Mark Sami Email & Phone Number

Canada

• Coordinate the annual budgeting and forecasting process, including developing instructions, providing budget training to corporate and operations staff, analyzing budget submissions and preparation of briefing materials for senior management.• Prepare the annual billing statements, maintain the financial management system• Ensure budget information and billing statements are accurate by monitoring/evaluating/verifying records.• Assist operations management with the budgeting… Show more • Coordinate the annual budgeting and forecasting process, including developing instructions, providing budget training to corporate and operations staff, analyzing budget submissions and preparation of briefing materials for senior management.• Prepare the annual billing statements, maintain the financial management system• Ensure budget information and billing statements are accurate by monitoring/evaluating/verifying records.• Assist operations management with the budgeting process and the preparation of budgets.• Develop reports for management, operations and other users using Dynamics Great Plains v.2018 (GP), Workday Adaptive, Analysis Cubes and Microsoft Excel.• Lead and participate in the design, development and delivery of training on OCWA's financials systems including Dynamics Great Plains v.2018 (GP), Workday Adaptive• Ensure a high level of customer service in all interactions with both internal and external clients.• Responsible for project accounting, new project set up and maintenance.• Act as a back-up for Accounts Receivable process and works on special projects• AR/AP Ageing Show less

Mississauga, Ontario, Canada

Extensive Financial AnalysisResponsible for assessing a loan applicant’s ability to repay a loan and recommending that it be approved or denied.Assisted in Credit Scorecard development.Handled a Portfolio of $900 million.Conducted presentations for upper management for loan recommendations.Conducted annual credit review, renewal, and enhancement (if required) of the existing credit facilities.Managed compliance program (AML, CFT, KYC) meeting FMA standards.Assessed… Show more Extensive Financial AnalysisResponsible for assessing a loan applicant’s ability to repay a loan and recommending that it be approved or denied.Assisted in Credit Scorecard development.Handled a Portfolio of $900 million.Conducted presentations for upper management for loan recommendations.Conducted annual credit review, renewal, and enhancement (if required) of the existing credit facilities.Managed compliance program (AML, CFT, KYC) meeting FMA standards.Assessed credit risk and monitored accounts for signs of fraud and non-payment issues. Used extensive Excel skills to consolidate and organize random data. Show less

Canada

Mentored other Customer Service Representatives, provided financial services, grew sales and handled branch compliance activities.Contributed to branch success in the following areas:Led by branch and placed in the top ten (out of 200) in district sales.Acknowledged by the branch manager for my pivotal role in elevating branch sales performance for YTD sales.Mentored other CSRs to generate sales opportunities and assist with resolving customer complaints.Advised management… Show more Mentored other Customer Service Representatives, provided financial services, grew sales and handled branch compliance activities.Contributed to branch success in the following areas:Led by branch and placed in the top ten (out of 200) in district sales.Acknowledged by the branch manager for my pivotal role in elevating branch sales performance for YTD sales.Mentored other CSRs to generate sales opportunities and assist with resolving customer complaints.Advised management on compliance issues, performed bank reconciliations, and investigated incorrect or missing transactions.Fraud recognition Show less

Developed a predictive model to estimate future paid time off.Led project evaluating supply cost spending, gathered data, reviewed alternative vendors, and made recommendations which will result in an increase of savings of up to 25% ($12,000 annually) Utilized Adobe Contributor to create a new department webpage with useful common links.Met with senior management to learn about the operations of financial institutions.Developed reports, cash analysis, cypress ratios (competitor… Show more Developed a predictive model to estimate future paid time off.Led project evaluating supply cost spending, gathered data, reviewed alternative vendors, and made recommendations which will result in an increase of savings of up to 25% ($12,000 annually) Utilized Adobe Contributor to create a new department webpage with useful common links.Met with senior management to learn about the operations of financial institutions.Developed reports, cash analysis, cypress ratios (competitor performance), income statements, and variance statements.Collaborated with the finance department on asset-liability management. Show less

Mississauga, Ontario, Canada

Make sales calls to clients and potential customers.Design invoices and orders to clients.Maintain a customer relationship with clients.Design posts and advertisements for Maxion nutrition’s social media accounts.Manage data base for Maxion nutrition.