Jeff Mackay, Cpa, Cma Email & Phone Number

North Vancouver, Bc, Ca

Coquitlam, British Columbia, Canada

Coquitlam

North Vancouver, Canada Area

Provided consulting services to a company that successfully launched a new seasonal business venture in Dallas, Texas with over 200,000 guests.• Established the corporate structure and transfer pricing strategies to minimize future tax liabilities.• Developed all the accounting systems and year-end compliance requirements.• Created flexible budget models for both the construction and business operations.• Created monthly financial reporting packages for the investors.• Managed the logistics business process for shipments from China.• Created operational reports to track admissions, beverage sales and food trucks sales.• Automated all the financial business processes to be completed remotely with minimal overhead.

Vancouver, Canada Area

Originally reporting to the Corporate Director Business Planning where I was responsible for thedevelopment, reporting and forecasting of the $100 million Information Management budget. Currently dedicated to the $90 million transformation initiative for BC Ambulance Services.• Manage the annual budgeting process• Prepare and present the annual operating and capital budgets to the Executive team.• Develop multi-year operating budgets for agency programs for inclusion in the annual service plan.• Responsible for tracking over $10 million of the capital budget.• Provide financial guidance and statistical analysis regarding resource utilization, expenditure patterns and meeting budgetary targets.• Prepare the executive report and forecast and regularly present to the Executive team, focusing on funding and expenditure utilization.• Provide financial updates to other health authorities on both operating and capital projects.• Prepare all required reporting for Office of the Comptroller General by the required deadlines.• Work with agency staff in the preparation of business cases and reviewing third party contracts and agreements.

Burnaby

Reporting directly to the CEO, provided oversight to the Finance division and provided advice on allstrategic and tactical matters as they relate to the budget, forecast, and securing of new funding.• Monitored and analyzed current and past trends of key performance indicators including all areas of revenue, cost of sales, expenses, capital expenditures, and causes of unexpected variances.• Maximized ROI in marketing programs, menu pricing, new store rollouts as well as new projects.• Managed the Finance team by hiring, providing coaching and mentoring, conducting annual performance and salary reviews to ensure departmental goals are achieved.• Oversaw the management and coordination of all fiscal reporting activities for the organization.• Prepare and present all strategic planning analytics for potential business opportunities.• Created all financial models with a primary focus on strategic planning and operational analysis.• Developed corporate tax planning strategies including SR&ED.

Vancouver, Canada Area

Reporting to the President, oversaw the following areas: accounting, planning and analysis, traffic and logistics, risk management and information technology.• Work collaboratively with the Executive Team on strategy planning for various opportunities andexisting businesses.• Prepare annual business plan, quarterly forecast, and monthly rolling estimates• Update and present the forecast to the Executive Team on a monthly basis.• Assist in the preparation of the quarterly board report package and attend all board meetings.• Create all financial models with a primary focus on strategic planning and operational analysis.• Manage a team of twelve staff by providing coaching and mentoring, conducting annualperformance and salary reviews to ensure departmental goals are achieved.• Ensure the monthly, quarterly and annual financial statements are completed accurately and on atimely basis.• Successfully negotiated amendments to our loan agreements with our financial providers.• Prepare all strategic planning analytics for potential business opportunities.• Coordinate the annual audit and communicate with the external auditors.• Prepare all the required monthly, quarterly and annual reports to all financial providers.• Manage the treasury function which includes reviewing the cash flow forecast and bank marginreports.

Coquitlam

Reporting to the President, I was responsible for the following areas: finance, risk management, human resources and administration.• Manage a team of six accountants including providing coaching and mentoring, conductingmonthly performance evaluations to ensure departmental goals are achieved, and performingyearly salary reviews.• Developed the following management reports and present monthly to the senior managementteam:- Financial reporting package- Management financial reporting- Forecast report- Key performance indicators• Created and implemented Management Discussion and Analysis (MD&A) package andprepare/present quarterly to senior management team.• Improved financial reporting by fully automating the process and harmonizing data integration.• Responsible for financial strategic plan and the annual operating plan.• Responsible for creating all financial models with a primary focus on planning and operationalanalysis.

Vancouver, Canada Area

Responsible for providing analysis and reports for the Executive Team of the Armstrong HospitalityGroup:• Prepared monthly and quarterly MD&A reports for the Executives and Board of Directors.• Prepared analytical models for the Executive Director and Executive Team.• Prepared costing models for collective bargaining and corporate restructuring.• Analyzed resulting project impact and provided final authorization for Finance department onsystem conversion projects.• Worked with the Executive Team on preparing the annual budget.• Prepared cash flow and other forecasting models.• Provided supervision, direction, and guidance to a Financial Analyst.• Member of the business process improvement team that resulted in a reduction in overallheadcount and improved operations.• Worked with the Business Intelligent team to design and implement various reports usingCognos.• Member of the core project team for the reservation system conversion.

North Vancouver

Vancouver, Canada Area

Cma

Business Diploma, Accounting

Education record