Daniel Carter, Cpa, Cma Email & Phone Number

Toronto, On, Ca

Toronto

Operational Accounting Manager at Secret Location, a content studio for emerging platforms. Secret Location combines cutting-edge technology with traditional storytelling to create powerful experiences.

Toronto, Canada Area

• Responsible for the generation and management of Production Budgets, Estimated Final Cost Reports (EFC), Change Orders, and Financial Models for both theatrical and non-theatrical projects.• Works directly with Head of Production, Producers, and Management to run production workflow scenarios, tying costs to production schedules and analyzing the reasonableness of labor and non-labor expenditures.• Collects and interprets data, key trends, and metrics to better understand business drivers and financial results• Monitors results versus budget/forecast and provides thorough analysis and investigation into the variances while identifying risks and opportunities on a bi-weekly basis.• Consolidates inputs from cross-functional partners ensuring that Cost Reports and EFCs are accurately reflective of approved Budgets, Change Orders, Tax Credit considerations, and foreign exchange impacts.• Manages data and data mining as necessary in order to translate financial data• Developed, produced and presented insightful reporting, financial analysis and forecasts to financial and non-financial stakeholders to facilitate decision making at various levels within the organization• Supports Corporate Accounting through the preparation and reporting of Project Margin Reports, Profit, Loss, and Cash Flow forecasts, while ensuring that all variances from budget are analyzed, presented, and resolved.• Extensive experience with managing company-wide Crew Schedules and Staff Profile Charts that forecast headcount, peak production weeks, conflicts, facility planning, and identify hiring needs. • Manages the harvesting, auditing, and processing of 450+ weekly timesheets, calculating overtime, sick, vacation, rate changes, and exception hours.• Knowledge of provincial and federal tax credits including OCASE, OPSTC, and PSTC.

Toronto

• Recognized as “Employee of the Year” for exceptional job performance, leadership, and group contributions. • Utilized worksheets and pivot tables to assess user traffic, viewing trends, and variance measurements of the department’s website and implemented changes that resulted in a 20% increase in user traffic. • Supported the department’s operations by performing clerical duties that included filing, scanning, mail processing, data entry and reception.• Successfully conceptualized, produced, and coordinated the distribution of promotional materials, online advertisements, and social media outreach for a total of 4 campus events while following Ryerson’s branding standards.• Collaborated with 6 peers to successfully advertise and promote the National College Health Assessment (NCHA) online survey.

Toronto

• Collaborated with a team of 5, across 4 majors, to analyze Southwest Airline’s business strategy. • Constructed a detailed business model with pro-forma Balance Sheet, Income Statement, and Statement of Cash Flows. • Prepared alternate strategic recommendations, financial reports, and forecasted future results for the organization based on research from the organization’s external environment and the airline industry.

Toronto

• Reconciled cash drawer with a daily balance up to $10,000.• Completed administrative duties that included daily bank deposits, and paperwork. • Used product knowledge to conduct live demonstrations, provide point-of-sale recommendations, and assist customers with purchasing decisions. • Received product deliveries and merchandised the store as per company direction.• Assisted the store with surpassing the summer 2011 sales goals.• Utilized loss prevention techniques to protect the company’s assets.

Toronto

• Supported the Accounting Department by entering general ledger codes for accounts payables and invoices, while maintaining accurate vendor files, and assisting with additional ad hoc tasks.• Tracked customer payment information with Excel.• Maintained Accounts Receivable customer files and updated member and client account details.• Focused on client satisfaction and retention by developing client relationships through the timely and comprehensive address of questions and queries.• Managed the planning, production and distribution of promotional materials for both internal and external clients, supporting the organization’s marketing initiative.

Toronto, Canada Area

•Responded to inbound client calls and provided information regarding CIBC's full range of credit card products and services with a focus on meeting and exceeding client expectations, building loyalty and growing the business.•Created and sent professional written correspondence to cardholders and branches regarding account issues, inquiries, and changes.•Met customer service, sales, and productivity targets by understanding client needs, resolving issues effectively, overcoming objections, and actively identifying opportunities to promote and sell products, services, loyalty programs and marketing offers.•Independently resolved disputes from existing credit cardholders, branches, and other financial institutions.

Bachelor Of Commerce (B.Com.), Major: Accounting, Minor: Business Communications

College Diploma, Graphic Design

Designation