EXECUTIVE PROFILE
A MBA and a Chartered Professional Accountant experienced in the real estate development, real estate operations, banking and retail/wholesale industries. Skilled in financial accounting and reporting, internal controls, application software implementation and design and in collaborative team building. Abilities include Visual Basic programming in Excel.
BUSINESS EXPERIENCE
RIOCAN MANAGEMENT INC., Toronto, Ontario 2013 - 2016
Canada’s largest real estate investment trust’s management company controlling over $12 billion in retail space in
Canada and the United States.
Manager, Financial Reporting and Accounting
Provide support to the CFO in the form of detailed balance sheet and income statement analysis reports.
Create and maintain detailed financial statement analysis presentations for submission and use by the Audit Committee in the Workiva reporting system.
Monitor and control the general & administrative expense capitalization and allocation functions and provide related support to senior management.
Create, maintain and validate the legal entity tax statements for the tax department and provide detailed reports on the retained earnings roll for each entity.
Create, maintain and modify corporate reports in Hyperion (Hyperion Studio, Smartview and HFM Excel) and Insight (JDE).
Assist AVP Systems with validation of Hyperion configuration/structure changes.
Responsibility for ongoing change management projects and continuous improvement identification and implementations.
CANADIAN TIRE CORPORATION LTD., Toronto, Ontario 1995 - 2013
Canada’s largest wholesaler/retailer offers products and services in the petroleum, retail, banking, apparel and real estate industries with total sales in excess of $12.0 billion.
Manager, Corporate Accounting and 2000 – 2013,
Controller, CTC KDL Fuelco L.P. 2010 - 2013
Directed a staff of 5 with the objective of supervising and completing the monthly, quarterly and annual close, accounting and reporting processes that produce the consolidated statements for the corporation including notes and inputs for the MD & A.
Complete control and responsibility of CTC KDL Fuelco L.P., a Canadian Tire joint venture and the set-up of finance functions and processes including systems and integration, management of the partner relationship, banking, lease management, CAM & realty tax reviews, construction project management, internal and external reporting, audit and IFRS conversion processes.
Directed consolidation and reporting system configuration changes, the development, maintenance and integrity of all corporate reporting functions, the automated foreign currency subsidiary translations, corporate subsidiary consolidation, and allocation programs for corporate expense.
Supervised and conducted business and systems impact and process analysis for IFRS implementation in the areas of responsibility for Impairments, Business Combinations/Consolidations, Intangible Assets, and Tangible Assets. Conducted ongoing gap analysis on controls and procedures, within area of responsibility, and designed and implemented compensating/necessary controls to ensure compliance with Canadian Investor Confidence Measures and Bill 198. Developed, documented and maintained, in cooperation with risk management, the business continuity plan.
Supervised the production of working papers and financial statements, the management of the external audit for and presentations to the trustees of the company’s deferred profit sharing plan for employees.
Corporate Accountant 1995 – 2000
Developed, implemented and maintained PeopleSoft Consolidations, HYPERION ENTERPRISE and PEOPLESOFT G/L, report configurations in Hyperion reports, Hyperion Analysis, PeopleSoft Query, Nvision, and Crystal.
Assisted with monthly & quarterly preparation of reporting packages for Board of Directors and Executive staff.
BRAMALEA INC., Toronto, Ontario 1989 – 1995
Bramalea was one of Canada’s largest international real estate developers and property managers with assets in excess of $5.0 billion.
Manager, Corporate Accounting & Planning
Supervised a staff of 16 including CA's, CMA's, and CGA's.
Planned and produced financial statements, related notes, working papers, audit committee report, Board of Directors report, annual report, quarterly reports for the OSC.
Scheduled and coordinated the audit functions.
Prepared statements for subsidiaries and joint ventures, parent only tax statements and related audit working papers.
Produced quarterly analysis of revenue and expense variances to budget and prior year and balance sheet continuities.
Developed, implemented and maintained HYPERION ENTERPRISE consolidation system including logic writing/programming and legal structure.
Directed the calculation and recorded asset cost versus market value adjustments to all legal entities.
EDUCATION
Master of Business Administration (MBA- Dean’s list – highest average in graduating class), Laurentian University, Sudbury, Ontario, 2010
Chartered Professional Accountant CPA,CGA, 2002
Bachelor of Accounting Science, (BAccS) University of Calgary, Calgary Alberta, 2002
Personal
Interests include competitive and leisure sailing, house design and building and classic car restoration (1930’s to 1960’s).