Lucas Connor
Toronto,Canada
Summary
Experienced with managing comprehensive accounts payable functions and leading teams to ensure smooth operations. Utilizes process improvement strategies to enhance efficiency and accuracy. Track record of fostering effective vendor relationships and maintaining meticulous financial records.
Professional with strong foundation in financial analysis and risk management. Adept at leveraging analytical skills and financial software to optimize cash flow and manage investments. Known for collaboration and adaptability, consistently delivering impactful results. Skilled in financial modeling, forecasting, and regulatory compliance, bringing reliability and precision to any team.
Overview
9
9
years of professional experience
Work History
Accounts Payable Supervisor
Tilray
03.2024 - 10.2024
- Reviewed all vendor invoices promptly in accordance with company policy.
- Oversaw monthly accounting close process for timely and accurate reporting of financial information.
- Streamlined accounts payable processes for increased accuracy and timeliness of payments.
- Mentored junior staff members to improve their understanding of accounting principles and practices.
- Troubleshot and resolved escalated issues pertaining to vendor disputes, payment discrepancies or delays in a timely manner, maintaining positive relationships with suppliers.
- Maintained accurate records of all financial transactions within the accounts payable department.
- Developed strong relationships with vendors, resulting in improved communication and negotiation on payment terms.
Treasury Analyst
Tilray
08.2022 - 02.2024
- Implemented automation solutions for various treasury functions, enhancing accuracy while reducing manual workload demands on staff members.
- Handled cash flow, debit and interest schedules and bank accounts.
- Presented forecasting and financial reports to corporate executives and clients.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Served as a subject matter expert on treasury matters, providing guidance and support to colleagues as needed.
- Managed daily liquidity needs by monitoring cash positions and executing necessary transactions.
Accounting Analyst (Contract)
Canada Pension Plan Investment Board
11.2021 - 05.2022
- Responsible for the accurate and timely processing of invoices in company database including expenses related to commodity taxes for various jurisdictions
- Ensured that invoices were approved in accordance with company policy
- Reviewed details of invoices for reasonableness and completeness of documentation
- Verified that General Ledger coding on invoices matched company budget
- Provided guidance to internal and external parties on accounts payable issues and processes
- Responsible for creating new vendors in system and confirmed the appropriate supporting documentation was attached
- Performed vendor call backs to verify banking information provided by new vendors
- Assisted in the review of employee Travel and Entertainment expenses ensuring both timely payment as well as thoroughness in review
- Verified that expense reports were approved in accordance with company policy
- Coordinated and provided support to other departments on Travel and Entertainment expense inquiries and new vendor setup inquiries
- Assisted in booking month-end journal entries, intercompany transactions and completing reconciliations relating to company credit cards and departmental projects
- Participated in documenting procedures and controls and ensured that documentation was up-to-date
- Assisted with internal audits relating to company expense reimbursements, vendor setups and invoice approvals, ensuring all necessary documentation was provided
Corporate Accountant (Contract)
RioCan REIT
09.2021 - 11.2021
- Reviewed daily transactions, month end schedules and reconciliations for month end reporting
- Responded to transactional accounting questions and issues across accounting departments
- Prepared and recorded transactions to journals and General Ledger
- Prepared internal and external reports related to G/L account variances across various months and quarters, ensuring budget discrepancies were justified and supported
- Resolved any accounting discrepancies as needed
- Supported preparation and coordination of internal / external audits relating to fixed asset disposals and depreciation schedules
- Liaised with other departments in regards to accounting matters
Financial Analyst
Fundserv Inc.
12.2019 - 06.2021
- Processed monthly invoices for payment by ensuring invoices were properly approved and payment was remitted prior to due date
- Coded invoices to proper G/L accounts and departments for management review and approval
- Maintained a complete and accurate listing of expenses and accounts payable
- Prepared supporting documentation for accounting journal entries
- Analyzed and provided commentary on actual expenses and variances for all departments
- Prepared cost center reports for management review to ensure consistency with projections
- Investigated and responded to expense queries
- Created and dissolved of any fixed assets or prepaid expenses
- Responsible for the reimbursement of employee expenses, ensuring company policies were followed
- Maintained and input payroll transactions, ensuring all costs were captured in the right department and payroll was properly funded for payment date
- Created and verified payments in RBC Express ensuring that customers were paid on time on a daily basis
- Prepared ad-hoc reports and analysis as required
Technical Support Analyst
Fundserv Inc.
09.2018 - 12.2019
- Responded to customer communications (email, phone) while troubleshooting and resolving client issues in a timely manner
- Logged all customer interactions into the corporate ticketing system
- Monitored, analyzed, and interpreted system notifications to ensure processes were working properly and client files and responses were delivered and received according to specifications
- Fulfilled service delivery requirements by ensuring that customer documents were sent out on time, reviewed incoming customer documents for completeness, and ensured that Code Registry process rules and regulations are followed
Investor Operations Administrator
MUFG Investor Services, Ltd
05.2015 - 12.2017
- Head lead and main point of contact for multiple international clients, with assets totaling over $10 Billion
- Ensured Net Asset Value amounts were calculated correctly for distribution of monthly investor statements
- Accommodated auditors with the year end audit process, working directly with external parties to fulfill and satisfy every audit obligation
- Prepared and delivered monthly, quarterly and yearly investor audit requests, maintaining accuracy and providing confirmation when required
- Arranged and authorized payment/fund transfers as required, specifically redemption proceeds to investors and any profits to clients
- Composed monthly reporting for clients relating to jurisdiction reporting, budgeting, projections, liquidity, and breaches relating to fund discrepancies
- Liaised closely with Compliance regarding Anti Money Laundering and Know Your Customer requirements, ensuring compliance for all clients and investors
- Active member of the Global Foreign Account Tax Compliance Act Committee, including yearly filing and reporting for all investors and clients ensuring tax compliance
Education
Graduate Certificate - Financial Planning
Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON04-2015
Bachelor of Arts - Applied Economics
Wilfrid Laurier University
Waterloo, ON08-2014
Skills
- Payment scheduling
- Training and mentoring
- Management
- Team building
- Cash flow management
- Policy enforcement
- Month-end closing
- Account reconciliation
- Payment processing
Languages
English
Full Professional
Timeline
Accounts Payable Supervisor
Tilray
03.2024 - 10.2024
Treasury Analyst
Tilray
08.2022 - 02.2024
Accounting Analyst (Contract)
Canada Pension Plan Investment Board
11.2021 - 05.2022
Corporate Accountant (Contract)
RioCan REIT
09.2021 - 11.2021
Financial Analyst
Fundserv Inc.
12.2019 - 06.2021
Technical Support Analyst
Fundserv Inc.
09.2018 - 12.2019
Investor Operations Administrator
MUFG Investor Services, Ltd
05.2015 - 12.2017
Graduate Certificate - Financial Planning
Conestoga College Institute of Technology And Advanced Learning
Bachelor of Arts - Applied Economics
Wilfrid Laurier University
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