Financial Analyst

André Vertefeuille

Financial Systems Analyst and trainer for over 35 years in the Federal Government of Canada

Cell phone: 1-873-***-****

Home and business Email: *******@*****.***

Home phone: 819-***-****

... No Accounting Designation

I DO NOT have an accounting designation (CA, CPA, CMA ETC...) but I took several accounting, auditing and financial as well as cost accounting courses in my Bachelor degree in administration.

… Education

Bachelor degree in Administration

UQTR Université du Québec, Trois-Rivières 1977

… Language

Fully bilingual Exempt from language training in the Federal Government

English fluent

French fluent

… I am a registered ERP Financial systems and Training expert as a registered consultant (Régistre des entreprises du Québec) for GST and PST remittances purposes.

… Security

Secret level II valid with the Federal Government until 2022.

Recent Experience

Glencore in Montreal East and Fonderie Horne in Rouyn-Noranda

SAP ERP consultant providing documentation and training in an SAP S4 Hanna landscape environment in Montreal and Rouyn-Noranda during November and December 2018.

This was a train the trainer contract requiring a BILINGUAL ENGLISH FRENCH SME IN FICO as a senior consultant expert.

Reference for this project was Project manager: Carolin Calvo at ILLUMITI and she can be reached at 1-416-***-****.

Shared Services Canada: (2017-2018)

At Financial Management Analyst and Advisor at Shared Services Canada I worked as a support Financial Management Advisor for a Portfolio of clients managing the PM&D Project Management and Delivery of various SSC led Clients projects such as Data centres and Workload Migrations from legacy systems to Shared Services Canada Centre of Excellence centralized systems. I produced various BI reports using SAP business Intelligence AKA SAP Business Warehouse queries and workbooks.

I helped with their Financial Situation Report by following up and resolving numerous issues involving contracts with external vendors and other federal government vendors in paying outstanding invoices and creating funds commitments to clear them and bring their free balance up to date. I n this capacity I resolved numerous issues such as salary recoveries and other payments due or payable to other federal governments by using the departmental forecasting tool for O&M and Capital expenses and the Salary Forecasting Tool SFT to resolve outstanding pay issues.

At fiscal year-end I resolved all outstanding miscoded IS OGD PAYE invoices and created blanket commitments under the CFO to clear them all as a unique match was not possible due old or erroneous commitment and IS code key errors.

Business Mission at Sun Life and London Life Financials: (2014-2017)

LONDON LIFE AND SUNLIFE: (2014-2017)

As a Financial Security Advisor self employed I placed my clients’ needs first. By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging and maintaining their long-term focus, I can help my clients build a plan to fit their needs at every stage of life. I offered Individual life insurance Participating Term Universal life Segregated fund policies, RRSPs and TFSAs Mutual funds – RESPs, RRSPs, RRIFs, TFSAs and RDSPs Payout annuities, RRIFs and LIFs Individual disability insurance Individual critical illness insurance Individual health and dental insurance Business insurance Key person replacement insurance Business continuation Savings services (education, disability, retirement) Mutual Funds Investment – RESPs, RRSPs, RRIFs, TFSAs Tax free Savings Accounts and RDSPs Registered Disability Savings Accounts. As a financial security and investment representative I had the satisfaction of helping meet the financial needs of Canadians. As well, I had access to specialists in the different segments of my business that provided me with the training and resources I needed for unique situations. Knowledge and use of Salesforce, Lotus Note and Outlook software.

My former work experiences: (1975-2013)

35+ years of financial and business experience in the private sector and at the Federal Government

10+ years of SAP experience in the Federal Government

Specialization in Administration and Systems Analysis

SAP software: BI QUERIES AND WORKBOKS REPORTS/FI/CO, SPL, FM, PS and SD, FI/AR, FI/AA, MM and Security Authorization.

Extensive Team Lead experience

User requirements elicitation attending cluster, sub-cluster meetings at CORE Treasury Board and PWGSC, Year-end processes meetings, National Defence Bases and various other Departments HQ and regional offices staff and management meetings, technical staff, functional staff and operational staff meetings.

