Experience

SRED.io

• Canada
• Financial Services
• 1 - 100 Employee

• Director of Finance

  • Apr 2022 - Present



RSM Canada

• Canada
• Accounting
• 700 & Above Employee

• Tax Manager SRED

  • Dec 2021 - Apr 2022



Business Improvement Group

• Canada
• Business Consulting and Services
• 1 - 100 Employee

• Controller

  • Apr 2020 - Apr 2022



BeneFACT, a part of Business Improvement Group

• Canada
• Accounting
• 1 - 100 Employee

• Assistant Controller

  • Apr 2017 - Apr 2022

• Controller

  • Dec 2015 - Apr 2022

• Senior Bookkeeper

  • Feb 2016 - Apr 2017

• Client Billing Coordinator

  • Dec 2015 - Feb 2016

  Researching, documenting and communicating with Canada Revenue Agency to maintain claim approval Working with clients to provide basic explanation to complex billing issues including claim assessment breakdowns  Working with our internal consulting staff and accounting team to ensure claim progress is communicated effectively  Verifying the completion of client’s corporate tax returns  Updating internal database with claim progress and confirming assessed claim amounts  Conducting calls to clients for basic invoice collection and escalate to legal department if necessary  Managing external mailing process including high volume of couriers for month-end deadlines  Reconciling AR reports, month-end reports and other reports as assigned  Assisting the Controller with projects as assigned  Assisting the Submissions department with the booking of meetings with clients and collection of information as required



Canada Bonded Attorney & Legal Directory Limiited

• Financial Controller & General Manager

  • Nov 2012 - Nov 2015

  Managing business and reporting directly to CEOAcquiring and sustaining several client accountsAnalyzing budgets and cash forecasting Preparing financial statements and audit bindersTraining and developing new employees and standard operating proceduresMediating employee conflicts, improving overall morale and employee relationsImproving company’s overall margin Performing all accounting/bookkeeping tasksReviewing all vendor invoices, contracts and approving for paymentReconciling all bank accounts, including Trust accounts Disbursing payments to client from trust accountsRelocating of office to new locationOrganizing work schedules for all staff and submitting payrollLiaising with government and private auditors meeting provincial and federal standards of practiceDiscreetly handling all information in confidenceAuditing invoices, bank deposits and cash applications



AMJ Campbell International

• Collections Coordinator

  • Apr 2011 - Nov 2012

  Coordinated collections of invoices for five offices across CanadaLiaised with international vendor and customersReviewed and executed settlements with our clients/vendorsAnalyzed accounts receivable reports in direct comparison to accounts payableProcessed credit card payments Performed daily bank depositsAssisted with payment application and vendor invoice processingReconciled vendor and customer statementsMaintain accounts receivable records or collections and deposits



Avida

• Canada
• Design
• 1 - 100 Employee

• Accounts Receivable

  • Oct 2008 - Apr 2011

  Addressed and resolved unexpected variances directly with controllerAnalyzed revenue and expense reportsAssisted the controller with the production of the monthly financials, management reports and audit packages.Worked with management to document and offset unusual expense variances in their respective areas.Maintained confidential information, such as pay rates, bonus targets and pay grades.Reconciled bank as well as customer and vendor statementsReconciled Trust accounts and issued disbursements to clientsPrepared daily cash reports and weekly cash flow forecast for senior managementPerformed all online banking duties Executed all wires and EFT paymentsProcessed all credit card paymentsRecorded all client payments Ordered office supplies and company chequesProvided efficient customer service to clients.



Synergex International Corporation

• Software Development
• 1 - 100 Employee

• ACCOUNTS RECEIVABLE

  • Jul 2006 - Oct 2008

  Maintained and applied payments to client's accounts for 3 Synergex owned companies. Contacted clients for payment of overdue accounts. Issued and forwarded invoices to clients. Prepared AR analysis to be presented to management. Maintained and applied payments to client's accounts for 3 Synergex owned companies. Contacted clients for payment of overdue accounts. Issued and forwarded invoices to clients. Prepared AR analysis to be presented to management.