Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kelly Hartt

Kamloops,Canada

Summary

Accounting Professional Skilled Chartered Professional Accountant, legacy Chartered Accountant with 10+ years of financial and accounting experience. Versed in Canadian GAAP, with an emphasis on Public Sector Accounting Board Standards (PSAB) and Canadian Auditing Standards (CAS). Experience working with post-secondary institutions, not-for-profit corporations, and municipal governments. Strategic-thinking individual experienced in turning low-performing organizations into top revenue producers. Offering engaging and pleasant personality with expertise improving customer relationships. Dynamic Director oversees every facet of production with strong project management and decision-making skills. Brings comprehensive knowledge of planning and technical operations. Skilled at coordinating production plans and personnel resources to complete work under tight deadlines.

Overview

18
18
years of professional experience

Work History

Director, Financial planning and budget

Thompson Rivers University
  • Planning and directing the functions of budgeting and financial planning
  • Working with the Associate Vice-President Finance in developing short- and long-term financial plans
  • Establishing goals and objectives, performance standards, motivating, training, directing, and evaluating the performance of staff
  • Responsible for the daily operational functions and the long-term planning of financial planning services
  • Lead and undertake process improvement initiatives with finance and cross functional teams members
  • Manages the development of budgets for all funds and oversees the implementation and improvement of budget processes and systems
  • Manages the preparation of quarterly and annual forecasts, variance and financial analytics and management reports
  • Ongoing assessment and enhanced efficiency of a customer-focused approach to service delivery of financial services to the TRU community
  • Assist the Associate Vice-President, Finance, in presenting financial statements, budgets, forecasts and other reports as required
  • Provide financial and business services to Deans, Managers and the Executive
  • The hiring, promotion, dismissal, or reassignment of staff
  • Participates in the evaluation of financial systems and implementation of new systems and reports as needed
  • Participates in the review of business processes and implementation of new processes in the University
  • Maintaining a close liaison with the University’s internal and external auditors
  • Assuming the duties and responsibilities of the Associate Vice-President, Finance, in his/her absence as directed
  • As part of the Finance team, the Director will assist in the: Reporting of statutory filings required by the provincial and federal governments; Preparation and review of yearend working papers and files; Preparation of the annual financial statements; Financial analyses and interpretation of results to all levels of management, including recommendations for corrective action if and where required.

Associate director, Financial Reporting

Thompson Rivers University
  • Jointly responsible (with the finance management team) for the planning, development and administration of the enterprise general ledger, sub-systems, integrated systems and financial reporting systems
  • Responsible for ensuring accounting activities, including accounting, analytical reviews, reporting and reconciliation, are performed in accordance with GAAP and the appropriate accounting standards (PSAB, Not-for-Profit, IFRS) and legislative requirements
  • Responsible for supervision of staff including hiring, performance evaluation and dismissal; also responsible for development of annual goals, objectives, work plans, performance standards, motivating and training
  • Responsible for the preparation of monthly, quarterly and annual financial statements and a variety of financial and legislated reports to government, agencies, internal and external stakeholders for the University and related parties as required
  • Responsible for the coordination, preparation and review of yearend financial statements, working papers and files
  • Works with external auditors to facilitate timely completion of interim and annual financial audits
  • Implement appropriate processes for financial recording, budgetary control, reporting and controls for all capital projects
  • Analysis, forecasting and monitoring of TRU revenues & expenditures
  • Liaise with internal departments, managers and external agencies for problem resolution and assisting them to understand financial reports
  • Development and implementation of accounting procedures and internal controls.

Manager, accounting - Disbursements

Thompson Rivers University
  • Responsible for the daily operational functions and long term planning of Payroll and Accounts Payable functions, ensuring harmonization with TRU’s vision and Finance goals and objectives
  • Responsible for planning, development, administration and security of assigned systems and procedures to ensure appropriate levels of internal control
  • Collect and analyze wage data to assist monitoring and forecasting of expenditures for all members of management and external reporting requirements
  • Acts as the main contact and liaison for employees, managers, Human Resources, and external agencies to resolve payroll, benefit and accounts payable related issues and concerns
  • Assist in collective agreement bargaining process by providing relevant wage information and analysis
  • Participates in the evaluation of financial systems and implementation of new systems and reports as needed
  • Assist in the preparation of financial forecasts and annual financial statements.

Budget Officer

  • Worked directly with Associate Vice President, Finance to develop institutional budget and consolidate all faculty, schools, and divisions budgets to compile the annual all-fund budget for the institution
  • Assist in preparation of quarterly forecasts and initiate communication with applicable Department Heads or Financial Analysts to inform them of budget issues impacting their portfolios
  • Draft budget guidelines and instructions to departments for preparing their operating, non-operating and capital budget submissions
  • Review the individual operating and capital budget submissions from departments for accuracy and completeness
  • Work with individuals and departments in planning, gathering and analyzing financial and enrolment information, and recommending strategic directions.