Extensive training experience giving courses in Canada and abroad in Consulates and Embassies.

Profile

Formerly Financial Security Advisor and Investment representative at Sun Life Financials in Gatineau since November 30, 2016 to September 1, 2017. Formerly Financial Security Advisor and Investment representative at Freedom 55 Financials in Gatineau from 2014 to 2016. Formerly I was a senior business analyst with over 35 years of financial and business experience in the Canadian Government and high-tech telecommunications industry. I had diverse experience in the areas of finance, accounting, government financial policy and procedures, business development, international finance, treasury and human resources. I have strong application knowledge of SAP ERP Architecture BCS, R/3 (versions 3.0, 4.02B and 4.7) in FM, FI, CO/PS and SDAR modules, as well as experience with electronic commerce, EDI, interfaces and financial system implementations. As a team lead I had demonstrated strong managerial and supervisory skills. Experience with SAP ECC 6 Enterprise Architecture. Formerly as a consultant with ITNet in 2008, I had knowledge and experience in the following:

Responsibilities:

Develop training material (training guides, exercise data sheets) for existing and new system functionality and business processes.

Work with BAs and SMEs (Subject Matter Experts) for the review of training material

Work with the Training Lead for the QA (Quality Assurance) of training material

Participate in Train the Trainer and Dry Run activities

Participate in Training Environment related activities

Develop/update additional documentation (User guides, FAQ)

Participate in translation related activities

Participate in quiz and survey related activities

Knowledge and Skills:

Good instructional design and technical writing skills;

Proficiency with MS Office (Word, Excel, Power Point);

Able to work independently without significant coaching or oversight;

Ability to “think outside the box”, to work in a dynamic, complex, fast paced environment, to

adapt quickly and to manage changing priorities;

Sound judgement and attention to detail;

Strong analytical and decision-making skills;

Ability to overcome obstacles and meet tight deadlines;

Strong oral and written communication skills

Qualifications:

More than 10 years of relevant experience as a financial systems analyst;

More than 10 years in writing policies and procedures for end-users and managers.

One-year experience as a consultant in training development in and ERP SAP environment

More than 10 years with strong experience with training development in an ERP implementation/upgrade project using SAP ERP;

Good knowledge in one or many of the following functional areas: Accounting, Fixed Assets,

Accounts Payable, Order to Cash, Projects and Procure to Pay Enterprise Asset Management.

Experience with instructor led training development (classroom and virtual) using visio and InfoPak software;

Experience working with Bas Business Analysts and SMEs Subject Matter Experts.

… Employment Summary and Project Experience

Position

Client

Date

ERP Consultant FICO expert

Glencore and Fonderie Horne

November –December 2018

Financial Management Analyst and Advisor

Shared Services Canada

Dec 13 2017 to May 09 2018

Financial Security Advisor

Sun Life clients

Dec 2016 to Sep 2017

Financial Security Advisor

London Life clients

Apr 2014 to Nov 2016

Financial Systems Analyst

Industry Canada

Oct 2012 to Mar 2013

Financial Systems Analyst

Canadian School of Public Service

Feb 2012 to April 2012

Financial Systems Analyst

Treasury Board Secretariat

Dec 2010 to Jun 2011

Resource Assistant

Public Service Commission

Jan 2010 to Mar 2010

SAP Training Consultant

Public Works Canada

Nov 2007 to Oct 2008

Financial Systems Analyst

National Defence

Aug 2001 to Nov 2007

Financial Systems Analyst

Foreign Affairs International Trade

Aug 1989 to Aug 2001

Financial Systems Analyst

Transport Canada

Jun 1976 to Aug 1989

Assistant Director, Personnel

Canron Company

Dec 1975 to May 1976

…Professional Development

SAP Courses:

WNAINT BIS 4.6 DND Business integration. This Business Integration Seminar 4.6 is in the following functional areas of SAP: Sales and Distribution (SD), Procurement (MM), Financials (FI) Funds Management (FM) and Controlling (CO) extremely useful in the SAP Enterprise upgrade. DERPSP Delta 3.x – SAP R/3 Enterprise for Sales Processes (SD AR) CA940 Authorization Concepts (Security/User Profiles). AC100 Funds Management for Non-profit Organizations (FM). AC010 Financial Management Accounting & Reporting (FI). AC040 Controlling and Cost Management (CO). Project Management Course with CBIT-Ottawa Infopak RWD software for end-user documentation uPerform software for end-user documentation.

