Accounting Management

** **** ***** ***** . ******, Ontario L*H *G*

Home: 905-***-**** . Cell: 416-***-****

Email: ********@******.*** . LinkedIn: ca.linkedin.com/pub/julie-

lewis/8/3ba/650

Director of Finance / Controller

With comprehensive experience in

(Budgeting (Cash Management (Financial Analysis

(Forecasting (General Accounting (Organizational

Restructuring

(Reporting/Documentation (Revenue Recognition (Sales Taxes

(SR&ED Tax Credits (Staff Management (Variance

Analysis

PROFESSIONAL EXPERIENCE

Instachange Displays Limited, Newmarket, Ontario August 2008 - Present

Manufacturer and distributor of POP display components

Controller reporting to President

1. Negotiated lease for new warehouse and office maintaining rental

expense at same levels for a 10 year period.

2. Changed payroll service provider and pay period from weekly to bi-

weekly thereby saving $4k annually as well as processing time.

3. Analyzed expenses, particularly communications, to see where cost

reductions were available and took necessary measures to reduce

them by $15k annually.

4. Implemented automated journal entries for month end, reducing

closing time from 3 days to one and a half.

5. Implemented procedures for vendor payments reducing the number of

errors in EFT processing that kept the bank reconciliation free of

outstanding items.

6. Assisted in the installation and set up automated intercompany

purchase orders and invoicing, reducing processing time from ten

hours to one hour per month.

7. Revamped the benefit plan from a premium to an ASO basis saving the

company from annual increases of 25% while improving the actual

benefits for the employees.

Sciemetric Instruments Inc., Ottawa, Ontario October 2007 - March

2008

Software developer and hardware manufacturer to improve the quality of

assembly line processes.

Director of Finance reporting to Venture Capital Organization. (Contract)

8. Completed yearend audit.

9. Supported management after a major financial and senior management

reorganization.

10. Interview candidates to assume this role on a permanent basis.

11. Oversaw day to day accounting ensuring it was current and accurate.

Headwater Technology Solutions Inc., Markham, Ontario October

2002 - May 2007

Software developer for the third party logistics providers.

Delfour Corporation was purchased by Headwater Technology Solutions Inc.

Director of Finance reporting to the President.

12. Active member of management team.

13. Oversaw all financial systems and procedures, including purchasing,

accounts receivable, accounts payable and payroll.

14. Key member of the Softrax/Changepoint implementation team for

accounting and professional services software.

15. Formulated, collected and compiled information for due diligence on

possible acquisition.

16. Extensive involvement in recently completed financial

reorganization of the company.

17. Liaison between company, trustee, and appointed monitor regarding

reorganization.

18. Took charge of required reporting to monitor regarding

reorganization.

19. Revamped accounting system (Business Vision 32) to isolated pre-

and post- information as required.

20. Dealt with creditors regarding company's debt and future services.

21. Analyzed expenses, particularly communications, to see where cost

reductions were available and took necessary measures to reduce

them.

22. Reviewed sales tax compliance and proceeded to work with billing to

ensure correct application.

. Liaison between company and insurance agent to acquire adequate

coverage.

23. Responsible for creating and reporting weekly cash flow to ensure

debt is met in a timely manner and receipts are kept current.

24. Revised accounting records to reflect revenues and expenses as

required by GAAP.

25. Reviewed business processes for efficiency, suggest improvements

and create appropriate documentation.

26. Liaison between company and auditors for year-end review.

Minacs Worldwide, Inc., North York, Ontario September

2000 - June 2002

Outgoing call centres

Assistant Controller reporting to the Controller. (Contract)

27. Interpreted and maintained all lease contracts.

28. Analyzed and reconciled GL accounts.

29. Set up and maintained complete books for German entity.

The Xenos Group Inc., Richmond Hill, Ontario September 1992-

December 1999

Developer of software that brings mainframe information to the web

Controller reporting to the Chairman and CEO.

30. Involved in negotiations for the sale of a major division.

31. Sought out and negotiate suitable facilities for the company.

32. Converted the accounting department to a more efficient accounting

software package, reducing the size of the department.

33. Involved in due diligence for the take-over of a US company.

34. Managed all financial aspects and accounting staff of the US

subsidiary.

35. Responsible for Research & Development tax credit submissions.

SOFTWARE COMPETENCIES

Accounting Software: Mapics IFM, Business Vision, Accpac, Quickbooks,

Softrax, Changepoint, Simply Accounting

Other: Excel, Word, PowerPoint

PROFESSIONAL AFFILIATIONS

Society of Management Accountants of Ontario

Contact this candidate