Financial Manager

• Aug 2021 - Present

Consultant

• Jan 2019 - Jul 2021

Partner

• Apr 2013 - Dec 2018

• Developed compliance process, policies and procedures for the firm • Ensure administrative filings are completed and all regulatory, governmental, tax and internal controls requirements are met • When required, adopt management and adaptation strategies for organizational improvements. • Create the infrastructure required to support and service new clients • Built, trained and led a team in bookkeeping, payroll, financial reporting, yearend audits, taxation, estate planning and business consulting services (corporation structures, taxation, buy and sell etc.) • Acting CFO and/or Controller to ensure business prosperity for clients • Managing firm’s day to day operation Show less

Controller

• Nov 1993 - Jun 2016

• Planning, directing and coordinating all accounting operational functions • Implementing systems and monitoring performance to achieve optimum efficiency this involved following policies and procedures and monitoring and controlling activities, to achieve maximum efficiency, accuracy and meet the company's reporting and financial requirements • Establishing and maintaining relationships with commercial bankers, allowing open discussion on terms of available financing. • Structuring debt arrangements & ensuring debt covenant compliance • Preparing annual budgets, analyzing sales, cash and expense accounts, controlling expenditures and CAM calculations • Maintaining all accounting records for over 109 sub-companies with combined annual incomes nine-figure range • Funding accounting for Non-profit organization • Supervising of accounting staff in the timely production of a detailed consolidated financial reporting package; ensuring compliance with accounting standards • Preparation of GST, Tax return and statutory information filing • Work with external auditors during quarterly reviews and annual audits; • Work with external advisors on tax planning strategies • Dealing with CRA and Provincial regulator in GST, Tax , WCB and comply audit • Administrated the company employee benefit plan • Hiring, training and retaining competent accounting staffs Show less

Manager, real Estate Administration

• Aug 2010 - Feb 2013

• Built and led a team to administer over $15B in alternative investment assets. Developed cash flow reporting and a pipeline to promote seamless business transactions • Created the infrastructure required to support and report on new product acquisitions • When required, adopt management and adaptation strategies for organizational improvements • Worked connectively with external property managers, consultants and auditors to maintain proper controls around cash transactions and gate keep all property related financial reports • Developed foolproof compliance process while working with OAG auditor and internal/external stakeholders • Ensure that controls are operating effectively in accordance with S 3416 requirements • Generate analytical reports to support Real Estate investments and other areas of business relating to AIMCo • Ensure administrative filings and management information reporting and minute books for Holdco structures is complete so that all regulatory, governmental, tax and internal control requirements are met • Iimplement, revise and introduce policies and procedures for REIA Show less

Account Manager/Controller Canada

• Aug 2006 - Jul 2009

• Directing and coordinating all accounting operational functions for Canada • Establishing and maintaining relationships with other division’s controllers and staffs within Colliers • Preparing annual budgets, forecasting , cash flow and charge out rate • Maintaining all accounting records for Canada • Supervising of accounting staff in the timely production of a detailed consolidated financial reporting package; ensuring compliance with accounting standards • Preparation of GST, Tax return and statutory information filing • Prepare audit working paper and ensure SOX compliance, work with external auditors during quarterly reviews and annual audits Show less