Dan MacIsaac
Oshawa
Summary
My work is always performed meticulously, accurately, and ethically. I will complete any task that is handed to me. If I don't have the answer to a problem, I will take necessary and immediate steps to providing one. I thrive working individually and with a group or team. I will accept a leadership role in any team or group setting.
Overview
16
16
years of professional experience
Work History
Business Analyst
Constellation Homebuilder Systems
04.2020 - Current
- Implemented best-practice methodologies that improved overall project delivery timelines while maintaining quality standards.
- Collaborated closely with stakeholders to identify opportunities for process improvements and drive continuous innovation in the organization.
- Conducted interviews with key business users to collect information on business processes and user requirements.
- Improved business processes by analyzing current practices and recommending optimization strategies.
- Ensured compliance with industry regulations by conducting thorough risk assessments and implementing necessary controls.
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Supported software development projects by defining clear requirements and effectively communicating them to technical teams.
Software Analyst
Constellation HomeBuilder Systems
04.2018 - Current
- Gained knowledge through training and 2000+ tickets closed in my first two years as a Software Analyst
- Fluent in all Newstar products and CHB Sales Products
- Fully committed to customer satisfaction which was confirmed by the highest CSAT score on the Customer Care team in 2019
- Support volunteer for the first weekend support that CHB opened for all sales products. Completed training on DSM, S1440, Fast Sales, and BT Sales in preparation for opening of weekend support
- Member of New Solutions Group team where we analyze, construct, and implement new ideas on how to improve everyday work at CHB
- Assisted in implementing "Live Chat" support as a new means of connection for clients to gain support from the Customer Care team
- Attended Perseus Academy in 2018 and competed for the Perseus Cup. My team designed a new Property Management Software by gaining knowledge on client preference through surveying
- Volunteered to be part of Early Adopter program for Bid Management
Cost Accountant
Swegon North American Inc.
01.2017 - 03.2018
- Primary responsibilities include weekly costing updates for steel, monitoring cost trends, and troubleshooting system issues that relate to costing
- Monthly reconciliation of numerous inventory accounts including steel, isolation, insulation, miscellaneous, and drop ship accounts
- Monitor and analyze direct hours, indirect hours, rework projects, and special projects that relate to manufacturing labour
- Monthly margin analysis of trends by product and business unit to present to executive members and business unit leaders
- Finance liaison for implementation of new ERP system. Setting up posting profiles, item master maintenance, and standard costing updates
- System administrator for project software, sales software, and time tracking software
Cost Accountant
Savage Arms (Canada) Inc.
02.2016 - 01.2017
- Primary responsibilities include managing inventory account balances by analyzing daily inventory transactions applicable to standard costing of parts and gun models. Also, identifying variances in daily factory production changes that would impact inventory balances
- Managing and setting standard costs for gun parts and models at month and year end. Using excel to filter and analyze large worksheets with parts and gun model costing for current and future costing
- Reconciliation of company Visa and weekly cash flow
- Inventory reconciliation at month end for Rimfire, Centrefire, and Shotgun models. Providing shipping and production numbers to managers and supervisors
- Inventory, SOX, WIP, auditing procedures and documentation updates
Junior Accountant
John Liptak CPA P.C.
01.2015 - 12.2015
- Worked as a Junior Accountant and performing tax preparation for individuals, S-Corporations, C-Corporations, Partnerships, and Non-Profit companies
- I gained experience in creating and gathering financial information for United States tax return preparation. I work with forms 1120S, 1120, 1065, 990, and 1040
- My daily duties included preparing adjusted trial balances to properly report on each tax form. These include cash reconciliation, balance sheet adjustments, income statement adjustments, as well as trial balance import into our tax program. I also conduct bookkeeping and payroll duties for many of our clients
- I also gained experience in preparation, compilation, and review engagements for our S-Corporation and C-Corporation clients. My work included preparation of the balance sheet, income statement, cash flows statement, and notes to the financial statements. This included training that implemented the new SSARS regulations for preparation, compilation and review in 2015
- I received vigorous training and experience with QuickBooks and Sage 50 (Peachtree) accounting programs as well as our main operating system in which we used Thomson Reuters software. The Thomspon Reuters software I used includes Trial Balance CS, UltraTax, Accounting CS, and Fixed Assets CS
- Other periodical duties included financial analysis, budgeting, and quarterly payroll tax filings
- I interacted on a daily basis with our clients and carried myself with a professional attitude through each engagement I perform
- Implemented the new Massachusetts Sick Time law into our payroll service for the applicable clients. We had difficulty implementing this because of our software restrictions, but I was able to properly create and track this along with other accruable benefits for our clients
- Completed 80 hours of personal tax, corporate tax, financial statement, and SSARS compliant training in my first year of work at this firm. Much of my work with financials follows GAAP as well as a few clients where we follow the Special Purpose Framework (OCBOA) basis of reporting
Student Intern
Non-Profit Data Management
05.2013 - 10.2015
- Worked as a staff accountant intern doing journal entries, bank reconciliations, Accounts Payable and Accounts Receivable for various non-profit clients.
