Erin Marshall
Calgary,AB
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Specializing in Information Systems and Finance while using independent decision-making skills combined with sound judgment to positively impact company success. Currently pursuing a new challenge with a growth oriented company.
Overview
19
19
years of professional experience
Work History
Senior Manager, Business Processes - IS
SMART Technologies
07.2022 - Current
- Provided strong leadership to enhance team productivity and morale, directly managing a team of 18 individuals.
- Responsible for annual budget of $5M USD.
- Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
- Implemented and developed operational standards, policies and procedures in compliance with government regulations and audit.
- Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
- Identified cost improvement changes and cost savings plans to increase company savings.
- Executed appropriate staffing and budgetary plans to align with business forecasts.
Manager, Business Processes
SMART Technologies
02.2018 - 07.2022
- Managed implementation team for company wide ERP project.
- Collaborated across all departments within SMART to review or redesign processes for best practice within a new systems environment.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Performed gap analysis to identify areas of improvement.
- Accomplished multiple tasks within established timeframes for annual audit and ongoing reviews.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Manager, Financial Systems and Cost Accounting
SMART Technologies
01.2017 - 02.2018
- Performed analysis and recommendation for suitable ERP system to transition towards. Evaluations included initial investment for capital expenditure and implementation timing, ongoing costs, licensing flexibility, growth opportunity, suite of functionalities, and integration compatibilities. This resulted in cost savings greater than $1M per year.
- Cross-trained existing system analyst employees to maximize team agility and performance.
- Amalgamated cost accounting team and financial systems analysts effectively and evolved processes to increase efficiency and accuracy for monthly financial reporting.
- Assisted with month-end closing procedures, journal entry review, balance sheet and costs analysis along with monthly management report preparation in accordance with US GAAP.
- Onboarded new employees with training and new hire documentation.
Financial Systems Manager
SMART Technologies
02.2014 - 01.2017
- Complied with established internal controls and policies.
- Developed strategic plans for day-to-day financial operations.
- Supported financial controller with special projects and additional job duties.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Liaised with internal auditors, external corporate auditors and government auditors to evidence financial controls and general computer controls.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Optimized usage of existing ERP system, leveraging new functionalities and closely work with development teams in IS to customize components as deemed appropriate.
- Established and checked coding procedures, monitored reports and updated internal files.
General Manager, Finance and Administration
Datalog Technology
09.2007 - 12.2013
- Preparation of multi currency consolidated statements, MDNA, tax filings, and quarterly reporting of lending facility compliance.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Assisted with the acquisition of new building and its construction and design.
- Conducted annual hiring efforts for seasonal field engineers, onboarding an average of 20 employees annually.
- Oversaw the IT team and contracted external resources for network security.
- Acquired health and wellness benefits program for employees that exceeded expectations while keeping within budget.
- Familiarity with the Canadian Nuclear Safety Commission (CNSC) requirements and audit process.
Controller
Datalog Technology
11.2004 - 08.2007
- Developed cohesive accounting team, utilizing well honed conflict management techniques.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly and annual financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Prepared annual corporate tax returns for 5 Canadian entities, and assisted with corporate filings for USA, UK, Colombia, Brazil, Venezuela, Ecuador and Barbados.
- Compiled SR&ED tax credit filings
- Worked with 5 executives to create annual budget and track actual expenses against projected expenses
Education
No Degree - CFO Leadership Program
CPA: Institute of Chartered Accountants of Alberta
Calgary, AB10.2012
Bachelor of Science - Business Operations Management
DeVry Institute of Technology
Phoenix, AZ10.1995
Skills
- Staffing Level Maintenance
- Product Launching
- Coaching and Mentoring
- Program Optimization
- Operational Improvements
- Employee Motivation
- Cross-Functional Collaboration
- Financial Management
Timeline
Senior Manager, Business Processes - IS
SMART Technologies
07.2022 - Current
Manager, Business Processes
SMART Technologies
02.2018 - 07.2022
Manager, Financial Systems and Cost Accounting
SMART Technologies
01.2017 - 02.2018
Financial Systems Manager
SMART Technologies
02.2014 - 01.2017
General Manager, Finance and Administration
Datalog Technology
09.2007 - 12.2013
Controller
Datalog Technology
11.2004 - 08.2007
No Degree - CFO Leadership Program
CPA: Institute of Chartered Accountants of Alberta
Bachelor of Science - Business Operations Management
DeVry Institute of Technology
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