Experience

ChainSafe Systems

• Canada
• Technology, Information and Internet
• 1 - 100 Employee

• Finance Manager

  • Aug 2021 - Present



Balzac's Coffee Ltd

• Canada
• Food and Beverage Services

• Finance Project Specialist

  • Jun 2020 - Aug 2021

  • Developed and lead the month-end close processes, including balance sheet reconciliations, accruals and adjustments• Reviewed & implemented accounting policies according to ASPE• Identified and implemented accounting processes and system improvements through optimization and integration • Identified and implemented payroll process improvements to ensure internal controls and ESA compliance• Transitioned the organization to paperless operations • Implemented EFT processing directly from ERP system• Developed and configured reports for the Finance, Production & Sales departments based on specific reporting needs• Developed the production budget for raw materials and packaging, based on sales forecast • Developed Budget import for Variance Analysis directly in ERP • Developed the 1st companywide Standard Operating Procedures • Transitioned the company from physical server to cloud & created SharePoint sites for all departments to store and share information



CareGuide

• Canada
• Technology, Information and Internet
• 1 - 100 Employee

• Senior Accountant

  • Mar 2019 - Jun 2020

  • Prepare monthly internal financial statements for review by the CFO and distribution to shareholders• Work with the CFO to prepare departmental and corporate budgets and forecasts, develop and monitor business performance metrics• Prepare internal analyses of cost, profitability and variance from budget• Assist in an assessment of the current risk profile, compliance procedures and controls profile of the Company, and in the design, implementation and operation of enhanced policies and procedures• Review the Company’s current accounting platform and related systems and make recommendations for improvements and scalability• Prepare lead sheets, samples and analyses required for the audit of the Company’s financial statements. Be the primary interface between the Company and its auditors



Toronto Botanical Garden

• Canada
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Finance Project Consultant (Contract)

  • May 2018 - Sep 2018

  • Optimized enterprise software, developed new COA and department classes, and applied fund accounting methodology (QuickBooks, Blackbaud Raiser’s Edge, EventPro) • Developed new SOP and internal controls to streamline processes and facilitate timely accurate reporting for performance management and annual audit• Presented key system improvements to Directors and CAO and trained the Accountant and Treasurer on new system processes and reporting capabilitiesACHIEVEMENTS • Customized and automated financial reporting to provide efficient, accurate and timely reporting and analysis for decision making by departments and compliance with regulatory bodies • Remapped Q1 transactions to new COA and classes and imported into new system to ensure one data file is used for current fiscal year, providing comprehensive and meaningful reporting to assist in decision making and to facilitate the annual audit



Dunpar Homes

• Canada
• Construction
• 1 - 100 Employee

• Financial Analyst & Senior Accountant

  • Apr 2017 - Apr 2018

  • Conducted monthly account reconciliations, and analyzed cash flow and budget variances• Supported the corporate development team with acquisition due diligence• Developed dynamic spreadsheets in Excel for scenario and profitability analysis• Reviewed and closed year-end financials for income tax filing by posting adjusting entries• Advised on compliance with various regulatory bodies, prepared reconciliations and remittances (sales taxes, payroll source deductions, WSIB, union dues) EXPERIENCE (CONT.)ACHIEVEMENTS • Developed dynamic budgets and cash flow spreadsheets for multiple construction projects• Transitioned the payroll processing to a new third-party payroll provider, decreasing costs, increasing efficiency and availability of timely reporting for labour cost allocation• Assisted in developing internal controls, governance policies and procedures • Optimized enterprise software capabilities to increase efficiency and improve accuracy and timeliness of reporting (NewViews, Procore, Builder Lynx, Ceridian, Payworks)



TMF Group

• Netherlands
• Financial Services
• 700 & Above Employee

• Senior Accountant & Financial Analyst

  • Sep 2014 - Apr 2017

  • Regularly prepared month-end financials, reconciliations and comprehensive interim financial reporting packages for multiple for-profit and not-for-profit organizations utilizing a variety of enterprise software (NetSuite, Accufund, QuickBooks, Payworks, Concur, Expensify)• Analyzed financial information for accuracy, reasonableness, performance and forecasting• Prepared working papers for audits, income tax purposes and other regulatory complianceACHIEVEMENTS • Managed a full cycle accounting team of 3+ to ensure accurate, complete and timely payroll processing and month-end closing in a multi-client environment• Advised clients on suitable software and modules to meet processing and reporting needs • Assisted in software optimization and implementation of new software and new modules



MedRehab Group Inc.

• Canada
• Wellness and Fitness Services
• 1 - 100 Employee

• Accountant & Financial Analyst

  • Apr 2013 - Dec 2013

  • Full cycle accounting, interim reporting, payroll and regulatory remittances (QuickBooks)• Profitability and cash flow analysis for 9 locations and organization as a wholeACHIEVEMENTS • Improved internal bookkeeping and other recordkeeping procedures to streamline processes, enhance efficiency, accuracy and timeliness of reporting for management and regulatory bodies• Implemented appropriate internal controls to meet audit requirements• Advised on cost saving and cash management strategies



Superior Closets & Mirror Ltd.

• Accountant

  • May 2006 - Mar 2012

  RESPONSIBILITIES• Full cycle accounting, interim reporting, payroll and regulatory remittances (MYOB Accounting)ACHIEVEMENTS • Optimized accounting software to ensure accurate and timely interim financial reporting • Assisted with inventory and overhead cost control, improving cash flow and reducing waste RESPONSIBILITIES• Full cycle accounting, interim reporting, payroll and regulatory remittances (MYOB Accounting)ACHIEVEMENTS • Optimized accounting software to ensure accurate and timely interim financial reporting • Assisted with inventory and overhead cost control, improving cash flow and reducing waste