Financial Liaison Analyst

  • Assist in year-end procedures including presentation of financial statements and conversion to PSAB presentation
  • Help different schools and departments understand their current and past financial information
  • Assist in budget development and forecasting for cost recovery for each division and school
  • Analyzed prior year actual and forecast to current year actuals
  • Inform parties of all information pertinent to ongoing budget and forecasting decisions.

Facilitator

CA School of Business
01.2011
  • Gave assistance and direction on research areas for tasks
  • Reviewed task assignments for students for the current module and gave relevant feedback to assist with progress to write Module exam
  • Updated information related the student tasks and posted on the website
  • Reported status of students to the lead facilitators for assessment of student merits.

Director, Finance

Thompson Rivers University
01.2012 - Current
  • Planning and directing through the staff, the University's financial operations, including the functions of treasury and disbursements (vendor and staff)
  • Assisting the Associate Vice-President Finance (and the Director Financial Planning and Budgeting) in developing short and long term financial plans
  • Establishing goals and objectives, performance standards, motivating, training, directing, and evaluating the performance of staff
  • Overall responsibility for an effective cash management system relating to all aspects of collections, disbursements, investments, liquidity, cash forecasting and planning and implementation of formal cash policies, procedures and strategies to maximize investment income and cash balances
  • Lead and undertake process improvement initiatives with finance and cross functional teams members
  • Ensuring the University's financial operations are conducted in accordance with applicable laws and government regulations
  • Responsible for coordinating collection and availability of financial data in a timely manner to meet internal and external reporting requirements
  • Review, develop, monitor and amend systems, procedures, business process to ensure internal controls are appropriate, functional and operational
  • Ongoing assessment and enhanced efficiency of a customer-focused approach to service delivery of financial services to the TRU community
  • Assist the Associate Vice-President, Finance, in presenting financial statements, budgets, forecasts and other reports as required
  • Provide financial and business services to Deans, Managers and the Executive
  • Maintaining a close liaison with the University’s internal and external auditors
  • The hiring, promotion, dismissal or reassignment of staff
  • Ensuring the maintenance of historical financial records archives in compliance with legislation and TRU policy
  • Keeping abreast of technological changes and changes in accounting standards to ensure conformance with GAAP and appropriate legislation
  • Responsible for the Financial Procedures and Policy Manual
  • Assuming the duties and responsibilities of the Associate Vice-President, Finance, in his/her absence as directed
  • As part of the Finance team, the Director, Financial Services will assist in the: Reporting of statutory filings required by the provincial and federal governments; Preparation and review of year-end working papers and files; Preparation of the annual financial statements; Financial analyses and interpretation of results to all levels of management, including recommendations for corrective action if and where required.

Senior Accountant

KPMG LLP
01.2006 - 01.2010
  • Managed local municipal audits in the office; ensured appropriate audit work was completed
  • Emphasis on moving to the new PSAB requirements with major work being done on developing methodology to determine accumulated depreciation on long held assets previously not depreciated
  • Assisting various municipal offices in determining best presentation
  • Consultant to City of Calgary with a mandate to provide recommendations on how to improve the capital asset presentation and disclosure for yearly audit
  • Drafted financial statements with note disclosure for private companies and municipalities
  • Mentored and guided junior staff to take on greater responsibilities in the following year’s audit
  • Setup in-office training program for helping CA candidates to get ready for the UFE.

Education

Chartered Accountancy Designation -

Canadian Institute of Chartered Accountants
01.2010

Diploma – Accounting Technician -

Thompson Rivers University
01.2006

Skills

  • Chartered Professional Accountant
  • Financial Statement Preparation
  • Year-End Reviews/Analysis
  • Staff Management
  • Compliance & Regulations
  • Process Improvement
  • Communication Skills
  • Public speaking and presentation
  • Collaborative Teamwork
  • Banner (ERP System)
  • FAST Financial Accounting System
  • Microsoft Word
  • Excel
  • PowerPoint
  • Outlook
  • Access
  • Employee Motivation
  • Policy Development and Enforcement
  • Team Leadership
  • Goal Setting
  • Cost Reduction
  • Hiring and Onboarding
  • Business Leadership
  • Financial Administration
  • Non-profit management
  • Decision-Making
  • Business Forecasting
  • Operations Management

Languages

English
Native or Bilingual

Timeline

Director, Finance

Thompson Rivers University
01.2012 - Current

Facilitator

CA School of Business
01.2011

Senior Accountant

KPMG LLP
01.2006 - 01.2010

Director, Financial planning and budget

Thompson Rivers University

Associate director, Financial Reporting

Thompson Rivers University

Manager, accounting - Disbursements

Thompson Rivers University

Budget Officer

Financial Liaison Analyst

Chartered Accountancy Designation -

Canadian Institute of Chartered Accountants

Diploma – Accounting Technician -

Thompson Rivers University

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