Working with clients to discover solutions through intelligent design, configuration, integration of platforms, and streamlining processes.Organizations need to run lean; so when your ERP Systems are failing to meet operational or reporting needs, internal resources are unavailable. Get someone in your corner with years of operational industry experience in configuration, set-up, and maintenance with the financial acumen to synthesize solutions quickly.

Implementation: - MRI (real estate software platform) and Nexus (payables platform) with multiple ancillary applications integration. - Created detailed design documents incorporating decisions, process flows, SOP, and recommendations. Configuration: - Advised client on best practices, format, and function for chart of account (COA) complete redesign to match business and platform requirements & limitations. - Coordinated client on financial formats design and custom report development. Training & Processes: - Developed customized testing scripts for functionality and training. - Mapped functional process flow diagrams.- Documented standard operating procedures (SOP) for future-state operations.

Implementation: - Managed clients through Core configuration from project commencement through go-live and subsequent support. - Coordinated with Yardi consultants to ensure clients’ business requirements successfully realized. - Guided client through CRP (conference room pilot), and UAT (user acceptance training). Configuration Analysis: - Analyzed key components of clients’ existing Core configuration and module implementation to identify critical deficiencies or underutilization of functionality. - Proposed and implemented remediation solutions or additional modules to streamline processes and improve reporting. Module Implementation: - Assessed clients’ requirements against Voyager functionality to determine best solution. - Configured and implemented unused modules to tailor-fit clients’ needs. - Construction, Maintenance, PAYscan, Investment Management (IM), ABF. Training & Processes: - Developed customized training materials for client libraries. - Conducted on-site and remote end-user training sessions. - Charted effective functional process diagrams and standard operating procedures (SOP) for future-state operations.

● Current State analysis/documentation: ▪ Interviewed principals regarding processes and reports. ▪ Constructed and mapped process flows. ▪ Identified process gaps and formulated change-management strategies to streamline functionality and efficiency. ▪ Charted current system and externally generated reports identifying needs of responsible producers and end-users. ▪ Formulated proposed alternative replacement standardized Voyager reports & analytics, customized account trees & reports, and evaluated need for Yardi customization to streamline reporting process. ● Yardi Core Team Training: ▪ Facilitation of Yardi Core Team Training through configuration and module functions: ▪ System configuration (accounts & options), general ledger (GL) & chart of accounts (COA), commercial management (CM), accounts payable (AP) & PAYscan, job cost (JC), retail, mortgages, investment accounting (IA), fixed assets (FA), tenant recoveries, and advance budgeting (ABF). ▪ Resolution and documentation of key pain-points, business needs, and change-management regarding processes and reporting. ● Yardi Design Sessions: ▪ Moderated Yardi design sessions to coincide with client expectations and facilitate process change-management: ▪ System configuration (accounts & options), general ledger (GL) & chart of accounts (COA), commercial management (CM), accounts payable (AP) & PAYscan, job cost (JC), tenant recoveries & advanced recoveries, investment accounting (IA), fixed assets (FA), mortgages (MI), retail overage calculations, EFT configuration.● Future State analysis/documentation: ▪ Identified process gaps and formulated change-management strategies to streamline functionality and efficiency and mapped new process flows.

● Initial Set-Up & Implementation: ▪ Accounts & Options – Environment, Security, International, Resident, Payable, Essential, and Receivable Accounts. ▪ Commercial System Configuration – rentable areas, lease & clauses, customer types & statuses, lease asset types, reason for termination. ▪ Commercial Retail Configuration – sales groups, categories, & types; percent (overage) rents. ▪ Accounts Payable & Receivable Configuration – customized transaction display types, A/R charge codes, bank & custom cheque configuration. ▪ Intercompany Set-up – parent configuration, general ledger segmentation. ▪ Foreign currency configuration – currency, rate providers & types, spot & average rates. ▪ Sales tax configuration – authorities (provincial regions), rates, and transaction types. ▪ Recovery – customized groups, pools, and profiles. ● Reporting – customized financial templates, correspondence, and account trees. ● Job Cost (construction) module: Accounts & Options, Configuration Set-Up, Page Configurations, and customized job cost category tree. ● Advanced Budgeting - Accounts & Options, Security, Copy budgets to G/L, Forecast book creation, Copying actual information into budgets, Market Leasing Assumptions, Advanced reporting. ● Security – user group creation, customized permissions and menus. ● Training ▪ Facilitated development of framework for new processes, standards, and conventions. ▪ Customized manuals & checklists, specific module, and new user training.

