Shelly Wilson, Cpa, Cga Email & Phone Number

Toronto, Ontario, Canada

Report to Manager, Finance Services and Systems• August 2017-April 2019 Data migration on an SAP implementation project which included completing field mapping and functional specification documents documenting the required extract, transform, load (ETL) process, documented and tracked data cleansing requirements and critical data issues and worked with the business to resolve. Documented post load reconciliation work instructions, cutover steps, manual update procedures, and pre-validation criteria to be used as audit support. During each test cycle and at cutover prepared load and reference files as required, completed pre-validations on load files generated through BODS and post load reconciliations, performed journal entries, logged and resolved defects, and prepared validation sign off audit evidence. Provided post go-live support to the business• Requirements gathering, functional specification documentation, process documentation and report development through Alteryx and SAP WEBI • Support the business including knowledge transfer, troubleshooting, analysis and ad hoc requests• Participation on Center of Excellence working groups for KPI and Benefits, Master Data and Reporting• Master data maintenance • Investigation and testing related to incidents and enhancementsSelected Accomplishments:• Worked cross functionally to gather KPI details and inputs, developed KPI & Benefits dashboards through a combination of Alteryx and Tableau to be utilized by the Center of Excellence

Toronto, Ontario, Canada

Reported to the Assistant Controller• Prepared test plans for the general ledger and payroll. • Acted as the SME for the general ledger• Performed system integration testing • Performed user acceptance testing

Toronto, Canada Area

Reported to the Assistant Controller• Prepared monthly P&L commentary• Prepared monthly financial statements• Completed benefits and pension reconciliationsSelected Accomplishments:• Automated manual month end procedures to increase accuracy and reduce the time spent to . complete the tasks by up to 2 days per month.• Mapped the P&L hierarchy and worked with IMG to create an automated version of the P&L which reduces the time spent on manually producing the statements by up to 2 days per month.• Created reports to aid in the month end analysis and commentary.

Toronto, Canada Area

Reported to Senior Manager, IMG Corporate Applications & Web Portals Sept/14-June/15and Lawson Project Manager Mar/14-Aug/14• Acted as the Finance subject matter expert. • Identifed inefficiencies and issues affecting the accuracy of payroll data within the general ledger. Presented business cases, designed, tested and implemented solutions.• Assisted with the implementation of the new Leave Plan module.Selected Accomplishments:• Identified issues, established business requirements, defined the technical specifications, performed testing, created documentation, and trained users on multiple custom programs and reports designed to increase efficiency and improve the accuracy of data. These solutions reduce more than a day of work per month.• Improved the accuracy of financial data in the general ledger through a comprehensive review of the account coding within the defaulting hierarchies in the payroll system, and validation that coding was correct and in compliance with MIS standards.• Established and documented new processes as required to ensure appropriate internal controls, improve the accuracy of data and increase efficiency.• Investigated and mapped the structure, defaulting hierarchies, and tables in payroll and HR relating to the GL.

Toronto, Canada Area

Reported to the Assistant Controller• Completion of monthly P&L commentary for executive leadership team and the audit and finance committee. • Month and year end duties including variance analysis, reconciliations, working papers and liaising with auditors. • Participation on payroll project teams and investigation of ongoing pension and payroll reconciliation issues.Selected Accomplishments:• Automated manual month end procedures to increase accuracy and reduce the time spent to . complete the tasks by up to 3.5 days per month.• Identified a substantial number of internal control gaps and process inefficiencies in general accounting, payroll, inventory, benefits, security and a project to implement Cerner for inventory tracking, and presented the findings to management.• Documented month end and year end processes for the Senior Business Analyst – General Accounting role.• Acted as a finance subject matter expert on 2 payroll projects, an Enterprise Reporting project, and briefly on the Cerner implementation project.• Reconciled 13 payroll liability reconciliations some of which had been incorrect between 1 and 2 years and worked to educate payroll supervisors on how to complete the reconciliations and clear the reconciling items.• Performed 7 months of benefits reconciliations and worked with HR to identify the reasons behind reconciling items that were up to 6 years old and how to clear them.• Created a new quarterly inventory reconciliation to balance to the sub ledger and identified, researched and documented the history of several issues.• Revised the commentary layout to meet the needs of management.

Toronto, Canada Area

Reported to Director Canadian Operations• Completed month end activities including journals, bridges with commentary and internal P&Ls.• Monitored marketing spend and worked with the marketing team to update the marketing forecast on a monthly basis.• Worked with sales team to perform post deal analysis on trade spend.• Assisted in the creation of annual budget and quarterly forecasts reporting.Selected Accomplishments:• Developed a detailed sales forecasting model at a customer and category level.• Designed new and improved reporting, analytical tools and processes to make them more informative and increase efficiency.• Created new reports and procedures during a major system implementation.

