DAN LACROIX | CPA-CMA
Guelph,Canada
Summary
Experienced Accounting Professional specializing in financial management, tax accounting, and budget planning. Proven analytical skills facilitate precise financial forecasting and risk assessment. History of implementing innovative solutions that improve operational efficiency and profitability. Maintains compliance with regulatory standards while optimizing accounting processes for enhanced productivity.
Overview
38
38
years of professional experience
Work History
Finance Manager
Nature Metrics North America Ltd.
Guelph, Ontario
04.2022 - Current
- Managed financial planning and analysis for Nature Metrics North America Ltd operations.
- Oversaw budget development and forecasting processes for departmental needs.
- Collaborated with cross-functional teams to ensure financial compliance and reporting accuracy.
- Led monthly financial review meetings to discuss performance with stakeholders.
- Prepared financial documents such as budgets, forecasts and reports.
- Monitored cash flow to ensure sufficient liquidity.
- Managed payroll processing activities for multiple entities including tax filings.
- Analyzed complex financial data and generated meaningful reports for senior management.
- Conducted risk management assessments and created strategies to minimize potential risks.
- Created monthly performance metrics that tracked key performance indicators.
- Coordinated with external auditors to facilitate annual audits and improve financial processes.
Finance Manager
Precision Biomonitoring Inc.
Guelph, Ontario
02.2021 - 03.2022
- Managed financial planning and analysis for Precision Biomonitoring operations.
- Oversaw budget development and forecasting processes for departmental needs.
- Collaborated with cross-functional teams to ensure financial compliance and reporting accuracy.
- Led monthly financial review meetings to discuss performance with stakeholders.
- Analyzed financial data to determine efficient use of resources.
- Monitored cash flow to ensure sufficient liquidity.
- Managed payroll processing activities for multiple entities including tax filings.
- Collaborated with external auditors during annual audits to ensure accuracy of financial statements.
- Analyzed complex financial data and generated meaningful reports for senior management.
- Oversaw budget preparation, ensuring alignment with strategic goals and financial health.
- Member of negotiating team on the sale of two segments of the business and provided due diligence
Controller
Bearing Bronze Limited
Cambridge, Canada
03.2018 - 02.2021
- Managed financial operations for $12 million manufacturing company, ensuring compliance and accuracy.
- Coordinated finance aspect of ERP implementation to enhance operational efficiency.
- Prepared monthly and annual financial statements, managing year-end tax return preparation.
- Developed annual operating budget aligned with goals set by senior management.
- Generated monthly bank reports to monitor compliance with financial covenants.
- Conducted continuous cash management and liaised with bank for cash flow estimates.
- Supervised accounts receivable, accounts payable, and payroll functions for streamlined processes.
- Coordinated year-end audit and liaised with external auditors to ensure thorough examination.
Controller
Safety Seal Plastics Inc.
Guelph, Canada
10.2015 - 01.2018
- Controller of $15 million manufacturing (printing) company
- Prepare monthly and annual financial statements and manage year-end tax return preparation
- Prepare annual operating budget based on goals and objectives established by senior management
- Prepare monthly bank reports to ensure compliance with covenants
- Continuous cash management and liaison with bank, prepare cash flow estimates
- Coordinate year-end audit and act as liaison with external auditors
- Supervision of accounts receivable, accounts payable and payroll functions
- Preparation of monthly HST returns, annual EHT, WSIB and source deductions returns
- Preparation and review of financial component of internal SR&ED claim
- Liaison with IT (internal and external) on upgrade of ERP and accounting systems, test and ensure accuracy and data integrity
Controller
National R&D Inc.
Guelph, Canada
09.2013 - 10.2015
- Controller of $1 million SR&ED consulting company
- Prepare monthly and annual financial statements and manage year-end tax return preparation
- Prepare weekly and monthly management reports
- Continuous cash management and liaison with bank
- Preparation and review of financial component of client SR&ED claims
- Prepare inclusion and / or amend client tax returns for SR&ED claims
- Participate and prepare clients for CRA review of SR&ED claims
Controller
Genervations, Inc.
Campbellville, Canada
04.2012 - 03.2013
- Controller of $7 million agricultural services company
- Prepare monthly and annual financial statements
- Prepare weekly and monthly management reports
- Co-ordinate year-end audit
- Continuous cash management and liaison with bank
- Supervision of accounts receivable, accounts payable and payroll functions
- Prepare monthly bank reports to ensure compliance with covenants
- Preparation of monthly HST returns, annual EHT, WSIB and source deductions returns
- Safeguard assets through reporting and maintaining appropriate insurance coverage
Controller
Business Improvement Group, Inc.
