Chartered Accountant, Senior Finance Executive

Chartered Accountant with **+ years in senior finance roles. Proven finance business partner to key stakeholders in the design and execution of strategic imperatives. Proactive, results oriented and collaborative approach to achieving team and company objectives. A history of building and developing strong teams. Hands on self-starter with innovative problem solving to streamline and improve efficiencies.

Full cycle accounting, including taxes, payroll, inventory, intercompany, transfer pricing and foreign exchange.

Financial reporting and compliance with US GAAP, IFRS or Indian GAAP as appropriate, for subsidiaries, related companies and investments.

Business unit financial planning, budgets and forecasts.

Identification of risks, determination of required internal control activities, effective implementation and full adherence to SOX and Corporate policies.

Treasury and cash flow management

Process improvements and monitoring.

Business partner in the design and execution of strategic imperatives including enterprise projects and acquisitions.

Implement and document required finance, accounting, operational and administrative infrastructure, policies and procedures for growth, business start-up or integration of acquisitions.

LOYALTYONE, INC. (Air Miles Reward Program) 1999 – Aug 2012

A global provider of customer insight and strategy, marketing and loyalty programs and customer experience management to enterprises in the retail, financial services, grocery, petroleum retail, travel, and hospitality sectors.

Director, International Finance 2011 - 2012

Director, Finance / Corporate Controller 2003 - 2011

Associate Director, Finance 1999 - 2003

Led teams up to 26 with 5 direct reports responsible for full cycle accounting and reporting, ERP systems, payroll, inventory, cash flow, treasury, taxes, systems and compliance.

Managed, developed and coached team located in Toronto and Mumbai responsible for day-to-day operations, compliance, budgeting, forecasting, accounting and reporting.

Defined accounting of new complex transactions and initiatives and determine EBIDTA, tax and system implications.

Primary liaison of U.S. parent on Corporate accounting, reporting and tax matters, policies and procedures, SOX and internal audits, treasury and integration of acquisitions.

Finance representative on Steering Committees which served to make strategic decisions and provide requirements and oversight to enterprise projects and initiatives to ensure successful completion within the required timelines.

Finance business partner to Operations, HR, IT, Client Services, Marketing, Legal and Call Centre to drive Company goals, profitability and efficiencies, as well as problem solve operational issues.

Orchestrated the financial due diligence and valuation of acquisitions and new equity investments.

Supported and provided advice and content for RFI’s and RFP’s.

Designed and implemented the accounting and system infrastructure to launch a coalition program in India.

Integrate new operations and acquisitions with corporate policies and procedures.

Maintained succession planning and high employee morale as measured and evidenced through annual employee opinion surveys.

Key Deliverables:

Spearhead the planning and implementation of Sarbanes-Oxley (SOX) compliance setting the bar for parent company Alliance Data’s other subsidiaries.

Streamlined month end process and procedures to improve financial reporting accuracy and reduce the month end reporting timeline to parent from 8 working days to 4.

Provided oversight on systems conversions including accounting, payroll and order management, as well as the implementation of new modules including purchase order, inventory and fixed assets. Ensured all requirements and timelines were met.

As the finance and accounting subject matter expert, played significant roles in enterprise projects. These included move to in-house rewards fulfillment, travel to the web, expiry, instant redemptions, introductions of new reward categories and Sponsor offerings, and entry into new geographies.

Played a key role in structuring the BMO Gold AIR Miles MasterCard agreement to ensure accounting implications were acceptable for both partners.

Identified the need for service delivery consistency therefore established and introduced Service Level Agreements with internal groups which maximized efficiencies and guaranteed deliverables were met on a timely basis.

Supported the development of the International economic models. Incorporated recommended revenue and pricing structures, US GAAP and complex tax implications.

Implemented financial accounting and order management systems for India’s coalition loyalty program.

Revamped Trust reporting to improve reporting accuracy and facilitate analysis of current estimates and assumptions used to ensure adequate restricted cash funding for future redemptions of miles and maximization of operating cash.

Developed and implemented key policies, including a Capital policy covering thresholds, budget, approval and monitoring processes.

ROGERS CABLE INC.

A leading Canadian cable service provider. 1997 - 1999

Manager of Financial Reporting and Accounting 1998 - 1999

Manager of Financial Reporting 1997 - 1998

Managed a team of 12 within reporting and general accounting including accounts receivable, fixed assets, inventory and intercompany.

Accountable for internal and external financial reporting including a monthly reporting package, quarterly consolidated and legal entity financial statements, bank, regulatory reporting and audit.

Interacted with parent company on financial statements, reporting, investments, debt and tax-related issues.

Coordinated corporate and commodity tax issues with the tax manager.

Key Deliverables:

Reduced the working days required to issue the internal monthly reporting package.

Consolidated the accounting and reporting teams to improve and streamline processes and procedures, right-sizing the Finance and Accounting group.

Lead the overhaul of the accounts receivable and intercompany reconciliation processes.

Effected significant changes to inventory processes and count procedures to improve control, count accuracy and completeness.

Instrumental in the process re-designs of the budgeting and reporting of fixed assets and capital expenditures.

MASON WINDOWS LTD. 1990 – 1997

Controller

PRICEWATERHOUSECOOPERS 1987 – 1990

Senior Accountant

Chartered Accountant, Institute of Chartered Accountants of Ontario

Honours Bachelor of Arts, Commerce, University of Toronto

Contact this candidate