Jordan Stopciati, Cpa, Ca Email & Phone Number

Burlington, On, Ca

Toronto, Ontario, Canada

- Managing Payroll team of 12 people, ensuring the successful processing of biweekly payroll for over 10,000 staff and the effective processing of over $800 million in compensation annually;- Maintaining appropriate controls and integrity of financial management in compliance with applicable legal, governmental and regulatory requirements;- Responsible for financial processes of transactional accounting, compliance with internal policies and implementing/monitoring internal controls over financial transactions

Toronto, Ontario, Canada

- Provided leadership and guidance to team of 7, responsible for billing volume of $25M annually - Successfully designed and implemented a plan to fully enable remote work and reduce team stress by issuing laptops to all team members and upgrading phone services - Improved self-pay collections & customer satisfaction by implementing online and phone payment options - Improved processes by developing new forms and spreadsheets to document adjustments, transitioning all month-end documentation to electronic record keeping, and implementing a new interface file to significantly reduce risk of entry errors - Established regular portfolio meetings to facilitate regular trial balance review, reducing DSO for the site by 40% in less than one year and delivering bad debt expense under budget - Supported other projects and initiatives across Finance, including assisting with a $100 million bond issuance and providing interim manager coverage for the Research & Trust Finance team

Toronto, Ontario, Canada

- Provided leadership to sundry billing and reporting team of 4 positions - Enhanced processes in sundry billing portfolio of $200M annually, including developing a standard billing form, revising invoice templates to meet customer needs, and standardizing cycling and collection activities - Reviewed and rationalized monthly reporting processes, including revising and consolidating reports to better achieve department objectives and maintain management visibility - Actively supported the OHIP, OOP, IFH, preferred accommodation, and non-resident patient billing portfolios through maintenance of HRCM billing system and collaboration with patient accounts team - Supported development of other CBARR team members through delivery of Excel training - Advanced larger organizational goals of UHN's Finance Roadmap through participation in People & Culture and Process Optimization & Automation initiatives

Toronto, Ontario

- Provided oversight, review, and education to reduce errors reaching vendors and improve efficiency, including development of internal controls checklist used as a model by other Corporate Services units - Implemented new payment review process for low-value payments, piloted a form for recurring payments, streamlined wire payment, and documented SOPs throughout the department; all of these resulted in “green-yellow” evaluation on internal audit six months after arrival - Supported Senior Director on taxation issues, including implementing process to identify and charge back self-assessed HST to departments; as lead for an HST audit, saved organization over $250,000 in over-assessment through vigorous analyses and developed checklist for future improvements.

Various

- Provided support to candidates preparing for the CPA professional exams by providing evaluation and constructive feedback on weekly assignments, as well as responding to candidate e-mails and discussion board posts - Contracted with exam preparation company to mark and provide feedback on practice cases for their students - Achieved regular positive evaluations from team leaders for quality of feedback to students and consistency with evaluation guides; ranked among the top 5 new markers in 2013

Hamilton, On

- Actively advised Executive Director and program managers on operational and strategic decisions for a multi-service organization with a $5 million aggregate budget and 20 different reporting segments - Insourced the organization’s accounting function, including software acquisition, implementation of financial policies, development and documentation of standard operating procedures, and education of the organization’s supervisors in budget preparation and financial reporting - Developed a condensed financial reporting dashboard to assist in decision-making by Executive Director and Board of Directors - Oversaw several projects for the organization that strengthened information technology and procurement processes, including new organization-managed IT accounts for staff, procurement cards for supervisors - Proactively sought out savings in areas such as benefit plans, audit services, telecom, and cash management

Kingston, On

- Managed regular financial processes for a group of departments with aggregate revenues exceeding $60 million, including payroll, payables, revenue receipts, monthly and quarterly reporting and reconciliations - Provided supervision to three full-time staff in executing the department’s responsibilities - Performed budgetary analysis and sensitivity to assist executive director with future planning - Cultivated relationships with department managers to meet their reporting needs and address outstanding issues, such as rollout of a new payment system across campus and HST compliance - Provided financial and administrative support to a new department within the portfolio, including the implementation of financial controls over sales, cash collection, and purchases

Kingston, On

- Planned and performed some of the office’s highest-value audit engagements, specializing in the not-for-profit and charitable sectors - Prepared financial statements, tax returns, and additional advice for individuals and corporations in a variety of industries, meeting and exceeding firm standards on post-engagement performance reviews - Communicated with partners and managers to develop resolutions to outstanding issues - Improved audit methodologies firm-wide as a member of the Standards Committee, including the deployment and training of staff in new audit checklist software - Promoted development of firm knowledge through attendance at PD courses and presentations to coworkers – as well as initiating a formal in-house training program for UFE writers

Sudbury, On

- Prepared working papers and financial statements, bookkeeping, payroll remittances and GST/HST returns for corporate clients with increasing complexity and responsibility - Served a client base of over 1,000 personal tax clients by preparing T1 returns and responding to queries - Praise from employer and administrative staff for productivity and attention to detail

H.B.Comm, Commerce And Administration

Activities and Societies: Laurentian Accounting Association, School of Commerce and Administration Academic Council, ICAO Board.

Bachelor Of Science (B.Sc.), Chemistry