Microsoft Excel, Outlook, Word, Teams etc
Lisa Peck
Financial Account
Dundas,ON
Summary
Financial Executive and Business Consultant with proven experience in business development, from startup to $25M in annual revenues. Offering keen financial acumen to lead businesses to profitability in both lean times and periods of growth. Known for excellent recruiting, hiring and managing high-performance teams. Experienced in multi national finance and accounting, operations, project management and costing, inventory planning, supply chain and human resources. Demonstrated ability to improve financial performance
Overview
25
25
years of professional experience
15
15
years of post-secondary education
Work History
CFO
Everworks Inc
Dundas, Ontario
04.2021 - 03.2023
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Secured over 4M in Grant funding to support company growth
- Expertise in Corporate tax (Canadian and USA), SRED
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Managed and led direct reports to handle controllership, treasury and corporate finance functions.
- Devised benchmarks to align goals and strategies with underlying financials.
- Assessed company resources to keep business funded and nurture relationships with investors, lenders and key partners.
- Created, planned, and implemented policies and procedures to increase productivity and maximize return on investments.
- Completed in-depth analyses of risks to control company profile, enhance systems and track legal concerns.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Led IT transitions for US and Canadian jurisdictions
- Developed and implemented departmental and class costing systems
- Consolidated financials for multi national operations
- Managed intercompany account transactions and reconciliations
- Established and maintained benefit and retirement programs
- Presented information at weekly meetings, Town Halls
- Managed HR department in addition to Finance
Finance Manager
Everworks Inc
Dundas, Ontario
04.2018 - 04.2021
- Created organizational structures to improve accounting and finance functions.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Mediated Revenue Canada audits and successfully negotiated appeals
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Reviewed documentation and identified financial discrepancies where applicable.
Controller
TrueNorth Maintenance Corp
Ancaster, Ontario
01.2008 - 04.2018
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines.
- Efficiently managed fixed assets, fleet, and insurance requirements
- Prepared bid costing worksheets and analyzed architectural drawings for accurate bidding
- Maintained labour board guidelines and health and safety standards
- Prepared and delivered presentations on behalf of clients
- Developed payroll programs
- Managed all government related taxes
Assistant to the Controller
Forsythe Lubrication Associates
Hamilton, Ontario
08.1998 - 05.2010
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Assisted coworkers and staff members with special tasks on daily basis.
- Liaised between clients and vendors and maintained effective lines of communication.
- Managed AP, AR, including weekly check runs and disbursements
- Conducted bank reconciliations, and optimized cash management processes
- Troubleshot and resolved issues in purchasing, AP and banking modules
- Created training and administrative guideline manuals in adherance to ISO guidelines
- Provided training and supervision to new administrative emplloyees
- Maintained The Health and Welfare Trust, ensuring accurate reimbursements
- Prepared full financials, including notes and analysis
- Tracked inventory, prepared product costing and established standard pricing
- Ordered inventory and calculated variances
- Extensive experience with Foreign Exchange
Education
Accounting
Certified Public Accounts (CPA)
Ontario 04.2018 - Current
Bachelor of Business Administration - Business Accountancy
Laurentian University
Greater Sudbury, ON 01.2016 - 04.2023
Honours Business Adminstration - Business Accountancy
Mohawk College
Hamilton, Ontario 09.1993 - 04.1996
No Degree - Business Administration - Level 1
McMaster University
Hamilton, ON 05.2001 -
Skills
Quantitative analysis
Documentation requirements
Accounting principles
Reporting expertise
Operational decision making
Financial Management
Business Development
Financial administration
Dependable and Responsible
Canadian and USA GAAP Financial Reporting
Canadian and US Payroll Requirements
Project Costing
Finance System Implementation
Cash Management
Foreign Exchange and Multi Currency
AP and AR Management
Software
Quickbooks
T Sheets
Zoho
Timeline
CFO
Everworks Inc
04.2021 - 03.2023
Finance Manager
Everworks Inc
04.2018 - 04.2021
Accounting
Certified Public Accounts (CPA)
04.2018 - Current
Bachelor of Business Administration - Business Accountancy
Laurentian University
01.2016 - 04.2023
Controller
TrueNorth Maintenance Corp
01.2008 - 04.2018
No Degree - Business Administration - Level 1
McMaster University
05.2001 -
Assistant to the Controller
Forsythe Lubrication Associates
08.1998 - 05.2010
Honours Business Adminstration - Business Accountancy
Mohawk College
09.1993 - 04.1996