Jacqueline Nelson
Orangeville,ON
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
18
18
years of professional experience
Work History
Senior Financial Analyst
Dufferin Child & Family Services
Orangeville, Ontario
12.2019 - Current
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Reviewed statistical information to determine financial trends for use in investment planning.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
- Tackled both annual and quarterly budget management tasks and developed financial models from benchmarking.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
Director of Finance
NUVO Iron
Bolton, Ontario
02.2011 - 12.2019
- Forecasted trends and recommended improvements based on financial risk analyses.
- Established and enforced controls on revenue and expenses to protect company assets.
- Spearheaded expansion strategies to increase business market share.
- Generated financial and operational reports to assist management with business strategy.
- Set clear departmental objectives and developed effective strategies to achieve targeted goals.
- Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Analyzed financial data regarding product performance and customer performance and developed reports for key stakeholders.
- Assisted with recruiting, interviewing and hiring new department employees.
- Identified partnership opportunities and established favorable business connections.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Accountant
Wetherhill Associates Incorporated
Vaughan, Ontario
08.2007 - 02.2010
- Gathered financial information, prepared documents and closed books.
- Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
Education
Chartered Professional Accountant -
CPA Ontario
Toronto, ONCurrent
Bachelor's of Commerce - Accounting And Finance
Athabasca University
Athabasca, AB10-2017
Diploma in Business Administration - Accounting - Accounting And Finance
Georgian College of Applied Arts & Technology
Barrie, Ontario08-2006
Skills
- P>Advanced financial analysis
- P>Budgeting
- P>Business operations analysis
- P>Strategic planning
- P>Evaluating capital projects
- P>Flexible team player
- P>Excellent managerial techniques
- P>Project Management
- P>Manpower planning
Volunteer History
-Orangeville Northmen Lacrosse Association
-Orangeville Minor Hockey Association
-SWAP - South Africa Volunteer
Timeline
Senior Financial Analyst
Dufferin Child & Family Services
12.2019 - Current
Director of Finance
NUVO Iron
02.2011 - 12.2019
Accountant
Wetherhill Associates Incorporated
08.2007 - 02.2010
Chartered Professional Accountant -
CPA Ontario
Bachelor's of Commerce - Accounting And Finance
Athabasca University
Diploma in Business Administration - Accounting - Accounting And Finance
Georgian College of Applied Arts & Technology
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