Lisa Jensen, Cpa, Cga Email & Phone Number

Markham, On

Markham, On

My extensive role as Financial Reporting Analyst included preparing and filing external statutory requirements such as the P&C and IBC/GAA filings. I prepared quarterly variance analysis on the financial performance of the entity, and would provide scenario modeling to identify potential risks. I trained and coached new reporting staff. Accounting duties required timeliness and accuracy of month-end close which involved account reconciliation, journal entries, accruals. Reporting… Show more My extensive role as Financial Reporting Analyst included preparing and filing external statutory requirements such as the P&C and IBC/GAA filings. I prepared quarterly variance analysis on the financial performance of the entity, and would provide scenario modeling to identify potential risks. I trained and coached new reporting staff. Accounting duties required timeliness and accuracy of month-end close which involved account reconciliation, journal entries, accruals. Reporting responsibilities included detailed variance analysis, preparation of financial statements, benchmarking and profitability reports and preparation of corporate results to senior management, CFO & CEO. An important component of my role included maintaining the appropriate documentation, procedures and perform assessments of internal controls (SOX), as well as keeping abreast of legislative changes as is related to OSFI, P&C1, and assessing the impact of IFRS standards and US GAAP on the organization. In addition, I coordinated with external auditors to support interim and year-end audits requirements, as well as providing financial statements and notes to financial statement. This role required partnering with various other departments of the organization for implementation of projects. Show less

Markham, On

I was accountable for the financial bookkeeping and reporting of the proceeds of the Allstate-United Way Campaign in excess of $200K. In addition I coordinated and managed various corporate relations initiatives such as the MAAD Campaign, and the Holiday Greeting Card.

Scarborough, On

This extensive role as Finance Manager for the Canadian business unit included the management and execution of the operating and marketing plans worth an estimated $15M. In addition, I managed the financial processes of planning and forecasting the strategic KPI’s worth $200M. This role also served as a day-to-day business partner to the marketing and sales departments, establishing priorities to deliver timely financial support in key business areas such as pricing strategies, business case… Show more This extensive role as Finance Manager for the Canadian business unit included the management and execution of the operating and marketing plans worth an estimated $15M. In addition, I managed the financial processes of planning and forecasting the strategic KPI’s worth $200M. This role also served as a day-to-day business partner to the marketing and sales departments, establishing priorities to deliver timely financial support in key business areas such as pricing strategies, business case development, and agent compensation increases, while keeping abreast of business trends and identifying and reporting of risks and opportunities.. Show less

Scarborough, On

My role as Senior Financial Analyst was to provide financial support and analysis to the Canadian business team; preparing business reviews, key country analysis reports, and network performance reports. Preparing the operational & marketing budgets and strategic plans were an integral component, including reporting the results and variance analysis. Additionally, I managed the financial aspects of all of the network agent contracts to ensure our compliance and the correct accounting for all… Show more My role as Senior Financial Analyst was to provide financial support and analysis to the Canadian business team; preparing business reviews, key country analysis reports, and network performance reports. Preparing the operational & marketing budgets and strategic plans were an integral component, including reporting the results and variance analysis. Additionally, I managed the financial aspects of all of the network agent contracts to ensure our compliance and the correct accounting for all contractual obligations and executed the bonus payments. Show less

Scarborough, On

This role was responsible for the coordination of the operational and marketing budgets, forecasting expense trends, reporting monthly strategic results, employee expense reporting, and partnering with the corporate accounting department to ensure proper expense allocations and accruals. As finance lead for the marketing team, I led the marketers in a successful implementation to a budget tracking/purchase order system with my guidance and training.

Markham, On

In this versatile role as Financial Analyst of the Canadian subsidiary in the manufacturing industry, I was responsible for producing monthly, and quarterly financial statements of the Canadian operations for the U.S parent company; managing the budget process of $15 million, accruals and journal entry recording, balance sheet analysis/reconciliation, payroll audit, preparation for corporate income tax filings, and managing of the SRED filings and audits. Prior to the acquisition of the… Show more In this versatile role as Financial Analyst of the Canadian subsidiary in the manufacturing industry, I was responsible for producing monthly, and quarterly financial statements of the Canadian operations for the U.S parent company; managing the budget process of $15 million, accruals and journal entry recording, balance sheet analysis/reconciliation, payroll audit, preparation for corporate income tax filings, and managing of the SRED filings and audits. Prior to the acquisition of the company formerly Image Processing Systems, I was instrumental in providing financial information during the due diligence process for the U.S. acquisition and creating numerous new reports to transition to U.S reporting requirements. Show less

Markham, On

During my seven-year tenure for this parent GIS software company, I had progressive roles as accountant with full charge accounting responsibility, to accounting supervisor, and subsequently accounting manager. As the accounting manager, I was responsible for managing all accounting and payroll activities of a staff of 4; ensuring the team were meeting month-end deadlines, reporting targets, tax filings, timely payments, invoicing, and accurate and consistent journal entry recording. My… Show more During my seven-year tenure for this parent GIS software company, I had progressive roles as accountant with full charge accounting responsibility, to accounting supervisor, and subsequently accounting manager. As the accounting manager, I was responsible for managing all accounting and payroll activities of a staff of 4; ensuring the team were meeting month-end deadlines, reporting targets, tax filings, timely payments, invoicing, and accurate and consistent journal entry recording. My responsibilities also included consolidating the financial statements of four foreign subsidiaries, managing intercompany transactions, as well as coordinating the audit schedules for year-end with external auditors. Show less

Cga

General Business Diploma, Business Administration And Management, General, Deans Honor Role