Kimberly Corea, CPA
Kelowna,Canada
Summary
Results-driven Finance Executive (CPA) with over 15 years of expertise in financial accounting, including pivotal roles as CFO and acting CEO. Demonstrates a proven track record in financial reporting, budgeting, and cashflow management, while successfully leading teams to streamline processes and implement strategic financial solutions that enhance business growth. Known for analytical acumen and a commitment to accuracy and integrity, adept at managing risks while executing innovative strategies for operational efficiency.
Overview
15
15
years of professional experience
Work History
Chief Executive & Financial Officer
Ecora
Kelowna, Canada
03.2023 - Current
- Serve as a cross-functional leader; communicate, support and evaluate the company’s strategy and vision
- Drive the turnaround of the financial department, streamlining the monthly process and improving reporting to enable informed decision-making
- Lead the company’s financial/business planning by analyzing performance, identifying risks, and implementing strategies that result in improved operating efficiencies
- Conduct in-depth operational analysis, targeting utilization and efficiency improvements to drive revenue growth and strategic decisions
- Create and manage budgets, cash flow management & forecasting
- Maintain constant awareness of the company’s financial position and take proactive measures to prevent potential issues
- Manage M&A transactions and refinancing processes, including overseeing deals valued at $10 million
- Oversee the setup and maintenance of the company’s finance IT system (Deltek), ensuring adequate internal controls and segregation of duties
- Set targets and supervise a team of 6+ accounting and finance personnel, ensuring timely and accurate completion of bank reconciliations, tax filings, and financial statement preparation
- Monitoring and evaluating discipline performance compared to market trends
Divisional Controller
KF Aerospace
Kelowna, Canada
12.2020 - 02.2023
- Approved and oversaw monthly financial processes, including full month-end/year-end working papers, reconciling quarterly results to verify accuracy and compliance
- Interpreted contracts, providing detailed revenue and pricing analysis while confirming proper revenue recognition
- Assisted with the launch of a Commercial Charter Airline division; analysis, identifying risks, implementing processes
- Managed the annual auditing process, budgeting, cashflow management & forecasting and ROI analysis
- Coordinated invoicing and collections for Aircraft Leasing & Charter operations, upholding financial and operational controls to minimize errors
- Monitored flight operations data for seamless integration with finance to support accurate reporting
- Oversaw and directed complex journal entries; unearned revenue, maintenance reserves, capex/ac leasing
Senior Accountant
McFadden Buttar & Associates
Kelowna, Canada
06.2020 - 12.2020
- Prepared working paper files; Compilation and Review Engagements
- Compiled financial statements and corporate tax returns, T4 & T5 preparation
- Performed bookkeeping tasks, including reconciling bank balances and ledger entries using Simply Accounting, QuickBooks, and Excel
Senior Accountant
Kochhar & Co.
Kelowna, Canada
12.2019 - 06.2020
- Prepared working paper files; Compilation and Review Engagements
- Compiled financial statements and corporate tax returns, T4 & T5 preparation
- Performed bookkeeping tasks, including reconciling bank balances and ledger entries using Simply Accounting, QuickBooks, and Excel
- Peer-reviewed co-workers’ work to ensure accuracy and consistency in financial reporting and compliance
Controller
Vitalis Extraction Technology Inc.
Kelowna, Canada
07.2018 - 04.2019
- Created and managed a month-end reporting process, budgeting process, cash flow management & forecasting
- Prepared monthly working papers and financial statements, verifying accuracy and compliance with accounting standards
- Managed complex journal entries, including unearned revenue, prepaid expenses, capital assets
- Oversaw the payroll and HR department & functions
- Assist in quarterly/annual strategy planning
- Conducted audits to confirm the accuracy of reported Inventory data
- Helped manage the set up and maintenance of the ERP
- Developed and maintained adherence to internal controls
Controller
Flair Airlines Ltd.
