• Manage Accounting department with 6 direct reports and 6 indirect across the US and Mexico• Lead quarterly and annual audits with a top 5 audit firm, along with periodic reviews from the internal audit team of the managing private equity company• Process owner of accounting integration between three recently acquired companies and equity method accounting for an investment in an associated entity• Consolidation and elimination between 5 subsidiaries across the US and Mexico while working with the USD and MXN currencies• Review and update process and procedure manuals for the newly implemented Oracle NetSuite ERP System Trained staff to utilize the system more effective and efficiently • Created process improvements for SOX compliance and reduce monthly financial statement creation from 6 hours to 2• Implemented Balance Sheet reconciliation templates to increase the visibility of historic information and forecast future expenses

• Responsible for Management Discussion and Analysis, 10-Q, 10-K financial creation, under IFRS and US GAAP for filings under the Toronto Stock Exchange and within SEC compliance• Manage Accounting department with 4 direct reports and is the liaison to the CFO and CEO• Lead quarterly audits with no findings while reducing the amount of turns back and forth to the auditor when reviewing Financial Statements and Management Discussion and Analysis• Reduced accounting close from 11 business days down to 5• Reduced wait time for departmental and board financials from 26 business days down to 10• Implemented system reports and process with coordinated effort from the Operations department which reduced the number of negative inventory items from over 100 items down to 0 within 3 weeks • Transitioned the Balance Sheet review from Paper based to full electronic document backup• Consolidate financials and create appropriate entries for the United States, Chinese, Canadian, European, and Australian entities. Along with manual elimination entries for necessary subsidiaries• Maintain and reconcile records for compliance within the foreign subsidiaries• Assist in the compilation of documents for taxation reporting in Canada and the United States • Created and updated various accounting memos during the quarterly and annual financial release• Review and create all payroll related entries for salary, hourly, bonus, and stock awards• Creation of weekly sales reports and inventory reports used by senior level management• Review and approve weekly check runs in USD, CAN, RMB, AUS, and EUR

• Built and validated financial reporting tools that helped reduce the amount of time spent researching transactions• Created a financial dashboard within Oracle NetSuite for Finance and Accounting department • Validated and corrected foreign exchange discrepancies within Balance Sheet for both Canadian Dollar and Euro based subsidiaries • Updated all Purchase Order policies documentation and trained all company employees• Supported management with the annual audit requests from auditors• Assisted management in creating the annual financial statement and Management Discussion and Analysis

• Collaborate with the CFO to update tracking for program billing, deferred revenue, expense/revenue recognition, and contract management for several healthcare contracts• Worked with C-suite and directors to model new budgets, multi-year projections, breakeven analysis, direct/indirect cost allocation for new contracts/departments• Reviewed monthly financials with various department heads while training them for increased financial statement literacy when they were new to the review process• Take sole responsibility to complete international annual financial audit with New Zealand• Created Pricing Matrix for 7 various MCOs so our central billing office could directly upload chart for managing invoicing correctly• Reconcile third party liabilities and track payments necessary to remit back to the state of Delaware• Treasury management for both US and New Zealand banks including balance sheet and bank reconciliations• Created budgets and monthly forecasts for 16 different departments totaling approximately $25M• Complete various month-end close tasks for the US business and all close tasks for New Zealand• Process payroll for New Zealand with assistance from Datacom, a third-party company• Trained new hires to backfill my Corporate Accountant and a Staff Accountant role: Areas of training include Budget/Forecasting, Balance Sheet Reconciliations, Benefits reconciliations, Credit Card management, Fleet management, Fixed Asset management

• Completion of the month-end close process of the corporate and New Zealand entities which includes capturing all necessary accruals, payroll, prepaid, credit card transactions• Maintaining the fixed assets and associated depreciation schedules, ensuring proper recording of new purchases and disposals. Also, oversaw CIP and WIP accounts• Preserve the integrity of the general ledger by posting entries, reconciling all balance sheet accounts, bank reconciliations, and inter-company accounts• Oversee tracking and allocation of expenses for fleet vehicles, gas cards, equipment leases, credit card system which included implementation of a new system

• Create, monitor, and analyze budgets for 5 programs across 36 different sites and 3 states totaling approximately $27M• Provide financial analysis and support across a variety of areas including revenue and expense budgeting, forecasting and analysis, consolidation and presentation of financial results, and cash flow forecasting and analysis• Develop and maintain complex Excel financial models, while consistently finding ways to innovate and reduce time to complete key tasks • Compare P&L forecasts against monthly actuals and presented ideas on metrics, cost savings, and revenue allocation for non-profit and for-profit businesses• Support the month-end financial close process by analyzing data and identifying errors and inconsistencies • Work with various C-Suite executives to create and present financials for a $5.3M acquisition

• Evaluate and reconcile discrepancies with vendor agreements resulting in a credit or debit to the customer or vendor• Complete weekly and monthly audits for specific clients allowing for clear and concise communication regarding pricing between customers and US Foods• Complete Ad Hoc projects that include Master Distribution Agreement audits and price variance analysis• Present due diligence findings to management team allowing for necessary corrections to be made

• Data mining and analysis of large quantities of data extracted from an Oracle database• Responsible for conducting moderate to complex financial analysis• Develop and implement new techniques for financial analysis

• Created financial models for several start-up companies including revenues, expenses, and headcount projections over a the first 4 years of business• Prepare assessments for various inputs such as customer lifetime value, and customer attrition rates• Created capitalization tables for evaluation of exit potential for various investments• Utilize macros and pivot tables which aide in the presentation of comprehensive data• Structure models for high/low/custom inputs allowing for easy manipulation of data and sensitivity analysis

• Optimized portfolio by using scoring models and alignment matrix to prioritize projects • Restructured the financial model by incorporating CPV and EVA analysis for better decision making• Evaluated and recommended pricing options for clients in SaaS domain• Improved documents given to initial clients by integrating breakeven analysis with forecasting using both monthly and annual contract

• Managed an average of 70 properties with biweekly communication with real estate agents, consequently increasing productivity and rate of offer approvals effectively lowering the time of approvals from 10 business days to 6. • Analyzed loan documents and applicant information for risk factors, accuracy and correct policy to identify if loan approval was beneficial to the company and therefore increase efficiency with new offers. • Recognized and solved customer grievances which encouraged customer trust and benefitted good customer relations by reducing the process time and organization of documents.

• Assisted customers by providing information on procedures or policies and resolving their complaints.• Exceeded standards of 93% on costumer surveys and received multiple “Cashier of the Month” awards for excellent customer services skills which resulted in increasing customer trust and satisfaction. • Established or identified prices of goods, services or admission, and tabulated bills using calculators, cash registers, or optical price scanners.• Obtained additional certification for processing merchandise returns and exchanges mitigating store loss by preventing fraudulent refunds.

• Reviewed and analyzed clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicated a need for plan reassessment which resulted in clients reaching financial objectives more effortlessly.• Summarized interview of clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.• Explained and documented the types of services for clients that are to be provided, and the responsibilities to be taken by the personal financial advisor that lead to a clearer understanding for the customers and employees as to the tasks that needed completion.