Toronto, Ontario

Contract covering a maternity leave.Reported to Director of Sales and Financial Planning • Provided financial analysis including P&Ls & payback analysis. Assessed financial returns and risk on all major portfolio initiatives including product launches, corporate product bids, export product bids and pricing strategies, and prepared business proposals with full supporting documentation.• Conducted variance analysis on month-end results vs. budget or forecast and followed up on all discrepancies.• Performed analysis of portfolio budgets and forecasts, reviewed material variances and worked with marketing and the Senior Manager of Sales Planning to ensure that the brand initiatives laid out by senior management were met. Identified risks and opportunities to the plan.• Coordinated and prepared budget presentation decks for shareholders, management team and category teams.• Participated in ad hoc projects as required.Selected Accomplishments:• Worked with marketing to bring several new product lines, line extensions and club packs to market. Evaluated other potential product launches providing P&Ls, payback and profitability analysis and worked with marketing to determine whether the projects were viable. Evaluated potential risks and provided recommendations on how we could potentially make the products more profitable.

Toronto, Ontario

Contract covering a maternity leave.Reported to Corporate Financial Planning and Analysis Manager • Preparation of month end reporting and analysis including bridges with commentary • Participation in the annual budget & 3 year strategic plan • Adhoc reporting and analysis • Internal testing of GL and misc other areas for SOX compliance • Provide assistance to other departments within finance as necessary

Peterborough, Ontario

Began as 1 year contract then hired for a permanent positionReported to Finance Manager, Customer Deductions • Set up trade spend accruals and cleared deductions.• Worked with key account managers to resolve trade spend transaction issues.• Collected overdue receivables and recovered invalid deductions.• Prepared trade spend reports and provided information and analysis as required.• Ensured accuracy of invoices through review and set up of trade deals.Selected Accomplishments:• Decreased the average deduction aging from 104 to 26 days.• Improved reports and increased efficiency through automation.

Toronto, Ontario

Reported to Director of Financial Reporting Began as 1 year contract covering a maternity leave, then hired for a permanent position. • Performed monthly SG&A variance analysis reports, commentary by department and ad hoc reports and analysis.• Prepared monthly capital expenditure reports for the corporate office and on a consolidated basis.• Processed all G/L journal entries for the corporate office and prepared monthly reconciliations for all balance sheet accounts.• Reviewed and approved invoices submitted to A/P and prepared intercompany invoices.• Assisted with annual tax package.• Prepared quarterly and annual Statistics Canada report submissions.• Maintained chart of accounts and foreign exchange rates in BPCS.Selected Accomplishments:• Automated and improved reports to make them more efficient and informative.• Received 3 applause certificates; 2 were awarded for creating automated reports in Excel for the HR department and providing assistance with advanced Excel inquiries on an ongoing basis.

Toronto, Ontario

Reported to Controller, worked closely with VP Finance • Consolidated and prepared the monthly management control report in Hyperion Enterprise including P&Ls, Balance Sheet and Cash Flow statements. Analyzed the financial reports and developed special and ad hoc reports.• Wrote the monthly commentary for MLFI on a consolidated basis.• Coordinated and consolidated the annual budget and forecast for the international divisions.• Liaised with finance staff in the corporate and international divisions to compile financial data and investigate variances.• Prepared monthly QST/GST remittances and annual tax packages.• Maintained G/L for 3 non-operating entities and tracked fixed assets.• Participated in 2 share groups; Six Sigma Money Belts and Hyperion Administrators, which set standards and implemented changes across the organization.Selected Accomplishments:• Awarded the Bravo Bonus Award for ‘having a bias for action’ during a major project which involved engineering & taking the leadership role in the redesign of reports in the management control reporting package and implementation of changes in the international offices.

Toronto, Ontario

Reported to Controller • Performed weekly in depth analysis of gross profit and worked closely with the traders to provide variance explanations and ensure proper timing of expenses.• Prepared weekly and monthly internal financial reports, forecasts, and reconciliations of selected accounts.• Administrator of accounting systems (including Sun and Sun Vision).• Performed semi-annual reconciliation of inventory, accrual and inventory lot adjustments.• Worked on special projects and ad-hoc reports.Selected Accomplishments:• Automated and created more efficient reports and reduced the time spent on non-value added procedures.• Obtained Six Sigma Greenbelt certification.

Toronto, Ontario

Reported to Accounts Payable Manager • Performed invoice entry, accrual adjustments, cheque and wire payments for the US currency payables, discounted payables with the bank. Selected Accomplishments: • Contributed to the elimination of inefficient procedures which reduced the waiting time before invoices were entered into the system by several days and decreased bottlenecks at month end.

Toronto, Ontario

Reported to Accounts Payable Manager • Hedged and delivered foreign currencies, performed journal entries, issuance of import letters of credit, monthly bank reconciliation, petty cash, and was the backup for expense reports and sight drafts. Selected Accomplishments: • Reduced the time required to reconcile the bank account at month end by 2 days.• Implemented new procedures for the Banking Analyst position after conversion to a new system.

Peterborough, Ontario

Reported to Owner• Maintained the accounting records of several small companies, including general bookkeeping, accounts payable, bank reconciliations, government remittances & personal tax returns.

Education record

Education record