Director of Finance

• Feb 2020 - Present

Budget & Forecast Specialist

• Sep 2019 - Feb 2020

Manager of Financial Operations

• Nov 2013 - Aug 2019

Responsible for the overall management of the Financial Operations areas within the Dept. of Finance; includes Service Centre, Accounts Payable (2013 – 2015), Accounts Receivable (inc. Utility Billing), and Compensation & Benefits (Payroll, Pension, and Benefits). • Lead business modernization in the Human Resource and Finance areas that will lead to efficient standard work for staff, improve service delivery to customers, and systems that support the business modernization. • Lead staff and services of Financial Operations so as to ensure a high performing and engaged workforce. • Establish a performance management process for all direct reports. This includes annual performance review; quarterly check-ins to discuss any issues, concerns, or progress made since annual performance review session; probation period management, correction / discipline; and manage, coach and mentor employees. • Construct and monitor the Financial Operations annual budget, including completion of annual cash flows, monthly variance analysis, and mid-year review. • Report to Finance & Admin. Committee of Council on Accounts Receivable write-off. • Meet Financial Operations goals and performance measures by ensuring efficient use of resources &/or implementing appropriate/best practices. • Work with cross-departmental teams in order to ensure the successful completion of process identification and mapping around HRIS and Finance processes as part of implementation of a future state ERP system. • Develop staff roles, service unit goals, and related performance measures. • Ensure policies and procedures relating to Service Centre and Compensation & Benefits are up-to-date and in line with regulatory compliance. • Ensure compliance with accounting and systems controls. • Establish individual quarterly goals; as well as assist in the establishment, and achievement, of annual and long-term departmental and corporate goals. • Manage projects and implementations for Lean 6 Sigma initiatives.

Business Manager

• Jul 2013 - Oct 2013

• Provides financial administration for the School of Art. • Prepares annual budget submissions for the School of Art. Assists the Director by representing the School in discussions on the line by line details of the budget. * Monitors all operating accounts. • Establishes new Chart of Account elements. • Advises the Director/Associate Director on the day to day administration of operating budgets. • Serves as the resource person on policies and procedures relating to financial matters. • Signing authority on all operating accounts. • Responsible for ensuring accounts are not overspent. Approves or denies expenditure based on projected budget. • Responsible for the overall management of the School of Art office, including supervision of 6 full-time staff. As well as various student positions as they are filled across the academic year. • Authorizes vacations & overtime. Calls staff meetings, defines and communicates expectations to support staff on and on-going basis. • Responsible for creating job descriptions. • Liaise with Human Resources regarding creating new positions and requests for reclassification for support staff. • Trains support staff, supervises, appraises performance and assigns tasks. • Responsible for the overall administration of faculty and staff in the School of Art. Including on matters pertaining to contract administration i.e.: letters of understanding, research/ study leaves, matters of grievance, reclassification, maternity leave, and discipline. • Posts for support staff, excluded personnel, instructor and student positions using the University of Manitoba’s HR system (REACH). • Approves appointments of support staff and exclude personnel. • Initiates/prepares HR forms for support and academic appointments, leaves, changes in funding sources, and terminations. • Verifies payroll. • Maintains confidential personnel files. • Reviews and authorizes all requisitions for purchase in the School.

Budget Officer

• Feb 2006 - Jul 2013

• Work with the Business Manager to prepare Faculty’s annual operating & revenue budgets, totaling approximately $14M., including ongoing expenditure monitoring, trend analysis, and forecasting on a timely and periodic basis. • Daily management and review of the Faculty’s operating & revenue budgets via processing adjustments, journal entries & internal and external invoicing as necessary. • Ensure adherence to GAAP assumptions and principals (e.g. - revenue recognition; matching; relevance, reliability, and consistency), as appropriate. • Monitoring and enforcing internal controls, and signing authority on all operating budgets for non-salary expenditures, as well as for student employment. • Monitor select Grant funds, work with Grant Accounting (Financial Services) to resolve issues & ensure that all documentation is properly in place for audit purposes. • Assists with the calculation of targeted tuition amounts. • Track & process current year spending allocations of trust/endowment funds. • Provide annual financial reporting data to satisfy accreditation requirements. • Collect, update and analyze data to prepare monthly/quarterly/annual reports for Faculty and the Central Administration. • Design timely and relevant financial reports & records systems pertaining to academic programs and administrative units in order to ensure ongoing viability of programs under the direction of the Dean. • Represent the Faculty on various executive committees. • Ongoing member of University-wide initiative to enhance and optimize existing financial resources, services and controls. • Assist with supervision of departmental administrative staff. • Provide expertise and coordination of all systems-related training for administrative staff. • Process/Verify weekly payroll submissions as necessary. • Review financial processes and record systems, recommend/implement changes. • Identify project related financial requirements. • Faculty lead on Building Emergency Response Team.

Tax Associate

• Jan 2011 - Apr 2011

• Process individual tax returns using: DT Max; CRA’s EFILE and NETFILE services. • Direct customer service to a vast client base. • Process individual tax returns using: DT Max; CRA’s EFILE and NETFILE services. • Direct customer service to a vast client base.

Junior Accountant

• Sep 2005 - Feb 2006

• Receive and process Accounts Payable (A/P) billings. • Process wire payments. • Perform internal control functions in regards to A/P procedures. • Process general ledger entries. • Approve employee expense claims. • Work with various software programs - Smart Stream, Marketing Online & Expense Point • Receive and process Accounts Payable (A/P) billings. • Process wire payments. • Perform internal control functions in regards to A/P procedures. • Process general ledger entries. • Approve employee expense claims. • Work with various software programs - Smart Stream, Marketing Online & Expense Point