Founder & Strategic CFO

• Nov 2018 - Present

Clear Margin Consulting is a boutique financial consultancy, accounting & bookkeeping firm based in Vancouver, Canada. We help business owners to manage and understand their financials while using numbers as a starting off point for business growth and improvement. Clear Margin Consulting is a boutique financial consultancy, accounting & bookkeeping firm based in Vancouver, Canada. We help business owners to manage and understand their financials while using numbers as a starting off point for business growth and improvement.

Project Budget Analyst (Consulting)

• Feb 2019 - Jan 2020

SaaS Financial Analyst

• Apr 2018 - Feb 2019

• Created models and analysis in support of management activities and business proposals. • Leading role in a cross functional team to drive process improvement activities to ensure the business can continue to scale while delivering operating leverage.• Build models and frameworks to support strategic decision-making.• Monitors accuracy of the sales and finance dashboard reporting and related tools and provide meaningful insight into the sales actuals and forecasted results.• Provide monthly commentary to business leaders on revenue and margin variances, as required.

Business Analyst Contract

• Feb 2018 - Apr 2018

Demonstrated skills in user requirements gathering, system integration, and testing.•Recommended and implement process improvements affecting multiple teams, technologies, systems, or business areas to increase efficiency. •Facilitated requirements gathering sessions with stakeholders and business users to capture business rules, workflows, solution goals and project objectives•Formulate and define system scope and objectives based on business needs, identify how the request impacts other systems and business processes• Provide complex analysis and project support for special initiatives and analyse information and statistical data;•Prepare and compile reports and technical documents and utilise presentation software and tools to support business planning, decision-making and performance management;•Coordinate the distribution of project tracking information and executive reports;•Plan, coordinate and lead project meetings and working groups;

Performance and Reporting Analyst

• Jan 2016 - Apr 2018

Duties Included: • Assess business requirements and business process mapping for various projects including working across change management, communication, policy documentation and engaging stakeholders. • Lead projects from idea generation through to go live, engaging various stakeholders and acting across multiple hats in project delivery including business analyst, and change advocate. • Build and analyse business case proposals including revenue, ROI, cost projections and suggested performance measures. • Produce consolidated reports, provide complex analysis and trending information on division, projects and external competitive landscape to support and guide business planning, decision-making and bench marking.• Customer profiling and delivery of analytical solutions designed to improve business understanding.• Owned and managed costing models and associated processes as it relates to annual budgeting, periodic forecasting, month-end accruals, invoice tracking and reconciliations.• Develop and improve processes to leverage the financial reporting capability across the division. • Present constructive advice to senior leaders on maintenance of department metrics and recommendations for improvement. • Facilitate workshop sessions.• Promote better ways of working that are commercially sound and encourage stakeholder ownership. • Work with multiple stakeholders, vendors, cross-functional teams to achieve business outcomes. Skills Acquired:• Ability to build strong working relationships with key stakeholders across the business. • Able to analyse processes and courageously challenge leaders on current procedures.• Develop public speaking skills and facilitate workshop sessions.

Accountant

• Jan 2015 - Jul 2016

Duties Included: • Preparation of complex excels spread sheets and analysis of monthly charges.• Develop and improve processes.• Checking, reviewing and approving the output of processing staff for accounting accuracy.• Engage with different areas of the business to follow up on reconciling items• Balance Sheet reconciliations.• Processing standing journals and accruals.• Ensure the completeness and accuracy of general ledger data.• Ensure compliance with CUA policy and relevant statutory acts. • Training and guidance for new staff members.Skills Acquired:• Advanced Microsoft Excel and Word skills.• Results driven with a passion for problem solving with ‘out of the box’ solutions.• Details orientated with a high regard for accuracy.• Development of key business contacts.

Assistant Accountant

• Aug 2013 - Jan 2015

Duties Included:• Bank reconciliation (AUD, USD, PGK)• Payroll (40+ Contractors)• Cash receipts reconciliation• Assist with month end • Create and send customer invoices and statements • Monitor accounts receivable to ensure timely payments • BAS & IAS reporting Skills Acquired: • Time management • Advanced Microsoft Excel knowledge • Knowledge of MYOB Duties Included:• Bank reconciliation (AUD, USD, PGK)• Payroll (40+ Contractors)• Cash receipts reconciliation• Assist with month end • Create and send customer invoices and statements • Monitor accounts receivable to ensure timely payments • BAS & IAS reporting Skills Acquired: • Time management • Advanced Microsoft Excel knowledge • Knowledge of MYOB