Customer Service Sales

JASON CHONG, CPA, CGA, FCCA, BBA Honours

H: 416-***-**** C: 905-***-****

Core Competencies

Exceptional analytical and problem resolution skills, with the ability to effectively communicate findings and direct action plans.

Results and process oriented; exceptional ability to multi-task and prioritize to achieve deadlines.

Proven ability to establish strong cross-functional professional working relationships at all levels.

Extensive experience with accounting reconciliations, and internal /external financial statements presentation and government filings.

Self-motivated to take the initiative, work independently and contribute to a team environment.

Employment History

Pure Energies Group (Division of NRG Energy, Inc.) 2014 to Present

Financial Controller (Canadian Division is closing Jan 2016)

A large American energy company, headquartered in US. Pure Energies Group manages locations in San Francisco, Texas and Toronto.

Responsibilities

Management of monthly and quarterly closing process ensuring completeness and accuracy of consolidated financial statements.

Management, mentoring and training of one General Accountant, one Junior Accountant, one Senior Financial Analyst, one Supply Chain/Procurement Specialist and Payroll and Benefits Specialist.

Ownership of the local full cycle accounting and treasury functions, overseeing the preparation of internal financial reporting and account analysis (Balance Sheet and Profit & Loss), approval of journal entries, bank reconciliation systems and processes, cash management, payroll processing and payroll accounting.

Design and determination of correct accounting treatment, policies and general ledger account assignment.

Work closely with Operations, IT, Marketing and Sales teams ensuring timely and accurately accounting for all spending and revenue recognition.

Management and monitoring of Accounts Receivable and related KPIs, as well as Accounts payable and major vendor relationships.

Ensure that there are effective financial and non-financial controls to help mitigate business risks.

Ownership of external and internal audit requirements, Corporate and Sales taxes (US and Canada) and transfer pricing engagements.

Accomplishments

Managed accelerated integration of the accounting and payroll functions for five start-up companies into NRGs corporate processes.

Streamlined accounting processes and reporting to be compliant with Corporate SOX compliance and month end close timelines.

Migrated existing operating companies onto SAP within three months from project kickoff to go live. Instrumental in determining workflows and Delegation of Authority.

Within two months of starting, identified key errors in our US payroll and introduced better processes and controls to mitigate risk.

As part of the ERP conversion and building a stronger collaborative relationship with other lines of business, leverage SAP procurement system to help improve timely recognition of expenses, helping reduce the need for manual accruals. Thus facilitating improved accuracy and a more agile month end close process.

Teranet Inc. 2012 to 2014

Manager, Accounting (Maternity Contract)

Provider of online solutions for the provincial Land Registry System, as well as value added services for the Real Estate and Legal Profession.

Responsibilities

Management, mentoring and training of five support staff who perform account analysis, accounts receivable and billing, cash management, accounts payable and general ledger posting.

Approval of all accounts receivable exceptions such as credit terms extensions, payment plans, assignment to collection agencies or write off.

Review and approval of all general ledger entries and verify month end cut off accuracy, along with monthly balance sheet account analysis verifying accuracy and integrity. Ensures that activities are in line with key performance indicators and present high level reporting to director.

Act as accounting department representative for all new product roll outs, compliance or banking changes. Assist in the design and determination of correct accounting treatment, policies and general ledger account assignment.

Accomplishments:

Within the first four months worked with IT to enact operating platform changes which facilitated better integration with SAP, thus reducing the number of manual journal entries at month end.

Due to ERP implementation DSO had worsened as there was a shift in focus. Created a strategy to re-focus activity ensuring that this KPI was brought back in line with targets within 2 months.

Created and automated monthly check list to help verify completeness and accuracy of monthly, quarterly and annual billing, journal entries and accruals.

Revlon (formerly The Colomer Group) 2010 to 2012

Financial Controller (Position Restructured due to acquisition)

World leader in Men and Women professional and retail hair care products. In Canada we sell brands such as American Crew, Viola, Revlon Professional, abba, Orofluido, Roux, Unique1 and CND Shellac.

Responsibilities

Management of end to end, full cycle monthly and year-end accounting and finance, including regulatory compliance for all provinces and all treasury and FX functions.

Preparation and presentation of annual budgets and quarterly forecast to Global Leadership Team and work closely with Local and Corporate executive teams to design strategic direction for our business unit.

Ownership of annual and five month rolling production forecast, working with sales, marketing and factory leads to perform GAP analysis and plan/execute action plans when needed.

Establishment of annual stand cost for budget purpose and monthly monitoring of PPV, with remedial action where necessary. Also responsible for year-end true-up.

Approvals of purchase orders, vendor and customer credit terms and limits.

Management, approval and restructuring where necessary of all trade spend activities to ensure that we maximize resources and ensure projects are focused on sell-out and creating value.

Ownership of monthly reporting to Head Office which included, sales and operating income flash, monthly financial statements and non-financial metrics.

Ownership of external audit, transfer pricing reports and tax returns.

Management of all facilities and external vendor contracts.

Accountable for the facilities, HR, manufacturing, logistics and IT functions in Canada and all related projects.

Sign off on all Job Offers as head of HR and Finance.

Accomplishments:

Within six months reduced and stream lined monthly accounting and finance process to ensure that month end close was reduced from 8-12 business days to 3 business days. This allowed for more time to review key indicators, work with departmental heads to take necessary corrective action on timely basis; and make changes when necessary before final reporting to Head Office.

Improved NWC through improvements in Inventory Management (e.g. SKU rationalization) by instituting more focus on sales forecasting accuracy, accomplished through improving forecasting tools (inventory ABCs) and other measures. This enhancement also resulted in improved customer service as it reduced out of stock.

Recommended implementation of bi-annual Transfer Pricing report to reduced risk of regulatory penalties due to significant purchases from overseas related parties.

Worked with IS to develop key dashboards for monthly sales progress tracking as well as other historical sales price/mix volume reports that would help identify consumption trends/opportunities.

Clearly Canadian Beverage Corporation 2008 to 2010

Controller (Company filed for Bankruptcy)

Manufacturer and international distributor of consumer packaging goods, specifically alternative beverages, organic cereals and snack foods.

Accomplishments:

Introduced production KPIs to ensure operational targets are met with cost aligned to budget.

Establish financial targets for the sales department, and budgets for the sales and operations leadership teams.

Created standard costing models for day to day production cost allocation, as well as to help refine special projecting.

Designed a “promotion calendar” which focuses on bridging the communication gap between the sales/marketing department and the accounting department.

In the first 6 months reduced operating cost by 15% over previous quarter through implementation of greater controls, department spending accountability, consolidating and renegotiating terms for vendor, and improved inventory and production analysis and controls.

Quick Radvany, LLP 2000 to 2008

Senior Accountant

A public accounting firm, specializing in providing audit, review, compilation and tax preparation services to various size organizations.

Education:

CGA membership November 2012

BBA Honours – SAIT 2012.

Association of Chartered Certified Accountants UK (ACCA) membership in 2004.

Computer Software Proficient in:

SAP, BI, Hyperion, AS400, QuickBooks, Accpac, Solomon and Simply Accounting.

ADP and Ceridian electronic payroll platforms.

Microsoft Excel, Word, Outlook, PowerPoint and IBM Lotus Notes.

References available on request.

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