Chief Financial Officer, CFO

• Jan 2011 - Present

Not for Profit organization in the education industry. Duties include: supervision of six accounting staff, Reporting directly to Deputy General Secretary and General Secretary of the organization. Monthly financial statements for twenty nine funds, year end audit working papers, treasury, cash management, benefit management, membership database management. Budget preparation and implementation for fund accounting units.

Head of Finance, Comptroller

• 2011 - Jan 2011

Volunteer Finance Committee Chair

• 2004 - Present

Procurement Specialist

• Jul 2010 - Jan 2011

To lead the development of a pan LHIN Procurement policies, tools and templates to promote diligent procurement practices. To provide strategic and technical procurement advice to LHINs on a full range of procurement and contract management matters. To lead the development of a pan LHIN Procurement policies, tools and templates to promote diligent procurement practices. To provide strategic and technical procurement advice to LHINs on a full range of procurement and contract management matters.

Director, Corporate Services

• Jun 2009 - Sep 2010

Director, Corporate Services, 14-month contract• Provide monthly reporting to Finance and Audit Committee. Led special projects and 15 direct reports. • Completed major Head Office move within 5 months including procurement of facilities, leasing and logistics. Set up and headed Moving Committee of 7 to achieve on time and below budget results.• Completed concurrent second move for Office for Mental Health Commission of Canada Research within 5 months. Presented to MHCC and secured approval for financing for the new office and negotiated use of surplus funds for new office lease costs.• Researched and prepared cost/benefit analysis for the Board for the Head Office and MHCC.• Completed 2 financial conversions - accounting and payroll/HRIS - transitioning from Goldcare to Great Plains and Quadrant within 3 months making COTA the first MIS compliant organization.• Managed the divestment of the Rehabilitation Services Division to another organization.• Set up analysis of spending guidelines from funders resulting in revised corporate policies.

Treasurer

• 2004 - 2010

month end and year end reporting to Board budget preparation for the organization month end and year end reporting to Board budget preparation for the organization

Corporate Controller

• Jul 2008 - Jun 2009

Direct reports: 3Responsible for managing the activities of the corporate accounting function including developing and maintaining system, policies and procedures. Complilation, analysis, and reporting of accounting data for 4 divisions. Preparing MD&A for board reports and Sedar. Acts as liason with government and external auditors. Direct reports: 3Responsible for managing the activities of the corporate accounting function including developing and maintaining system, policies and procedures. Complilation, analysis, and reporting of accounting data for 4 divisions. Preparing MD&A for board reports and Sedar. Acts as liason with government and external auditors.

Finance for Financial Reporint and Tax, Contract Position

• Nov 2007 - Jul 2008

Supervised a staff of 2Monthly financial closing procedures, responsible for inventory, fixed asset reporting to UK parent Developed template for treasury reporting to UK parentParticipated in monthly inventory obsolences reviewPrepared working paper schedules for tax return

Manager of Financial Reporting, Contract Position

• 2007 - 2008

month end closing proceduresreporting to Swedish parentredesigned cash reporting

Senior Director, Corporate Services

• May 2004 - Nov 2007

Direct Reports: 3, Indirect reports: 20 budget: $68Million • Manage the integration of minority interest of 4 legacy CCAC - involved in due diligence, assigning assets and liabilities to the new emerging CW CCAC • Supervised the audit of the new CCAC, for the period ended March 31, 2007• Development and submitted the new business plan and budget worksheet for the fiscal year end March 31, 2007• Prepared briefing notes and financial statements to the Central West board of directors since January 1, 2007; was able to identify a budget shortfall early in the year for the newly operating CW CCAC and thus have mitigation strategies for the board and executive director of CW CCAC ;thereby receiving an infusion of funds from the ministry to have balanced budget for March 31, 2007• Supervised the migration of client data from 3 legacy CCAC to 1 client data base

Vice President, Finance & Administration, Controller

• Jun 1994 - Feb 2003

Canadian subsidiary of Swedish public company distributing dental implants, ceramic crowns and tissue regeneration material. Direct Reports: 4, Indirect Reports: 9, Budget $36 Million• Project leader for the full implementation of SAP R/3 – an ERP financial system, within four months, on time, on budget. Resulted in improved invoicing, increased customer satisfaction, provided better management reports & improved decision making.• Appointed interim Controller for Nobel Biocare USA, Inc. a company with annual sales of $55 Million. Completed financial statements for Canada and the US, saving $160K CAD.• Implemented the company’s first variance reports and comprehensive management reports analyzing the three divisions of the company thus developing a sound basis for corrective action.

Manager, OMB

• 1989 - 1990

Audit of owner/manager business. Audit of owner/manager business.