Financial Administrator Business Coordinator

Jan Rose, B. Comm., MBA

***********@*****.*** 403-***-**** Calgary AB

www.linkedin.com/in/JanRose2021

Leaders Group of Companies February 26, 2022

RE: Administrative Manager

Attached is my resume for the role of Administrative Manager at Leaders Group of Companies. I understand this position will require someone who is a skilled communicator, can build and maintain professional relationships while building a high-performance team. Having held various positions at the University of Calgary in a department that serves over 1200 medical residents, I excel at building collaborative relationships, timely communication and finding solutions to complex problems, all while handling a high-volume workload. The opportunity to utilize my broad healthcare knowledge, as well as my Master of Business Administration degree and process improvement skills would add value to your organization. Recently while working on a large project within the University, I successfully mapped the current state and created desired future state processes, identifying bottlenecks and inefficiencies, within a complex multi-organization system. I was able to analyze the process to make improvements to support the business objectives. The team delivered the project to multiple stakeholders with resounding endorsement of the work, resulting in a savings of over

$100,000 annually. Additionally, my passion for producing high quality results led me to complete my green belt in Six Sigma, as well as completing Business Analysis courses from UCalgary Continuing Education and within the MBA program. I pride myself on being a team player and someone you can count on to get the job done. My lifelong love of learning ensures I stay current on business systems, technical skills in Microsoft products, and best practices for optimal functioning. This position aligns well with my values and aspirations. I’m invested in building collaborative working relationships, in order to respond to the needs of the public in effective and innovative ways. I am excited to contribute to your team and this mission. I look forward to hearing from you. Sincerely,

Jan Rose

Jan Rose B. Comm, MBA

***********@*****.*** 403-***-****

www.linkedin.com/in/JanRose2021

SUMMARY

Motivated, optimistic, and committed team leader. Well-versed in the customer service environment, with drive and confidence, I embrace roles with minimal direction. With a natural inclination for process improvement, I conduct insightful analyses to investigate operational issues to support improvement of processes, delivering optimal customer service. I deliver consistently to high pressure deadlines. SKILLS

• Measuring, Evaluating & Reporting

• Continuous Process Improvement

• Project Management & Lean Six Sigma

• Coaching and Mentoring

• Strategic Planning

• Budget Management

SELECTED PROFESSIONAL EXPERIENCE

BUSINESS COORDINATOR, Postgraduate Medical Education (PGME), UCalgary, Aug 2017 - Current

• Implement training program, responsible for development and delivery for incoming team members to facilitate expedited onboarding, both virtual and in person learning, increasing productivity and customer service.

• Collaborates on development of a new Preceptor Database project with 6,000+ preceptors and interfacing with four external systems, generating a savings more than $100,000 annually.

• Identifying impacts to current state and create appropriate future state representation processes within Preceptor Project.

• Develop processes and identify areas for improvement and efficiency gains while documenting and managing project requirements.

• Analyze, reviews, and tracks financial entries for $8M expense budget, involving 130 activity codes for 3 funding umbrellas, and 65 Residency Training Programs DIRECTOR OF FINANCE, Harvest Christian Fellowship Church, May 2010 - Current

• Formulating future year budgets, ensuring operating plans are strategically aligned with the organization's mission, while identifying areas for cost reduction and improvement.

• Formalizing and re-engineering procedures to ensure compliance with complex government charitable status designation and Generally Accepted Accounting Principles (GAAP).

• Develops and implements policy for finance administration, hiring, and Covid-19 protocols to promote financial stability, operation efficiency, and public safety.

• Prepares charitable donation receipts and compiles annual charity returns for Canada Revenue Agency in accordance with government requirements, well in advance of the deadline every year. FINANCIAL ADMINISTRATOR, Postgraduate Medical Education (PGME), UCalgary, Oct 2016 – Aug 2017

• Utilized annual tracking spreadsheet with respective pivot tables in MS Excel for pulling information of 300+ Students and program expense claims for quarterly reporting.

• Analyzed, reviewed, and tracked financial entries for a $2 million expense budget for Professional Development and PGME line items for Students and Programs.

• Reviewed all expense submissions and procurement requests for adherence to both University of Calgary and PGME eligibility criteria and policies for Students and Programs.

• Liaison for legal and contractual arrangements for financial purposes, ensuring Program’s needs are accommodated for Student educational purposes.

OPERATIONS ADMINISTRATOR, Postgrad Medical Education (PGME), UCalgary, Mar 2015 – Oct 2016

• Created operating procedure manual for new job processes after implementation of web registration system increasing operational efficiencies.

• Spearheaded web Student registration development and creation of new job processes for newly developed systems.

• Registered and enrolled 900+ Student residents in the University Peoplesoft Student Information System.

• Reviewed, updated, and redeveloped business systems and supporting processes for continuous process improvement.

ACCOUNTS RECEIVABLE SPECIALIST, Mount Royal University, Jan 2008 – Aug 2011

• Improved efficiency and standardized processes by creating and implementing operating procedures manual.

• Fielded and advised on:

o complex Student account inquiries and complaints while maintaining positive rapport. o collection of fees and application to Student accounts of a Student population of 9,000+. o timely reconciliation of miscellaneous operating accounts.

• Covered leaves in Cashier’s office and Fee’s office to facilitate optimal customer service. REAL ESTATE AGENT, CIR Realty, Jan 2005 – Dec 2011

• Managing financial constraints, aggressive timelines, and scope changes, successfully bought and sold numerous residential properties with all return on investments exceeding targeted goals

• Awarded with Gold Membership for exceptional sales of over $150,000 in a 12-month period in commission sales

OPERATING BUDGET OFFICER, Finance Department, UCalgary, Jan 1991 – Mar 1995

• Consulted with finance directors to establish procedures in accordance with program changes to facilitate long-term planning.

• Assisted in analyzing and reconciling proposed expenditures with anticipated revenues.

• Collaborated with Department Heads to adjust budgets for greater alignment with strategic plans. EDUCATION AND TRAINING

Master of Business Administration, Haskayne School of Business, UCalgary 2021 Lean Six Sigma Green Belt, UCalgary Continuing Education 2016 Comprehensive Business Analysis, UCalgary Continuing Education 2016 Bachelor of Commerce, Athabasca University 2015

INTERESTS AND HOBBIES

• Travelling

• Snorkeling

• Photography

• Hiking

• Camping

• Dogs

Contact this candidate