Summary
Overview
Work History
Education
Skills
Languages
Community's affairs
Timeline
Generic

Lucie Agopian

Montreal,QC

Summary

A bilingual university graduate, professional accountant with extensive experience in accounting, fund- accounting, finance, and management within multi-sized corporations in various industries and services and foundations. Known as a person with a sense of integrity, autonomy and professional judgement. Provide relevant information for the decision-making process. Excellent at creating relationship at all staff levels. A team player who welcomes change and focuses on results.

Overview

20
20
years of professional experience

Work History

Financial Controller

The Cedars Cancer Foundation at McGill University Health Centre (Non-Profit Organization)
01.2011 - 01.2025
  • Analyzed financial performance metrics, providing actionable insights to senior management for strategic decision-making.
  • Review preparation and analysis in-house of interim and fiscal «year-end» financial statements, (as whole and per fund).
  • Led financial reporting processes, ensuring compliance with regulatory standards and accuracy in financial statements.
  • Review and reconcile endowment fund's accounts and review with their trustees.
  • Oversaw audits and internal controls, mitigating risks through effective governance practices and policies.
  • Review and analyze the designated/restricted accounts and verify the short and long-term commitments.
  • Prepare the Budget and cash flow for the following years and review with the financial committee.
  • Review the Reconciliation of accounts and the Tax filing.
  • Review Fund-raising events and verify eligibility for tax receipts.
  • Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.
  • Analysis of accounts and comparisons with prior years and the budget.
  • Participate to help redesign the New Website (the donation forms , etc)

Financial Controller

Cloriano Inc (Distributor of Watches)
01.2005 - 01.2011
  • Provide management with information to decision making (financial and marketing).
  • Review preparation and analysis in-house of interim and fiscal «year-end» financial statements, for consolidated and affiliated companies. (using MSBF software)
  • Preparation of the «year-end» files for external auditors.
  • Review the Reconciliation of accounts and the Tax filing (payroll and sales: GST& QST)
  • Analysis of accounts and comparisons with prior years and the budget.
  • Budget planning, implementation and monitoring.
  • Manages the accounting staff.
  • Installation of new accounting software (unable to trace bar coded inventory for high end products)
  • Distributor /watches

Education

CGA Program (3of4 Exams Successfully Completed) -

McGill University
Montreal

MBA - Industrial Management And Human Resources

University St-Joseph
Beirut, Lebanon

BBA -

University St-Joseph
Beirut, Lebanon

Skills

  • Accounting : Simply Accounting, Accpac, Quickbook, Quicken, MSBF
  • Fund Accounting : Raiser & Financial Edge, Luminate (all Known as Blackbaud)
  • Microsoft Office : Excel, Word, Power Point
  • Canadian Tax : Taxprep

Languages

English
Full Professional
French
Full Professional

Community's affairs

Very active in community affairs. Organising fund raising and board meetings.

Timeline

Financial Controller

The Cedars Cancer Foundation at McGill University Health Centre (Non-Profit Organization)
01.2011 - 01.2025

Financial Controller

Cloriano Inc (Distributor of Watches)
01.2005 - 01.2011

CGA Program (3of4 Exams Successfully Completed) -

McGill University

MBA - Industrial Management And Human Resources

University St-Joseph

BBA -

University St-Joseph
Lucie Agopian