Senior Financial Analyst

• Dec 2022 - Present

Rümi, powered by ATCO, partners with local Alberta businesses to help deliver homeowner happiness along with our sister brands, ATCOenergy and Blue Flame Kitchen. My responsibilities at Rümi include: • Work with various business leaders to prepare the annual long term business plan, monthly forecasting process which includes consolidating and analyzing inputs from the business• Oversee and facilitate the capital requirements process for business planning and forecasting which includes working with project owners to complete CEAR and business cas• Analyze and identify historic trends and financial metrics that will help the business in making key decisions• Integral player in executing strategic business valuations to support company’s growth plans• Design and implement improvements in performance reporting, planning processes and deliverables• Work with business leaders, functional heads, operations, finance and commercial teams to review opportunities, including providing research and analysis to help guide corporate strategic decision making• Perform and build valuation models to identify the projects’ CAGR, ROIC and IRR• Identify and understand key business value drivers and performance measurements• Work with operations, accounting, and various internal groups to build operating revenue and cost models for analysis of existing line of businesses• Support development of project options, financial analysis and modeling and consideration of economic costs and benefits for various growth initiatives and complex financial products and instruments• Prepare presentations and clearly communicate key findings to RUMI’s senior business leaders to help them in making strategic decisions Show less

Culture Network & Pride Alliance Key Member

• Dec 2022 - Present

• Helping improve workplace culture by organizing events, hosting sessions on ESG topics, being an advocate for the community, & listening & gathering feedback on workplace culture • Acting as an ally in our community to instill workplace diversity and inclusion • Implementing change and being an advocate for improved workplace culture

Senior Accountant

• Apr 2021 - Dec 2022

• Managing one direct report (completing performance reviews, CPA mentor coaching, career coaching and task management)• Development and redesign of financial processes, policies, and procedures within the energy/commodity line of business• Preparation and analysis of monthly, quarterly, and annual financial statements in accordance with IFRS• Regular assessment of wholesale power and gas settlement to help determine appropriate energy accruals and analyze hedging strategy • Completing cash forecasting and working capital management & reporting • Provide business and accounting support to operations and business development groups• Monitor internal controls to ensure that accounting and project management activities are in accordance with established company policies and procedures• Redesign management reporting to create better understanding of financial data• Supervise and provide approvals for the work of other accounting staff• Preparation of monthly/quarterly GST returns• Prepare monthly journal entries, account reconciliations, corporate reporting, management reporting and variance analysis • Work closely with head office staff and auditors Show less

Dance Instructor and Choreographer

• Sep 2011 - Jun 2023

• Leading classes of 10-15 students ranging from age 9-17 (full cycle lesson planning & execution) • Mentoring and training new teachers and student teachers • Creating choreography and leading teams at competition in various dance styles • Entering students into Ballet Exams, completing administration work, organization of event days and Examiner communications • Leading classes of 10-15 students ranging from age 9-17 (full cycle lesson planning & execution) • Mentoring and training new teachers and student teachers • Creating choreography and leading teams at competition in various dance styles • Entering students into Ballet Exams, completing administration work, organization of event days and Examiner communications

Derivatives & Accounting Standards Specialist

• Oct 2019 - Apr 2021

• Working with various business units to analyze and assess accounting needs against standards and regulations • Help implement accounting process changes due to accounting rules and regulations • Regularly assessed the impact of economic and accounting standard changes on business units • Developed and implemented large scale accounting processes including hedge accounting process for AT • Working with various business units to analyze and assess accounting needs against standards and regulations • Help implement accounting process changes due to accounting rules and regulations • Regularly assessed the impact of economic and accounting standard changes on business units • Developed and implemented large scale accounting processes including hedge accounting process for AT

Senior Accountant - Assurance Professional Standards Group

• Oct 2018 - Oct 2019

• Develop and facilitate assurance related training in MNP’s extensive, in-house education programs • Support the development and maintenance of the Firm’s engagement policies, guidelines, and accounting and auditing protocols • Promote the importance of quality control to partners, managers and other team members across the firm, and play an integral role in driving our quality initiatives • Liaise and correspond professionally with Assurance and Accounting engagement teams and the firm leadership teams assisting in complex accounting transactions Show less

Audit Senior

• Dec 2017 - Sep 2018

• Managed audits from initial planning stages through completion of the audit report• Exposure to wide range of clients within the private company sector, public company sector and not-for-profit sector in the following industries: Construction and Contracting, Home Building, Land and Real Estate Development, Investments, Not-for-Profit, and Oil and Gas Exploration and Production• Mentored CPA students through both their employment and CPA Western School of Business requirements• Member of recruiting team; including presentations at recruiting events at local universities, screening resumes, and conducting interviews for student applicants Show less

Audit Senior - CPA Candidate

• Oct 2016 - Dec 2017

Staff Accountant - CPA Candidate

• May 2015 - Oct 2016

Server

• Jul 2013 - Feb 2015