• Prepared quarterly consolidated financial statements for 12 entities. • Completed monthly, quarterly, and annual financial statement packages, analyses, and account reconciliations for up to nine management corporations, land development & housing limited partnerships and not-for-profit corporation. • Prepared annual budgets, monthly cashflows, and T2 & T5013 federal income tax returns. • Super-user for Reflex: system maintenance, management, and implementations. Liaised with developers to trouble-shoot issues and oversee development of accounting for WolfPack. Assisted with implementation of NewStar. • Reviewed and approved team’s monthly, quarterly, & annual financial packages, bank reconciliations, and GST returns. • Developed and implemented accounting policy and procedures. • Successes/Achievements:  Streamlined intercompany accounting & billing through general ledger account segmentation, and revenue recognition of NPO.  Customized expense report forms, financial statement reporting, and budget templates.  Trained & mentored teammates on Reflex and NewStar systems.

• Coordinated, trained, and supervised team of six consultants for system conversion of national property management company as a system super-user. • Directed and verified the input of financial lease amendment data, property space configurations, banking, and general ledger set-up (including intercompany) & data, budgets and worksheets. • Regulated staffing levels to reduce contractor project costs. • Updated training manuals to conform to system specifics and company policies.

• Managed financial aspects of remote manufacturing division of public corporation located in Carlyle SK:  Produced monthly, quarterly, & yearly financial statements and analysis.  Managed all administrative staff from billing, accounts payable & finance.  Coordinated administrative staff from two other divisions with head office. • Monitored and adjusted standard costs as necessitated by commodity price fluctuations. • Maintained and analyzed AFE’s. • Consolidated manufacturing division into LP. • Produced monthly and yearly production reports. • Calculated monthly sales commissions and payouts.• Successes/Achievements:  Worked for week on production floor and produced report to operational management on production inefficiencies and solutions.  Produced specialized reporting and analysis for sales, gross margin, and production trending.  Implemented policy and procedures to facilitate data flow.

• Financial statement preparation and analysis including detailed labour and construction job close-out reports. • Calculated project costs incorporating labour and material rates for monthly billings. Liaised with Construction Managers and trades to settle billing issues for projects averaging $100-200 thousand dollars. Reported and investigated project cost variances. • JDE job cost super-user: implemented and maintained job cost system module. • Managed cash-flows and vendor relationships. • Customized construction budget estimator tool. • Recruited, trained, and mentored support staff. • Successes/Achievements:  Established policy & procedures for construction and maintenance divisions. Implemented job costing and purchase order system modules.  Coordinated accounting system conversion.

• Calculated and analyzed monthly producer payments for three midstream CO2 plants. Confirmed compliance of calculations to contractual agreements. • Developed specialized financial reporting statements and cost centre allocation tables. • Maintained and monitored all capital projects (AFE’s) and transportation assets including analysis, continuity schedule, and accruals. • Analyzed and reported on monthly revenue and expense variances. • Prepared monthly provincial and state sales tax returns, and power consumption and price analysis. • Successes/Achievements:  Created policy and procedural manuals for accounting department. Streamlined analyses to reduce month-end processing times.

• Recruited and evaluated accounting candidates suitability to client needs based upon resume presentation, interviewing skills, third party verification, and skills evaluation. Successfully matched candidates with client needs. Negotiated client/candidate contracts. • Assessed client requirements and advised upon experience and compensation levels for candidates. • Actively marketed to potential clients highlighting the value and benefits of recruiting services.