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Bio

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Experience

    • Executive Director, Finance
      • Mar 2021 - Present

    • Canada
    • Marketing Services
    • 100 - 200 Employee
    • Executive Director, Finance & Administration
      • Jul 2020 - Present

      Lead CDM finance team responsible for reporting, analysis, billing, accounts payable, cash/vendor management, GL management, forecasting and budgeting.Support career development of employees under my leadership in the way of mentorship conversations and providing opportunities to learn, grow and demonstrate their talents.Provide input and support in the development of strategic plans and decisions.Present financial results and forecasts to Sr. Leaders both in CDM/Media and at corporate level.

    • Executive Director, Financial Planning & Risk Management
      • Feb 2017 - Jul 2020

      Responsible for managing and presenting the annual budget aswell as managing the ongoing revenue, COS and OPEX forecast process and communicating changes to levels of the organization on a regular basis.Lead the team responsible for recurring monthly invoicing, contract management and project administration. As a team we identified and eliminated a number of redundant process steps, implemented additional financial system functionality and removed bottlenecks allowing for increased capacity to do more with the same headcount.I developed and implemented processes to track and report key financial metrics such as specific costs drivers by business area and full EBITDA allocation by client.I have built several pricing models and proforma models for various business cases and products including some used as sales tools to demonstrate ROI of our product and service offerings.

    • Director, Financial Planning & Risk Management
      • Dec 2013 - Feb 2017

    • Canada
    • Higher Education
    • 700 & Above Employee
    • Planning Analyst
      • Apr 2013 - Dec 2013

      In my role as a Planning Analyst in the Office of Institutional Planning and Budgeting I provided central financial oversight and support for a number of ancillary and commercial units including housing, retail services and athletics as well as various self funded academic and research support units.I was also responsible for the coordination and support in preparing capital and operating plans that were included as part of the overall University Strategic Plan and budget.

    • Human Resources Financial Analyst
      • May 2010 - Apr 2013

      As the Human Resources Financial Analyst I was accountable for the Corporate Benefits, Corporate Insurance and Human Resources Operating Budgets and financial processes. In this role I also took on the additional responsibilities of the Pension Accountant, which included a number of ongoing accounting requirements related to the $1.1billion Registered Retirement Pension Plans. This involved working with and providing regular investment instructions to the various fund managers and external plan custodian, regularly reviewing and reporting on investment performance, along with maintaining and improving the financial control framework. I was also responsible for the preparation of the yearend financial statements and notes for all 3 Retirement Plans and providing support to the external auditors in their audit of the Pension Plans. I then presented this information to the Joint Pension Board and the Western Board of Governors, Audit Committee as required in the pension plan mandates.In this position I had the opportunity to play a key role in the design, execution and reporting for the first large scale audit of Western's external health and dental benefit provider.

    • Acting Manager, Pension Operations
      • Jul 2011 - Feb 2012

      In this temporary role I managed a team of professionals responsible for the administration of the Pension Plans at Western University. During my short tenure in this role we were able to identify and implement value added measures to improve efficiency within the department as well as improve communication channels with external vendors. I regularly collaborated with our external legal counsel to ensure legal risk was minimized in specific member cases and general administrative practices. I successfully coached the team to start taking a proactive approach in identifying inherent risks and incorporate controls into current processes and daily work. Along with day to day management I was tasked with updating and presenting revised governing documents to the Joint Pension Board.

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Analyst
      • Jul 2007 - May 2010

      I joined the financial analysis team as a Senior Financial Analyst and my experience quickly grew to include financial and cost-benefit analysis related to marketing and operations. My main accountabilities included analysis of future and historical marketing campaigns, lead generation initiatives, promotions and new product offerings as well as competitive bid pricing for the operations team. I was also called upon regularly by senior management to offer input regarding contract wording, vendor compensation strategies and historical marketing performance.

    • Financial Analyst
      • Jan 2004 - Jul 2007

      As a Financial Analyst I played a key role on a number of project teams including the Financial Reporting Lead on the large scale Retail Banking project. In this position I was also responsible for producing financial statement presentations and variance analyses for the Canadian Tire Bank Board of Directors and Audit Committee. I consistently met all regulatory financial reporting requirements through proactive research and constantly monitoring changing business strategies and regulations. I was responsible for creating and maintaining Standard Operating Procedures for the various elements of this role, including Credit Card Allowance modeling and reporting.

  • Walker Industries
    • Thorold, Ontario
    • Accounting Student (Co-op)
      • May 2003 - Aug 2003
      • Thorold, Ontario

      At Walker Industries I carried out a number of general accounting duties including bank and accounts receivable reconciliations, GST tax returns and reviewing equipment expenses for various subsidiaries. I also completed projects such as ensuring compliance of import and export reporting by researching government regulations and reviewing customs documentation.

    • Accounting Student (Co-op)
      • May 2002 - Aug 2002

  • NuComm International
    • St. Catharines, Ontario
    • Reporting Analyst (Co-op)
      • Sep 2001 - Dec 2001
      • St. Catharines, Ontario

      This is where I really got my education working with Microsoft excel. Every day I created and updated dynamic reports on call centre operations for various external clients and internal purposes. I learned a lot of excel tools and tips from a very knowledgeable team of Senior Reporting Analysts as well as how to make very effective, visibly appealing and dynamic reports for clients. I also learned the importance and know-how to implement automatic controls into every step of the reporting process.

  • GO Transit
    • Toronto, Canada Area
    • Internal Auditor (Co-op)
      • May 2001 - Aug 2001
      • Toronto, Canada Area

      At GO Transit I got my first experience in the business world. In this role I had the opportunity to develop auditing plans and carry out various auditing tasks. Part of my role also involved physically visiting GO Transit terminals and sites to inspect operations, cash and records.

Education

  • 2004 - 2007
    Society of Management Accountants
    CMA Designation, Strategic Leadership and Accounting
  • 1999 - 2003
    Brock University
    Bachelor of Business Administration (Honours), Finance

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Industry Focus. “Advertising Services”

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