Kunal Sharma
Mississauga
Summary
Accomplished finance professional with over 12 years of experience in accounting and financial management. Provides leadership and support in overseeing all accounting functions and financial controls for the College for Family Physicians of Canada (CFPC) and the Foundation for Advancing Family Medicine (FAFM). Demonstrates expertise in managing purchasing and facility operations, while facilitating enhancements to financial, purchasing, and facility processes. Proficient in serving as a key liaison for cost center managers, staff, and partners, effectively communicates financial performance and trends.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Manager, Finance and Administration
CFPC
12.2022 - Current
- Responsible for ensuring accurate and timely financial reporting in accordance with established accounting principles and standards
- Develop and manage the annual budget, while also providing forecasts to guide financial planning and decision-making
- Implement and uphold financial controls and processes that align with organizational policies to ensure compliance and mitigate risks
- Prepare and review detailed reports for the Finance and Audit Committee, ensuring that all financial data is accurate and presented clearly
- Ensure timely and accurate completion of all required legislative financial reports to external agencies, adhering to regulatory standards
- Regularly review and update financial policies to reflect best practices and compliance with legal and regulatory requirements
- Committee member and minute taker for the Finance and the Audit Committee
- Managing College and FAFM’s investments within established and approved Investment Policy and guidelines with the aid of the financial advisor for the College and FAFM
- Oversee the administration of College-wide payroll processing, develop and enforce payroll policies and procedures, and coordinate payroll-related services, including benefits administration and employee inquiries, to ensure accuracy and compliance
- Collaborate with property owners to address facility issues and oversee infrastructure projects and repairs
- Manage cleaning services and ensure the maintenance of furniture and equipment, excluding IT equipment
- Coordinate mail and courier services while adhering to purchasing policies for all procurement activities
- Maintain all related policies and manage the application process for various college programs, including additional insurance for projects and programs.
Financial Analytics Specialist
CFPC
01.2020 - Current
- Review of monthly financial statements and reporting package of the College and the Foundation for its approval by the Finance and Audit committee and the Board
- Research and prepare variance analysis and provide explanations through liaison with various departments
- Assist the Director, Finance and Asset Management in tracking KPIs, preparation and reporting of financial data and financial models
- Review and analyze the cash flow’s accuracy, project cash utilization and propose investment opportunities
- Review, compile, monitor, educate, and report budgets and forecasts across multiple departments of the College
- Review and file statutory and regulatory tax returns such as GST/HST/QST, Corporation tax (T2, T1044), Annual Charity return (T3010) GST/HST Rebate, T4A slips
- Reconciliation of high volume and complex financial data to ensure accurate reporting
- Support internal and external audits.
Budgeting & Forecasting Analyst
10.2018 - 12.2019
- Compiled and reported annual and mid-year budgets across multiple departments and the Board
- Examined capital budget requests and their budgetary impact and provided recommendations to the Director and the Executive Director
- Collectively with Manager, Finance, ensured the accuracy and completeness of budget submissions
- Supported Financial Analyst in various aspects of financial reporting, including various reconciliations and analysis
- Provided forecast development support to all department managers
- Compiled data for various projects, meetings and presentation at the committee and the Board level.
Forecasting/Budgeting Analyst
Sobeys Inc.
04.2018 - 09.2018
- Analyzed and reported competitive data to recommend optimal pricing strategies
- Provided support to Pricing and Finance Managers on costing and revenue estimates, incorporating changes to database
- Examined data for accuracy and authenticity and provided modifications.
Business Analyst – Finance
Punjab National Bank
03.2013 - 01.2018
- Performed financial analysis to provide decision making at executive level
- Liaised with senior management to prepare financial reports and advised regarding financial decisions
- Assisted in successful completion of internal and external audit, including completion of audit working papers
- Conducted Risk Rating and Risk management of composite financial statements
- Appraised and recommended loans for their approval.
Education
Chartered Accountant -
The Institute of Chartered Accountants of India
07.2012
Bachelor of Commerce - undefined
Panjab University
04.2009
Diploma in Financial Management - undefined
National Institute of Labour Education & Management
04.2009
Skills
- Strong Analytical skills
- Data Analysis and Interpretation
- Financial Analysis & Reporting
- Strategic & Financial Planning
- Budget Planning & Forecasting
- Team Leadership and Development
- Decision Making
- Problem Solving
- Proficient in Microsoft GP, SAP, QuickBooks
Certification
- PCI Compliance – 02/11/2024
- Supervision certificate – University of Waterloo
- JHSC Certification - WSPS – 08/2024
Accomplishments
- Served as a certified member of the Joint Health and Safety Committee, contributing to the development and implementation of safety protocols that enhance workplace safety and compliance across the organization.
- Successfully led the finance team through external audits for six consecutive years, achieving unqualified audit reports each year, demonstrating excellence in financial management and compliance.
- Played a key role in several project teams that successfully implemented critical initiatives, including a membership portal (CMEMS), nonprofit CRM software for fundraising (Raiser's Edge), a sign-in app for streamlined check-ins, space planning, and a payroll system, among other projects, driving operational efficiency and enhancing organizational capabilities.
Timeline
Manager, Finance and Administration
CFPC
12.2022 - Current
Financial Analytics Specialist
CFPC
01.2020 - Current
Budgeting & Forecasting Analyst
10.2018 - 12.2019
Forecasting/Budgeting Analyst
Sobeys Inc.
04.2018 - 09.2018
Business Analyst – Finance
Punjab National Bank
03.2013 - 01.2018
Bachelor of Commerce - undefined
Panjab University
Diploma in Financial Management - undefined
National Institute of Labour Education & Management
Chartered Accountant -
The Institute of Chartered Accountants of India
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