David Roberts

Plant Controller - Lynx Product Group at Spire Integrated Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Mississauga, Ontario, Canada, CA
Languages
  • English -
  • Tamil -

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Credentials

  • CMA
    IMA | Institute of Management Accountants
    May, 2011
    - Nov, 2024
  • M.Com
    University of Madras
    Jul, 1992
    - Nov, 2024
  • FCMA
    Institute of Cost Accountants of India
    Jun, 1992
    - Nov, 2024
  • B.Com
    University of Madras
    Jul, 1988
    - Nov, 2024

Experience

    • United States
    • Medical Equipment Manufacturing
    • 1 - 100 Employee
    • Plant Controller - Lynx Product Group
      • Oct 2022 - Present

      • Complete financial analysis - Costing, Budget, Income statement, Balance Sheet & Cash flow • Job costing Analysis for Equipment and Assembled Parts Upgrade • Forecasting Analysis, Sales Commission, Credit Card Approval Maintenance • Preparing Cash flow and Distribute funds, Authorizing ACH, and Checks • Audit financials and schedules for external auditors • Successfully completed 401K Audit, NYSIF Audit, Workmen compensation Audit, 401K Settlement, PPP forgiveness loan and filed US Sales Tax Returns • Implemented Inventory system for Parts in QuickBooks Show less

  • Canamex Group of Companies
    • Brampton, Ontario, Canada
    • Manager Accounts
      • Nov 2021 - Oct 2022

      Prepared Financial Budget for Cost and Profit Centre with different operational scenarios. Implemented EDI invoicing for FedEx and reconciled AR for Collections. Worked with Canadian Tire for Online Billing and Collections Recreated Depreciation table for monthly journal and Yearend Fixed Assets Schedule. Created spreadsheet for AP Invoices - Payroll Owner/Operator to import Sage-Accpac. Verified and approved AP and AR Billing at Fleet Trans-plus software before import to Accounting Interface AP & AR from Ufos to QuickBooks. Maintaining Lease Accounts for Owner/Operator & payment schedule. Supervised AP & AR and Prepared Audit Schedule for Yearend Account Closing. Show less

    • Canada
    • Transportation, Logistics, Supply Chain and Storage
    • 1 - 100 Employee
    • CFO / Controller
      • Mar 2006 - Nov 2021

      • Finalization of financial statements • Monitored daily cash flows, approved payments, and follow up collections. • Filing GST, WSIB, EHT Returns & CRA Reports. • Administering Staff Payroll, Group Benefits. • GL interface, reconciling Ledgers, consolidation statement for Group companies. • Finalization of financial statements • Monitored daily cash flows, approved payments, and follow up collections. • Filing GST, WSIB, EHT Returns & CRA Reports. • Administering Staff Payroll, Group Benefits. • GL interface, reconciling Ledgers, consolidation statement for Group companies.

    • Consumer Services
    • 100 - 200 Employee
    • Senior Accountant
      • Aug 2004 - Nov 2005

      • Approved Payables to foreign suppliers bills, Advertisement bills, Customs duty Payments • Finalized cost sheets for all line of items – Toyota and Lexus vehicle, Parts, Tires, Oil, and paints. • Reviewed foreign exchange deals transactions and prepared FX gain or loss daily basis • Approved Payables to foreign suppliers bills, Advertisement bills, Customs duty Payments • Finalized cost sheets for all line of items – Toyota and Lexus vehicle, Parts, Tires, Oil, and paints. • Reviewed foreign exchange deals transactions and prepared FX gain or loss daily basis

    • Senior Accountant
      • Jan 1999 - Aug 2004

      • Finalized consolidated financials monthly for H.O. and branches - Lebanon & Cyprus. • Implemented schedule of fixed assets, consolidation of complete budget, forecast, and trend analysis • Prepared MIS presentation reports – BEP, Margin of Safety, SWOT, Cost reductions reports • Done product costing for La-Notre bakery products and tender costing for large catering contracts such as Ministry of Health, Ministry of interiors, Ministry of Education, and National Guard. • Finalized consolidated financials monthly for H.O. and branches - Lebanon & Cyprus. • Implemented schedule of fixed assets, consolidation of complete budget, forecast, and trend analysis • Prepared MIS presentation reports – BEP, Margin of Safety, SWOT, Cost reductions reports • Done product costing for La-Notre bakery products and tender costing for large catering contracts such as Ministry of Health, Ministry of interiors, Ministry of Education, and National Guard.

    • Internal Auditor
      • Oct 1998 - Jan 1999

      • Conducted internal audit for associated education institutions • Assisting software installation • Conducted internal audit for associated education institutions • Assisting software installation

  • T.M.Jeyachandran & Co,
    • Chennai Area, India
    • Senior Accounts Officer
      • Jan 1995 - Jul 1998

      • Conducted revenue and expenditure audit for Government transportation company • Audited private companies, listed companies, partnerships, and individual business • Prepared financial statement and dealt with partnership firm registration, renewal & dissolution • Conducted revenue and expenditure audit for Government transportation company • Audited private companies, listed companies, partnerships, and individual business • Prepared financial statement and dealt with partnership firm registration, renewal & dissolution

  • St.Anne Social Service
    • Perungalathur Chennai Area
    • Field Officer
      • Sep 1994 - Nov 1994

      Visiting Villages and arrange social awareness activities Encouraging and assisting kids to Study Visiting Villages and arrange social awareness activities Encouraging and assisting kids to Study

Education

  • IMA | Institute of Management Accountants
    Certified Management Accountant
  • Institute of Cost Accountants of India
    ACMA, Cost Accoutancy
  • University of Madras
    Master's degree, Accounting and Finance
    1992 - 1994

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