Janet Wardlaw, CGA, CIM, Dipl. B, CAM

**** ****** ********** **** ****

LYNDEN, Ontario L0R 1T0

(H) 519-***-****

Profile

. Extensive experience in accounting, finance, standard and job costing,

variance analysis and reporting, information technology, (application

implementation and integration, project management, client

training/teaching) human resources, procurement, asset management and

organizational re-engineering.

. Hands-on project management, implementation and practical experience in

ERP systems: Oracle, SFG-MIS & UIS, Microsoft Dynamics Navision,

QuickBooks and Simply Accounting.

. Good working knowledge of Microsoft Dynamics Great Plains, ACCPAC and

AS400.

. Industry experience includes medical product and equipment, original

software developer, consulting engineers, non-profit organizations,

public section (municipal government, city government and utilities),

school boards, port authorities, professional services, retail

establishments, interior decorator, gymnasium, restaurants,

manufacturers, distributors, property and casualty insurance.

. Excellent presentation skills, organizational skills as well as

exceptional training and report writing skills

Professional Experience

Therapeutic Surface Solutions, Blake Medical Distribution,

Essential Wound Management, Key Medical, Oke Polymer, Hamilton, Ontario

Dec/11-May/13

Controller, Administrator, HR Manager, Project Manager

Part time May/13-current

Manufacturers and Distributors of Health Canada approved medical devices

(beds, cushions); wound care products.

. Corporate Controller for five related companies, responsible for all

aspects of accounting:

. Financial statement analysis-individual companies and consolidated

statement

. Monthly calculation and preparation of loan certificates

. Review and reconciliation of nine intercompany accounts

. Preparation for year end review, verify, balance and process

reversing entries, income

tax return analysis and reconciliation with in-house records

. Manual costing of sales, monthly adjustments and costing of new

manufactured items

. Daily and monthly cash position, manage AR and AR and banking

. Payroll Manager (two companies) - commissions for sales staff, T4s,

EHT, WSIB, etc.

. Prepare, analyze and explain quarterly ratio analyses and metrics

to owners

. Balancing shareholders draws and loans

. Benefits Administrator including annual negotiation of contract

. Streamlined finance and accounting department as well as

purchasing, fleet control,

human resources, benefit administration, etc.

. Initially managed six staff, including hiring, terminations,

appraisals, reprimands, etc.

. Analyzed current software (QuickBooks ERP) recommendations and

justifications for a replacement system including a comprehensive

report containing cost benefit analysis, timelines, staff

requirements. Implementation has been postponed indefinitely.

. Act as SME to executive, management and staff in many areas

. Management member of the Occupational Health and Safety Committee

. Member of the Marketing committee and Website committee.

. Project Manager for a new on-line, on-the-road database system

Specific accomplishments in this position:

. Analyzed the previous two fiscal years, corrected errors with a PPA

. Reduce billing time from 2.5 weeks to 4 days-eventually to a daily

billing

. Reorganized the General Ledger and Income Statement to conform to GAAP

standards

. Reduce group benefits by a third while at the same time, implementing

short and long term benefits with no increase to company

. Implemented a Tuition Reimbursement program and mentored staff

. Implemented a PIP program-Productivity Improvement Program for all staff

. Implemented daily cash reporting system and weekly sales and cash

reporting to owners

. Designed and implemented ratio analysis and explanatory narrative for

owners

. Moved the payroll system off paper cheques to direct deposit

. Implemented an Occupational Health and Safety policy and formed

committees

. Developed WSIB reporting system and monitored monthly for compliance with

legislation

. Researched and wrote a comprehensive Company Policy Manual for all 4

companies

. Trimmed office staff by 3 people (50%) which increased productivity &

morale

. Rewrote the majority of office documents, contracts, repetitive

correspondence and literature for clarity and accuracy

. Implemented many control processes and procedures as well as accompanying

documents

. Redesigned and decorated all the office space increasing productivity and

raising morale.

MSSI, Hamilton, Ontario

Contract - Senior Corporate Accountant (Mat Leave Replacement)

Jan/10-Feb/11

Offers laundry services and medical supplies to hospitals, nursing homes,

paramedics

Senior Corporate Accountant

. Responsible for multiple divisions within a Microsoft Dynamics

Navision ERP system

. Extensive GL analysis, inter-company entries and reconciliation for

four divisions and corporate

. Prepared a full operating budget for implementation in the Navision

system within division to generate computerized variance reports

for analysis on a monthly basis.

