SUMMARY:

Analytical and collaborative Controller, with 15+ years of progressively senior experience in accounting and formal designation as a CPA. Recognized as a subject matter expert on the completion and optimization of accounts receivable, having applied this expertise as a Controller to create a more efficient accounting environment. Able to lead and guide an accounting team, while upholding executive relationships and presiding over the financial health of a complex organization.

CORE SKILLS AND COMPETENCIES:

• Accounting & Financial Reporting
• Financial/Operating Metrics & KPIs
• Leadership & Team Building
• Verbal & Written Communication
• Executive Relationships
• Financial Controls
• Budget Information Preparation
• Financial Data Analysis
• Problem Solving

NOTABLE TECHNICAL PROFICIENCIES:

Accounting and Tax Software: Simply Accounting, QuickBooks, MYOB, Quick Tax, Profile, Taxprep, Caseware & Caseview, Accpac, Business Vision and Paymate, and Netsuite

Office Software: MS Office (Word, Excel, PowerPoint, Outlook)

PROFESSIONAL EXPERIENCE:

Controller

Confidential

Responsibilities:

• Supported the CFO in the preparation of financial statements, with involvement in providing reasoning behind the accounting content within packages presented to the Board of Directors. Among other deliverables, managed the completion of month - end and year-end reporting.
• Presided over the completion of accounts receivables, payroll, monthly billing, bank reconciliation, and other time-sensitive tasks necessary for the financial health and integrity of the business.
• Managed accounting for a business with transactions in Canada, the US and Europe, reflecting proficiency and knowledge of foreign currency exchange (FX) in the accounting life-cycle.
• Directed and coordinated a team of Accountants and an Accounting Clerk, as a trusted leader able to rally and motivate the team toward deadlines and goals. Ensured the team receives the training and direction necessary to succeed.
• Participated in the monumental transition of the company from QuickBooks to the NetSuite ERP. Provided advice and insight to support the setup of the interface and financial statement layout, in addition to the comprehensive validation of data migrated from the legacy system to the new ERP.
• As sole accountant for Confidential, held complete ownership of processes and controls associated with ensuring the accuracy and security of accounting deliverables for the company.
• Ensure costs are assigned to the appropriate GL accounts, and perform gross margin analysis for each customer to determine their level of profitability. Evaluated actuals against the budget gross margins, and provided reasoning behind any discovered variance.
• Embraced a greater accounting workload as the organization’s revenue and business volume continues to increase. Enabled the organization to remain compliant with accounting best practices in the midst of this growth.

Accountant

Confidential

Responsibilities:

• Compiled financial data across several streams of information to prepare financial statements, journal entries and commission reports.
• Ensure the accuracy and timeliness of these critical accounting deliverables.
• Fulfilled administrative and operational elements of accounting, with responsibility for accounts payable, daily bank deposits, credit card payment processing, payroll, T4 tax slip reconciliation, and other accounting duties. Notably managed the complexity of completing payroll for employees earning incentives.
• Engaged key stakeholders in relation to external audits, billing inquiries, overdue invoices and other matters. Uphold a high standard of professionalism when communicating with individuals and clients of varying nature.
• Demonstrated a sharp eye for detail when performing variance analysis between current and previous months / budget versus actuals, following by an outline of the reasoning behind any given variance.
• Provided assistance for Confidential audits, as a communicative and informational resource for third-party auditors.
• Participated in the implementation of the company’s new Business Vision accounting software, effectively becoming an on-site subject matter expert on the new platform.

Staff Accountant

Confidential

Responsibilities:

• Contributed to Accounts Payable daily bank deposits, credit card payment processing, payroll, T4 tax slip reconciliation, and other accounting duties.
• Managed payroll, reconciliation, accounting-related communication, and other daily contributions.

Staff Accountant

Confidential

Responsibilities:

• Gained foundational experience in an accounting firm, capitalizing on opportunities to apply accounting skills to support this firm’s commercial and individual clients.
• Deliverables: Participated in the preparation of Notice to Reader engagements, working paper files, personal tax returns, corporate tax returns and other deliverables.
• High-Level Experience: Earned a higher level of professionalism and maturity in performing day-to-day accounting with a respected and reputable firm, effectively growing as an accounting professional.