The Bursar provides senior leadership, support and direction in the financial management and reporting for the major seminary of the Archdiocese of Toronto. The Bursar is also a leader in the strategic planning ensuring the long-term viability for the school, which opened in 1913 and is a founding member of the Toronto School of Theology at the University of Toronto.- Supervise and execute the bookkeeping, accounting, and financial services of the seminary; prepare monthly, quarterly and annual financial statements- Prepare annual operating and capital expenditure budgets, using input from Board of Governors and Department Heads- Maintain and improve information systems to support internal controls- Provide oversight for IT support, infrastructure, and management functions at the seminary- Ensure sufficient cash and credit are available to meet operating and capital needs- Ensure statutory reporting is compliant and filed with appropriate bodies, including CRA- Provide regular updates to the Finance Committee- Ensure mandated policies and contractual obligation related to student financial assistance and trusted funds are operated appropriately- Prepare for and liaise with external auditors for annual review of financial statements- Ensure that seminary payroll is properly administered- Review all documentation in HR cycle including recruitment, training, development, and separation/termination- Chair of the Pension Committee for 1000 employees across Archdiocese of Toronto and the Seminary, leading administration efforts for the latter- In collaboration with development staff at the seminary and the Archdiocese of Toronto, oversee fund development plan of the seminary to engage new donors and raise profile of the Seminary- Develop a strategic financial plan, in conjunction with the President and Finance Committee- Support seminary leadership and Archdiocese of Toronto in establishing a long-term master plan for land & facilities at the seminary

• Monitor performance and prepare financial statements for investment portfolio with over $250 million in assets under management• Develop and implement a new online bookkeeping ERP using Dynamics NAV in over 200 churches across the GTA• Manage projects including creation and roll-out of a new Microsoft SharePoint Content Management System to build new websites for 15+ departments and all parishes• Recommend and apply revisions to Performance Review & Development Process for all employees• Design Excel template to sort and analyze financial data for all churches in the archdiocese, providing recommendations and best practices for improved operations• Forecast revenues and costs to determine profitable price points for programs and project including a 3-day event for 2000+ attendees• Cultivate partnerships with stakeholders; collaborating to achieve strategic and operational objectives• Drive development and implementation of key deliverables through dynamic executive level presentations

• Hired to ensure outstanding planning and execution of programs and projects for youth and young adults across the GTA• Lead department strategic planning sessions, formulating new vision & mission statements• Outline short and long-term goals in alignment with overall company strategy• Draft and manage annual operating budget of $300,000• Forecast costs and revenues to determine break-even & profitable price points for a programs including a 3-day retreat for 2000+ people• Negotiate with vendors to reduce costs by 11% for a weekend retreat serving 500 attendees• Prepare department financial statements, including adjusting and closing entries• Train new hires and volunteers in office procedures, bookkeeping and banking functions• Solve logistical issues that arise, providing effective contingencies in time-sensitive situations• Facilitate service opportunities to help needy persons in Downtown Toronto

Chairperson (2008-2009)Vice Chair (2006-2007)• Moderated organization team meetings to host a week-long event for 800 students• Provided consultation in the budgeting and planning stages of development• Integrated new students into the college community in a fun and welcoming manner

• Liaised with all departments to meet the physical workspace needs for one of the largest property & casualty insurance companies in Canada • Troubleshot issues, ensuring an optimal work environment for 1000+ employees• Completed workspace remodeling and office relocation projects on schedule

• Elected to lead a team of 25 people to serve over 4000 students by organizing social events, hosting charity campaigns and advocating for student issues• Created annual budget of $200,000 to enhance overall student experience• Devised and enacted contingencies to respond to uncontrollable circumstances• Collaborated on initiatives to open a coffee shop for students in high-traffic areas and renovate college facilities• Cultivated relationships with students, faculty and administration across campus