Andrene Francis, Fcca Email and Phone Number
A seasoned financial coach and licensed representative who is dedicated to helping individuals and families achieve their financial goals with confidence and clarity. My team's and strategic partners' combined comprehensive suite of services include personalized financial, investment and retirement planning. If you're seeking a personalized, long lasting professional relationship that prioritizes your financial well-being, I invite you to connect with me. Let's embark on this journey together.
Pfsl Investments Canada Ltd
View- Employees:
- 66
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Financial RepresentativePfsl Investments Canada Ltd Dec 2018 - PresentOntario, Canadaa.Work closely with prospective and existing clients in performing a financial overview, discussing portfolio updates and suggest additional customized solutions based on the client's financial goals b. Provide sound financial advise that facilitate debt reduction/elimination and becoming adequately protectedc.Continually engage prospective and existing clients, fostering customer loyalty and long term business relationships -
Internal AuditorFacility Association Dec 2010 - Dec 2018
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Internal AuditorOntario Ministry Of Finance Feb 2010 - Apr 2010Instrumental in executing and managing the procurement audits of various branches within the Ministry of Community and Social Services as well as the Ministry of Children and Youth Services.Coordinated meetings with Senior Managers to communicate control weaknesses and proposals for business process improvement Assisted in the documentation of audit programmes to analyze various Ministries' cash management processes and the development of guidelines to better manage accounts reconciliationsUNIGISTIX - INTERNAL AUDITOR Documented the procedures for specific inventory and warehouse management processes.Performed Inventory cycle counts and analyzed inventory movement in the SAP applicationAssessed the effectiveness of the inventory management internal controls and proposed recommendations for process improvement. Reported audit findings and recommendations for process improvement to the Director as well as the Manager of the company's Global Internal Audit Department. -
Internal AuditorUnigistix Aug 2009 - Oct 2009 Documented the procedures for specific inventory and warehouse management processes. Performed Inventory cycle counts and analyzed inventory movement in the SAP application Assessed the effectiveness of the inventory management internal controls and proposed recommendations for process improvement. Reported audit findings and recommendations for process improvement to the Director as well as the Manager of the company’s Global Internal Audit Department.
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Project Coordinator/Internal AuditorGracekennedy (Ontario) Inc Jan 2009 - Jul 2009Planned and managed the implementation of the "COSO" Internal Control Framework which resulted in the company having :A systematic approach to risk assessment, identifying control weaknesses and implementing cost effective recommendations for process improvement.Documented policies and procedures for all core business processesA process to continuously monitor the implementation of the audit recommendations
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Internal Auditor And Compliance OfficerGracekennedy Limited Mar 2003 - Dec 2008Organized, planned and carried out the internal audit function that includes the preparation of an audit plan that completes the duty of the department, assigning work, scheduling and estimating resource needs. Performed financial; operational and compliance audits at the company's local and overseas offices. Compliance audits assessed the companies' adherence to local and international regulations, including the Anti-Money Laundering Act and the Patriot Act of the USA.Provided the audit committee and management with an opinion on the internal controls in the organization.Improved management and employee awareness of internal controls by documenting the organization's policies and procedures and providing training. Produced audit reports to management highlighting the control risks; impact on the companies' operations and recommendations for process improvementImplemented a process to effectively manage one subsidiary's gross profit margin management which resulted in increased sales within three months of implementation.
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External AuditorKpmg Jun 1998 - Mar 2003Planned and managed the execution of audit projects for different companies within varying industries. Coordinated audit team activities to meet objectives within time constraints; supervised junior staff.Assessed the effectiveness of various companies' internal controls, produced reports outlining the control weaknesses and recommendations for process improvement.Conducted financial and operational audits of companies within varying industries to asses their adherence to internal; local and international regulations.Prepared the audited year-end financial statements for various privately listed companies
Andrene Francis, Fcca Education Details
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Canadian Securities InstituteFinancial Planning And Services -
Financial Planning And Services -
The Association For Chartered Certified AccountantsAccounting -
University Of TechnologyBusiness Administration And Accounting
Frequently Asked Questions about Andrene Francis, Fcca
What company does Andrene Francis, Fcca work for?
Andrene Francis, Fcca works for Pfsl Investments Canada Ltd
What is Andrene Francis, Fcca's role at the current company?
Andrene Francis, Fcca's current role is Financial Coach | Transforming Lives through Financial Empowerment | Passionate about helping clients achieve financial goals & build lasting wealth.
What schools did Andrene Francis, Fcca attend?
Andrene Francis, Fcca attended Canadian Securities Institute, Ifse Institute, The Association For Chartered Certified Accountants, University Of Technology.
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