- Area Product Forecast Prep and Reporting- Bi-Yearly Area Planning (includes Restatement validation) - Area Goal Cascade (Down to Regions)- Finance Approvals for Deals, RMAs, Demo Loans, Mid-Term Subscription Cancellations, Accommodation Credits, Purchase Requisitions & Job Requisitions- Tracking Discretionary and T/E Expenses vs. Allocated Budget- Quarterly Business Reviews / Performance Reporting- Compensation Assurance review and SPIFF validation- Sales and Services Finance Governance and Compliance activities (i.e. SOX 302 Certification)- De-book Analysis- Single Point of Contact for Ad Hoc Requests from Sales- New Year Readiness Project | Carried over from Canada Finance Role which led to pilot in USC Central

- Led the New Year Readiness cycle for the Canada Commercial Operation (included account transfers, DRR validation and people assignments).- Responsible for driving the Bookings Forecasting cadence for the Canada Commercial Operation and Canada Architectures.- Led the Goaling Cascade for Canada Commercial and supported Goaling for the Canada Architecture Team.- Involved in Compliance activities for Canada Commercial, including backlog management and ethics cases.- Provided output and analysis for Sales QBRs and other cross-functional reviews supporting sales.- Reviewed pipeline via SFDC hygiene management and inspection.- Business Partnering through activities with S&P around selling strategic initiatives and programs.- Adhoc reporting requests.- Supported Compensation Programs, such as, Compensation Assurance review and SPIFF validation.- Completed the Future Finance Leadership Program (FFLP) at Cisco.

- Drove the weekly/monthly/quarterly/yearly forecast cadence with the Finance Lead, Sales Leaders & Regional Managers for Eastern Canada to align with the Canada forecasting discipline and cadence.- Responsible for all aspects of the Monthly/Quarterly “Three Lens/Five GEO Business Reporting” based on Key Performance Indicators and provide analysis to Finance Lead and Sales Leaders on performance against plan/growth of the Technologies, Customer Segments, Verticals, and Top Partners/Customers.- Oversee governance of key OPEX control functions and expense reporting, such as T&E, discretionary budget, and demonstration equipment, while keeping in line with Sales Leaders' and Financial Controller’s objectives.- New Year Planning activities that included goal-sheet preparation & submission.- SFDC Hygiene Maintenance in conjunction with the with Sales and the DQM Team.- Collaborated with Finance Lead and Sales Leaders on special projects to enhance process improvements.

- Collaborated on multi-functional projects to identify areas for improvement.- Analyzed internal processes, data, and problems and identify benefits from enabling new capabilities.- Business partner with the VP, Eastern Canada Sales on sales forecasting, reporting and quota-setting for the area. - Maintained a high level of customer focus while collaborating with internal customers and various multi-functional teams.

Assess the adequacy of internal controls and processes related to bank accounts. Coordinate the development and ensure the implementation of technical or administrative solutions in order to improve processes and reduce reconciling items. Apply accounting principles and standard practices to the classification and recording of financial transactions as well as performing a variety of analytical work. Provide accounting and functional expertise as well as systems knowledge to the Banking Controls team and other internal partners. Provide professional advice on accounting and control matters. Using Microsoft Office tools, design and program solutions aimed at improving processes. Develop and perform test plans for IT projects requiring the input of the Banking Controls and Services team. Reconcile bank accounts, including Real Estate bank accounts, as well as regularly following up with internal and external partners in order to resolve any identified problems. Develop or participate in the development of Corporate policies and accounting procedures in order to optimize quality of work and operational efficiency. Develop, maintain and communicate procedures to all individuals concerned. Participate in special projects as assigned by management. Responsible for the planning and scheduling of work to be performed within various projects as well as for the allocation of resources. Investigate trends and irregularities to identify causes, resolve issues/situations and, for further complex issues, develop options to be assessed by senior management. Provide mentorship and guidance to team members, which includes training, and assists the Sr. Team Leader with managerial tasks. Acts as a reference and may be called upon to act a Coach for less experienced employees. Pursue continuous self-improvement. Identify, implement and maintain controls to mitigate financial and operational risks. Ensure compliance with regulatory requirements and internal policies.

• Reconcile major bank accounts to various systems on a timely basis and ensure reconciling items are investigated and cleared • Ensure that transactions on bank statements are recorded on a timely and accurate basis in the accounting records • Recommend and participate to the implementation of process improvements to reduce reconciling items • Act as a technical expert with team members confronted to reconciliation problems • Develop or participate to the development of accounting specifications and procedures in order to ensure quality of work and efficiency • Provide information on banking services to various departments on deposits, stop payments, cheques, etc • Participate in special projects as assigned by management • Identify, implement and maintain controls to mitigate financial and operational risks • Ensure compliance with regulatory requirements and internal policies

• Provide clients with diversified payment services (cheques, direct deposits, wire transfers) on a timely basis • Ensure adequate supporting documentation, proper authorization and accurate account coding before processing the payment, and that cheques are signed according to stipulated procedures • Ensure that disbursements made are reported in the accounting records accurately • Analyse the current measures in place relating to the verification, distribution and controls in the cash disbursement process • Recommend procedures that optimize the utilization of the resources available to improve the disbursement process that will help lower costs and increase customer satisfaction