Director, Finance And Human Resources
CurrentSenior leadership team member overseeing all aspects of Finance, Human Resources, Information Technology, Admin and Board Governance in support of the strategic direction and business plan.
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@waterlooedc.ca
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Lori Perkes is listed as Director, Finance and Human Resources at Waterloo Region Economic Development Corporation, a with 20 employees, based in Kitchener, Ontario, Canada. AeroLeads shows a work email signal at waterlooedc.ca and a matched LinkedIn profile for Lori Perkes.
Lori Perkes previously worked as Director of Finance at Huntington Society Of Canada and Manager, Accounting at Cambridge & North Dumfries Hydro. Lori Perkes holds Cpa, Cga, Finance & Accounting from Chartered Professional Accountants Of Canada (Cpa Canada).
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An outgoing and charismatic business leader, I serves as the Director of Finance and Human Resources at Waterloo EDC. Bringing over 20 years of progressive and extensive finance, human resources, board governance and information technology experience to the role, I spearhead internal operations within the company.Some of my accomplishments include leading forecasting and budgeting processes, KPI reporting, error free external audits, management of third party vendors and consultants, implementing new finance, HR and governance processes and technology platforms across all aspects of the organization, and supplying the team with lots of chocolate from Lindt! As a life-long learner, I have achieved numerous post-graduate professional accreditations including, Chartered Professional Account (CGA), Certified Human Resources Leader (CHRL), Certified Association Executive (CAE), an Applied BA in Information Technology and a BA in Psychology.I am a proud alumna of Wilfrid Laurier and passionate about Waterloo Region.
Listed skills include Budgets, Accounting, Financial Analysis, Leadership, and 21 others.
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Kitchener, Canada Area
Senior leadership team member overseeing all aspects of Finance, Human Resources, Information Technology, Admin and Board Governance in support of the strategic direction and business plan.
Kitchener, Canada Area
A key member of the senior management team who oversees Finance, Human Resources, and Information Technology in support of the organization’s strategic direction.
Led a unionized accounting team and non-unionized payroll team in the areas of planning, reporting, financial analysis, weekly union and non-union payroll.Day to day leadership, coaching, mentoring.Managed employee feedback mechanisms and annual performance reviews. Development of ERP enhancement planning and scheduling of training. Strategic goal setting, performance management including informal yet consistent feedback.Prepared monthly financial commentary, KPI reporting and quarterly board reports. Developed monthly reporting schedules, audit and budget schedules and deliverables.Prepared 5 year forecasting model for inclusion in Board packages and Regulatory reporting.Liaised with external auditors and third party vendors.Reviewed and approved expenditures.
Guelph, On
Management of department staff in the areas of Finance, Payroll, Admin and Member RelationsAttending and presenting of financials and HR at monthly Board of Director’s meetings,and Committee meetings of Audit, Finance and Pension. Accountable for monthly financial statements, including reporting to Board of Directors, year-end audit file preparation, year-end audited financial statements with attendance and presentation of the audited financial statements at the OFA’s AGM.Annual preparation of the budget and operating plan and presentation to Finance Committee and Board of Directors.Design, development and implementation in collaboration with managers of all HR Systems Preparation of Tri-Annual Re-Accreditation documentation and attendance at OMAFRA Accreditation Tribunal Main contact with OMAFRA through Agricorp and Farm Business Registration (primary funding system) process.Lead of committee to acquire and implement new Association Management Software solution to replace the current system.
Contact clients to arrange retrieval of data for sales tax reviews.Liaise with client IT staff to discuss structure and format of data.Review data to ensure complete accounting cycle data is captured.Monitor data collection process and coordinate delivery via ftp site.Manipulate and format data for use during audits with in-house custom software.Develop and train new consultants on use of computers, Microsoft products and in-house custom software.Perform function of telephone help desk to a staff of 45 on-the-road consultants to assist with any issues related to software and hardware.Design, develop and deliver regular in-house training seminars for staff of 45.
Annual budget preparation and coordination for two companies.Monthly financial package preparation and consolidation.Design and development of new reports both in SAP and Excel.All internal divisional financial reporting. Year end working paper package for two companies and auditor liaison.Preparation of weekly sales and margin reports.Supervision of accounting support staff.Excel training resource for company staff.
Other employees you can reach at waterlooedc.ca. View company contacts for 20 employees →
Karabo Mickey
Colleague at Waterloo Region Economic Development CorporationVryburg, North-West, South Africa
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Gavin Fitzpatrick
Colleague at Waterloo Region Economic Development CorporationCanada
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CQ
Caitlin Quarry
Colleague at Waterloo Region Economic Development CorporationKitchener, Ontario, Canada
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Shelby Woodall
Colleague at Waterloo Region Economic Development CorporationKitchener, Ontario, Canada
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Erin D'Alessandro
Colleague at Waterloo Region Economic Development CorporationWaterloo, Ontario, Canada
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Unsa Salman
Colleague at Waterloo Region Economic Development CorporationWaterloo, Ontario, Canada
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Catharine Gerhard
Colleague at Waterloo Region Economic Development CorporationWaterloo, Ontario, Canada
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Sean Smith
Colleague at Waterloo Region Economic Development CorporationKitchener, Ontario, Canada
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Lucinda Wallace
Colleague at Waterloo Region Economic Development CorporationKitchener, Ontario, Canada
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Eden Demarco
Colleague at Waterloo Region Economic Development CorporationToronto, Ontario, Canada
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Completed online course in 2013
Completed online course in 2013
Completed online course in fall of 2012
Completed online course fall 2012
Completed online course fall 2012
Completed 2 day presentation course in spring 2011
Quick answers generated from the profile data available on this page.
Lori Perkes works for Waterloo Region Economic Development Corporation.
Lori Perkes is listed as Director, Finance and Human Resources at Waterloo Region Economic Development Corporation.
AeroLeads has found 1 work email signal at @waterlooedc.ca for Lori Perkes at Waterloo Region Economic Development Corporation.
Lori Perkes is based in Kitchener, Ontario, Canada while working with Waterloo Region Economic Development Corporation.
Lori Perkes has worked for Waterloo Region Economic Development Corporation, Huntington Society Of Canada, Cambridge & North Dumfries Hydro, Ontario Federation Of Agriculture, and Robert Brakel & Assoc.
Lori Perkes's colleagues at Waterloo Region Economic Development Corporation include Karabo Mickey, Gavin Fitzpatrick, Caitlin Quarry, Shelby Woodall, and Erin D'Alessandro.
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Lori Perkes holds Cpa, Cga, Finance & Accounting from Chartered Professional Accountants Of Canada (Cpa Canada).
Lori Perkes is listed with skills including Budgets, Accounting, Financial Analysis, Leadership, Financial Reporting, Customer Service, Human Resources, and Forecasting.
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