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Financial Analyst Assistant

Kitchener, ON, Canada
October 07, 2019

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Senior Financial Analyst


Over ten years’ experience working in professional accounting roles as Financial Analyst, Payroll, Controller and Accountant

Strategic planner with sound business judgement as well as excellent critical thinking skills and self-motivation

Proficient in data mining methods, extracting relevant information for reports and presentations.

Strong attention to detail and confidentiality and to apply technical knowledge to business issues.

Self-motivated and capable of handling conflicting priorities in a dynamic and changing environment.

Ability to automate/develop complex reports &/or produce dashboards in excel format & able to propose solutions to data issues

Ability to define and solve problems, collect data, establish facts, make recommendations, and draw valid conclusions in an accurate manner

Demonstrated ability to effectively manage multiple projects and priorities simultaneously

Strong time management skills, well-organized and team player with high level of leadership

Proven history to deliver outside the box analytics in measuring product and business performance

Strong understanding in Canadian accounting principles, ASPE, IFRS, USA and international sales taxes

Strong Excel skills and knowledge of operational software with proficiency in working with large amounts of data including advance and complex pivot tables, v-lookups, SUMIF, charts, simulations, combine large data sets from multiple sources, updates reporting tables with minimal typing to maximize time and avoid mistakes and create new tools, plus, SQL, Word, Outlook and Access

Advanced working knowledge in ERP, POS systems, NAVISON, CHEMPAX, SAP, JD Edwards, Cognos, QuickBooks, Sage, ADP - payroll, CRM programs, web analytics and many operational systems.


Business and financial Analyst, Westport Power Inc., Kitchener Nov 2017 – Aug 2019

Responsible for the finance and accounting activities, including preparing journal entries, performing the intercompany accounts and balance sheet reconciliation

Identify process improvement opportunities through an understanding of systems, tools and processes used to complete the sales reporting requirements.

Perform financial modeling and ad hock analysis, completion of reports to external benchmarking as monthly and quarterly basics

Create and develop complex budgets, forecast, reporting, sales forecasting, annual business plan, performing monthly / quarterly packages and reporting for management, including the variance analysis – actual and YTD vs budget and detail forecast models based on key indicators from business’ dashboard, for many entities -, and maintain strong relationship with all levels of management through the organization and with head office and worldwide controllers and CFO.

Produce financial reports evaluating and identifying current trends and variance

Assistant Controller. FLOQUEM LTD., Cambridge (contract) June 2017 – Aug 2017 (Robert Half Staffing)

Responsible for the accounting activities, including preparing and consolidating a parallel between old and new systems, run payroll, benefits, HST, journal entries, balance sheet reconciliations for many entities and assist in preparation on the annual working papers for external auditors


Financial Analyst- POLYCORP LTD., Elora. (contract) Dec 2016 – May 2017

(Robert Half Staffing)

Replace the Director of Finance, performing the short- and long-term cash flow, follow-up on AR and collections, performing tasks and entries for the month-end, balance sheet reconciliations, producing management monthly reports and variance analysis

Financial and cost analyst - TIGER DRYLAC INC, Guelph (contract) Nov 2016 – Dec 2016

(Robert Half Staffing)

Cost variance analysis, creating financial reports with variance analysis, KPI’s reporting and other duties assigned.

Accountant - TOYOTA TSUSHO CANADA INC., Cambridge (contract) July 2016 – Oct 2016

(Robert Half Staffing)

Review and approve all purchases - AP posting and all entries done for the accounting team

Accountant- E.E SEEGMILER, Kitchener (contract) May 2016 – June 2016

(Robert Half Staffing)

Responsible for the accounting activities, including preparing all processes to do the billing process, coordinate the AR collections, HST, closing entries and balance sheet reconciliations

Financial Analyst, System Fencing Ltd., Rockwood April 2013 – Jan 2015

Month-end close responsibilities: financial statement variance analysis, expense management,

Executive documentation and presentation, budgetary support for cost centers, maintain the fixed assets and depreciation schedule, Capex, payroll and HST.

Responsible for the monthly re-forecasts, forecast modeling, budgeting and reporting

Create and disseminate monthly internal and external financial reports

Identify trends, summarize findings, and provide recommendations from analysis, including research and collaboration with non-finance personnel

Perform ad hoc analysis and performance reports to assist management and sales team in evaluating special projects in a timely manner.

Controller, CAA Car Care Centre, Kitchener Feb 2004 – July 2011

Responsible for 13 stores, 3 staff, month-end close responsibilities, financial statement variance analysis, expense management, payroll and bonuses, approve and have signature on payments, inventory analysis and costing, HST, budgeting, forecasting and cash flow management.

Direct all aspects of the finance, accounting and operational staff and supervise 3 FTE’s

Develop, maintain and implement financial systems and controls for driving continuous improvements and increase the internal control

Implement cycle counting and directed annual physical inventory and cost analysis

Improve cash flow by managing the AR

Assistant Accountant, Collins & Barrow LLP, Elora, (contract)

Assistant Accountant, Manulife, Waterloo (contract)

Auditor, Price Waterhouse Colombia (PWC), Cali, Columbia


Chartered Public Accountant, (CPA) designation

San Buenaventura University

Equivalent to a four-year accounting degree in Canada according to International Credential Assessment Service (ICAS)

Marketing diploma – Libre University

Analytics and web analysis course, in house, Systems Fencing Inc.

Foreign Currency Translation, Taxes & HST, in house, Collins and Barrow LLP

Budget and Cash Flow, ABC Cost Analyst courses, in house, Price Waterhouse Columbia

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