. Manually prepared financial statements by division as well as

consolidated statements for the organization as a whole for

presentation at Board meetings

. Ensured GL balances in each division were accurate and complete for

each month

. Determined proper allocation of funding from various government

agencies.

. Calculated all federal and provincial remittances as well as

monthly reconciliation of accounts

. Multiple allocations of expenses between divisions including

journal entries and reconciliation

. Prepared and entered adjusting entries arising from reconciliation

of GL accounts

. Verified entries into the system by other staff (AP, upload of AR,

payroll)

. Bank reconciliations for 10 bank accounts for divisions as well as

corporate account

. Chargebacks between divisions and corporate

. Completed and filed annual statements for federal and provincial

remittances

. Prepared and filed NPO Return and the T2 for a Non Profit

Organization

. Preparing the audit schedules for the annual audit.

. Managed Accounts Receivable for all four divisions, application of

payments and adjustments to client balances as necessary

Systems Specific

. Analyzed current setup of the Navision ERP system and made

recommendations for improvements, streamlining processes and procedures.

Reviewed existing reports, adjusted as necessary and developed new

reports using the current system

Specific accomplishments in this position:

. Cross- balanced 9/12 intercompany accounts (3 have previous year entries

for year-end adjustment.) These accounts had never balanced before.

. Implemented a proper journal entry system and form.

. Implemented a system for numbering and filing journal entries along with

their corresponding financial statements for proper documentation & ease

of retrieval.

The Marco Corporation, Brantford, Ontario

Contract - Project Manager, (Maternity Leave) Jan/09 - May/09

Clearing house for prize distribution and eligibility to corporate clients

. Reactivated and overhauled implementation project of Microsoft

Dynamics Navision

. Wrote project scope, established a workable timeline, developed

training schedule,

. Ascertained upper management reporting needs and created templates

& reports.

. Facilitated walkthrough processes, created proper sign-off on

project components

. Developed detailed work plans, schedules, resource plans

. Directed analysis of and solutions to problems

. Delegated tasks and responsibilities to appropriate team members.

. Identified and resolved issues/gaps and conflicts within the

project team and VAR

. Tracked project deliverables.

Specific accomplishments in this position:

. Re-established vendor/customer relationship with the VAR

. Suggested best setup practices, company reengineering and reporting

requirements

Horizon Utilities, Hamilton, Ontario

Contract - Accounting Analyst (ERP project) Aug/07 - Sept/08

Distributor of electricity to the City of Hamilton

. Maintained current AS400 system to allow other staff to implement

new system

. Analyzed GL balances and reported on variances by month, quarter

and year.

. Verified/investigated variances for corporate controller

. Prepared and entered adjusting entries as necessary

. Calculated overhead allocations to operating departments,

. Issued monthly operating statements to managers and directors

. Designing reports specific to the AS400 financial system

. Analyzed overtime by hourly employees

. Maintained Access database interfaced to the AS400 system

Professional Practice - Contract Accountant-QuickBooks Apr/02 -

June/09

. Streamlined work process for all clients making them more efficient

. Advised clients on various aspects of business startup, when

necessary

. Calculated, verified and produced a full set of computerized

accounting records

. Including financial statements as well as payroll, for each client

. Setup and maintained clients' QuickBooks ERP systems

. Developing specialized applications specific to the organization or

client

. Acted as the main contact for AR, AP, Billing, Payroll and

government inquiries

AMEC Inc., Oakville, Ontario

Project Manager, Team Lead, Financial Specialist June/98 - Apr/02

Offers specialized engineering and project management services to

international clients

. Successful implementation of $30M Oracle 10.7 - 11i Financials,

HR, Project Accounting, Web based technology, (multilingual, multi-

currency, multi-company, multi-location)

. Multiple, in-depth presentations to the Steering Committee,

Corporate Controller, Chief Financial Officer, Chief Information

Officer and Office Controllers

. Participated in the preparation of the Business Case for management

. Led the team in the analysis phase and vendor selection process

. Served as original member of the implementation and steering

committees

. Authored extensive reports for upper management

. Conducted JAD workshops, authored the RFP for distribution

. Evaluated vendor responses, led the demo script preparations,

scheduled demos

. Created work plans, test scripts, training manuals, new procedures

. Determined security levels, set user menus, project risks and

trained all users

. Conducted GAP analysis and resolved gaps (interaction with Oracle

as needed)

. Team leader for AP, Purchasing, Self-Serve Expenses modules

. Designed the Oracle database, setup master and control files with

extensive integration with other modules

. Determined approval levels, workflow, printing solution for multi-

locations.

