Experience

BF&M Group

• Bermuda
• Insurance
• 100 - 200 Employee

• Senior Finance Manager - Projects

  • Oct 2019 - Present

  Halifax, Canada Area



PepsiCo

• United States
• Food and Beverage Services
• 700 & Above Employee

• Cost Accounting Manager

  • Jan 2017 - Oct 2019

  Cambridge, Ontario Responsible for: leading a team of 6 analysts to ensure COGS and Inventory are accurate and KPI targets are met, while supporting cross functional business initiatives. Reports to Supply Chain Accounting Sr. Manager. Representative accomplishments include: • Leading Robotics Org. Team to educate & drive engagement with the finance group on robotics. Presented at town halls, led sessions with cross function groups, shared best practices with subsidiaries. [Resulted in finance… Show more Responsible for: leading a team of 6 analysts to ensure COGS and Inventory are accurate and KPI targets are met, while supporting cross functional business initiatives. Reports to Supply Chain Accounting Sr. Manager. Representative accomplishments include: • Leading Robotics Org. Team to educate & drive engagement with the finance group on robotics. Presented at town halls, led sessions with cross function groups, shared best practices with subsidiaries. [Resulted in finance embracing change, now over 30+ projects leveraging the tech]. • Led Controls Recruiting Team, developed & implemented recruiting strategy to attract top talent. Created job descriptions, interviewed, ran Job Fair & CPA Event booths. [Resulted in hiring & retaining of several overachievers]. • Leading project to automate the Annual Operating Plan process, taking on design, change & project management. [Will save over 1 month/year, add new forecast capabilities, and improve accuracy].

• National Controls Manager - Operations

  • May 2014 - Jan 2017

  Cambridge, Ontario Responsible for: identifying, monitoring, and evaluating risk & performance issues relating to Ops and developing corrective action to address issues; while supporting business process initiatives. Reported to Internal Control Sr. Manager. Representative accomplishments include: • Led SC Ops on process, policy, and controls initiatives. Organized and collaborated with the field and senior management to remediate and reduce control and process gaps over 50 areas. [Successfully… Show more Responsible for: identifying, monitoring, and evaluating risk & performance issues relating to Ops and developing corrective action to address issues; while supporting business process initiatives. Reported to Internal Control Sr. Manager. Representative accomplishments include: • Led SC Ops on process, policy, and controls initiatives. Organized and collaborated with the field and senior management to remediate and reduce control and process gaps over 50 areas. [Successfully influenced Sr. Directors, SVP’s, and field to drive stronger results. Led quarterly remediation sessions, which resulted in gap rate reduction]. • Transformed the entire PFC SOX process to take it from a manual process to a completely digital system with automated consolidation of results & feedback. Researched, developed, and rolled out the new process from scratch. [Resulted in months of saved time across the organization, quicker results, and improved accuracy]. • Enhanced executive scorecard for Sales Accounting and Operations via Kaizen. Enabled significant period close time savings and enhanced reporting. [Several hours per month saved, new KPI metrics to drive field Ops engagement]. • Owner of CAPEX Audit program. Organized, supported, trained, and prepped auditors for presentation of projects on a periodic basis to the Executive CAPEX committee. [Revamped audit program, enhanced clarity of audit takeaways, and provided insights to improve future projects].



BlackBerry

• Canada
• Software Development
• 700 & Above Employee

• Sr. Financial Analyst, Global Finance Operations

  • 2013 - 2013

  Waterloo, Ontario Responsible for: Identifying, developing, and implementing global forecasting projects, systems, models, and controls to automate/enhance existing processes and improve decision-making. Reported to Sr. Manager, Financial Projects & Systems Representative accomplishments include: • Designed and implemented an Excel-based analysis model for ‘capital investments’ (e.g. building purchase/ sale) and ‘business cases’ (e.g. optimal criteria-based selling prices); optimized capital… Show more Responsible for: Identifying, developing, and implementing global forecasting projects, systems, models, and controls to automate/enhance existing processes and improve decision-making. Reported to Sr. Manager, Financial Projects & Systems Representative accomplishments include: • Designed and implemented an Excel-based analysis model for ‘capital investments’ (e.g. building purchase/ sale) and ‘business cases’ (e.g. optimal criteria-based selling prices); optimized capital spend and revenue recognized. [The model was used by the CFO (for multi-million dollar decisions on building ‘sale’ vs. ‘sale lease back’ vs. ‘status quo’), by Capital investments (projects up to $20M), and marketing and sales for revenue opportunities (annualized Sales $19B). • Initiated creating an automated journal entry review analyzer tool to immediately present submission errors to the preparer; improved the efficiency of journal entry reviews to ensure proper syntax prior to posting entries. [Reduced the journal entry review process by 20 hours/month; did this project during off-hours.] • Served on the core ‘Global Forecasting’ Projects & Systems team; worked with ~30 knowledge champions and process owners, and helped the project team develop and implement the Global Forecasting solution in eight months. Show less

