Jaydee M. Email & Phone Number

Saskatoon, Sk, Ca

- Hearing Appeals: Review property assessment appeals for errors in valuation or classification.- Decision Making: Confirm or adjust property assessments based on appeal reviews.- Providing Fair and Objective Decisions: Ensure a fair, unbiased appeal process.- Compliance with Regulations: Ensure all procedures comply with provincial regulations.- Communication and Coordination: Manage appeal communications, ensuring transparency and efficiency

Saskatoon, Saskatchewan, Canada

• Manage the financial department for 3 operating companies and their subsidiaries.• Implemented a month-end close procedure for all three operating companies.• Created monthly, quarterly, and yearly financial reports for owner and managers.• Created monthly, quarterly, and yearly operational reports for owner and managers.• Report monthly to external parties as required by loan agreements.• Working to build a better relationship with external reporting entities.• Provide financial guidance to owner on various transactions.• Manage the payroll cycle bi-weekly for the 3 operating companies.• Calculate the monthly internal costs of labor and equipment for rate cards used in job quoting.• Provide sales department with service line profitability reports.• Manage the entire audit process for all 3 operating companies.• Manage the cost audits for development company and its subsidiaries for external funding reporting.• Developed financial and operational metrics for owner and managers.• Manage cashflows to achieve financial targets provided by owner.• Developed a revenue forecasting and budgeting template for implementation in fiscal 2023.• Developed a capital budget template for implementation in fiscal 2023.• Developed all the monthly balance sheet reconciliations for the 3 operating companies.

Saskatoon, Saskatchewan, Canada

Queen Consulting Corp is a full-service consulting firm offering a wide range of business services, including Bookkeeping, Tax Services, Payroll Management, Business Strategy, and Controller/CFO Services. They specialize in helping businesses optimize their operations, including HR consulting, policy development, and headhunting services. The company also provides sales representative services, offering businesses the flexibility to have part-time or full-time sales reps. In addition, Queen Consulting has a media division focused on online content creation and management for platforms like Facebook, X, and LinkedIn.

Saskatoon, Saskatchewan, Canada

- Provide financial guidance for the Korpan Tractor and Parts partnership.- Manage the day to day financial and operations of 8 partner companies and 2 associated companies.- Report and present monthly, quarterly, and yearly financial performance to the partner group.- Oversee the audit and tax reviews for all companies and partnership.- Liaison between the partner group and the auditors and tax advisors.- Responsible for reviewing the day-to-day financial performance all companies.- Responsible on ensuring cashflow adequacy is maintained for all companies.- Responsible for reporting Cashflow requirements weekly and monthly the group’s financial institutions.- Structured financial arrangements for various projects, including various land and building acquisitions.- Provide financial analysis and review of risk for acquisitions and capital asset purchases. - Setup and implemented a new HR department from creation of the role and duties to hiring the current HR manager.- Setup processes and procedures for accounting, parts, service, and rental departments.- In charge of all department managers financial performance, including budgeting, financial review, and other financial metrics.- Setup departmental reporting as well as performance metrics to help mitigate financial and operational risk.- Arranging/negotiating financial arrangements for customers and owners.- Establishing/maintaining banking relationships.- Investment analysis for different proposed business ventures.- Implemented the accounting setup for a new location.- Implemented and developed the entire ADP payroll system including APP development.- Created and implemented the HR policies and procedure for all employees.- Facilitated a land deal that included negotiating development costs, levy’s, zoning requirements, and sales negations.- Facilitated the lease negotiation for the Driving Force Saskatoon location.- Facilitated the lease negotiation for the land of the McDonalds on 51st.

Saskatchewan, Canada

- Review the portfolio of investments on a monthly basis.- Run daily screenings for investments across a broad range of industries within various countries.- Prepare investment analysis on potential investments for board approval.- Prepare financial statements on a annual basis.- Prepare investment reports on a monthly basis.- Communicate with board members and investors.

Saskatoon, Sk

- Review and presents financial statements under IFRS (monthly, quarterly and annually).- Review and presents operational statements (monthly, quarterly and annually).- Analyze all price and volume variances on fee income and prepares a findings report.- Developed and implemented a new pricing strategy for the registered plans products/lines of service.- Developed and implemented a valuation model for Concentra Trusts Will Bank.- Developed and implemented a new costing methodology for Concentra Trusts lines of service.- Developed and implemented a new operational report for Concentra Trusts lines of service.- Developed and implemented valued added metrics for Concentra Trusts operational reports.- Provided value added analysis and recommendations on potential lines of service for Concentra Trust.- Part of the steering committee that implemented the Microsoft suite of products, Dynamic 365 and power BI.