Guelph, Canada
11.2009 - 04.2012
- Controller of $6 million consulting company
- Financial Manager, SR&ED Services November 2009 to April 2012
- Prepare annual budget based on goals established by President
- Prepare monthly and annual financial statements
- Continuous cash management and prepare cash flow estimates
- Co-ordinate year-end audit
- Preparation and review of financial component of client SR&ED claims
- Prepare inclusion and / or amend client tax returns for SR&ED claims
- Participate and prepare clients for CRA review of SR&ED claims
- Act as liaison with clients to compile necessary financial information to prepare claim
Controller
Serpac Containers Limited
Cambridge, Canada
03.2000 - 03.2009
- Controller of $16 million manufacturing company
- Prepare annual operating budget based on goals and objectives established by senior management
- Recommend allocation of resources to achieve goals established during budget process
- Prepare monthly and annual financial statements and present results to senior management team and Board of Directors
- Prepare monthly variance report of budget vs. actual results to determine management effectiveness and report to Management Team
- Daily review of production efficiencies and investigate variances
- Continuous cash management
- Prepare analysis of revenues and costs for new business opportunities and projects
- Prepare justification reports for capital projects
- Preparation of all government remittances
Controller
Kraus Carpet Mills Limited
Waterloo, Canada
04.1987 - 03.2000
- Controller of $100 million manufacturing company
- Prepare annual budget based on sales targets established by senior management
- Prepare monthly and annual financial statements
- Preparation of consolidated financial statements for Canadian & worldwide operations
- Preparation of intercompany reconciliations
- Preparation of annual tax returns and periodic research of issues as required
- Prepare financial component of annual SR&ED claim
- Liaison with IT (internal and external) of project to convert from manual system to ERP and accounting system, ensure accuracy and data integrity
- Review of actual results to budget, investigate variances and recommend corrective actions
- Maintain product costing for changes in raw material contracts, labour rates, overhead rates and efficiency improvements
- Capital project justification and budget preparation, analyze actual vs. project budget variances, present results on ongoing basis to V.P. Manufacturing
- Maximize returns by investing surplus cash according to established policies
- Daily review of production efficiencies, investigate variances, report to V.P. Manufacturing
- Coordinate year-end audit and act as liaison with external auditors
- Prepare monthly variance report of budget vs. actual results to determine effectiveness
Education
Designated Official Certification -
Controlled Goods Program
05.2019
Occupational Health & Safety Act Supervisor Training -
PPHSA
01.2005
School of Financial Controllers -
AICC
05.2004
Certified Management Accountant designation -
11.1991
Business Administration (Accounting) Diploma - Accounting
Conestoga College
05.1985
Skills
- QuickBooks and Simply Accounting
- Financial forecasting
- Budget development
- Financial reporting
- Mentoring and training
- Cash flow analysis
- Strategic planning
- GAAP
- KPI development
- Consolidation accounting
- Sage and Dynamics 365
- Excel and Word
- PowerPoint proficiency
References
Available Upon Request
Hobbies and Interests
- Hockey
- Cycling
- Photography
- Reading
Highlights Of Qualifications
- Business Administration (Accounting) diploma, 05/01/85
- CMA (Certified Management Accountant) designation, 11/01/91
- CPA, CMA (Chartered Professional Accountant), 01/01/14
Affiliations
- GGHA - coaching 2006 to present, U8 girls to Senior women's rep. hockey
- GGHA - Board of Directors, Treasurer 2009 - 2016
References
References available upon request.
Timeline
Finance Manager
Nature Metrics North America Ltd.
04.2022 - Current
Finance Manager
Precision Biomonitoring Inc.
02.2021 - 03.2022
Controller
Bearing Bronze Limited
03.2018 - 02.2021
Controller
Safety Seal Plastics Inc.
10.2015 - 01.2018
Controller
National R&D Inc.
09.2013 - 10.2015
Controller
Genervations, Inc.
04.2012 - 03.2013
Controller
Business Improvement Group, Inc.
11.2009 - 04.2012
Controller
Serpac Containers Limited
03.2000 - 03.2009
Controller
Kraus Carpet Mills Limited
04.1987 - 03.2000
Designated Official Certification -
Controlled Goods Program
Occupational Health & Safety Act Supervisor Training -
PPHSA
School of Financial Controllers -
AICC
Certified Management Accountant designation -
Business Administration (Accounting) Diploma - Accounting
Conestoga College
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