Helping individuals build an exciting career in the Financial Services industry.

Help the charity with day to day bookkeeping, allocation of funds to specific programs, and file annual tax returns

• Build Consolidated Financial Statements and month end close• Transfer Pricing• Prepare audit ready documents• Prepare corporate tax filings and remit sales tax (HST, PST)• Prepare due diligence documents for external financing• Implemented Dropship process leading to 75% increase in efficiency through automation• Implemented PO process for Marketing department allowing for stronger controls over budget and faster reporting• Improve the expense report process… Show more • Build Consolidated Financial Statements and month end close• Transfer Pricing• Prepare audit ready documents• Prepare corporate tax filings and remit sales tax (HST, PST)• Prepare due diligence documents for external financing• Implemented Dropship process leading to 75% increase in efficiency through automation• Implemented PO process for Marketing department allowing for stronger controls over budget and faster reporting• Improve the expense report process leading to faster turn around time for employees• Improve Accounts Payable process keeping the vendors happy due to faster payments• Increase internal controls for inventory and accounting processes• Improvements of Netsuite controls to minimize human error• Payroll and commission• HR functions: creating offer letters, and onboard new employees• Handled irate customers leading to positive outcome• Coach personal and career development of team Show less

• Consult, design, and automate accounting processes to help companies run more efficiently, leading to time and cost savings• Assist client's with developing budget/forecast work flow process from start to end• Build financial models that meets clients requirements• Lead discovery meetings to pin point pain areas, and challenges that clients are facing in order to develop solutions• Create training documentation and video tutorial for client based on their own Prophix software… Show more • Consult, design, and automate accounting processes to help companies run more efficiently, leading to time and cost savings• Assist client's with developing budget/forecast work flow process from start to end• Build financial models that meets clients requirements• Lead discovery meetings to pin point pain areas, and challenges that clients are facing in order to develop solutions• Create training documentation and video tutorial for client based on their own Prophix software model• Create BRD, Solution Design Document, and Project Plans to ensure that all of the project deliverables are achieved• Provide hands on product and administrative training enabling clients to be self-sufficient in using Prophix• Develop dashboards that provides senior leaders with information to enable them to make business decision in a timely manner Show less

• Ownership of the hiring and on-boarding process for the Accounts Payable positions • Month-end close and reconciliation (bank, prepaids, accruals, inventory, expense, P&L analysis)• Cash management and reporting for departments and leaders• Review journal entries to ensure accuracy • Monthly performance reporting on Accounts Payable team• Conduct monthly 1-on-1’s with Accounts Payable team to talk about goals and improvements• General ledger maintenance for month-end… Show more • Ownership of the hiring and on-boarding process for the Accounts Payable positions • Month-end close and reconciliation (bank, prepaids, accruals, inventory, expense, P&L analysis)• Cash management and reporting for departments and leaders• Review journal entries to ensure accuracy • Monthly performance reporting on Accounts Payable team• Conduct monthly 1-on-1’s with Accounts Payable team to talk about goals and improvements• General ledger maintenance for month-end close to ensure that all entries are correct• Process and control improvements (AP automation, bulk billing, memorized JE’s)• Documentation of special workflow processes• Prepared audited ready documents and working papers Show less

• Ad-hoc projects from VP and Director of Finance• Mentor and provide performance feedback to co-op students• Review employee expense reports before going into payroll• Prepare ACH and Wire payments for all vendors• Record month end accruals and managing the schedule• Inventory reconciliation and adjustment for month end• Collaborate with operations to enhance relationship with international vendors

• Data entry of over 3000 invoices into accounting system per month• Manage and reconcile the prepaid expense accounts for month end draw-downs• Monthly reconciliation of 10 prepaid vendor accounts• Cash disbursement for company expense via petty cash, credit cards, and cheques

• Improved credit card reconciliation process through the use of Netsuite for financial reporting, and reducing reconciliation time by 30%.• Implemented a new information sharing process through the use of an online database, where data is centralize in one place and eliminating email communication by 90%• Maintained and reconciled 13 corporate credit cards each month for a total dollar amount of 500K to 800K• Received and processed cash receipts to generate funds in statistics… Show more • Improved credit card reconciliation process through the use of Netsuite for financial reporting, and reducing reconciliation time by 30%.• Implemented a new information sharing process through the use of an online database, where data is centralize in one place and eliminating email communication by 90%• Maintained and reconciled 13 corporate credit cards each month for a total dollar amount of 500K to 800K• Received and processed cash receipts to generate funds in statistics for daily company meetings• Collect and post invoices with accuracy and efficiency to meet month end deadlines Show less

• Developed and implemented a new dispatching process that increased efficiency, accuracy and productively by 100%• Successfully expanded into the towing market within 2 a week time period as project manager and created new dispatching procedures for the towing operation• Assessing and improving dispatcher performance by analyzing daily calls to improve job closing percentages by 50 percent • Managed technicians in collaboration with dispatchers to improve response time of arrival… Show more • Developed and implemented a new dispatching process that increased efficiency, accuracy and productively by 100%• Successfully expanded into the towing market within 2 a week time period as project manager and created new dispatching procedures for the towing operation• Assessing and improving dispatcher performance by analyzing daily calls to improve job closing percentages by 50 percent • Managed technicians in collaboration with dispatchers to improve response time of arrival by 25%, client’s satisfaction increase by 20% due to faster service• Effectively handling client escalations through mediation leading to improved customer satisfaction and retention• Scouted and hired new towing drivers in Calgary, leading to towing revenues in Calgary Show less

• Administered 20 classroom presentations to all of the cohort years in the Bachelor of Business Administration program, regarding upcoming CMA events and the CMA designation• Advocate and educate the value of the CMA designation to students on campus through email, posters, information sessions, and classroom presentations• Planned and organized 6 CMA related events on University of Guelph-Humber campus• Liaison between CMA Ontario and University of Guelph-Humber students

• Successfully selected, recruited, and mentored members for the CA$H competition two consecutive years, placing 5th and 10th out of 45 different university teams in Ontario• Managed a CA information booth during club week, while educating students about the CA designation• Interviewed and hired upcoming Board of Associates representative for the Institute of Chartered Accountants Ontario• Setup and hosted CA related events on University of Guelph-Humber campus