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Experience

    • Canada
    • Museums, Historical Sites, and Zoos
    • 1 - 100 Employee
    • Controller
      • Oct 2016 - Present

    • Investment Banking
    • 1 - 100 Employee
    • Assistant Controller
      • Aug 2013 - Jul 2016

      ~ Assisted in the preparation of the monthly financial statements; ~ Facilitated in the completion of the yearly audit; ~ Responsible for the accounting and financial presentation of our Chinese and Indian subsidiary’s financial statements; ~ Involved in the preparation of the Canadian and US tax forms; ~ Completion of various ad-hoc projects, for example: Implementation of Caseware software for the eventual presentation of InterWrap’s consolidated financial statements; Implementation of leadsheets under Syspro for the trial balances of each entity under InterWrap.

    • United Kingdom
    • Defense and Space Manufacturing
    • 1 - 100 Employee
    • International Financial Reporting Manager
      • Mar 2010 - Oct 2012

      • Manage the preparation of the 7 foreign entities’ monthly accounting package; this entailed remotely managing the accounting staff at subsidiary’s office;• Coordinate global audit of 7 foreign subsidiaries and head office, in accordance with IFRS;• Assist in the preparation of the annual budget; and forecasting;• Consolidate these foreign subsidiaries’ financial statements into the Canadian parent’s; • Assist Parent Company to analyse any changes of current accounting policies under Canadian GAAP to IFRS;• Lead the conversion from IFRS to ASPE• Assist our foreign subsidiaries in the interpretation of head office accounting policy;• Develop Policies and Procedures for the accounting and finance department, specifically for our foreign subsidiaries.

    • Senior Financial Analyst
      • 2008 - 2009

      • Managed and reviewed the accounting information from our subsidiaries; direct communication from controllers;• Managed and coordinated the year-end audit of the corporate entity and its subsidiaries, as well as the interim, quarterly reviews;• Full-cycle accounting for the corporate entity, a public company listed on the Toronto Stock Exchange;• Preparation of the consolidated financial statements for the reporting entity; subsidiaries included Dominion Construction and Canem Systems Inc.;• Assisted in the preparation of the Management Discussion Analysis; Press Releases; Annual Information Form, and Management Information Circular;• Helped various aspects of our study of our Internal Controls over Financial Reporting and the implementation of I.F.R.S...

    • Truck Transportation
    • 1 - 100 Employee
    • Controller
      • 2007 - 2008

       Managed and supervised an accounting department consisting of 2 accounting clerks. Hired to look beyond the traditional accounting role into financial and business issues; Initiated a thorough reconciling of general ledger accounts that were generally unkept; Readied the company for their software conversion by preparing the chart of accounts, as well as preparing the “Balance Sheet” and “Income Statement” templates for the company and for each of their divisions; helped organize our Payroll Department with the new software; coordinated the Direct Deposit function of our new software with the Royal Bank; initiated the cheque standardization of our companies’ cheques with the new legislation; Designed excel worksheets that would help management make better and more timely decisions such as budget and budget variance reports; cash flow analysis; “what-if” analysis.

    • Oil and Gas
    • 1 - 100 Employee
    • Branch Controller
      • 2004 - 2007

       Managed and supervised an accounting department consisting of 6 people. Ensure corporate accounting records, financial statements and financial packages to external users are accurate and up to date by supervising accounting staff in implementing corporate accounting policies and procedures that are in accordance with Canadian accounting standards; Act as an in house advisor and financial consultant to our various departments in making business decisions with respect to federal, provincial and U.S. tax implications for international transactions and the application of accounting for major projects and/or complex transactions Ensure that the staffing requirements are adequate for the Administration group by monitoring and reviewing the job requirements, restructuring work allocation as necessary, initiating the documentation of job procedures, and initiating cross-training within the accounting and administration department. For these years, I have led or been involved with the company’s Transfer Pricing Study, Large Company Audit Protocol with the C.R.A., Corporate tax audit with the Province of Ontario, Provincial Sales Tax audit with the Provinces of British Columbia and Quebec, as well as the conversion of our company’s in-house accounting software to the SAP platform.

    • Controller
      • 2000 - 2004

       Manage, train and oversee the work of 4 accounting clerks ; Complete month-end and year-end financial statements and all necessary management reports; Liaise with our external accountants with regards to the year-end review; Implemented a comprehensive and continual review of all our operating expenses; Implemented and oversee a foreign currency hedging program; Form and implement policies for cost savings and tighter controls; Responsible for devising, implementing and monitoring the Company’s first budget and budget analysis; Responsible for co-ordinating and leading the Company’s first Strategic Plan; Work on various projects initiated by Management

    • Travel Arrangements
    • 1 - 100 Employee
    • Controller
      • 1995 - 2000

       Responsible for the compilation and consolidation of monthly financial statements, in U.S. dollars; Prepare tax forms for private companies and for President and president’s family; Constructing the budget, and analysing any variance;  Responsible for all government and regulatory filings; Supervising two individuals (a clerk in Vancouver, and an accountant offshore); Responsible for the compilation of the Company’s “Policy & Procedures” Manual; Formulating and communicating any internal controls; Initiating an accounting system for a chain of hotels under construction with our partners; Performing the accounting duties for a joint venture mining company based in the United States: Consolidating and preparing the financial statements for management Assist in authorizing and writing the Security and Exchange Commission’s required forms, 10K (yearly) and 10Q (quarterly) Accountable for the year-end audit, including the preparation of all working papers and the liaising with our U.S. auditors.

Education

  • Chartered Professional Accountants of Canada (CPA Canada)
    1990 - 1999
  • Simon Fraser University
    Finance, General
    1987 - 1989
  • The University of British Columbia
    Bachelor's degree
    1983 - 1987
  • North Delta Senior Secondary
    1981 - 1983

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