Melissa Mckay-Hatter, Cpa, Cga, Cpm Email & Phone Number

St. Albert, Ab, Ca

Sherwood Park, Alberta, Canada

Edmonton, Canada Area

• Responsible for two teams who manage the compliance, depositing, recording, tax receipting and reporting of approximately 40,000 transactions totaling $150 million in philanthropic support annually.• Development and monitoring of key performance indicators (KPI) for the unit.• Reviewed, redesigned, and deployment of process improvement initiatives. • Supervision, mentoring and coaching of twelve direct reports.• Ensure all donations are processed in accordance with the… Show more • Responsible for two teams who manage the compliance, depositing, recording, tax receipting and reporting of approximately 40,000 transactions totaling $150 million in philanthropic support annually.• Development and monitoring of key performance indicators (KPI) for the unit.• Reviewed, redesigned, and deployment of process improvement initiatives. • Supervision, mentoring and coaching of twelve direct reports.• Ensure all donations are processed in accordance with the requirements of the Canada Revenue Agency, University of Alberta Policies and Procedures and Public Sector Accounting Standards (PSAS).• Develop, implement, and document financial controls, policies and procedures for the accurate recording and receipting of donations.• Ensures accurate reporting is provided to leadership for Board Reports and inclusion in the University of Alberta Financial Statements, and Charitable Tax Returns• Ensures complex Donation Agreements, including donations of Real Estate, Endowments, Gifts-in-Kind, Life Insurance, Annuities and Awards meet the requirements to issue charitable tax receipts in accordance with CRA regulations.• Prepare donation documentation to establish new commitments and endowments, ensuring donor wishes are aligned with administrative requirements and fundraising goals of the University.• Anticipates, identifies, and resolves operational and administrative issues that impact the overall functioning of the Unit.• Develop and deliver training and presentations to stakeholders across the organization to educate them on process, policy, and procedure as it relates to area of expertise. Show less

Bachelor'S Degree, Commerce In Accounting

Public Sector Certificate Program Level 2

Certificate, Project Leadership

Certificate, Project Management