The BCMB is a government mandated not-for-profit organization that regulates Alberta's bottle recycling industry. In this role, I oversee Finance, Human Resources/Payroll, Information Technology and Reporting portfolios. Furthermore, I participate in Board and committee meetings including Audit and Handling Commission Review (i.e. regulatory rate setting activities). My other duties include risk assessment/management, insurance, project management, contract review and retention and… Show more The BCMB is a government mandated not-for-profit organization that regulates Alberta's bottle recycling industry. In this role, I oversee Finance, Human Resources/Payroll, Information Technology and Reporting portfolios. Furthermore, I participate in Board and committee meetings including Audit and Handling Commission Review (i.e. regulatory rate setting activities). My other duties include risk assessment/management, insurance, project management, contract review and retention and organizational compliance related to financial/corporate reporting and filings. Show less

Assisting the Association on a Part-time basis with: Completing month end close processes in Dynamics 365 and Dynamics Great Plains. Analyzing variances in bank reconciliation and monthly income statement performance and compiling recommended journal entries for approval. Providing general advisory on workflow processes and finance inquiries.

Providing support and advisory services for the implementation of Avocado, a new registration, revenue and receivable system being adopted.Additional details to be provided at a later date.

Effective September 2019, I act as the Finance Lead for the project and directly support four Associations.Additional duties added: Contributing to the National Team discussions on project issues, strategic approach and implementation of key functionality. User Acceptance Testing of new upgrades and bug fixes to environments. Acting as the main finance support representative for four live Associations including providing advice on configuration, business process… Show more Effective September 2019, I act as the Finance Lead for the project and directly support four Associations.Additional duties added: Contributing to the National Team discussions on project issues, strategic approach and implementation of key functionality. User Acceptance Testing of new upgrades and bug fixes to environments. Acting as the main finance support representative for four live Associations including providing advice on configuration, business process changes and updates. Achievements: Implementation of two large Associations onto the platform and support of finance activities including training of financial processes, issue identification, cut over, reconciliation, audit preparation and support and reporting. Involvement in a total of three Associations going live with a total estimated combined revenue of $125M+. Identification, testing and implementation support of several key finance functionality changes including deferred revenue recognition and cut-over reporting. Support and transition of documentation to new archiving solutions and forums. Show less

Contributing to the YMCA Canada National Dynamics for Membership (DfM) Project Team with the implementation of and conversion to a new registration, revenue and receivable system being rolled out to multiple YMCAs across Canada using the Dynamics 365 ERP Platform. Duties include: Working with individual Associations with Finance system training and addressing issues that arise. Providing support and training in the finance processes for DfM. Power BI reporting support… Show more Contributing to the YMCA Canada National Dynamics for Membership (DfM) Project Team with the implementation of and conversion to a new registration, revenue and receivable system being rolled out to multiple YMCAs across Canada using the Dynamics 365 ERP Platform. Duties include: Working with individual Associations with Finance system training and addressing issues that arise. Providing support and training in the finance processes for DfM. Power BI reporting support including field mapping, testing and providing feedback to developers. Process mapping and documentation.Achievements: Design and maintenance of a documentation inventory outlining most finance processes. Creation of 50+ separate training guides, process flows and troubleshooting documents to support on-boarding and live associations. Show less

Assisting the Association with: System configuration and support with an upcoming system implementation, Year end audit preparation, and Ad hoc project work including report design, filing requirements, and addressing internal inquiries.

Leading the day-to-day finance for a large not-for-profit organization that spans three regions and four major areas of operation while support senior management with financial reporting and administration. Major duties included: * Leading a team of five direct reports and partial leadership and support over three indirect reports. This includes supervising, developing and coaching staff in multiple departments including Finance, Payroll and Funds Development in… Show more Leading the day-to-day finance for a large not-for-profit organization that spans three regions and four major areas of operation while support senior management with financial reporting and administration. Major duties included: * Leading a team of five direct reports and partial leadership and support over three indirect reports. This includes supervising, developing and coaching staff in multiple departments including Finance, Payroll and Funds Development in various systems and programs. * Preparing a variety of financial reports including monthly/annual financials, dashboard reporting, forecasts and variance analysis. * Preparation or approval of external filings such as GST, Charity and Society Returns. * Year end audit preparation and drafting of the financial statements. * Presenting financial information to the Audit and Finance Committee, Board of Directors and Strategic Financial Planning Task force. * Managing excess unrestricted cash resources to maximize investment earnings. Achievements: * Managing a merger between the YMCA of Northern Alberta and the YMCA of Wood Buffalo including external communications, merging key financial systems and change management. * Collaborating with multiple parties, internally and externally, to support the Fort McMurray wildfires insurance claim and crisis response. * Re-engineering a failing procurement card program for 170+ cardholders with combined annual usage of $2.3M and acting as an advisor to other YMCA's considering the same program. * Collaborating on a YMCA National Reporting team around the planning and pending implementation of a new revenue transaction software being adopted by YMCA's across Canada. * Supporting the Payroll department with the implementation of ADP Workforce Now. Show less

Many of the duties carried out as Controller are applicable to this role. Major achievements:* Implementing financial reporting, administrative and internal control processes for a financially struggling YMCA experiencing high turnover in senior leadership roles and record keeping. This created the foundation of accurate records that contributed to a successful merger with YMCA of Northern Alberta. * Support and mentor senior leadership staff in developing financial literacy… Show more Many of the duties carried out as Controller are applicable to this role. Major achievements:* Implementing financial reporting, administrative and internal control processes for a financially struggling YMCA experiencing high turnover in senior leadership roles and record keeping. This created the foundation of accurate records that contributed to a successful merger with YMCA of Northern Alberta. * Support and mentor senior leadership staff in developing financial literacy and technical skills related to their specific roles with the YMCA of Wood Buffalo. This included first time exposure to financial statements, budgeting, and variance analysis. Show less

Leading the Finance team in the role of Controller for a Property Management company with 200+ clients in the rental and condominium industries across Alberta.Duties included:* Reviewing financial reports including monthly/annual statements, reserve fund summaries, variance analysis and applicable external filings (Corporate/property tax, GST, investment and mortgage arrangements).* Advising and meeting with property owners and condo boards to review and address questions… Show more Leading the Finance team in the role of Controller for a Property Management company with 200+ clients in the rental and condominium industries across Alberta.Duties included:* Reviewing financial reports including monthly/annual statements, reserve fund summaries, variance analysis and applicable external filings (Corporate/property tax, GST, investment and mortgage arrangements).* Advising and meeting with property owners and condo boards to review and address questions related to their financial statements.* Coordinating financial statement audits with external auditors.* Coaching and mentoring of finance staff in developing financial literacy and accounting practices aligned with GAAP.Achievements* Addressing a four-month backlog of financial statements for all clients in the MMG portfolio requiring effort in coaching staff on consistent practices and reviewing statements. Show less

Prepared financial statements and various remittances/corporate filings and carried out assurance and consulting engagements for a diverse group of clientele ranging from small to medium-sized private and not-for-profit entities.