Financial Consultant

• Aug 2018 - Present

Executive Director, Organizational Resources/Treasurer

• Oct 2011 - Jan 2015

Direct finance, building and maintenance and IT departments. Manage treasury and cash management. Establish and update financial policies and systems. Manage organizational budgeting and reporting. Procure and manage corporate insurance.

Executive Director, Systems and Services/Asst. Treasurer

• Oct 2008 - Sep 2011

Direct finance, buildings/maintenance and IT departments. Manage annual audit and cash management. Managed financial software and payroll software conversions. Assist with treasury, establishing and updating financial policies and procedures.

Director of Finance/Assistant Treasurer

• Mar 2004 - Sep 2008

Direct finance department. Manage annual audit. Assist in cash management and treasury, budgeting and managing corporate insurance policies.

Staff Accountant

• Jul 2001 - Feb 2004

Prepare individual, corporate, partnership and non-profit tax returns. Perform review and audit procedures for corporate, non-profit and governmental clients. Draft financial statements. Prepare individual, corporate, partnership and non-profit tax returns. Perform review and audit procedures for corporate, non-profit and governmental clients. Draft financial statements.