Emily G. Email & Phone Number

Orangeville, On, Ca

Budgeting, forecasting and financial reporting for the Lubricants & Specialties division

Mississauga, Ontario, Canada

• Supervise Rack Forward Analyst, including review and approval of all journal entries, as well as providing support and direction to resolve issues as needed• Review and approve monthly account reconciliations to ensure accurate reporting of balance sheet accounts • Manage expense reporting for PCLI, including pre- and post-close analysis, collaboration with business partners, and the presentation of expense variances• Responsible for preparing HFLS monthly and quarterly financial analysis utilizing blue box BI reporting, such as operating expense commentary for internal financial statements, and G&A expense commentary for the VP Controller & Chief Accounting Officer• Actively involved in the month-end close process, including preparation of accruals and journal entries in a timely manner, while applying internal controls and complying to accounting policies• Analyze maintenance orders with material spend to ensure correct classification of expense or capital, and follow-up with the business as needed• Participate in intercompany balancing and reporting, as well as reconciling issues with various teams • Support the annual budget for HFLS, with focus on PCLI holding companies and Accounting adjustments• Develop and troubleshoot financial reports for cost center owners, provide training for reporting tools such as BI, and facilitate cost center and GL clean up• Assist with GL and cost center coding, and red box to blue box mapping, including the creation of new GL accounts and cost centers as needed• Complete projects and ad hoc requests as assigned by the Senior Accounting Manager, and identify opportunities for process simplification and improvements

Mississauga, Ontario, Canada

• Coordinate and prepare the annual budget for HFLS, with focus on PCLI Rack Forward and PCLI Rack Back• Utilize reporting skills in both red box and blue box SAP and BI, as well as BPC, to perform budget tasks• Actively lead the PCLI Rack Back expense budget process from start to finish, including providing budget templates, collaborating with business stakeholders, and working with the VP of Operations for review and approval• Participate in projects designed to improve current budget processes and prepare for budget season, as assigned by the Director of FP&A• Contribute to the monthly HFLS forecasts by translating data into a format that can be uploaded to BPC • Provide support, training and guidance to Financial Analyst• Responsible for preparing monthly and quarterly financial analysis and reporting for HFLS, including P&L variance analysis for PCLI Rack Forward and PCLI Rack Back• Manage expense reporting for PCLI Rack Forward and PCLI Rack Back, which involves pre- and post-close analysis, communication with cross functional teams, and the presentation of monthly expense variances• Participate in the month-end close process, including preparation of accruals and journal entries, and working closely with PCLI Accounting to resolve issues• Support cost center owners and the business by creating and troubleshooting financial reports, facilitating cost center and GL clean up, and assisting with red box to blue box mapping • Complete ad hoc requests as needed for reporting, analysis and reconciliations**Note: Organizational change in April 2023 moved this role to Lubricants Accounting, however, FP&A work continued until September 2023

Mississauga, Ontario, Canada

• Coordinate, prepare and review the annual budget and monthly forecasts for HFLS, with focus on PCLI Rack Forward and RGO, utilizing reporting skills in both red box and blue box SAP and BI, as well as BPC• Responsible for preparing monthly and quarterly financial analysis and reporting for HFLS, including P&L variance analysis for PCLI Rack Forward and RGO, and meeting with the Director of FP&A to discuss financial results• Assist with the monthly financial closing process, including preparation of accruals and journal entries, and working closely with PCLI Accounting to resolve issues• Oversee expense reporting for PCLI Rack Forward, including pre- and post-close analysis, communication with cross functional teams, and the presentation of monthly expense variances• Support PCLI Rack Forward and RGO business expense leads, including troubleshooting reports, cost center and GL clean up, and implementing process improvements• Develop various financial reports for cost center owners and assist in training for reporting tools• Assist the business with GL and cost center coding, and red box to blue box mapping, such as the creation of new GL accounts and cost centers • Prepare G&A allocations review on a monthly basis and investigate variances as needed• Analyze monthly trends and identify opportunities for process enhancements • Support internal/external audits and financial statement preparation as needed• Collaborate with business partners across the company to support larger projects and ad hoc requests for reporting and analysis

