Daily functions included generating and cultivating and maintaining relationships and sales in the Designer segment of the furniture industry and maintaining those accounts. Key point of contact with our growing book of vendor relationships across Ontario and Quebec and online (including Wayfair) fielding most of their queries. Creating and communicating sales & marketing messages and tools while maintaining much of my previous responsibilities. KEY ACCOMPLISHMENTS Ascending the learning curve of this industry and its nuances to the point that I became the trusted resources to handle virtually any query coming in from any stakeholders, suppliers, staff from any department, sales reps, clients, designers, Mid/Large vendors, and their respective sales & marketing teams. To the point colleagues across the board believed me to have decades of experience in the industry.  Became a critical resource for CEO in varied capacities, and would consult occasionally for his other business ventures (Winery, Bed & Breakfast) and projects including interfacing with TIFF organizers and vendors across the city in 2018 and 2019 Key contributor and liaison between developers for the design, content creation and implementation of websites for two different custom furniture brands. Responsible for training all Wholesale, Commercial and Retail stakeholders, and Sales staffs

Daily functions included communicating and supporting stakeholders in the office, production, quality control, outbound sales, while managing custom Showroom Floor and interfacing with clients and customers on the Liquidation Showroom floor. Training and support sales teams & vendors, meetings with suppliers, reporting to and supporting CEO and Sales & Marketing Manager. Project Management for a variety of critical and ad-hoc projects vital to achieving company objectives with numerous stakeholders. Oversee administration responsibilities; including the verification and confirmation of all custom orders processed. KEY ACCOMPLISHMENTS Learned the business of furniture production and sales from a totally vertically integrated company allowing me to access everything from Frames to Foam to Finished Product in both textiles and leather. Designed and created two branded Sales Catalogues from along with a plethora of various Sales and Marketing tools. Managing a Liquidation and office move responsible for creating two offices and reorganizing two showrooms floors Created a multi-faceted software tool in Excel empowering the team to be able to price all custom furniture permutations and accessories based on end user language; provided Office and Production staff with the information tools in their own for processing and producing orders for a completely new custom furniture line and over 50 new styles. This tool also enabled us to troubleshoot the website before launch. And provided our clients a much more comfortable interface for their orders.  Instrumental in projects selling multiple trailers of furniture to HOMESENSE and donating multiple trailers of furniture through Habitat for Humanity

As 'Acting Manager' reporting directly to the Senior VP I supported a team of accountants responsible for Monthly NAV Allocations, Financial Statements, SAS 70 and SOC1/2 compliant E-Binders—Cash/Portfolio/Dividend/Interest Reconciliations, Broker Statements, varied Financial Reports, Fee Calculations, and any other unique client specific deliverables. Manage Client Relationships, Interface between Internal and External stakeholders (Investment and Portfolio Managers, Brokerage Firms, Support Teams) at a level including CEOs,CFOs,Managing Directors and below, provide leadership, support and training for the Accounting team in all facets of the business and manage Audits. KEY ACCOMPLISHMENTSSuccessfully steered and completed yearly, mid-year and interim audits for internal & external auditors (PwC, Ernst & Young, Deloitte, KPMG) from 2009 to 2015 for multiple high profile accounts with assets ranging from $2B to $10B Designed and implemented in collaboration with a high profile client basis for the Asset Verification process adopted by organization for private investmentsTrained and supported the growth of business and technical acumen amongst team members while instilling a genuine perpetual atmosphere of teamwork which led to our team being recognized by senior management as a very strong and useful resourceResearched, analyzed and developed the Average Cost conversion tool, and worked with the Tactical team to automate it so that the conversion process went from 8 man hrs by Management down to a few minutes by any Fund Accountant on the team.Selected by Senior Management Team as only Supervisor on Overtime Committee responsible for reducing OT costs by over 40%Successfully reviewed and implemented FAS157 designation in Aexeo system for large portfolios with over 2000 securities and assets totaling more than $10B in assets; designed and implemented processes to facilitate maintaining the portfolio’s designations throughout the course of the year.

Responsible for Financial Reporting and servicing Back Office needs for diverse client portfolio with over $2B in assets. Prepare and review Daily/Monthly Cash, Portfolio, Dividend reconciliations; Front to Back Cash, Dividend, Realized and Unrealized Profit & Loss reconciliations. Research and verify Wire Transfers, produce Fee Calculations, Interest Analysis/Payments and prepare Monthly NAV Allocations.KEY ACCOMPLISHMENTSSupported and provided leadership to a group of 5 team members in: reconciling Cash and Portfolio details in Aexeo accounting system; preparing all required journal entries to support all cash movement activityResponsible for the Pricing Process; ensuring appropriate independent sources are usedEnsured accurate and timely recording of Financial data to facilitate Daily, Monthly and Yearly Financial and Accounting reports for Domestic and Foreign based Multi-Manager Multi-Class Multi-Currency Hedge Funds. Responding to queries from internal and external clients on a daily basis (brokers, investment managers; internal/external auditors etc.)Training and developing Training tools to support Fund Accountants and progress their understanding of the job function, client, market and industryDevelop and implement process enhancements for different job functions to facilitate the completion of our tasks more efficiently

Responsible to provide Daily Net Asset Valuations Per Unit statements to the necessary editorials, and produce as well as review cash and portfolio reconciliations. Administer and review corporate actions and general accounting processes (GL Entries, Journal Entries, Interest Accruals). Research and resolve transaction discrepancies and communicate with internal and external clients to provide timely resolutions.KEY ACCOMPLISHMENTS:Support and provide leadership to a group of 4 team members in producing accurate Daily NAVPU statements to the necessary editorials Provide Monthly and Yearly financial and accounting reports for various domestic and foreign Quasi-Mutual Fund Trusts and Multi-Manager Multi-class Mutual Fund Trusts. Provided guidance in researching and resolving trust account transaction discrepancies, and communicated as needed the pertinent information to other internal and external clients in order to achieve their timely resolution.Assisted in the development, testing and implementation of procedural improvements and system enhancements to the accounting and administrative functions. Performed daily audit functions for the funds of my team members and developed training tools for different job functions

Responsible to provide Weekly and Monthly Net Asset Valuations, daily cash and portfolio reconciliations for Mutual Funds containing Long/Short Equities, Bonds and Derivatives. Assist in the administration of corporate actions and general accounting processes.KEY ACCOMPLISHMENTSProvided accurate Daily, Monthly and Yearly accounting reports for various Quasi-Mutual Fund Trusts and Multi-Manager Multi-class Mutual Fund Trusts. Executed Monthly-Quarterly-Yearly income distributions and successfully completed Semi-Annual and Annual Financial Statements, Portfolios and Continuous Disclosure Reports. Research and resolve trust account transaction discrepancies, communicating as needed pertinent information to other internal clients to achieve their timely resolution. Assist in the development and implementation of procedural improvements and system enhancements to current accounting and administrative functions

Daily functions included communicating with shareholders and financial community members, maintaining current shareholder and broker accounts for Sun Life and other various clients. Maintain the E-Distribution database for several clients to ensure prompt delivery of Quarterly reports, Annual reports and Proxy Statements. KEY ACCOMPLISHMENTSMapped the Estates Department settlement process activities to desired outcomes and rectified operational inefficiencies by redirecting shareholder account maintenance, transfer requests and taxation verification Implemented and maintained Sun Life shareholder E-Distribution database, and recommended operational improvements which significantly reduced shareholder miscommunicationSignificantly assisted in Sun Life’s Dividend Re-Investment Plan Conversion to Electronic Fund Transfer Services Entrenched the use of web-based systems to research and resolve improper client and shareholder requests.