Experience

Synergy Group of Companies

• Canada
• Telecommunications
• 1 - 100 Employee

• Finance Director/Controller

  • May 2019 - Present

  Routinely supervised organizational operations of 2 accounting and admin staff, while performing hiring and conducting performance reviews, managing corporate accounting functions with tact Spearheaded capital & corporate allocations, consolidation of actuals of several business units, intercompany settlements & balances Dispensed duties as the main person with CRA for all tax related matters including tax filings; installments, HST, source deductions, etc Resolved complex issues by determining the needs of the clients Proactively developed and implemented monthly financial and management reporting processes resulting in more timely, accurate and detailed reporting packages for use by the senior leadership team (SLT) in the strategic management of the organization Spearheaded functions as Member of the SLT, attending monthly meetings & doing financial presentations, while designing and maintaining working capital & KPI reporting (such as revenue, margins, ROI, cost efficiency, etc) for all operating units Successfully developed and implemented the company's 3 years rolling budget – both capex and operating budgets, forecasts and cash flow projections; including models for projected short and long-term growth. Monitors and manages budgets and project costs Efficiently provided sound financial analysis for capital investments, pricing/quotes, contract/union negotiations & administration, expense allocations, reconciliations, adjustments, tax filings, cash flow reporting/analysis/forecasts are completed within the deadline Successfully improved revenue and profitability (by over 20%) by redesigning and implementing Work-in-Process (WIP) processes for accurate revenue recognition and recording Proactively developed company wide purchase order policy – reducing waste and untimely purchases – increasing cash flow by $200K Effectively provided analysis & reporting to bankers – successfully increased company line of credit from $2M to $5M as a result Show less



Westbury National

• Canada
• Information Technology & Services
• 1 - 100 Employee

• Controller

  • Mar 2015 - Jan 2019

  Routinely supervised organizational operations of up to 8 accounting and admin staff, including a finance manager, cost accountant, payroll, AP, AR and credit/collections personnel Spearheaded month-end close process - ensuring all deliverables; journal entries, AP, AR, accruals, reconciliations, adjustments, sales commission calculations, tax filings, consolidation of Toronto and Ottawa locations, etc, are completed within deadline Increased quality and efficiency through the continual application of robust and strong work ethic Exceeded targets, team goals and overall organizational objectives with strong drive and focus Effectively led preparation and review of annual budgets and monthly forecasts planning processes with the senior executive team Proactively prepared insightful variance/trend analysis and commentary showing actuals vs budget, actuals vs forecasts, for discussion with various stakeholders including the CFO, Partners, department heads, auditors, bankers, etc Robustly negotiated new operating and equipment lines of credit; increasing fixed asset purchases, thereby decreasing the need for cross-rentals or equipment leases – decreasing COGS by about $1MM & increasing operating profit by about 2% Successfully setup and managed online bank and credit a/cs; including revolver, payroll funding, EFTs, transfers, etc Prepared bank covenants including borrowing base and certificate of compliance reporting Established internal control programs to enhance financial controls and ensure compliance to policies and procedures, while providing sound financial analysis for capital investments, pricing/quotes, contract/union negotiations & administration Instrumental in implementing working capital/acquisition financing with our bank - in securing a $21MM loan & LOC Automated payment & posting methods; eliminating the need for chqs, reducing headcount by 1 FTE as a result Show less



AfKanada New Vision Development Incorporated

• Construction

• Finance Manager

  • Feb 2013 - Mar 2015

  Coordinated and monitored processes, tasks and functional procedures diligently by following organizational protocols as needed Spearheaded preparation of monthly financial statements and variance analysis for multiple entities, & consolidated statements Maintained quality service by following company policy and procedures Created strong relationships and viable connections with vendors and dealers Successfully prepared all management reporting for operating units: weekly, monthly & quarterly; maintain KPI reporting for operating units across Canada and Africa Diligently prepared reporting such as revenue, gross/net margin, cash flow, etc. for the CFO Contributed to team effort by accomplishing productivity goals, targets and team objectives Assisted in effective development of policies and operating procedures to facilitate functional elements and ascertained goals Attended regular operational meetings to address any operating problems that arise, whilst formulating strategies and tasks to ensure effective resolution Established annual budgets and monthly forecasts planning processes - reviewed budget requests with senior management to determine areas to reduce and/or expand Utilized critical thinking and expert communication to solve problems during irregular situations Successfully supervised routine operations of 4 staff/analysts; HR generalist, AP, AR and a financial analyst; including, hiring, performance reviews, scheduling, assigning & reviewing work Proactively developed and implemented company-wide travel policy - saving approx. 20% in travel yearly, accelerating year-on-year cash flow by over $200K by reducing accounts receivable days by 25 Show less



Canadian Tire Corporation

• Canada
• Retail
• 700 & Above Employee

• Sr. Financial Analyst

  • 2012 - 2013



Percepta

• United States
• Outsourcing/Offshoring
• 700 & Above Employee

• Sr. Financial Analyst

  • 2009 - 2011

• General Accountant

  • 2005 - 2009