Tracie Bliss CPA, CGA
Director of Finance at Secretariat Central- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
French Limited working proficiency
Topline Score
Bio
Credentials
-
Certificate in Human Resources
HRPA
Experience
-
Secretariat Central
-
Canada
-
Non-profit Organization Management
-
1 - 100 Employee
-
Director of Finance
-
Sep 2014 - Present
Secretariat Central is a full-service Association Management Company with exceptional expertise in not-for-profit associations and charitable organizations. We are knowledgeable and skilled in dealing with the unique issues that volunteer board members face in their professional and personal lives. We understand their time constraints, their need for clarity and detail and we are proficient in respecting and working within their sometimes unpredictable schedules. We offer complete, customizable and scalable services that can include: Organizational Start-up .....Guidance and support through the process of incorporating and setting up a new not-for-profit organization or charity Finance & Operations .....Bookkeeping, audit coordination, budgeting, variance analysis, government reporting, board reporting, grant management and much more. Strategic Planning .....Brainstorm ideas to boost your membership, develop new revenue streams, reduce your risks, advance your vision. Member Services .....Answer inquiries, send renewal reminders, process dues, deploy communications. Conference and Event Planning & Execution .....Secure venues, line up speakers, register participants, manage abstracts, implement technology solutions, and provide interpreters, translators and meeting coverage Revenue Generation .....Help you develop innovative strategies for boosting your revenue in ways that deliver greater value to your members. Marketing & Communications .....Give you access to a professional team of communications strategists, writers, editors, proofreaders, translators, interpreters, layout and design artists, meeting coverage specialists Technology Services .....House and manage your membership database, look after hosting and maintenance of your website, store your electronic documents. Secretariat Central is a member of the Canadian Society of Association Executives (CSAE) and we are very knowledgeable about association management practices and regulations. Show less
-
-
-
-
Project Manager
-
Apr 2013 - Aug 2014
“Connecting businesses to government stimulus.” Project management relating to the collection, organization and submission of corporate and financial data in order to secure government tax credits and grants for clients. Perly Fullerton Consulting specializes in refundable government tax credits such as: • Scientific Research and Experimental Development Tax Credit (SR&ED) • Ontario Interactive Digital Media Tax Credit (OIDMTC) • Industrial Research Assistance Program (IRAP) • Canadian Film or Video Production Tax Credit (CPTC) Show less
-
-
-
Sandgate Women's Shelter of York Region Inc.
-
Canada
-
Non-profit Organizations
-
1 - 100 Employee
-
Business Manager
-
Nov 2010 - Apr 2013
Management of business processes, accounting and government reporting. - Develop/manage complex budgets, financing and procurement - Analyze financial and statistical data - turn raw data into useful information - Analyze and explain variances on actual to budget financial performance - Perform financial risk analysis - Recommend mitigation strategies where applicable - Report to various funders (provincial, regional, municipal, United Way, Trillium ON & more) - Prepare professional reports and reconciliations for the Board of Directors - Research funding sources including grants and fundraising opportunities - Prepare applications for funding; high track record of success in obtaining project funding - Co-ordinate with auditor on preparation of annual financial statements - Prepare and submit annual charitable return T-3010 - Manage human resource functions in a unionized environment including: .....* employee recruitment, .....* pay equity maintenance .....* payroll .....* employee records .....* benefits administration .....* T4s and all employee tax forms - Manage all aspects of internal information technology functions including: .....* maintenance of organizational computer systems and network .....* acting as liaison with IT service contractor when needed .....* project managing all aspects of a complete network upgrade - Other: communications, marketing, web and social media updating, purchasing and more Show less
-
-
-
Kenilworth Media Inc
-
Canada
-
Technology, Information and Media
-
1 - 100 Employee
-
Controller
-
Aug 2001 - Jun 2007
Management Accounting, Operations, Business Development and Human Resources Management Accounting, Operations, Business Development and Human Resources
-
-
Education
-
Chartered Professional Accountants of Ontario
CPA, CGA -
Laurentian University/Université Laurentienne
Bachelor's Degree, Business/Commerce -
New Liskeard College of Agricultural Technology
Diploma in Agriculture, Equine Technology
Community