Saskatoon, Saskatchewan, Canada

•Manage six sets of corporate books, which includes twelve separate property income accounts daily.•Prepare monthly ASPE consolidated financial statements combining the various reporting entities.•Prepare monthly ASPE financial reporting packages for various entities. •Prepare annual budgets for each property within the various reporting entities.•Prepare cash flow forecasts for various reporting entities.•Analyzed and reported monthly on budget variances.•Review, manage and report on a monthly basis covenants relating to CanWest’s line of credit.•Manage and solve tenant related issues for each property, including delinquent rents, legal issues etc.•Managed the process for restructuring of insurance policies to obtain better coverage and lower premiums.•Developed the budget processes and templates, to increase efficiency and accuracy of budgets created.•Prepare valuations for properties under consideration for purchase.•Prepared Job cost reports for all tenant inducement, construction and build out projects.•Prepare, remit, report and pay all salaries to owners and employees.•Prepare and remit all source deductions for employees and owners.•Prepare and remit all GST and PST for the various reporting entities.•Reconcile monthly all balance sheet accounts prior to preparing reporting packages for the various reporting entities.•Manage the entire accounts payable process, from creation of PO to payment of invoice.•Manage the entire accounts receivable process, from creation of invoice to receipt of payment.•Review and classify all invoices prior to payment.•Prepare investment term sheets for potential investors.•Analyze and recommend various investments.•Manage the entire audit process from start to finish.•Build and develop income models for property analysis.•Develop and implement various processes and procedures.•Reconcile all bank and investment accounts.•Complete the corporate tax returns for the various reporting entities.

Saskatchewan, Canada

Saskatoon, Sk

• Prepare monthly, quarterly and yearly IFRS financial reporting package for our German holding company.• Prepare monthly local management financial reporting package.• Prepare monthly local operations report.• Prepare monthly PST filing for Quebec, Ontario, Manitoba, Saskatchewan and British Columbia.• Maintain and review all month end journal entries for accuracy and classification.• Monthly account reconciliations for all balance sheet accounts.• Review all variance from account reconciliation process.• Prepare request for expenditure for all capital projects.• Prepare quarterly and yearly financial forecasts.• Prepare all supporting schedules for the financial forecasts.• Prepare cost and price tracker reports for sales and procurement.• Review all accounting policies to ensure they are in line with International Financial Reporting Standards (IFRS).• Make recommendation on accounting policies for all new accounting transactions.• Track and maintain all records of capital projects as they are completed for accuracy and completeness.• Productions variance analysis including reporting on direct material, direct labour, and overhead rate variances. • Liaison between the financial reporting group and our public auditors. • Prepared yearly capital budget for 2018.• Establish financial policies.• Part of the ERP implementation team with respect to financial reporting, capital assets, variance reports, account schedules, financial reports and GL mapping.• Develop and manage key performance Indicators for operations and financial reporting.

Saskatoon, Sk

• Developed and implemented financial models for revenue and cost analysis.• Developed financial models for sales as part of forecasting sales.• Developed financial models for operations to help with cost projections.• Prepare and analyzed variances on direct labor, direct materials and overhead.• Analyzed and reported on the current financial status.• Analyzed investment opportunities for product/service expansion.• Coordinated with Controller, Director of Finance and regional CEO on long-term financial planning.• Prepared yearly capital budget for 2017.• Review accounting transactions for data accuracy.• Establish financial policies.

North Battleford, Sk

• Responsible for planning and managing audit, compilation and review engagements.• Preparation and review of personal and corporate income tax returns.• Train and manage new associates on all engagements.• Provide recommendations on client specific accounting, tax and advisor situations.• Prepared and present lunch and learns for staff on tax and accounting related topics.• Liaison between client and federal government when assisting on tax related matters.

Brandon, Mb

• Preparation and review of personal, trust, partnership, and corporate income tax returns.• Preparation and implementation of tax deferral strategies specializing in farm property and private company succession planning. • Provided advice on provincial sales tax compliance and planning.• Prepare working papers for specialty tax transactions.• Prepare client foreign investment assessments and disclosures.• Prepared and present lunch and learns for staff on tax related topics.• Liaison between client and federal government when assisting on tax related matters.

Brandon, Mb

• Responsible for planning and managing audit, compilation and review engagements.• Train and manage new associates on all engagements.• Provide recommendations on client specific accounting, tax and advisor situations• Preparation and review of personal, trust, partnership, and corporate income tax returns.

Regina, Sk

• Responsible for planning and managing high-risk excise tax compliance engagements.• Provided advice to taxpayers regarding Saskatchewan PST policies for income and capital assets.• Managed the risk assessment process for PST clearance letters.• Implemented new documentation initiatives to improve accuracy and continuity for audit files.

Calgary, Canada Area

• Responsible for planning and managing audit, compilation and review engagements.• Train and manage new associates on all engagements.• Provide recommendations on client specific accounting situations.• Specializing in private and public company engagements in the oil and gas, manufacturing, hospitality, and financial fund industries.

Calgary, Canada Area

Saskatchewan, Canada

My role at GC Teleservices was to locate & collect on Capital One credit cards. I spent most of my time as an associate in the small client accounts division (accounts between $100.00 to $5,000.00), and the other time as a team lead in the large client accounts division (accounts between $5,000.00 to $20,000.00).

Chartered Professional Accountant (Cpa), Accounting

Business Writing Fundamentals

To make writing more concise, active, and understandable.

Budgeting And Forecasting, Budgeting And Forecasting, A

Master Of Professional Accounting (Mpacc), Accounting And Related Services

Bachelor Of Commerce (B.Com.), Accounting, 84.5 Average

Icd.D, Corporate Governance And Board Roles