Director, Corporate Services and Finance

• Mar 2020 - Present

Associate Executive Director/Finance and IT

• Aug 2017 - Mar 2020

VP Finance and IT

• Dec 2014 - Mar 2020

Director of Finance and IT

• Dec 2014 - Aug 2017

Director of Finance

• Feb 2010 - Dec 2014

In 2010, took over full financial governance for this local mental health centre providing residential, day treatment and community support services to troubled children, youth, young adults and their families. Manage all accounting, controls, reporting, and IT. Control budgets for 40 different programs ($9M). Within the last 3 years, I have:• Strengthened financial polices, procedures and controls to capitalize assets and ensure GAAP compliance • Worked closely with the Audit team to successfully eliminate all audit “qualifications”, specifically with respect to cash donations• Centralized purchasing to streamline efficiencies and significantly reduce cost• Implemented key accounting, reporting and payroll improvements to meet all Ministry and legislative requirements• Saved $25,000 in the first year by maximizing GST/HST rebates• Project managed purchase of a new facility – achieved within budget, maximizing all entitled rebates and grants • Reduced IT operating costs while improving technical capability

Accountant

• 2005 - 2010

Leadership role overseeing all accounting, budgeting, projections, reporting and compliance for the HCAS and its Foundation. Payroll and OMERS administrator for 100+ staff. Served as Interim Finance Director as required. • Created all financial policies for “Our Kids Network”, a major new partner project administered by the HCAS• Managed accounting and served as Property Manager for the foundation’s three group homes, and significantly improved relations between the Foundation and Society• Introduced critical upgrades to payroll processes and brought legislative compliance up to date• Created all budgets, projections, compliance audits and quarterly reports in accordance with Ministry regulations• Prepared all financial statements, statement notes, preliminary audit reports, budgets, journal entries, accruals and bank reconciliations• As Interim Finance Director (6 months), controlled an $18M combined budget and directed Audit Committee meetings – additionally presented Financial Report at all Foundation Board meetings• Awarded Doug McPhie Award for highest level of commitment to the Foundation and appointed as a CAS Foundation Ambassador

Senior Finance Clerk

• 2001 - 2005

Advanced through increasingly senior finance roles for this $32M organization, contributing to budget preparation, accounting, financial projections, Ministry reporting, bank reconciliations, charity tax returns, Accounts Payable and Accounts Receivable. Completed CGA designation.• Recognized for setting the standard in financial excellence and accounting controls, and routinely consulted by partnering organizations to learn best practices Advanced through increasingly senior finance roles for this $32M organization, contributing to budget preparation, accounting, financial projections, Ministry reporting, bank reconciliations, charity tax returns, Accounts Payable and Accounts Receivable. Completed CGA designation.• Recognized for setting the standard in financial excellence and accounting controls, and routinely consulted by partnering organizations to learn best practices