Kelowna, Canada
01.2017 - 07.2018
- Drove the turnaround of the financial department, streamlining the monthly process and improving reporting
- Conduced in-depth operational analysis, targeting airline operations and efficiency improvements to drive revenue growth and strategic decisions
- Was with the company during the transition from charter to commercial as well as during acquisition/new ownership
- Created & prepared monthly working papers and financial statements, verifying accurate reporting and compliance with accounting standards
- Managed complex journal entries, including maintenance reserves, unearned revenue, prepaid expenses, capital assets, and leases
- Oversaw complex reconciliations i.e
- Charter contract billing and reconciling, fuel analysis, maintenance reserves etc
- Oversaw the payroll & HR department/functions
- Created and managed the budgeting process, cashflow forecasting and ROI analysis
- Conducted audits to verify the accuracy of financial data and uphold strong internal controls
Financial Accountant
Aptean (Stardyne Technologies)
Kelowna, Canada
04.2015 - 01.2017
- Prepared financial statements and supporting documents (MD&A) for 7 companies, including two monthly consolidations, improving accuracy and timely reporting
- Supervised and reviewed account reconciliations, journal entries, and bookkeeping (AR, AP, Bank Recs) prepared by staff to ensure accuracy and compliance
- Managed journal entries and accounting reconciliations, ensuring timely and accurate financial reporting
- Assist and monitor the annual budgeting process
Senior Staff Accountant
The Matthews Group
Calgary, Canada
10.2013 - 04.2015
- Prepared working paper files; Compilation and Review Engagements
- Compiled financial statements and corporate tax returns, T4 & T5 preparation
- Performed bookkeeping tasks, including reconciling bank balances and ledger entries using Simply Accounting, QuickBooks, and Excel
Senior Staff Accountant
Gryzko Harper Bouw
Cochrane, Canada
07.2011 - 10.2013
- Prepared working paper files; Compilation and Review Engagements
- Compiled financial statements and corporate tax returns, T4 & T5 preparation
- Performed bookkeeping tasks, including reconciling bank balances and ledger entries using Simply Accounting, QuickBooks, and Excel
Education
Chartered Professional Accountant -
Chartered Professional Accountants of BC
Accounting Degree -
BC Institute of Chartered Accountants
Certificate in Accounting -
Athabasca University
Business Administration -
Lethbridge Community College
Income Tax Certificate -
Thompson Rivers University
Skills
- Comprehensive Financial Management
- Budgeting and Forecasting
- Strategic Financial Leadership
- Financial Reporting
- Operational efficiency
- Internal controls
- Cash flow management
- M&A transactions
- Strategic visioning
- Adaptability and resilience
- Cost control
- Revenue generation
- Strategic Problem Resolution
- Risk Mitigation Strategies
- Internal Controls and Audit Management
- Effective Team Leadership
Certification And Education
- Chartered Professional Accountant, Chartered Professional Accountants of BC
- Accounting Degree, BC Institute of Chartered Accountants
- Certificate in Accounting, Athabasca University
- Business Administration, Lethbridge Community College
- Income Tax Certificate, Thompson Rivers University
References
References available upon request.
Timeline
Chief Executive & Financial Officer
Ecora
03.2023 - Current
Divisional Controller
KF Aerospace
12.2020 - 02.2023
Senior Accountant
McFadden Buttar & Associates
06.2020 - 12.2020
Senior Accountant
Kochhar & Co.
12.2019 - 06.2020
Controller
Vitalis Extraction Technology Inc.
07.2018 - 04.2019
Controller
Flair Airlines Ltd.
01.2017 - 07.2018
Financial Accountant
Aptean (Stardyne Technologies)
04.2015 - 01.2017
Senior Staff Accountant
The Matthews Group
10.2013 - 04.2015
Senior Staff Accountant
Gryzko Harper Bouw
07.2011 - 10.2013
Chartered Professional Accountant -
Chartered Professional Accountants of BC
Accounting Degree -
BC Institute of Chartered Accountants
Certificate in Accounting -
Athabasca University
Business Administration -
Lethbridge Community College
Income Tax Certificate -
Thompson Rivers University