Mississauga, Ontario, Canada

• Provide accounting support and perform analysis for the Rack Forward business, including Global Supply Chain, the Lubeplex blending and packaging facility, Sales, Marketing, and the foreign related companies• Produce, analyze, and report financial transactions in a timely and accurate manner, while applying internal controls and complying to accounting policies and procedures • Execute accounting tasks in compliance with IFRS, SOX controls, and company policies, and identify non-compliance and corresponding resolutions • Profoundly involved in the month-end close process, including preparation of the monthly earnings summary and other month-end reports, and the presentation of Lubeplex performance results at the month-end review meeting• Prepare financial statements and lead annual audit for foreign related company Petro-Canada Europe• Assist in managing and coordinating audit requests for other companies, in addition to supporting tax returns through conducting data analysis and answering related questions• Prepare account reconciliations for balance sheet accounts, which includes analyzing balances and investigating old items to be cleared • Support and analyze product cost absorption and activity based costing for the Lubeplex facility • Responsible for interpreting financial variances and resolving underlying issues, including communicating and collaborating with various business stakeholders• Solve ad hoc problems using a questioning attitude and continuous improvement mindset • Work on special projects as assigned

Mississauga, Ontario, Canada

• Manage the “Transbilling” inbox, including the timely and accurate processing of invoices, responding to external vendor inquiries, investigating payment issues, and reconciling transactions • Responsible for inputting accessorial charges from vendors into SAP, and ensuring the payments are applied to the correct cost center and general ledger account • Analyze outstanding invoices, and prepare month-end and year-end accruals• Oversee purchase orders by creating shopping carts, monitoring PO statuses, and recommending annual PO values • Control the fuel surcharge process at month-end by calculating new rates and updating accounts in SAP• Manage the “Notice of Arrival” process, which involves following U.S. Environmental Protection Agency regulations, creating applications for product shipments based on the sales forecast, and communicating with the EPA• Co-manage the “Bulk Rates” inbox by requesting freight rates from external vendors, and coordinating with Sales and Customer Order Management in order to publish approved rates in SAP• Generate daily SAP reports in order to update the dashboard screens that illustrate Transportation’s KPI’s• Gather, analyze and report on data from SAP to assist with ad hoc Transportation projects and initiatives

Mississauga, Ontario

• Conducted Credit Risk Analyses (CRAs) by analyzing customers’ financial statements, accounting ratios and payment history to assess Suncor’s risk in providing lines of credit to new and existing customers• Prepared and analyzed credit reports via Equifax, Dun & Bradstreet (D&B) and Info Credit as part of CRAs• Generated Violation Worklist reports in SAP to illustrate overdue payments, and contacted customers for collection • Trained in Credit Card System (CCS/DB2) and SuperPass Online (SPOL) to update customers’ account details• Created reports to analyze account balances and integrated margins using Business Warehouse (BW) reporting

Toronto, Ontario

• Prepared the dockets and up to 400 case briefs a week for court, providing an organized and efficient system for the prosecutors • Managed the disclosure process, including processing crown and defense disclosure requests, preparing disclosure packages, and notifying defendants when disclosure is available• Paired new case briefs with digital case information sheets using the computer database, resulting in a quicker disclosure process and identification of case details

Mississauga, Ontario

Researcher, 2012–2013• Created and conducted interviews and surveys, and compiled research about youth programs and crime prevention, resulting in creating the framework for a youth advisory group• Presented findings and recommendations to the VP and prepared final draft for implementation• Delivered presentation of research and findings to professor and class of internship programCoordinator, 2012–2013• Managed an after-school tutoring program for at-risk youth; supervised up to 8 tutors and 10 children, and responsible for oversight of the site and registration • Selected to lead and facilitate group training sessions of up to 10 tutors; customized the orientation materials

Orangeville, Ontario

• Organized merchandise and attended to customers' needs• Responsible for selling jewelry and maintaining fitting rooms• Trained as a cashier and successfully dealt with customer concerns• Worked effectively with coworkers to present a clean and friendly environment

Master Of Business Administration (Mba), Majors: Investment Banking, And Leadership & Change Management

Activities and Societies: Member of Rotman Women in Management Association, Energy and Natural Resources Group, Golf and Ski Association •.

Honours Bachelor Of Arts, Majors: Economics, And Criminology & Socio-Legal Studies; Minor: Sociology

Activities and Societies: University of Toronto Ski and Snowboard Club • Recipient of Suncor Energy Scholarship, and Petro-Canada.