Experience

Agricorp

• Canada
• Insurance
• 200 - 300 Employee

• Finance Manager, Operations

  • 2012 - Present



Sunlife Financial

• Director, Individual Insurance Expense Management

  • 2007 - 2011

  Reporting to the AVP Individual Financial Reporting & Analysis and overseeing an annual operating budget of $500M, directed a team of 4 -7 Financial Analysts (CMA’s, CA’s and financial specialists) responsible for annual planning and budgeting, monthly financial and operations analysis and reporting including KPI’s and productivity measures for management and business VPs and quarterly forecasting of expenses and workforce. In addition, accountable for all Individual product unit costs including understanding the expense drivers for each product and the annual functional cost review. • Led the overall planning/budgeting process, budget message and training material. • Working with internal departments, developed quarterly forecasted expenses and headcount. • Developed a comprehensive quarter end expense, unit cost and expense gap Management Package including a business Scorecard that increased the understanding of unit costs and the major drivers within the Finance area and the organization overall. • Coordinated the month end close for Individual. Accountable for monthly financial and operations analysis and reporting including KPI’s and productivity measures for management.• Met on a monthly basis with the business leaders (VPs) to review current expenses and variances to budget and proactively discussed potential issues impacting their ability to meet their approved budget. • Chaired the Individual Expense Governance committee. Show less

• Manager, Wholesale Insurance Reporting and Analysis

  • 2005 - 2007

  Reporting to the AVP Individual Financial Reporting & Analysis, managed a team of two financial specialists. Played an active role in the analysis and reporting of sales results (annual sales of $50M) for the Wholesale Insurance and Long Term Care Insurance business areas. • Growth challenge – sales increased $18M to $50M within two years due to sales growth and also due to an amalgamation of the Insurance and Long Term Care business areas without increasing staffing levels: • By fully understanding the accepted definition of a sale from the user perspective, reviewing data uses and evaluating the internal processes to create the data, more accurate sales data was produced. Strong relationships were then forged between the sales organization and the reporting analysis area as a supplier of accurate, timely and useful information. Show less

• Business Project Manager, Structured Finance Admin. System Replacement

  • 2004 - 2005

  Reporting to the VP, Investments Finance, led the business side of the $6.3 million Structured Finance Administration system replacement project.• Established the business specifications, resource requirements, budget and timelines. • Negotiated for resources to support the project. • Reported the project status including financials to the project steering committee bi-weekly. • Actively managed relationships between Business subject matter experts, finance/accounting, IT and external vendor through collaboration and active change management. Show less

• Manager, Investment Reporting

  • 2003 - 2004

  Reporting to the Director, Investments Finance, managed a team of 3 Financial Analysts (CMA’s, CA’s) responsible for the planning and coordination of month end and quarter end reporting, providing consolidated detailed asset information, Corporate Investments reporting, OSFI reporting and Canadian and US GAAP income trending• Primary contact for internal and external auditors. Working with external auditors, developed a detailed listing of quarter-end and year-end requirements along with examples of each deliverable, to ensure business leader understanding. • Managed the relationship and was the primary contact for Central Canadian Finance reporting, Statutory reporting, Corporate reporting and Corporate Investments as it pertained to quarterly process, planning and reporting issues.• Improved Asset class relationships and team morale through increased face to face dialogue, active listening and timely response to issues/concerns. The result was a more focused, value added reporting process. Show less

• Senior Financial Analyst

  • 2002 - 2003

  Reporting to VP, Investment Reporting and analysis, provided expense/budget integration support in the Investments area while consulting on ways to develop a more focused and customer oriented expense area by developing new and informative monthly expense reporting.



Conestoga College

• Canada
• Higher Education
• 700 & Above Employee

• Part Time School of Business Instructor

  • 2002 - 2003

  • Part time instructor responsible for the development and delivery of a comprehensive course which meets the College’s stated course outline • Courses taught included both Introductory and Intermediate Financial Accounting • Part time instructor responsible for the development and delivery of a comprehensive course which meets the College’s stated course outline • Courses taught included both Introductory and Intermediate Financial Accounting



Manulife

• Canada
• Insurance
• 700 & Above Employee

• Senior Project Consultant

  • 2002 - 2002

• Director, Budget and Expense Management

  • 2000 - 2002

  Managed a team of three responsible for monthly expense reporting, quarterly forecasting, annual budget and headcount reporting. Annual budget approx. $650 M.

• Director, Financial Reporting

  • 1999 - 2000



Manulife

• Canada
• Insurance
• 700 & Above Employee

• Finance Project Manager, Demutualization

  • 1998 - 1998