- Have been involved in the budget process, also for various non profit clients.
- Created budgets from scratch, including creating budget templates on excel.
- Trained in payroll functions and can properly use and complete a full payroll on the CheckWriters Payroll application.
Student Intern
Southwire Cable Chord Manufacturer
05.2012 - 08.2012
- Worked in the finance department and helped the company with their switch to the SAP Accounting Software.
- Proved myself in all aspects learning the basic functions of SAP Accounting Software.
- Helped identify and set up the essential cost and profit centers along with the help of my accounting department.
- Most of the work I did consisted of the regular processes of three way matching and basic principles of managerial accounting.
Student Intern
Chartwell Seniors Housing REIT
05.2008 - 07.2010
- Worked in long term care finance preparing budgets for retirement and long term care homes during the summers of 2008, 2009, and 2010
- I worked mostly on Microsoft Excel on a daily basis using macros and creating, copying, pasting, and editing budget spreadsheets
- Performed thorough financial analyses for my supervisor of mostly payable accounts and specifically utilities
- Also during my winter breaks from school, I have done reception, filed invoices for the A/P department, and helped organize invoices and records from previous years
Education
Master of Science - Accounting and Taxation
American International College
Springfield, MA2014
Bachelor of Science - Accounting
American International College
Springfield, MA2012
Skills
- UltraTax
- Creative Solutions Accounting
- Accounting CS
- Fixed Assets CS
- File Cabinet
- QuickBooks Premier, Enterprise and Online
- Sage 50 (Peachtree)
- SAP Accounting Systems
- Checkwriters
- Blackbaud
- Great Plains
- Yardi
- Excel, Access, Word, and Power Point
- M3
- Acumen
- Newstar Enterprise
- Newstar Sales
- NSWeb (OLW, OLS, DocMgt)
- Design Studio Manager
- S1440
- BT Sales
- Fast Sales
- Constellation Updater
- CHSOE Control
- SQL Management Studio
Accomplishments
Graduated with two degrees from an accredited United States educational institution while on an athletic and academic scholarship, obtained and completed OPT Work Visa extension through my existing student visa. Gained thorough knowledge of the broad spectrum of the business industry through my years as an intern and entry level accountant with various companies, firms, and corporations in the United States and Canada. Have spent two years learning Constellation Home Builder Products and obtained 3 certifications during my time with CHB (2 HDI, 1 SQL Management Studio). Gained knowledge on business process in the home builder industry through training and assisting clients. Spent 4 years learning and performing duties as a Business Analyst for a new web based Homebuilding Management ERP system to initial MVP.
Timeline
Business Analyst
Constellation Homebuilder Systems
04.2020 - Current
Software Analyst
Constellation HomeBuilder Systems
04.2018 - Current
Cost Accountant
Swegon North American Inc.
01.2017 - 03.2018
Cost Accountant
Savage Arms (Canada) Inc.
02.2016 - 01.2017
Junior Accountant
John Liptak CPA P.C.
01.2015 - 12.2015
Student Intern
Non-Profit Data Management
05.2013 - 10.2015
Student Intern
Southwire Cable Chord Manufacturer
05.2012 - 08.2012
Student Intern
Chartwell Seniors Housing REIT
05.2008 - 07.2010
Master of Science - Accounting and Taxation
American International College
Bachelor of Science - Accounting
American International College
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