Joel Barbeau
Dundas
Summary
Financial professional with comprehensive experience in financial data analysis. Known for strong collaborative efforts and delivering consistent results in dynamic environments. Skilled in financial analysis, data interpretation, and bank reconciliation, with proactive approach to adapting to changing business needs.
Overview
6
6
years of professional experience
Work History
Financial Analyst - Investments
Hamilton Health Sciences
06.2023 - Current
- Responsible for supporting the Investment Office which manages a $550M Investment Portfolio across two organizations within Hamilton Health Sciences, the public hospital and Research Institute, a charitable foundation
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Cash Flow Monitoring: Updating daily cash forecasting data which included CAD, USD, and Euro accounts, as well as Line of Credit disbursements to internal departments
- Investment Tracking: Updating Equity, Fixed Income, and Structured Note Schedules to ensure the Investment Office’s internal reporting matched that of the external Bank’s
- Accounts Receivable- processing and clearing daily cheques received and updating bank working papers to account for all transactions
- Accounts Payable- responsible for all of the investment office expenses and reimbursements
- Developed internal SOP worksheets for ease of training and linear work
- Strengthened relationships with external partners through timely communication and collaboration.
Financial Assistant and Relations Support
MissionGO
06.2021 - 06.2023
- Serviced financial information to staff and donors, and ensures smooth payment process for Canada and the United States
- Bank Reconciliation- monthly financial reports for Canadian office, and sister company including Income Statement, Balance Sheet, and Bank Reconciliation
- Accounts Receivable- processing donations daily, and make certain the credit cards, checks, or EFTs are received, transferred, and receipted properly
- Managed accounts payable processes, ensuring prompt payment of invoices while avoiding duplicate payments or late fees.
- Supported clients needs by providing timely responses to inquiries regarding account status or transactions processed.
- Assisted the CFO and accounting team in accounting functions, tax reports, and payroll
- Developed internal worksheets and documents to be used for donors and employees
Project Supervisor
Neptune Technology Group
06.2019 - 06.2021
Education
Bachelor of Science - Business Administration; Finance and Economics
Liberty University
Lynchburg, Virginia05.2019
Skills
- Microsoft Excel
- MS office suite
- Financial statement analysis
- Excellent attention to detail
- Account reconciliation
- Variance analysis
- Accounts receivable
- Accounts payable
- Flexible team player
- Effective communicator
- Time management
- Easy going
- Tableau
- SQL Report Manager
- SAP
- Concur
- Crystal Reports
- MIP
- Virtuous
- SiteStacker
Hobbies and Interests
- Avid sports fan, especially hockey, baseball, and college football.
- Plays baseball and hockey competitively.
- Enjoys playing golf throughout the summer.
- Goal to travel to all MLB stadiums and different countries with my wife.
Timeline
Financial Analyst - Investments
Hamilton Health Sciences
06.2023 - Current
Financial Assistant and Relations Support
MissionGO
06.2021 - 06.2023
Project Supervisor
Neptune Technology Group
06.2019 - 06.2021
Bachelor of Science - Business Administration; Finance and Economics
Liberty University
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