Financial ServicesPrivate Lending - BDM

Residential, Commercial & Construction Mortgages

• Responsible for leading a team which verifies invoice adherence to contractual terms• Validated purchase order values and ensured change orders were created to capture scope of work variations• Confirmed project codes and cost codes entered by team members were correct• Worked with project controls leads to verify incurreds and actuals were correct.• Worked in conjunction with EPC companies, vendors, and other departments to create monthly/weekly reports and resolve outstanding invoice issues• Significantly reduced back log of outstanding invoices • Assisted in introducing new methodologies in the Contract Compliance department

-Spectra Energy Ft. Nelson Project• Supervised invoice processing and payment cycles• Reviewed purchase orders and verified they were completed• Ensured cost centers and project codes were correct and that invoices adhered to contract terms• Worked closely with project controls and finance to ensure accuracy of information • Monitored vendor and client payments• Collaborated with client project managers to monitor the progress of the Fort Nelson project• Tasked with generating engineering invoices, cash call submissions and salary rate reviews for both vendor, and client invoices• Assisted with the implementation of SPMI and other new processes

-MEG Energy Christina Lake project• Responsibilities included cost control functions, verification of purchase order completion, review of cost codes, and adherence of invoices to contract terms• Accountable for invoice processing, purchase order reconciliation, and weekly cash call submission to the client• Tasked with “zero-based” bank account reconciliation, cheque production, weekly analysis reports, and monthly outstanding reports• Introduced new methodologies that streamlined accounting processes, reduced AP turnaround times, and reduced the amount of outstanding invoices

- 12 month contract position• Tasked with generating invoices and verifying that we adhered to contractual rates • Responsible for entering information regarding client rates into Oracle• Assigned and verified project codes and cost centers• Assisted with account reconciliation and month end duties

-12 month Contract Position• Verified that vendor complied with contractual terms and rates• Assigned and verified project codes and cost centers• Entered financial information into the accounting system• Assisted with month end duties

• Prepared documents and RFQ’s for potential bids• Reviewed the technical writing in pending advertisements• Researched possible leads, including company background and current state• Cold called, mailed and emailed potential leads • Updated sales contact databases and client marketing materials as needed• Aided with customer service calls & emails• Part of a team that was credited company wide with significantly increasing sales