Skills

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Access

SAP functional, security and technical tools expertise and also helpdesk SAP Solution Manager Skills

Microsoft Visio skills for flowcharting business processes and functional requirements for program automation in SAP batch jobs run on specific time schedules daily, weekly, monthly and cross-fiscal years

SAP architecture configuration and system development and testing skills using system life cycle SAP ASAP landscape methodology for orderly and authorized change management of various functional and technical system change requests.

GCDOCS, s (SAP), P2P (PROCURE TO PAY), Business Warehouse: BEX ANALYSER BI REPORTS,

Using InfoPak RWD software and U perform specialized software for bilingual documentation (English to French) and delivering training to employees in English and French classes.

Summary

I am a senior business analyst with over 35 years of experience in finance and business processes within the Canadian government and the telecommunications industry of high technology. He has diverse experience in the fields of finance, accounting of government fiscal policy and procedures, business development, international finance, treasury and human resources. Knowledge of SAP ERP BCS, R / 3 (versions 3.0, 4.7 and 4.02b) FM, FI, CO / PS and EWS modules and experience with e-commerce, EDI, interfaces and upgrades of the financial system. As team leader, he has demonstrated strong skills in management and supervision. Experience with SAP ECC 6. Expert with the Office suite.

Education

Bachelor of Business Administration

UQTR University, Trois-Rivières in 1977

Language

Fluently bilingual

English fluently

French fluently

Security

Secret

Functional Analyst Experience

• 35 + years of financial and commercial experience

• 10 + years of SAP experience in the federal government

• Specialization in administration and systems analysis

• With SAP FI / CO, SPL, FM software, MM, PS and SD, FI / AA / AP / AR, security clearance

• Extensive experience in managing staff as team leader

• Experience in business accounting

• Accounts Receivable experience

• Accounts Payable experience

• Experience in fund management

• Experience in policy and financial systems

• Available for work assignments

• As a federal retiree as a casual employee contracted to work less than 6 months.

• As a temporary employment agency without time limit on a service contract by bidding employee.

• As a trainer or instructor, training employees and as a BPP writer and translator from English to French used to train staff across the regional offices training classes.

Professional background ...

• Financial Systems Analyst Industry Canada from October 2012 to March 2013

• Financial Analyst Canadian school systems Public Feb 2012 to April 2012

• Financial Systems Analyst Board Secretariat from December 2010 to June 2011

• Resource Assistant Public Commission from January 2010 to March 2010

• SAP Training Consultant Public Works and Government Services Canada from November 2007 to October 2008

• Financial Systems Analyst at National Defence from August 2001 to November 2007

• Financial Systems Analyst for Foreign Affairs of Commerce from August 1989 to August 2001

• Financial Systems Analyst at Transport Canada from June 1976 to August 1989

• Deputy Director, Personnel Canron Company from December 1975 to May 1976

SAP Projects Experience (13 projects)

Project 13: Senior SAP FICO Trainer-Train the trainers at Glencore Montreal east and at Rouyn-Noranda

Contract through PRECISION ERP and ILLUMITI PROVIDING Senior FICO Training services to users in Rouyn-Noranda including Business Process documentation and translation from English to French in Montreal Glencore CCR company site in Montreal East.

Contract duration: November 6th to December 5th 2018.

Per Diem rate of $800.00 for 40 hours a week.

Designing Business processes using VISIO for flowcharting the processes and Camtesia software to record training sessions and Microsoft suite Word, Excel, PowerPoint as well for navigating SAP courses and business process and project tracking.

Project 12: Shared Services Canada

Financial Management Analyst and Advisor

Shared Services Canada: (2017-2018)

At Financial Management Analyst and Advisor at Shared Services Canada I worked as a support Financial Management Advisor for a Portfolio of clients managing the PM&D Project Management and Delivery of various SSC led Clients projects such as Data centres and Workload Migrations from legacy systems to Shared Services Canada Centre of Excellence centralized systems. I produced various BI reports using SAP business Intelligence AKA SAP Business Warehouse queries and workbooks.

