Experience

Queen's University - Faculty of Engineering and Applied Science

• Canada
• Higher Education
• 100 - 200 Employee

• Financial Coordinator

  • Jul 2022 - Present

• Acting Financial Coordinator

  • Aug 2020 - Jun 2022

  • Provides advice, guidance and coaching to Financial Assistants, reviews performance and priorities, while promoting a positive, collaborative and team-focused environment• Oversees the processing and accuracy of the Financial Assistants’ financial transactions• Assists with the preparation and monitoring of annual budgets for the Faculty’s units, and makes recommendations to unit managers on budgetary decisions• Track the Professional Expense Reimbursement balances and work with faculty members to ensure their claims are submitted properly with allowable expenses before approving• Liaise with the BED Fund Manager and ensure purchases made with the funds have been approved by the Dean. Work with the manager to decided on recapitalization of funds.• Monitor, reconcile, and report on the Faculty’s trust and endowment funds and ensure disbursements are consistent with the approved terms of reference• Accurately prepare high-level journal entries as requested, as well as annual transfers and year-end transfers within operating and trust & endowment funds• Review monthly transactions to ensure valid chartfields were used, restricted account IDs we used properly, and trust and endowment funds are not in a deficit• Work with unit managers to provide clarification on expenses, advise on where expenses should be charged, and help clear deficits on research projects

• Financial Assistant

  • May 2017 - Aug 2020

  • Provide training and support to the Engineering departments, as requested, to assist with workload and the implementation of new processes• Greet customers at the front desk and answer questions or direct their questions to the right person• Calculate the research overhead revenue allocations and transfer funds to the appropriate accounts• Reconcile the online store and CHASE transactions to the GL and disburse the funds to the appropriate accounts• Shop for and Request items in acQuire while abiding by the Procurement Policy • Process payments through cheque requisition, credit card and acQuire• Manage the Faculty credit cards by collecting the receipts and coding the charges, as well as monitoring use of the cards and reporting any misuse• Review and prepare expense claims in Concur (ERS), while following and enforcing the guidelines set out in the Travel & Expense Reimbursement Policy• Interpret the Queen’s policies and advise the Faculty on following the policies• Enter employee contracts in PeopleSoft HR for student and casual workers, as well as entering their bi-weekly timesheets for payment by the cut-off dates• Calculate the bi-weekly salary and benefits for casual and TA employees, reconcile the payroll monthly and investigate any discrepancies• Create and enter journal entries in PeopleSoft to recode incorrect acct. codes• E-file the paid invoices and reconcile them with the monthly statements• Maintain the filing systems for confidential contracts and payroll information



Correctional Service Canada │ Service correctionnel Canada

• Canada
• Public Safety
• 700 & Above Employee

• Finance Specialist

  • Jun 2016 - May 2017

  • Reconcile the trust fund balances between IASR and IFMMS monthly • Create and enter journal vouchers in IFMMS and enter invoices for payment • Disburse funds to inmates upon their release and reimburse guards for expenses • Compile the petty cash reimbursements and enter to replenish the petty cash • Calculate the HST, and create and enter the JV for the monthly HST Remittance • Prepare the deposit slips and send with cheques to the bank to be deposited • Place funds on hold for Inmate and Canteen purchase orders and pay suppliers • Process inmate requests to have their money sent out to family or for purchases • Audit payables and release disbursements to ensure correct payees and amounts • Control the supply of Government cheques and prepare monthly inventory audit • Receive completed Commuting Application forms and submit allowances amounts



BOMBARDIER

• Canada
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Project Analyst - Riyadh Project

  • May 2015 - Mar 2016

  • Prepare annual budget schedules for material, direct labour hours, other direct costs, and intercompany purchases for the Riyadh project by the deadline provided by regional • Record change requests in an evolution file and updated the estimate at completion (EAC) in SAP after proposed EAC is approved by the project controller • Create and submit journal entries to be recorded in SAP to correct backlogs, reallocate costs and accrue costs • Log change requests to track material TAC (total at completion) and reconcile purchases, material and intercompany costs back to the current approved EAC



Correctional Service Canada │ Service correctionnel Canada

• Canada
• Public Safety
• 700 & Above Employee

• Finance Student - Academic Placement

  • Mar 2015 - Apr 2015

  • Processed inmate requests for various account transactions based on specific guidelines set out in the Commissioners Directive in a timely manner • Accrued and reported employee salary for regular and overtime pay for year-end reporting purposes to send to Regional by the required deadline • Conducted inventory count on assets and created summaries of institution wide consumables inventory to report to Regional by the required deadline • Audited payment reports for inmate transactions and payments to external suppliers to ensure accuracy of work and to support separation of duties



BOMBARDIER

• Canada
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Technical Documentation Associate

  • Sep 2011 - Mar 2015

  • Recorded documentation in various databases and took appropriate measures to maintain confidentiality for highly sensitive material• Approved and rejected reviewed documentation in a document tracking database to provide suppliers with the up-to-date status and follow-up requirements on their documents • Prepared reports and provided them to managers on-time to aid them in making critical decisions in important business meetings• Promoted drawings and models in a drafting database in a timely manner to allow drafters to start revisions as soon as possible to meet the contract design deadlines• Monitored summer students’ attendance and trained them on their duties and responsibilities

• Document Control and Configuration Management - Summer Student

  • May 2010 - Aug 2011

  • Created transmittals to send to partners, clients and suppliers to properly track the transmission of confidential business documentation• Improved filing systems for the ease of documentation location to efficiently locate documents during an internal audit• Scanned drawings on a large image scanner efficiently and in a timely manner for the prompt issue of important documentation to meet production needs



Foodland

• United States
• Retail Groceries
• 300 - 400 Employee

• Cashier Manager

  • Nov 2005 - Jul 2008

  • Managed the customer service desk and addressed any problems or concerns the customers had in a professional and caring manner to increase customer satisfaction • Supervised team of cashiers in a way that made them feel respected and valued, therefore increasing employee morale and overall quality of work • Trained new cashiers and cashier managers on their duties and responsibility to make sure the department in whole was following company policies and procedures to the standards • Managed the customer service desk and addressed any problems or concerns the customers had in a professional and caring manner to increase customer satisfaction • Supervised team of cashiers in a way that made them feel respected and valued, therefore increasing employee morale and overall quality of work • Trained new cashiers and cashier managers on their duties and responsibility to make sure the department in whole was following company policies and procedures to the standards