• Sr. Financial Analyst, Revenue Accounting/Europe, Middle East, Africa

  • 2012 - 2012

  Waterloo, ON Responsible for: Defining this new position to perform revenue accounting for specific international theaters. Reported to Sr. Manager Representative accomplishments include: • Established pre-expenditure MDF review; examined MDF claims and related documentation to determine if the claim was valid, proposed alternative solutions to disputes (i.e. using different funding sources), and ensured compliance with GAAP. [Improved marketing reserve management and accountability, and saved the… Show more Responsible for: Defining this new position to perform revenue accounting for specific international theaters. Reported to Sr. Manager Representative accomplishments include: • Established pre-expenditure MDF review; examined MDF claims and related documentation to determine if the claim was valid, proposed alternative solutions to disputes (i.e. using different funding sources), and ensured compliance with GAAP. [Improved marketing reserve management and accountability, and saved the company millions of dollars.] • Guided finance teams in Europe, Middle East, and Africa on the U.S. GAAP revenue impact of different deals and terms (affecting timing of revenue recognition, commissions, and bonuses); enabled pre-contract proactive deal planning. • Supported a group of 16 remote sales managers and business analysts; trained the staffs, partnered with legal, and proposed alternative solutions enabling lucrative deals while maintaining U.S. GAAP compliance. Show less

• Revenue Accountant

  • 2009 - 2011

  Waterloo, ON Responsible for: Performing as a senior member of the team, and overseeing revenue accounting and compliance for all global operations. Reported to Sr. Manager, and the Sr. Director of Accounting. Representative accomplishments include: • Reconciled accounts; reviewed complex accounting entries (up to $25M), prepared revenue-carving entries for multiple element arrangements, and created accounting memos for auditors and revenue reports for the CFO and SVP Controller. [Acted as a… Show more Responsible for: Performing as a senior member of the team, and overseeing revenue accounting and compliance for all global operations. Reported to Sr. Manager, and the Sr. Director of Accounting. Representative accomplishments include: • Reconciled accounts; reviewed complex accounting entries (up to $25M), prepared revenue-carving entries for multiple element arrangements, and created accounting memos for auditors and revenue reports for the CFO and SVP Controller. [Acted as a trusted liaison with PR in providing the official numbers for use with Wall Street analysts.] • Played a key role in creating a standard template to capture and communicate all key deal details to downstream accounting, operational, and legal teams; brought the business logic and rules to the project, and assisted external consultants in completing it. [The template enabled full information transfer and improved profitability, covered all potential legal, operational, accounting, and pricing issues.] Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Sr. Staff Accountant

  • 2008 - 2009

  Toronto, Canada Area Responsible for: Managing engagement budgets and producing high-quality deliverables. Reported to Managers, Sr. Managers, and Partners. Representative accomplishments include: • Budgeted client engagements and managed the budgets; developed strong professional working relationships. • Led teams of up to three junior auditors; instructed on assurance, budgeting, tax, and client interaction. • Audited private/public companies ($100K to >$100M); compiled corporate tax returns… Show more Responsible for: Managing engagement budgets and producing high-quality deliverables. Reported to Managers, Sr. Managers, and Partners. Representative accomplishments include: • Budgeted client engagements and managed the budgets; developed strong professional working relationships. • Led teams of up to three junior auditors; instructed on assurance, budgeting, tax, and client interaction. • Audited private/public companies ($100K to >$100M); compiled corporate tax returns, and applied CICA EICs and HBs related to revenue recognition, lease accounting, stock option compensation, and other high risk areas. [Clients ranged from IPO, mining/energy, manufacturing, real estate, pharmaceutical, IT companies.] Show less



Mintz & Partners LLP

• Accounting
• 1 - 100 Employee

• Staff Accountant

  • 2006 - 2007

  Toronto, Canada Area Responsible for: Compiling assurance and taxation engagements under tight deadlines. Reported to Managers and Sr. Managers. Representative accomplishments include: • Assigned to document a business model and processes for a failed business and discovered a fraud was being committed; interviewed client employees to (ostensibly) perform financial analysis to identify the failure source. • Developed entity costing models for the corporate recovery team during receivership engagement;… Show more Responsible for: Compiling assurance and taxation engagements under tight deadlines. Reported to Managers and Sr. Managers. Representative accomplishments include: • Assigned to document a business model and processes for a failed business and discovered a fraud was being committed; interviewed client employees to (ostensibly) perform financial analysis to identify the failure source. • Developed entity costing models for the corporate recovery team during receivership engagement; mentored, trained, and evaluated new junior staff in accounting software and file/tax preparation Show less