Experience

DG Bevan Insurance

• Controller

  • Apr 2023 - Present



Department of National Defence

• Financial Management Advisor

  • Oct 2022 - Apr 2023



Correctional Service Canada │ Service correctionnel Canada

• Canada
• Public Safety
• 700 & Above Employee

• Chief of Finance

  • Jul 2021 - Feb 2023

  - Conducted monthly meeting with senior management to discuss forecasts, projects, and plans for the fiscal year, address variances from prior periods, and address budget constraints and provide recommendations for managing deficits with high value analysis of prior period trends, funding restrictions, and allocation of resources- Report monthly financial analysis by site, activity, and programs by preparing financial situation reports and memo to Regional Directors describing the areas of concerns, addressing funding needs/limited resources, providing recommendations in managing financial situation, and by creating an action plan- Review annual resource allocation for accurate allocation and realign resources to appropriate cost centres based on operational need while adhering to regional funding limits. Discuss with senior management teams where there are changes to resources from prior fiscal periods and provide advice on producing and managing a balance budget by cost cutting or realignment of expenditures within funding formula.- Conducting in depth complex quarterly analysis of salary expenses, allowances entitlement and owed as per contracts, reconciling forecasts with actual expenses and reporting variances for payroll action- Implementing and monitoring internal controls for application of appropriate accounting policies and procedures, conducting quarterly audits and providing solutions to mitigate all levels of risk with due care on high risk activities, - Supervision of a team of Finance Specialist and Financial Analysts setting expectations and objectives for annual performance evaluation, conducting mid year review by meeting with staff and providing feedback, and a final year end assessment to evaluate of targets achieved, deficiencies, and expectations of both management and staff’s personal/professional development for subsequent year. Show less

• Regional Financial Analyst

  • Jul 2017 - Jun 2021

  - Review monthly expenditure data to identify trends in late payments, correct application of payment policy, process due diligence as required for unauthorized bank accounts for high risk/high value and coordinate with regional accounts payable team for outstanding payments or aged journal vouchers that need to be actioned- Providing year end instructions with deadlines for external reporting to satellite offices in order to compile and prepare year end public account plates for expenditures by projects, specific parliamentary related inquiries such as travel and hospitality expenses with prudence on senior management expenditures, completing and recording year end accruals- Managed regional relocation files, coordinating with relocation service provider and employees by providing policy material for entitlements, approving claims, and making recommendations to business cases. Auditing relocation files for correct application of policy, entitlement values, and administering tax receipts for personalized payouts.- Review and approve financial systems access for all staff based on user level and business needs, and resolving user issues for financial and travel systems, while relaying time sensitive and relevant system closures, maintenance, and upgrades communications to all staff Show less

• Financial Analyst

  • Apr 2014 - Jul 2017

  - Assisting Chief of Budgets and Comptroller to input cash forecasts in reporting system, maintaining salary reporting system and occasionally conducting fact check and analysis on financial reports- Assist in preparing monthly budget forecasts based on management meetings and reporting funding pressures and recommendations on deficit management/surplus utilization- Preparing and processing Budget Transfers for Operating and Salary budgets based on budget surplus/deficits and management needs- Monitoring and reporting internal controls efficiencies by completing quarterly audits on samples received from HQ for operating and capital expenses. Show less

• Finance Specialist

  • Jun 2013 - Apr 2014

  - Processing accounts payable; audit for completion, accurate financial coding, and appropriate approvals prior to entering in financial system for payment- Tracking capital and operating project contracts over $100k for progress to ensure objectives are being met as per contract requirements and ensuring funds committed are sufficient- Liaise with external clients on progress and concerns with contracts, projects, and accounts payable and providing recommendations for optimal results and accurate reporting- Apply department and central agency financial regulations, policies and procedures to payment process Show less



FBC, Canada's Small Business Tax Specialist

• Saskatchewan, Canada

• Corporate Processor

  • Oct 2012 - Jun 2013

  - Preparing year-end financial statements (e.g. Statement of Comprehensive Income, Statement of Financial Position, Statement of Cash Flows.) on Cash and Accrual basis. - Maintain and reconciling the general ledger - Preparing bank reconciliations and journal entries - Preparing and recording Adjusting and Closing entries. - Reconciling Corporate taxes and GST/HST through daily interaction with CRA - Preparing and filing T2 Corporate Tax Returns, T5, T4, T2057, and T5018. - Intercompany transactions - Providing business/tax advice/solutions - Prepare, analyze and present monthly, quarterly and annual operating results for clients - Provide strategic analysis as required to drive improved decision making Show less