Experienced Comptroller with [Number] years of expertise in planning and directing financial operations. Proficient in leading teams to analyze and report accounting data, ensuring the execution of effective budgets and policies. Proactive in identifying and mitigating potential liabilities in fiscal affairs, ensuring the financial stability and compliance of the organization.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Manager, Fraud Risk Management Program
Department of National Defence
06.2023 - Current
Lead the team to implement DND fraud risk management program across the department by providing direction and guide on the content, design, delivery, monitoring and evaluation of fraud risk management program activities and their effectiveness
Implement departmental wide fraud risk assessments as well as launch of improved fraud awareness training and other outreach activities
Strengthen the governance/oversight over fraud risk management, which includes reviewing and drafting related fraud risk management policies, procedures/manuals
Engage DND/CAF stakeholders and lead fraud risk management working groups.
Manager, Fraud Risk Management Program
ADM(Review Services)
06.2020 - 03.2024
Lead the team to implement DND fraud risk management program across the department by providing direction and guides on the content, design, delivery, monitoring and evaluation of fraud risk management program activities and their effectiveness, including directing the delivery of departmental wide fraud risk assessment as well as awareness training
Review and draft related fraud risk management policies, procedures/manuals
Engage DND/CAF stakeholders and lead fraud risk management working groups.
Acting Executive Director (EX02) Integrity and Inquiries
Department of National Defence
12.2023 - 01.2024
Provided leadership over fraud risk management program, conflict of interest evaluation, and administrative investigation support services teams
Provided direction or constructive feedback to the teams, ex
Challenge the employees to think and evaluate conflict of interest files with different lens and to adopt best practices from others
Guided section managers to better manage the workload, including reviewing service standards and better prioritize workload.
Senior Advisor
Treasury Board Secretariat (OCG)
01.2022 - 06.2023
Led development of the guidance for the new Mandatory Procedures for Contracts awarded to Indigenous businesses to provide departments policy implementation support in collaboration with Indigenous partners and other government departments
Led integration of the new Mandatory Procedures for Contracts awarded to Indigenous businesses reporting in Departmental Plan and Departmental Results Report
Contributed to the development of the policy measures on Indigenous Procurement portfolio, including presenting and participating in various interdepartmental working groups
Led Procurement Policy Development team, maintained procurement Directive, and developed supporting guides to assist departments in implementing the new requirements of the Directive
Led the TB business optimization project related to procurement leading up to writing the initial TB submission for quality review, as well as oversaw the work on the McKinsey study, the study tasked by a Parliamentary Committee (OGGO) to the Minister such as TBS policy response to the internal audit results, preliminary contract data analysis, etc.
Comptroller
Fleet Maintenance Facility Cape Breton
07.2021 - 12.2021
Provided advice and recommendations to Commanding Officer on all aspects of financial management, including planning, budgeting, forecasting, etc., for an annual budget of $100M
Directed the development and implementation of improved budget management: forecasting, reporting, internal control, and policy interpretation and application
Led policy compliance for the project governance, travel, membership fees, etc
Managed the Comptroller’s Office; this included performance management, establishment of priorities, training and development, staffing and HR planning in hybrid work model.
Identified cost-saving opportunities with thorough evaluation of operational expenses and vendor contracts.
Executive Assistant to the Associate ADM(Materiel)
ADM(Materiel) National Defence
06.2020 - 06.2021
Managed daily operations of Associate ADM’s schedule and flow of work, setting priorities, file reviews, issues and priority management
Reviewed briefing material; analyzed, researched, and prepared various reports, papers and other communication plans/tools for senior management
Provided relevant, timely and cogent advice on issues, problems, challenges, trends and strategic directions to Associate ADM or stakeholders to facilitate understanding and cooperation on the impact of various materiel and procurement issues/initiatives; and
Prepared Budget Letters – off cycle funding in support of the Budget for key group initiatives
Acted as the group point of contact for GBA+; Wrote the group’s portion of the joint Chief of Defence Staff/Deputy Minister tasking related to GBA+ integration into the procurement process; Prepared the group’s portion of the annual Women, Peace and Security report
Provided secretariat services to the interdepartmental DG level Working Group on inclusiveness in governmental procurement, including presentation to the DG Forum on GBA+.
Handled confidential and sensitive information with discretion and tact.
Divisional Comptroller & Acting Comptroller
ADM(Materiel)
01.2018 - 05.2020
Provided strategic advice and recommendations to DG and Directors on in-year program execution, financial management and oversight for Divisional programmes valued at $1.8B dollars
Provided financial policy interpretation and application to RC managers, as well as rulings on accounting treatments
Performed financial management/policy compliance reviews and process evaluations
Directed the development and implementation of improved budget management, forecasting, reporting, internal control, accrual budgeting, accrual and capital assets accounting, as well as updated in-house financial procedures
Collaborated with the business planners in the formulation of the business plan
Managed the Comptroller’s Office; this included performance management, establishment of priorities, training and development, staffing and HR planning.
