Dan Packer, Cpa, Ca Email & Phone Number

Mississauga, Ontario, Ca

I provide leadership, oversight and strategic direction to the Financial Systems team. I work closely with the IT department to secure, maintain and improve the information systems used by the Accounting, Budgeting, Reporting, Regulatory, Tax, Strategy, Treasury, and other business units. I support effective and efficient completion of the budgeting and forecasting processes, monthly variance analysis, business unit reporting, month-end close process, as well as the monthly, quarterly and annual financial reporting activities. I am responsible for our IBM Cognos TM1, Workiva Wdesk, SharePoint, UiPath Studio and Orchestrator, Microsoft Power BI, Power Automate, Power Apps, and many other systems. Primary Responsibilities:- oversee and lead the development and maintenance of budgeting, forecasting, and reporting automation solutions;- oversee and lead the technical design and implementation of automation projects;- lead both cross-functional and departmental special assignments and projects, acting as the Finance department's liaison and data steward with the IT department;- research, recommend and implement new or enhanced policies, procedures, processes and systems to improve operational efficiency;- prepare formal business cases, recommendations and presentations to senior management;- coordinate, review and negotiate system implementation and licensing agreements with external vendors;- manage system implementation and integration projects, as well as key initiatives to ensure quality and timely completion within budget;- oversee security access controls for all internally and externally developed software models to ensure integrity of confidential system information;- provide change management communications, trainings, presentations, instructional documentation, and technical guidance regarding changes to our financial systems; and- provide people leadership and direction through coaching, development, performance management and resource planning.

Mississauga, Ontario, Ca

o Manage the team that prepares the monthly MD&A report and SLT presentationso Prepare consolidated financial statements in accordance with IFRS and Modified IFRS standardso Train and manage staff on financial reporting software as well as daily roles and responsibilities o Assess performance through actual to budget and budget to forecast variance analysiso Administrator for the IBM Cognos system for consolidating multiple ERP systemso Administrator for the Workiva Wdesk tool used for preparing financial statements and reportso Document controls and system processes, and identify areas for improvement and automationo Identify and implement software to enhance efficiency and accuracy of the monthly reviewo Write accounting policy memos and advise business units on correct accounting treatmento Review significant transactions, and prepare correcting journal entries when errors are identifiedo Assist with managing the interim and yearend audit o Review and update internal control processes as deficiencies are encountered

Toronto, Ontario, Ca

o Industry experience in sports and entertainment, hospitality, technology, utilities, energy generation, real estate, professional services, and retailo Planed audits and designed audit procedures and strategy to address riskso Coordinated human resources to ensure engagements are completed within tight deadlineso Documented internal control walkthroughs and provided recommendations deficiencieso Trained new associates on accounting/audit/tax theory, and client interaction

Gb

o Industry experience with public and private companies in manufacturing, technology, resource extraction, professional services, and real estateo Performed audit procedures to test compliance with IFRS, ASPE, and U.S. GAAPo Coordinated human resources to ensure engagements are completed within tight deadlineso Trained new associates on accounting standards, audit theory, and tax compliance

o Managed first year & veteran franchisees’ businesses year roundo Recruited, interviewed, & hired all franchisees in a specific territoryo Provided continuous training to franchisees with respect to all areas of businesso Reviewed accounting statements to evaluate business performanceo Forecasted manager accounts to verify efficient cash flowso Evaluated weekly sales forecasts and expense budgets prepared by franchiseeso Verified payroll & sales with managers on a weekly basiso Offered innovative strategies for marketing, sales, human resources, & client relationso Spoke on product specifications & procedures at an annual conference in Ottawao Negotiated & resolved issues with customers that franchisees were unable to satisfyo Personally sold and managed sales valued at over $350,000

o Recruited, hired, trained & managed a 15 employee businesso Reviewed accounting statements for consulting purposeso Developed and executed all marketingo Presented hundreds of proposals & negotiated contract priceso Controlled and budgeted all costs to operate the businesso Ensured customer satisfaction was met with all corporate & residential clients

Cpa, Ca, Chartered Accountant

Bachelor'S Degree, Accounting