I helped with their Financial Situation Report by following up and resolving numerous issues involving contracts with external vendors and other federal government vendors in paying outstanding invoices and creating funds commitments to clear them and bring their free balance up to date. I n this capacity I resolved numerous issues such as salary recoveries and other payments due or payable to other federal governments by using the departmental forecasting tool for O&M and Capital expenses and the Salary Forecasting Tool SFT to resolve outstanding pay issues.

At fiscal year-end I resolved all outstanding miscoded IS OGD PAYE invoices and created blanket commitments under the CFO budget to clear them all.

Project 11: Industry Canada

Financial systems Analyst SAP (casual position) Temporary systems support.

October 2012 - March 2013

During this project, I had the following achievements:

• Worked specifically on tests (established central database, identified test cases, prepared documentation on problems, has conducted tests of SAP accounting system, shortcomings identified and documented some process / government procedures. In short, his contribution and support have been appreciated by management.

• His experience with SAP and its functionality and environmental knowledge of the Federal Government Public accounting software were important assets for this project.

• His attention to detail has identified several management problems. As time, resources and tools to make this transition were limited; it was an added value to the project and a factor in its success.

• Implementation of a new billing process for interest on overdue accounts using SAP Smart Forms for the design of the invoice and Word and Excel for end user documentation software.

Project 10: SCHOOL OF PUBLIC SERVICE OF CANADA

Analyst SAP (casual position) Temporary systems support.

February 2012 - April 2012

During this project, I had the following achievements:

• We worked specifically on tests (established central database, identified test cases, prepared documentation on problems, has conducted tests of SAP accounting system identified gaps) and some documented processes / procedures government. In short, his contribution and support have been appreciated by management.

• His experience with SAP functionality and its knowledge of the environment of the Federal Public Service Government accounting software were important assets for this project.

• His attention to detail has identified several management problems. As time, resources and tools to make this transition are limited; it is an added value for the project and a factor in its success.

Project 9: TREASURY BOARD SECRETARIAT

Financial systems Analyst SAP (casual position) Temporary systems support.

December 2010 - June 2011

During this project, I had the following achievements:

• an analysis of the issues in a production environment and provided SAP solutions for service modules FI, CO, CO FM through programs validations and substitutions data to automate and control the operations cost.

• Conducted knowledge transfer to employees

Project 8: PUBLIC SERVICE COMMISSION Temporary Assistance

Human Resources Assistant (casual position)

January 2010 - March 2010

• Performed and reconciled the accounts receivable in a production environment with the operational database for all language training offered to staff to ensure complete and accurate billing before the end of the fiscal year under tight deadlines.

October 2008 to January 2010 to spend time with family and friends.

Project 7 : PUBLIC WORKS GOVERNMENT SERVICES CANADA

SAP training and documentation consultant with IT Net

November 2007 - October 2008

• During this project I was responsible for the preparation of training materials and provided training to PWGSC employees in Vancouver, Edmonton, Ottawa, Gatineau, Montreal and Quebec City, during this project he had to translate BPP from English to French using specialized software to capture screen shots and French text to mirror image the English BPP.

• During this project, I was responsible for resolving requests to the help desk online PWGSC employees.

• I had interacted with users, customers, technical staff, functional analysts and members of management in both official languages.

I retired from Federal government public service in 2007.

Project 6 : Department of National Defence

Financial Systems Analyst

August 2006 - November 2007

During this project I was responsible for the gap analysis, definition of user requirements, design, configuration, documentation, integration testing updates SAP technical level (4.0 4.7) and functional.

• Participation as a team leader and business analyst with the implementation of a new financial system.

• Review and gap analysis and solution of business processes.

• Documentation of business processes in VISIO and PowerPoint.

• Transfer of knowledge to users of the financial system.

• In the latest SAP technologies (4.0, 4.7) level has been involved in all phases of the life cycle of the project.

