Bio
Experience
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Calgary Philharmonic Orchestra
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Calgary, Alberta, Canada
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Director of Finance And Administration
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Jan 2023 - Present
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Calgary, Alberta, Canada
In this position I am responsible for leadership in the Finance, IT, and administration teams. This includes: preparation of financial statements, management of annual budgets, development of financial controls, information management, IT strategy, business strategy, building stakeholder relationships, risk management and reporting to the Board of Directors.
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Horizon Housing Society
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Calgary, Canada Area
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Director of Finance
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Jan 2019 - Jan 2023
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Calgary, Canada Area
As Director of Finance, my expertise and vision are critical to the development of Horizon Housing’s financial strategies. I am a Certified Management Accountant (CMA), Chartered Professional Accountant (CPA), and Chartered Director (C.Dir) with 20 years of leadership experience in finance and operations. My role is crucial to executing Horizon’s strategic plan, goals for fiscal responsibility and long-term sustainability.
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Calgary West Central Primary Care Network
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Calgary, Canada Area
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Director of Corporate Services
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Feb 2013 - Jan 2019
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Calgary, Canada Area
In this position I am responsible for leadership in the finance, human resources, information technology, and administration departments. I am also leading project management, monthly financial statement analysis, preparation and monitoring of annual budgets, development of financial controls and policies, lease and contract negotiations, management of capital assets and investments. I report to the Board of Directors, build relationships with various stakeholders and provide presentations at various events including the AGM.
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Brentwood College Association
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Mill Bay
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Chief Financial Officer
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Jan 2010 - Feb 2013
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Mill Bay
In this position I was responsible for leadership in the Finance, IT, HR and Operations departments. This included: staff management, preparation of monthly financial statements, management of annual budgets, project management, building stakeholder relationships; lease and contract negotiations, management of facility rentals, risk management, negotiation of financing, management of construction projects and reporting to the Board of Directors.
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Mulgrave Independent School
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West Vancouver
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Director of Finance and Administration
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Jul 2006 - Jan 2010
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West Vancouver
This position was also responsible for leadership in the Finance, IT, HR and Operations departments. This included: preparation of monthly financial statements, management of annual budgets, development of financial controls, staff management, building stakeholder relationships; lease and contract negotiations, management of facility rentals, risk management, negotiation of financing, management of construction projects, reporting to the Board of Directors and presenting at stakeholder events.
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David Suzuki Foundation
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Vancouver, Canada Area
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Director of Finance
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Jan 2006 - Jul 2006
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Vancouver, Canada Area
During this contract, I was responsible for preparation and analysis of monthly financial statements, accounts payable and payroll supervision, project management, internal and external audit preparation, policy and procedure development, government reporting, staff supervision and reporting to the Board of Directors.
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Business Manager & Controller
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Jan 2004 - Jan 2006
In this position I was responsible for leadership in Finance, IT, and Operations departments. This included: analysis of monthly financial statements; preparation of annual budgets; management of annual audit, lease and contract negotiations; management of donor relations; management of school construction and capital assets; risk management; administration of the privacy policy; reporting to the Board of Directors; and presentations at various events for the school.
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Senior Analyst
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Jan 2002 - Jan 2004
In this position I was responsible for management of staff and projects. Projects included: optimization of route scheduling, review of facilities and assets, review of maintenance practices, improvements in organizational risk management and capital project reporting.
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Senior Accountant and Network Administrator
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Jan 2000 - Jan 2002
This position included responsibilities for preparation and analysis of monthly financial statements, product costing, inventory management inventory pricing, accounts payable and payroll supervision, capital project management, internal and external audit preparation, policy and procedure development, government reporting, staff supervision and mentoring, IT network infrastructure development.
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Regional Manager
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Jan 1996 - Jan 2000
In this regional position, I was responsible for: consolidated financial statement production, cash flow analysis and budget preparation, policy development and implementation, internal and external audit preparation, government reporting, staff recruitment and supervision, customer service; development of fundraising programs, board presentations and regional staff training.
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Band Manager
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Jan 1993 - Jan 1996
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Education
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2014 - 2015The Directors College (joint venture between McMaster University & Conference Board of Canada)
Chartered Director -
2014 - 2014PROSCI
PROSCI Change Management Certification, Change Management -
1992 - 1995Society of Management Accountants
CMA Designation, Management Accounting
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Industry Focus. “Performing Arts”
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