Experience

Town of Oakville

• Canada
• Government Administration
• 700 & Above Employee

• Fixed Assets Analyst

  • Sep 2008 - Present

   Assist in development and administer Asset Management policy, procedures and Asset Management Plan; Asset Management Steering Committee member Design methods, perform timely asset capitalization/ disposals according to policies and procedures to ensure regulated reporting and consistent analysis Provide technical and analytical guidance to departments on asset acquisitions, betterments, disposals, life cycle, and financial reporting requirements Train and support users on the use of the JDE asset registry and Asset Management principals System administrator of the JDE Fixed Asset Accounting and CAM Module Continually track and research related legislation and regulations to ensure compliance  Research best practices and strategies of other municipalities to ensure ongoing knowledge and liaise with external auditors Prepare all year end working paper as a back up to Financial Statement and Financial Information return pertaining to municipal assets Reconcile both General Ledger to Fixed Asset Module and all accounts related to asset disposals, trade-ins and proceed transfers to reserves Reconcile/link asset inventory to external systems: JDE/ GIS/ departmental datasets Liaise, coordinate and collaborate regularly with all the CAM Network, Steering Team members, operations and maintenance staff across the City  Work in conjunction with Financial Planning Section on infrastructure gap and future needs: capital and operations impacts Act as business analyst and project manager and continuously review project direction and progress to provide subject matter expertise



City of Vaughan

• Canada
• Government Administration
• 700 & Above Employee

• Fixed Asset Analyst

  • Nov 2007 - Sep 2008

   Develop, implement and administer a city-wide fixed asset policy and procedures to ensure compliance with all Public Sector Accounting Board (PSAB) Establish asset management program using best practices and new suitable systems Conduct continual tracking and research of all related legislation and regulations to ensure compliance and receipt of maximum funding from future programs Research best practices and strategies of other municipalities to ensure ongoing knowledge and liaise with external auditors to incorporate them into the TCA PSAB 3150 compliance process Develop and maintain the Corporate Fixed Asset Summary Advise and assist departments on financial reporting requirements and initial collection and valuation of TCA inventory Add new set of TCA accounts to JDE general ledger and implement Fixed Asset Module Sub-ledger Ensure all financial reporting is prepared to support applicable year-end Financial Information Return (FIR) Schedules

• Reserves & Investments Financial Analyst

  • Jan 2005 - Nov 2007

   Review of bank statements to establish net cash flow, funds commitment and funds available for investment utilizing banking software Maintain/ update computerized models and summary schedules such as: holding investments, daily deposits, bank charges, bank transfers, etc. Prepare reports for management of all reserves and reserve/trust funds and answer any inquires, corporation policies and procedures related them Comply documentation and presentation material for Ten Year Capital Forecast Analyze and monitor Capital Funds (expenditure) and funding to capital from obligatory reserve funds ensuring PSAB requirements are met Prepare monthly budget transfers and journal entries within the funds in accordance with approved budget, Council approval, and Policies Prepare year-end analysis and working papers for corporate financial statements Understand and apply new system abilities to better financial reporting Prepare templates and reporting fixtures that can be implemented into the program Provide indirect training and guidance to staff insuring policies and procedures are being followed Review and modify procedures to better suit constantly growing and changing demand for new improved procedures; suggest potential improvements

• Customer Service Representative – Property Taxes

  • Apr 2003 - Jan 2005

   Receive and process all revenues remitted by tax payers and Town departments Reconcile cash to deposits on a daily basis and prepare bank deposits Provide general information and reception duties in a friendly, confident manner Answer inquiries from clients on a face-to-face basis Review, and deposit Parks and Recreation daily revenues Create spreadsheet and maintain records of returned payment, and other related items Responsible to maintain and update Fax Back Tax Certificate Program Respond/ assist by letter or telephone law firms in ordering tax information  Prepare and post tax payments on OpenTax Act as back up to the Banking coordinator Maintain public assessment section and computers utilized by the public Completion of Municipal Tax Administration Program