contact initiatives. Show less

Accounting Specialist

• Oct 2016 - Aug 2018

-Maintain financial records (coding and posting invoices; preparing and posting journal entries; month-end accruals). - Prepare bank deposits. - Process & administer payroll, including the payment of commissions and employee expenses. - Invoice completed orders. - Monitor accounts receivable aging and follow up on aged accounts. - Manage supplier payments and monitor accounts payable aging. - Perform purchasing duties (ordering products, licences, office supplies, etc). - Prepare and submit all government remittances (QST, BC PST, MB PST). - Record and allocate monthly depreciation entries. - Prepare shipping documents, travel accommodations, etc. Show less

Manager of Student Affairs

• Apr 2013 - Apr 2016

- Created and monitored a $1.4 million operational budget, while managing funding requests from students, faculty, and staff.- Responsible for reviewing all policies and procedures to ensure relevance and compliance, and for creating new policies and procedures. - Represented and advocated the interest of students within the college and Kingston communities.- Student Club support, guidance, resources; contributed to expansion from 7 clubs to over 20 ratified student clubs.- Maintained signing authority on bank accounts and investments for the organization.Key achievements that I completed in this position include, but are not limited to, the following:- Developed the Good Neighbour Campaign to promote pride in our communities.- Simplified the funding request process by creating easy to use forms.- Assisted in the creation of nine new student clubs and simplified fund management forms.- Created a more comprehensive operating budget report that is easy to understand. Show less

Chief Governance Officer - SASLCK Board of Directors

• Apr 2012 - Mar 2013

- Monitored the organization’s performance and $1.3 million operating budget.- Assured the integrity of the board’s processes and policies.- Provided updates to Committee Structure Policy to eliminate deficiencies.- Member on several ad hoc committees (BDI Committee, Hiring Committee).- Created Ownership Linkage Committee policy to assist the board in engaging students.

Board of Governors Student Representative

• Sep 2014 - Aug 2015

- Oversaw the college’s performance by actively monitoring results and compliance. - Evaluated the President’s performance. - Participated in updating and improvement of board by-laws and policies. - Oversaw the college’s performance by actively monitoring results and compliance. - Evaluated the President’s performance. - Participated in updating and improvement of board by-laws and policies.

Project Leader, Manage Your Money

• Apr 2013 - May 2014

About the Program: Manage Your Money helps local youth learn the skills they need to take control of their finances as they enter adulthood. Navigating personal financial requires confidence and knowledge. With help of the MYM mentors, participants learn about practical topics such as budgeting, understanding your paystub, taxes, insurance, banking options and more. About the Program: Manage Your Money helps local youth learn the skills they need to take control of their finances as they enter adulthood. Navigating personal financial requires confidence and knowledge. With help of the MYM mentors, participants learn about practical topics such as budgeting, understanding your paystub, taxes, insurance, banking options and more.

Customer Care Representative

• Aug 2011 - Apr 2013

- Customer assistance, product information, and financial transactions. - Issued fishing & hunting licenses, cut keys, arranged delivery/pickup for customers, and answered phone calls. - Customer assistance, product information, and financial transactions. - Issued fishing & hunting licenses, cut keys, arranged delivery/pickup for customers, and answered phone calls.

Operations Manager

• 2009 - 2011

- Supervised casual staff (Event Assistants) including hiring, training, mentoring, scheduling, & discipline. - Verified the accuracy of invoices, accounts payable/receivable, processed deposits, and payments on accounts. - Coordinated all summer accommodations and liaised with Event Services partners, using Event Business Management Software (EBMS) and Five Star accommodation software. - Provided training and support on Five Star software to summer staff and Event Services partners. Show less

Event Assistant

• 2007 - 2009

- Liaised with clients, providing on-site assistance, confirming event details, troubleshooting potential problems and providing campus tours to clients. - Delivered event equipment and completed required setup/teardown of the events. - Performed data entry, filing, and other administrative tasks as required. - Liaised with clients, providing on-site assistance, confirming event details, troubleshooting potential problems and providing campus tours to clients. - Delivered event equipment and completed required setup/teardown of the events. - Performed data entry, filing, and other administrative tasks as required.

Shift Supervisor

• 2004 - 2007

- Supervised crew to ensure product quality, food safety, cash, labour, and food control policies are followed. - Maintained safe working conditions by following all safety, security, and maintenance policies. - Responsible for cash management, completing bank deposits and all daily reports. - Supervised crew to ensure product quality, food safety, cash, labour, and food control policies are followed. - Maintained safe working conditions by following all safety, security, and maintenance policies. - Responsible for cash management, completing bank deposits and all daily reports.