Proactive leader overseeing all aspects of financial accounting and reporting, cash management and supervising and mentoring accounts receivables/payables, payroll, and other accounting staff within the organization.

I coordinated a multi-million dollar annual budget and forecast and was responsible for financial accounting, reporting, planning, audit, forecasting, regulatory reporting, expense reporting oversight, staff supervision, analytics and ongoing communication to Senior Management including board level reporting. * Developed monthly and quarterly management information reporting package for Senior Management analyzing key financial information* Streamlined accounting and reporting processes in support of realignment of staff to other department eliminating redundancies while maintaining internal controls

In this role, I managed all aspects of financial accounting, reporting, planning, audit, and forecasting. I provided performance analysis and reporting to our sub-advisory clients.*Delivered business line reporting identifying key indicators which in collaboration with Senior Management resulted in strategic cost reductions*Provided financial and operational expertise resulting in 100% adherence to operational requirements for new derivative product

I had oversight over prospectus mutual funds including responsibility for financial statements, audit, weekly valuations, regulatory reporting, and investor relations as well as providing quarterly performance reporting to sub-advisory clients.*Oversaw two new product implementations meeting 100% of operational targets*Enhanced mutual fund website information content receiving advisor feedback of exceptional value added

I led a team of professional and clerical staff with responsibility for sub-advisory and consolidated financial reporting.*Coordinated various financial integration projects meeting 100% of deliverables and enabling smooth transition to TD Bank on acquisition by Canada Trust*Maintained financial integrity and accuracy of annual financial statements