. Worked with Oracle developers on new reports design and acceptance

. Extensive use of AIM methodology, Visio, Excel, Access, Word and

PowerPoint.

SFG Technologies Inc., Burnaby, BC (Toronto office)

Project Manager, Implementation Specialist Consultant Jan/96 -

June/98

Offers full implementation of an ERP system for hospitals, schools,

universities and municipalities

. Successful implementation of 20+ ERP installations throughout North

America for financial software and specialized utility software.

. Scheduled and delivered original financial software application

services for large cities, counties, municipalities, school boards,

utility companies, private industries and non-profit organizations.

. Answered RFPs for Sales & Marketing, conducted systems

demonstrations

. Determined the SOW, WBS, conducted JAD workshops to elicit needs

from clients, authored the Charter

. Calculated pricing for enhancements and customizations and directed

programming

. Implemented and integrated multiple financial and management

modules.

. Conducted gap analysis and resolved issues

. Extensively analyzed clients' requirements, designed testing

procedures, acceptance tests, obtained client acceptance and acted

as go-live support. Recommended changes in policy, policies and

processes.

. Extensive follow-up and written final reports for client acceptance

and approval

. Conducted post go-live audits

. Conducted site specific in-depth "Train the Trainer" training, user

training and writing training manuals for clients.

. Trained new consultants for SFG as required. Professional resource

for programmers in development and changes in software in the areas

of GST, PST and GAAP requirements. Recommended and assisted in

development of new software packages and enhancements to existing

software and tested new releases. Involved in pre-sales

activities, recognizing and referring leads to the sales team and

identifying sales and marketing business opportunities.

. Responded to RFPs from prospective clients as needed by sales staff

and marketing.

Kinsmen & Kinette Clubs of Canada (Non-profit organization)

Manager of Finance and Administration (CFO) Nov/90

- Jan/96

Largest all Canadian service club

. All managerial and financial accounting, investment officer,

strategic financial planning, computerization, oral/written reports

to executive and two Boards of Directors, external reporting.

. Formulated company policies, planning, practices and procedures

covering: all accounting and audit issues. Final audited statement

ready two weeks after year-end.

. Administered corporation's charitable foundation and trust

accounts.

. Involved in marketing operations, promotions, consumer/membership

studies and government funding & programs. Ex-officio member of

the management committee.

. Human resources manager including preparation and writing HR

handbook, negotiated and managed the company's employee welfare

programs. In the extended absence of the Director, I assumed the

responsibility for head office operations.

. Project Coordinator for the upgrading of the EDP system included

selection of hardware and software. Preparation of and response

evaluation for the RFP, reviewed proposed systems.

. Implementation manager for new system included all analysis,

written documentation, implementation planning, designing of test

procedures and reports, statistical and management reporting.

Teaching and Training Experience

. Mohawk College CE instructor for Accounting-Brantford Campus

. CGA Ontario Assignment Marker: Communications, Management Auditing

and Advanced Management Information Systems

. Trainer SFG Technologies, Burnaby, BC and AMEC Inc., Oakville,

Ontario

. Instructor in Financial Controllership (CGA Ontario)

. Instructor in Business Finance & Controllership for McMaster

University, Hamilton, Ontario

. Instructor in Accounting for Sheridan College, Mississauga, Ontario

Education

. WebMaster Certificate, Mohawk College, Currently enrolled

. Certificate in Creative Writing, McMaster University, Hamilton, ON

. Oracle Applications Release 11 and 11i modules

. SFG Financial and Utility Management software training, on site in

Burnaby, BC

. Sheridan College, How Adults Learn and Researched Writing, 1994

. Certified General Accountant, 1992, Specialization : Management

Accounting, Public Administration (current member in good

standing)

. 3 Year Business Administration Diploma, Mohawk College, Accounting

and Marketing, 1987

. Certified Administrative Manager, Administrative Management

Society of Canada, 1987

. Canadian Institute of Management in conjunction with McMaster

University, Honours graduate in Business Administration and

Accounting, 1981 (current member in good standing)

. Received the James G. Smith Memorial Award from Mohawk College and

The Hamilton Chamber of Commerce for the Business Essay

Competition

Contact this candidate