Gap analysis and adjustment, risk mitigation planning, design and development (configuration), validation testing. Installation and conversion to the new financial system, training of employees and documentation of new procedure to implement consolidation.

• I had interacted with users, customers, technical staff, functional analysts and members of management in both official languages. This interaction included both written and verbal interactions.

Project 5: Treasury Board Secretariat

Consultant

June 2004 - August 2004

• As SME (SUBJECT MATTER EXPERT) I was loaned from DND to work as a consultant to the Treasury Board of Canada on the modeling of financial business processes.

• Follow the guidelines of the Treasury Board Secretariat, policies and procedures for systems.

Project 4: Department of National Defence

Customer accounts and sales team leader

August 2001 - August 2006

During this project, I had the following achievements:

• Configuring the SDAR module unit tests and integration tests DND programs.

• Performed audit and quality assurance functional and technical developments in SAP 4.02b, 4.7 and environment BCS covering regular releases associated with year-end process, financial and trading and distribution and configuration changes.

• Provided training for end users and help on FI, FM, transactions and applications SDAR (version 4.02b, 4.7 and BCS).

• Monitoring of adjusting entries SPL for the end of the month and reporting on corporate accounting and production of financial statements.

• Practical experience with DND and DFAIT Canada for the last year, downloading and conciliation of FIS interface for daily uses of cash (control X and Y) files RGGL clearing (clearing control Y and cash account control) and files payroll processing RPSE records.

• SPL on the monthly trial balance adjusting entries; ensure transaction / p coding appears on the balance; entrance assets, transactions processed in the process of accounts payable invoice, where the flow goes to the asset account and type.

• Experience as a systems analyst with SAP interfaces (FIS payment authorization SPS, SPS generic entry, generic SPS Back cancellation payment SPS, SPS authorization and SAP IS Extract).

• Create a guide for end-user interface processing SAP / PWGSC for all RGI Interfaces (Receiver General) files

• Development of configuration, functional specifications and end user documentation of business processes analyzed and defined systems, processes and needs of end users.

• As project manager, planned, configured and tested an order from start to finish using the model of SAP customer cash and 4.7 4.02b BCS and SAP CORE.

• Performed unit testing and integration of FI / FM / SDAR for making 4.02b level 4.7 and the BCS system. I prepared the documentation on configuring the SDAR module.

• Preparation of guidance and planning covering various topics such as, workflow and system improvements.

• Creation, analysis of business process, planned, configured, unit and integration tested, implemented and directed a platform SDAR integration of key elements of FM and FI / CO / PS modules to meet needs of end users.

• Implementation and testing a complete solution, following the Government of Canada, political systems and procedures.

• Presentations to senior management regarding the status of the above project, the formation of the end user AP, SDAR FI / CO / PS modules.

• Act as team leader GIR SDAR for unit and integration tests.

• Assisting in the development and testing of SD / AR and development of the cash budget during unit tests and integration departments.

• PS: Integration tests between SDAR FM and FI / CO / PS ensure transactions appear in appropriate projects and management reporting within DND.

• System configuration, writing functional specifications and business processes in English and French.

• Configuration and implementation of the following components of the module sales

Project 3: Department of Foreign Affairs and International Trade (DFAIT)

Team leader on financial systems Interfaces

August 1997 - August 2001

During this project, I had the following achievements:

• Practical experience with DFAIT Canada for the last year, downloading and conciliation of FIS interface for daily uses of cash (control X and Y display control) files RGGL clearing (clearing Y control and cash account control) and file processing payroll ERPS files.

• Hands on SPL inputs verification of monthly balance adjustment, ensure transaction AP coding appears on the balance; inputs input of assets; transactions processed through the billing process AP, where the flow goes asset account and type.

• Daily CDFS and reconciliation files back LIR (cash balances and payroll files) of the daily cash and payroll additions.

• Interprets and executed regularization monthly salaries and repeatedly using the RPSA process, end of year PAYE / LINES provisions and reversals, closures commitment or year-end reports.

• Implementation and testing a complete financial solution, following the Government of Canada, political systems and procedures. (From SAP versions 3.0 to 4.02b)

• Interprets process reengineering and management simplification.

