Chief Financial Officer

• May 2017 - Present

Financial Accounting & Reporting 1. Directs the preparation of annual operational budget & capital forecast for presentation to Council and assists Directors in the preparation of their budgets. 2. Ensures the performance of statutory duties of a Municipal Treasurer and Taxation under MGA and evaluation of mill rates 3. Plans, directs and controls the implementation/maintenance of comprehensive financial and management accounting and reporting systems based on sound internal financial controls. 4. Directs the purchasing function, ensuring the development, approval, implementation and administration of purchasing policies and procedures. 5. Review monthly, quarterly and annual financial statements and present them to Council Leadership and Strategic Planning 1. Coordinate the Annual External Financial Audit 2. Support Union negotiations and providing financial advice 3. Participates in risk management activities and development of Financial policies and procedures 4. Maintains effective working relationships with Council, attends all Council meetings and acts as a resource for Council, related Boards and Commissions. 5. Advises Council, the CAO, the Management Team and individual Town Departments on matters pertaining to the financial management. 6. Provides strategic leadership and oversight for the Town Information Technology Systems, overseeing the implementation of changes as appropriate. Ensures adequate resources, training and guidance is provided to systems users. 7. Ensures that the delivery of service in the areas of responsibility meet regulatory requirements and internal quality control standards. 8. Coordinates research and oversees the completion and submission of external grant/funding Opportunities for the Corporation within the areas of responsibility. Show less

Director of Finance

• Mar 2015 - Apr 2017

Financial Accounting & Reporting  Plan and manage the preparation and approval of departmental budgets and presentation to the Council  Manage financial controls, insurance matters, project costing and Cash management  Review monthly, quarterly and annual financial statements and present them to the Council  Manage the investment of all funds and securities for the County per the Municipal Government Act  Manage all grants from the Provincial and federal Government  Evaluation of mill rates and reasonability test as it relates to other municipalities Leadership and Strategic Planning  Coordinate the Annual External Financial Audit, upholding procedural compliance.  Provide leadership regarding Accounts Payable/Receivable, payroll and banking matters.  Collaborate with Chief Administration Officer (CAO) and Directors to ensure the accomplishment of daily objectives in alignment with the County’s mission statement.  Communicates with Human Resources to facilitate recruitment and selection, employee recognition and engagement, performance management, health and safety as well as compensation  Evaluate business models to develop accurate financial reports, guiding strategic business decisions.  Identify inefficiencies and implement improvements to enhance financial controls and reform policies, including those pertaining to annual budgets, costing studies, and forecasting models.  Attend meetings of Council, committees, Hamlets and Public hearing in all divisions within the County of Vermilion River.  Perform as Financial Consultant during Special Projects, ensuring the cost-effectiveness of execution (teamwork and consensus building). Show less

Director Of Business Services

• Mar 2013 - Feb 2015

Financial Accounting & Reporting  Reviewed monthly, quarterly and annual financial statements with relevant notes, demonstrating attention to detail.  Reviewed Variance Analysis, comparing budget versus actual to reconcile all financial statements.  Ensured compliance with company reporting obligations in compliance with government policies.  Filed taxes and annual return in accordance with the organization obligations.  Ensured data and presentation of financial statements is in alignment with accounting policies and practices as well as municipal government reporting requirements.  Budget and Cash flow management Leadership & Communications  Provided leadership regarding Accounts Payable/Receivable, General Ledger, Collections and Payroll.  Prepared, present and defend financial statements to the Board of Directors and the City of Calgary.  Expertly represented management before the Organization’s Audit and Finance Committee and supporting the Committee Chair in carrying out their duties.  Maintained and monitored all the company assets and the relevant insurance policies.  Acted as liaison between the Calgary Handibus Association and Access Calgary on financial matters.  Collaborated with IT consultants to uphold the integrity of the company’s IT systems, mitigating repair costs and optimizing processes in alignment with business requirements.  Prepared optimal annual Operating/Capital budgets and forecasting by incorporating all relevant financial aspects. Show less

Accounting Controller

• Jan 2011 - Feb 2013

 Provided management of the Financial Department, supervising up to 10 direct reports: Accounts Payable, Accounts Receivable, Capital Accountant, Intermediate Accountant and cash room clerks.  Facilitated the continuous improvement of Financial Department operations by mentoring motivated professionals to progressive positions and implementing policy reforms.  Treasury management and borrowing  Educated internal business partners on finance guidelines, standards, procedures and relevant tools.  Prepared operating budgets and business forecasts, ensuring alignment with organizational finances.  Communicated with bank professionals, City of Calgary personnel, key stakeholders and investment brokers to complete daily Finance Department deliverables in a timely manner.  Represented and defended the organization before financial partners and institutions.  Coaching and mentoring staff. Show less

Senior Accountant

• Jun 2009 - Dec 2010

Senior Accountant

• Jan 2008 - May 2009