Theresa Bergner Email & Phone Number

Revelstoke, Bc, Ca

Revelstoke, Bc, Ca

Designed and implemented a forecast and budget model to meet the company's changing needsCreated monthly board financial presentationsAd hoc business solutions to answer executive and board member questions

Montreal, Canada Area

Created a budget model template to expedite upload of expenses for 98 cost centers in HyperionInvestigated variances for retail banking division by communicating with stakeholdersPrepared PowerPoint presentations with financial analysis and graphs for Payment SolutionsContinuously improved monthly financial reports introducing checks and increasing automationTransferred budget between cost centers and improving hierarchy structure Prepared monthly reports related to headcount, KPIs, and financialsPresented monthly closing and variance analysis for business line CRES

Otago & Southland, New Zealand

Supervised GST returns for 68 companies Reconciled the general ledger and settled intercompany write-offs for amalgamationsConsolidated 17 P&Ls and balance sheets into one management reportInvestigated variances between accountsMaintained multiple fixed asset registers and calculated depreciationShareholder calls to increase fundingWorked with Moneyworks, Quickbooks, Excel, Outlook

Otago & Southland, New Zealand

Reconciled bank accounts in five different currenciesMaintained the general ledger and monthly P&Ls for four different business unitsMonitored daily sales for all sites in New Zealand Processed a high volume transactions dailyCreated intercompany payments and journals entriesPayed suppliers, resolved account irregularities, processed online sales, and refunded customers Trained two new employeesWorked with Netsuite, Excel, Outlook, Google Suite

Sydney, Australia

Analyzed trends in the core grants programs based on demographics Interpreted 210 organizations annual P&L, balance sheet, and statistical data, analyzing variances to budget and previous yearsEvaluated financial ratios for solvency and liquidity for not for profit organizationsPrepared analytical reports using Tableau on performance of organizations and sectorInvestigated outliers to maintain data integrityExtracting data to respond to requests from internal stakeholdersCreated 3 briefs, one for press release "Playing Australia"Worked with Tableau, Excel and internal database

Montreal, Quebec, Canada

Created a lifecycle analysis of each brand to determine the break even point and the uptake of sales.Forecasted monthly expenses for general and administrative cost center by meeting with clients. Prepared the General Medicine Canadian budget for 2017 focusing on the advertising and promotional expenses by brand, general and administrative expenses, company integration, and the price volume mix for each brand.Analyzed wholesalers' demand for inventory by brand. Prepared the profit and loss statement for the company by franchise and explained the variancesWorked with SAP, TM1, BPC (one planning), Futurecast, Excel

Montreal, Canada Area

Examined the impact of store closures on surrounding stores salesMeasured the impact of customer volume and sales of newly renovated storesReported weekly on productivity and compensationMeasures stores' and managers' KPI on a weekly basisCommunicated with Management in French and EnglishUpdated procedures and adapting to measure comparative weeks last yearContinuously worked with Excel, Word, Outlook, Business Intelligence, EPICOR (MER) software

Montreal, Canada Area

Monitored the cash flow of three clothing boutiques (Mens, Tiger of Sweden, and Eccetera) Verified invoiced and prepared cheques using AcombaReconciled petty cash, credit cards, and clothing alterations slipsCreated budgets for the Fall/Winter 2015 and Spring/Summer 2016 seasons

Montreal, Quebec, Canada

Treasury DepartmentCoded the cash database and imputed the weekly activity in the Cash PlannerImproved and implemented a system for intercompany paymentsAnalyzed cash applications in four currenciesAdapted quickly to work under pressure in a fast paced environmentTrained a Senior Technician in daily proceduresPrepared and initiated wire transfers within Bombardier Accounts Used software: Excel, Access, Word, PowerPoint, Outlook, and Bombardier intranet on a daily basis.

Served 50-180 clients a dayTrained 8 new employees Entrusted with $2000 cashCommunicated with customers to fulfill their needs in French and English

Organized the equipment and schedules.Time management in coordinating the teamsAllocated resources to players and coaches during practices and gamesStatistical analysis of games

Registered over 80 people for gym membershipsCommunicated with clients on the phone and in person in both French and EnglishWorked in teams of 3-10 peopleLearned software quickly to register clients for gym memberships

Bachelor Of Commerce - Bcom, Major Of Finance Minor In Accounting

Activities and Societies: John Molson Academic Committee- -Executive Vice President 2014-2015 -Vice President of Finance 2013-2014 Co-op.

Accounting And Finance

International student exchange. Member of CSEP

D.E.C, Commerce

Activities and Societies: BasketballGraduated with Honors Dean's List