Senior Financial Analyst
ADM(Finance)
11.2015 - 12.2017
Led the implementation of the acquired services contracts governance structure
Developed the methodology and financial model to assess long term affordability of DND’s Vote 1 program, including sustainment activities in support of capital assets as part of the renewal of the Departmental Investment Plan
Collaborated with other directorates to systemize IP semi-annual updates: this contributed to the development of a central repository to facilitate the building of data and reporting
Supervised financial staff; this involved the conduct of performance reviews, assignment of work, training and development and staffing.
Capital Procurement Analyst
ADM(Materiel)
06.2014 - 10.2015
Responsible for the provision of comptrollership functions related to the Department’s capital equipment budget (over $2B per year), both cash and accrual budget
These functions included corporate financial reporting, inputs to reprofiling TB submissions, semi-annual Investment Plan update, monitoring compliance to Project and Expenditure Authorities, etc
Closed three consecutive year-ends within 1% of the budget, getting nominated to the Executive Development Program
Prepared reports, decks and speaking notes for senior Materiel Group decision-makers for presentation at various Senior Management meetings
Provided advice and recommendations on cash management, financial management issues and/or business processes related to capital equipment budget
Led Vote transition at the Divisional level, including seeking baseline Vote transfer through ARLU, making changes to the business planning and in-year financial management processes to ensure funds were spent in accordance with the Appropriation Act, with appropriate program/project authorities, and for the Divisional priorities
Acted as the group representative for Service Level Agreements (SLAs) and MOUs
Supervised financial staff: this involved the conduct of performance reviews, assignment of work, training and development and staffing.
Base Financial Officer
Royal Canadian Navy
07.2011 - 06.2013
Managed the Base budget of approximately $130M, including financial monitoring, forecasting, and reporting on behalf of the Base Commander and Base Comptroller
Provided financial/variance analysis and strategic advice to senior management; closed two consecutive year ends within 0.25%
Developed and delivered formal/informal financial management training to staff with delegated authorities
Provided functional guidance and direction to branch business managers on budget estimates/preparations, expenditure/commitment control, revenue forecasting, variance analysis, contracting and financial information and reporting system
Reviewed, updated and/or wrote the Base financial policies/orders, including policies on delegation of financial authorities, budget and revenue management
Managed the Base Financial Management Services team (1 direct, 3 indirect reports) responsible for (1) processing accounts payables, accounts receivables and PAYEs, and (2) overseeing delegation of authorities, provision of services and write-offs within the Base.
Budget Analyst
Director of Budget, ADM(Finance)
07.2009 - 06.2011
Reviewed TB and Ministerial submissions in support of the CFO attestation function, including preparation of sign-off notes and summary findings for the Director and the DCFO
Led the implementation of SAP BOBJ WEBI(migration project from COGNOS to BOBJ), an Enterprise BI financial reporting system for financial reporting, by working on logic design and data mapping, leading user acceptance testing, developing a user training guide, and providing information sessions, user support and hands-on training sessions
Prepared Supplementary Estimates and briefing notes for Director, DCFO, and CFO
Prepared other financial reports such as NATO Defence Planning Questionnaire and Statistics Canada reports.
Maritime Forces Pacific HQ L3 Comptroller
10.2006 - 06.2009
Prepared annual business plan and financial reports for the West Coast Navy HQ
Managed $40M annual budget, including the fuel budget for all Canadian Navy Ships on the West Coast, on behalf of the Commanding Officer; performed section 32 and 34 of the FAA on all fuel related transactions
Monitored transactions in departmental financial system
Provided financial analysis and advice on financial impacts of new initiatives/proposals to senior management
Researched and assembled historical, current and projected financial information and developed cost estimates, including costing of the Ships’ Operational Schedules
Managed all cost recovery and revenue transactions, which included administering the MOUs and SLAs, international agreements (Foreign Military Sales and Fuel Exchange Agreement with the US) and coordinating with OGDs, foreign Navies and developing charging methodologies
Provided financial assistance and advice to managers and budget administrators by developing Standard Operating Procedures, Commanding Officer Technical Memoranda, Business Planning workshops, and interpreting departmental orders and policies.
Education
Skills
Excel
Access
Word
Power Point
DRMIS (SAP based departmental financial system)
SAP BusinessObjects – Web Intelligence
Certification
CPA(CGA-BC)
DND Project Manager 1 Certificate
Languages
Bilingual Level EBC
Clearance
Secret Clearance
Awards
TBS Merit Award (2022)
Timeline
Acting Executive Director (EX02) Integrity and Inquiries
Department of National Defence
12.2023 - 01.2024
Manager, Fraud Risk Management Program
Department of National Defence
06.2023 - Current
Senior Advisor
Treasury Board Secretariat (OCG)
01.2022 - 06.2023
Comptroller
Fleet Maintenance Facility Cape Breton
07.2021 - 12.2021
Executive Assistant to the Associate ADM(Materiel)
Student Clerk and Assistant Physiotherapist at Department of National DefenceStudent Clerk and Assistant Physiotherapist at Department of National Defence