Brian Lilly
CPA , CGA
Vancouver,BC
Summary
Financial manager with more than 9 years experience in fast paced financial roles, proven track record of high performance, and passionate about tackling new challenges.
Overview
11
11
years of professional experience
Work History
Manager, Capital and Regulatory Reporting
Central 1 Credit Union
Vancouver, British Columbia
06.2021 - Current
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Maximized performance by monitoring daily activities and mentoring team members.
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Recruited and hired top performers to add talent and value to department.
- Supervised labor costs and departmental expenses to remain in line with budget.
Accounting Lead
Central 1 Credit Union
Vancouver, BC
11.2019
- Financial and Regulatory Reporting
- Accountable for reviewing month end/quarter end deliverables for errors or omissions
- Trained, coached, and mentored team members as well as provided advice to teams outside of FRR
- Have become a key contact for managers in FP&A, Front Office, TR Admin, and Risk
- Quickly learned how to configure and navigate Workday and have become the stream lead on the Workday project team
- Developed a new, dimension-based chart of accounts (COA) for Central 1 and its subsidiaries
- Conceptualized a framework for mapping the new COA to the old to ease transition
- Wrote and provided guidance on technical accounting memos ensuring that conclusions met stakeholders needs
Senior Accountant
Central 1 Credit Union
Vancouver, BC
03.2016 - 11.2019
- Contributed to delivering month end reporting of Central 1’s treasury lines of businesses
- Maintained accounting related to financial instruments, foreign exchange, and corporate tax
- Developed and maintained Central 1’s expected credit loss (ECL) model for securities and prepared all associated documentation
- Performed end user acceptance testing on Central 1’s ECL model for commercial loans produced in Armanta
- Prepared Central 1’s corporate tax provision and tax return (T2)
- Recorded monthly, quarterly, and year-end tax adjustments into the GL
- Documented tax policy and communicated tax results to senior management
- Developed and maintained Central1’s hedge accounting process
- A member of the National IFRS9 Hedging Working Group for Credit Unions
- Revamped all monthly reconciliations for financial instruments and minimized manual inputs
- Worked closely with external auditors and provide working papers as needed
- Tasks included writing accounting policy memos, communicating impacts of changes to senior management, and system modification testing.
Accounting Analyst
Central 1 Credit Union
Vancouver, BC
07.2013 - 03.2016
- Accounting
- Maintained accounting for financial instruments
- Prepared monthly reconciliations for financial instruments
- Provided information to external auditors and prepared audit working papers
- Assisted in preparing Central1’s corporate tax return and recorded monthly tax adjustments
- Participated in implementing a new treasury system which provided daily automated accounting for financial instruments
- This led to a massive efficiency gain for Central 1
- Performed analysis’s on various changes to the IFRS accounting standards and their impact to the financial statements
- Compiled quarterly financial statement notes disclosures and tables under IFRS
- Assisted the Team Lead, Treasury Accounting and Valuation in special projects and analysis and summaries for senior management.
Education
BBA -
Langara College
Vancouver, BC 01.2008 - 12.2012
Chartered Professional Accountant (CPA) -
Chartered Professional Accountant (CPA)
07.2016 - Current
Skills
Financial reporting
Timeline
Manager, Capital and Regulatory Reporting
Central 1 Credit Union
06.2021 - Current
Accounting Lead
Central 1 Credit Union
11.2019
Chartered Professional Accountant (CPA) -
Chartered Professional Accountant (CPA)
07.2016 - Current
Senior Accountant
Central 1 Credit Union
03.2016 - 11.2019
Accounting Analyst
Central 1 Credit Union
07.2013 - 03.2016
BBA -
Langara College
01.2008 - 12.2012
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