• LPR team leader for unit and integration tests.

• Unit and integration tests FIS / GIR interfaces

• Provided user documentation and training class.

• FI-GL model and configuration data and master file set up in FM and FI / CO g / l and the cost elements and the integration of a p / table range of government accounts coding block structure at DFAIT.

• FI-SPL: Attended the SPL configuration and balance OAG audit and extract feature of DFAIT.

• Is responsible for the implementation of bilingual business process analysis, information about the configuration, the GIR unit test suite and integration into production SAP (3.0F) FI-GL, FI-SPL -AR modules.

• Integration testing module in accounts payable and GIR.

• Participation in the configuration SPL (Special Purpose Ledger)

• Is responsible for the maintenance of the system on financial procedures associated with writing and user training at headquarters and in consulates and embassies abroad (Cairo, Sao Paulo, The Hague).

• has been heavily involved in the implementation of FIS and OAG (Balance extracts OAG) interfaces mailbox FIS and associated management interface file.

• Is responsible for all maintenance of data in the financial system and responsible for the creation of standard and custom financial reports related to budget revenue expenditure and assets and liabilities.

• Responsible for 3 implementations DFAIT through all phases of the life cycle of the project:

1) SAP version 3.0 implementation in 1997/1998

2) SAP 4.02b team member implemented in 2000 and Version

3) (Financial Information Strategy) FIS leader team established in 2001 is responsible for the coordination of training and FIS GIR interfaces DFAIT team involving all interfaces Receiver General of DFAIT and accounting operations and processes different coaching staff.

• Follow departmental rules systems, policies and procedures.

• Configured, tested and supported GIR and automated reconciliation OAG interfaces (12 years’ experience). He has demonstrated an ability to analyze complex problems work and the associated risks, the solutions developed and recommended decisions best suited to the needs of the organization and coordination of the formation of the FIS for a variety of users and coordination FIS different issues related interfaces. He has demonstrated an ability to analyze complex problems and work related risks, develop solutions and recommend decisions best suited to the needs of the organization.

• Experience with FI / AP, FI / AR, FM and CO and chart of accounts and funds management modules.

• Played a leading role in the development with representatives of DFAIT base while standardized bilingual website on Internet financial documentation called the Village which is currently used by 15 SAP services as a tool for transferring large knowledge. On this project, he could demonstrate an ability to communicate effectively orally and in writing.

• Team Member CO module upgrade 4.02b test internal settlement orders DFAIT and writes financial documentation for end users.

• Trainer of team members and acted as their mentor, ensures monitoring performance evaluations of employees.

Project 2: Department of Foreign Affairs and International Trade (DFAIT)

Financial System Analyst

August 1989 - August 1997

During this project I had the following functions and achievements:

• Analyst Corporate supported system GIR (General Interface receiver) Central Bank, financial management and reporting system CFRMS OAG (Office of the Auditor General) interfaces and automated configuration reconciliation and the establishment of product profiles various DFAIT with PWGSC (Public Works and Government Services Canada) and officials of special training and user ID creation for secure access to the various agencies mainframe FTP channel. He has participated in several coordination meetings FIS and FIS project milestones of key implementation. He developed a rich network of contacts with various central agencies of the federal government and private companies. (12 years’ experience). He has demonstrated an ability to analyze complex problems and work related risks, develop solutions and recommend decisions best suited to the needs of the organization.

• Follow departmental policies systems and procedures.

• Financial Policy and Systems Analyst and responsible for the training, which provide training in Accounting and ambassador embassies abroad such as The Hague, Sao Paulo and Cairo.

He attended seminars and conferences in Washington and Chicago. He analyzed the complex problems related work and the associated risks, recommended solutions and decisions, better adapted to the needs of the organization. On this project, he has demonstrated an ability to communicate effectively orally and in writing.

• The financial reporting for various AC clients and missions abroad to assist in the preparation of the public accounts, budget preparation and reconciliation. Resolve all technical and financial problems related to the development of business processes to DFAIT and the central agency level. Standard billing interfaces

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