Dana Sutherland
Oshawa,ON
Overview
16
16
years of professional experience
1
1
Certification
Work History
Partner
Doane Grant Thornton
Ajax, Ontario
12.2022 - 07.2025
- Analyzed data from various sources in order to identify areas of improvement within the organization's processes or procedures.
- Managed daily operations of the business including budgeting, forecasting, financial analysis, staffing, and customer service.
- Identified opportunities for growth by analyzing current trends in the marketplace and making strategic decisions based on those findings.
- Participated in industry-related meetings and conferences in order to stay up-to-date on current trends within the field.
- Built a network of contacts within relevant industries which enabled access to valuable resources .
- Developed training materials for staff members in order to improve their skillset related to client relations management .
- Maintained relationships with key stakeholders, clients, and customers to ensure satisfaction with services provided.
- Provided leadership and guidance to team members while encouraging collaboration across departments.
- Provided recommendations on how to improve current processes related to finances.
- Assisted in the preparation of consolidated financial statements.
- Implemented changes to improve the accuracy of accounting data.
- Maintained accurate records of assets, liabilities, profit and loss, tax liability.
- Prepared journal entries to ensure accuracy of financial records.
- Analyzed financial statements and identified discrepancies.
- Worked closely with auditors during year-end closing process.
- Structured financial packages based on capital needs of clients and current market conditions.
- Evaluated financial and operational performance of companies facing financial difficulties to determine possible remedies.
Partner
Sutherland and Company
Oshawa, Ontario
01.2010 - 12.2022
- Ensured compliance with all applicable laws, regulations, policies, procedures, and standards of generally accepted accounting principles.
- Assisted in preparing tax returns for filing with government authorities.
- Reviewed and analyzed financial statements to identify potential discrepancies.
- Maintained up-to-date knowledge of relevant accounting standards and regulations.
- Analyzed general ledger accounts for accuracy and completeness on a regular basis.
- Prepared monthly financial statements, including balance sheets and income statements.
Education
BBA - Accounting
Wilfrid Laurier University
Waterloo, ON04-2004
Skills
- Financial analysis
- Budgeting
- Data analysis
- Client relations
- Regulatory compliance
- Process improvement
- Team leadership
- Business development
- Strategic planning
- Financial reporting
Affiliations
- I enjoy watching my kids play sports, reading and running!
Accomplishments
- Nominated for Women in Leadership by RBC in 2024.
Certification
- CPA Ontario Member as of 2007
Timeline
Partner
Doane Grant Thornton
12.2022 - 07.2025
Partner
Sutherland and Company
01.2010 - 12.2022
BBA - Accounting
Wilfrid Laurier University