FP&A Manager | Specializing in Budget Forecasting & Strategic Planning | Driving Financial Insights & PerformanceTransitioned into this newly created role necessitated from two significant acquisitions and a migration to a new ERP. This unique role resides outside the overarching Canadian FP&A team with the purpose of providing FP&A support to each of the Earth and Environment (E&E) Canada controllers and their respective executive operational leaders.• Build, prepare and distribute various reporting from multiple ERP’s for the E&E Controllers to provide wholistic views of their respective sectors to enable them to have meaningful conversations with their executive sector partners.• Utilizing the new ERP, redesign and build the framework for future reporting with added efficiency and functionality.• Manage the quarterly forecast and annual budget process for E&E which includes the creation and management of Excel based templates, performing consolidations and ensuring submissions are timely and accurate to the Canadian and Global FP&A teams.• Prepare the monthly financial and KPI PowerPoint presentation decks for each of the E&E executive sector leaders for their presentations with the Canadian Leadership team.

Reporting to the Vice President of Finance for Earth & Environment Canada supporting the Ontario region operations.• Monitor the financial and operational performance throughout the month• Lead the preparation of all periodic accounting and financial reporting and variance analysis within the established corporate deadlines• Develop and lead the preparation of the annual business plan/budget and quarterly forecasts• Provide leadership to a team of project accountants and a work environment that fosters teamwork, responsibility, accountability and the forging of strong business partner relationships• Continuously review, improve, standardize and streamline business processes• Attend the Management/Operations Committee meetings and lead the presentation of the monthly financial results• Partner with the operations group and understand their needs with respect to financial performance and identifying trends/issues which might impact their current or future operations• Manage Work in Progress and Accounts Receivables for the Ontario region; work closely with the billing and collection teams and the project managers to optimize the DSO and drive collection push• Develop effective financial performance metrics and information systems for management to improve decision making• Ensure compliance with revenue recognition policies and standards in accordance with IFRS• Collaborate with internal and external auditors• Collaborate with other Controllers to share information and best practices

Provide the necessary services and support to small and medium sized businesses that may have outgrown the skillsets provided by bookkeepers but are not quite ready to engage traditional accounting firms. Work closely with clients to assist them in developing a big company finance approach to managing their continued growth via financial planning and analysis, cash forecasting and creating a relevant suite of reporting tools to make the right decisions.• Creating highly automated cash flow tools.• Scalable budget and forecasting models with analysis and reporting.• Geographical sales distribution analysis.• Inventory analysis.• Customer and manufacturer based scorecards.• Executive reporting packages.

Member of the Global Reporting Team with the mandate of standardizing planning, forecasting and reporting processes and models globally and ultimately create efficiencies.• Work directly with the global finance directors to understand their respective reporting, budgeting and forecasting needs and design a suite of standardized reports.• Create a global capital cash flow model.• Automated the month end reconciliation process.• Expanded dashboard reporting to include shared service groups.• A subject matter expert to the operations for Hyperion.

Building upon the success of the reporting dashboards created and implemented for North East Americas the role was expanded to North American in scope.• Successfully implemented dashboard reporting for all groups, operations and regions within North America.• Responsible for the preparation and analysis of all monthly dashboards.• Created and implemented an enhanced quarterly forecasting and budgeting process resulting in gained efficiency and capacity within both finance and in the operations.• Designing and created a mergers and acquisitions model.

Assessed the need for financial and operational information from various business systems and develop solutions to meet these needs. Manage, design, develop and implement internal financial initiatives to optimally support North Eastern Americas (NEA).• Monthly reporting and analysis for NEA.• Coordinate the quarterly forecast and annual budget process for NEA.• Work closely with the Business Leaders to assist in determining the information needs of the business.• Successfully combined the knowledge of the operations needs with the understanding of the data sources to design, build and implement efficient and meaningful reporting e.g. financial models, dashboards, reports, and diagnostic tools.• Analyze and report transactional and financial data to support decision-making.• Project management support.• Responsible for supporting or performing the various aspects of project management including planning, monitoring, reporting, issues management and change control and ensuring project delivery is on time, on budget, and in scope.• Consider and incorporate change management principles to minimize stress on individuals and the organization.• Communicate effectively with all levels of management and staff relating to project status, issues, and risks.

• Support the Corporate Real Estate Team by provide meaningful and value added reporting and analysis, monthly.• Manage the Planning and Forecasting cycles via accurate preparation, timely submission and detailed continuities.• Identify process improvement opportunities for improved transparency, reduced redundancy and increased productivity.  New Optimization Model  New Rate Model  New Data Centre reporting package• Develop and nurture business partner relationships by providing expert advice on all Financial and Occupancy related matters.• Project involvement (Optimization) – transitioning existing Corporate work space to an entirely flexible work place environment.• Promote a positive work environment that encourages productivity, innovation, creativity, teamwork, quality analysis and consulting – act as a role model.• Represent Senior Manager as required.

• Support the annual planning process through i) building and maintaining appropriate financial models and methodologies and ii) coordinating activities of team and with Business Partners providing oversight and guidance to ensure key deadlines are met • Lead the annual volume and widget harmonization processes with Finance and Business Partners • Manage production of both monthly (light) and quarterly (full) forecasting processes and reporting ensuring accuracy and timely submission • Build and maintain strong working relationships within RD and BU Finance teams and to ensure key inputs to our processes are accurate and timely • Act as a valued business partner by indentifying trends, vulnerabilities and making recommendations to improve financial results through interpretation and advice • Providing expertise and guidance to Regional Finance teams and Business Partners on planning related issues and other financial matters • Review planning and forecasting models for appropriateness with a view to simplify and increase transparency for our business partners • Create clear and concise presentations for senior management (Retail Distribution Operating Committee, VP Finance) • Promote a positive work environment that encourages productivity, innovation, creativity, teamwork, quality analysis and consulting – act as a role model • Live the Finance brand and continually evolve our model - Gather/Analyze/ Interpret/ Advise • Represent Senior Manager as required

• Successfully led the Management Reporting Realignment initiative for BB Finance, bringing common processes and efficiencies, while meeting business requirements• Partnered with Product and Distribution finance teams to create capacity within the analysis teams• Lead the forecasting and planning processes for the Business Bank, including collection of both product and distribution perspectives. Accountability for both the consolidation and input/liaison with TDCT Finance• Timely production of all Business Banking Finance weekly and monthly reports including commentary for senior management• Detailed expense analysis and allocations for the business bank at the consolidated level as well as adhoc analysis on business wide expenses• Primary point of contact with external finance partners, including TDCT Finance and Finance Shared Services (for reporting & forecasting)• Promote a positive work environment that encourages productivity, innovation, creativity, teamwork, and value-add reporting• Employee development, coaching & performance evaluation

Supported Corporate IT Development from a Financial & Management reporting perspective.

Responsible for the securitization accounting function.

Responsible for the financial reporting and regulatory reporting for 13 of the Bank's legal entities. Also, was responsible for transitioning CT's financial and regulatory reporting from the Comptrollers department in London Ontario to Toronto.