PROFILE
•Full cycle accounting, month-end and year-end close, schedule maintenance and reconciliations, adjusting journal entries & financial reporting, process and software optimization
•Cash flow management, budget development and variance analysis, financial modelling and analysis for decision making and performance management
•Experience with audit prep and assistance, internal control, regulatory compliance
•Proficient in Excel, ability to synthesize data and create dynamic spreadsheets to develop meaningful insights (IF & other conditional formulas & formatting, vlookup, pivot tables & more)
•Aptitude for business process and reporting improvement, experience with enterprise software implementation and optimization with exceptional troubleshooting and analytical skills
•Payroll processing, WSIB and T4 reconciliations, T2200
•Knowledge of GAAP, ASPE, ASNPO, IFRS, ITA, SOX
PROFESSIONAL EXPERIENCE
FINANCE PROJECT CONSULTANT (Contract)
Toronto Botanical Garden May 2018 – September 2018
Not for profit community garden offering education, event spaces and horticulture products & services
RESPONSIBILITIES
•Optimized enterprise software, developed new COA and department classes, applied fund accounting methodology, developed internal controls to meet audit requirements
•Developed new SOP and internal controls to streamline processes and facilitate annual audit
ACHIEVEMENTS
•Customized and automated financial reporting to provide efficient, accurate and timely reporting for decision making by departments and compliance with regulatory bodies
•Remapped Q1 transactions to new COA and classes and imported into new system to ensure one data file is used for current fiscal year, providing comprehensive and meaningful reporting to assist in decision making and to facilitate the annual audit
SENIOR ACCOUNTANT & FINANCIAL ANALYST
Dunpar Developments April 2017 – April 2018
Private property development & property management in the residential and commercial sectors
RESPONSIBILITIES
•Conducted monthly account reconciliations, and analyzed cash flow and budget variances
•Supported the corporate development team with acquisition due diligence
•Developed dynamic spreadsheets in Excel for scenario and profitability analysis
•Reviewed and closed year-end financials for income tax filing by posting necessary JEs
•Advised on compliance with various regulatory bodies, prepared reconciliations and remittances
ACHIEVEMENTS
•Developed dynamic budgets and cash flow spreadsheets for multiple construction projects
•Transitioned the payroll processing to a new third-party payroll provider, decreasing costs, increasing efficiency and availability of timely reporting for labour cost allocation
•Assisted in developing internal controls, governance policies and procedures
SENIOR ACCOUNTANT & FINANCIAL ANALYST
TMF Group September 2014 – April 2017
International financial & consulting firm providing services to private & public companies worldwide
RESPONSIBILITIES
•Regularly prepared month-end financials, reconciliations and comprehensive interim financial reporting packages for multiple for-profit and not-for-profit organizations utilizing a variety of enterprise software
•Analyzed financial information for accuracy, reasonableness, performance and forecasting
•Prepared working papers for audits, income tax purposes and other regulatory compliance
ACHIEVEMENTS
•Managed a full cycle accounting team of 3+ to ensure accurate, complete and timely payroll processing and month-end closing in a multi-client environment
•Advised clients on suitable software and modules to meet processing and reporting needs and assisted in software optimization and implementation of new software and new modules
ACCOUNTANT & FINANCIAL ANALYST (CONTRACT)
MedRehab Group April 2013 – December 2013
Health & wellness clinics providing multidisciplinary rehabilitation therapy in southern Ontario
RESPONSIBILITIES
•Support day-to-day accounting and payroll processing
•Conducting profitability and cash flow analysis for 9 locations and organization as a whole
ACHIEVEMENTS
•Improved internal bookkeeping and other recordkeeping procedures to streamline processes, enhance efficiency, accuracy and timeliness of reporting for management and regulatory bodies
•Advised on cost saving and cash management strategies
ACCOUNTANT
Superior Closets & Mirrors May 2006 – March 2012
High-end custom closet manufacturing and installation servicing the GTA
RESPONSIBILITIES
•Full cycle accounting, interim reporting, payroll and regulatory remittances
ACHIEVEMENTS
•Optimized accounting software to ensure accurate and timely interim financial reporting
•Assisted with inventory and overhead cost control, improving cash flow and reducing waste
PROFESSIONAL AFFILIATIONS & MEMBERSHIPS
•CPA Candidate - Passed Common Final Exam, expected to meet experience requirements March 2019
•CPA PREP – Completed CPA PREP courses required to apply for CPA PEP
EDUCATION
•BA Business Economics - York University, Atkinson Faculty 2012
•Advanced Excel Level III - Chartered Accountants of Ontario 2017
COMPUTER & TECHNICAL SKILLS
•QuickBooks
•NetSuite
•NewViews
•Accufund
•Ceridian
•Payworks
•Concur
•Expensify
•Raiser’s Edge
•EventPro
•Excel
•Word
•PowerPoint
•Outlook
•SharePoint