MARY LASLETT
WINDSOR,Canada
Summary
Financial Analyst with expertise in managing and interpreting financial data to drive business decisions. Proficient in budgeting and forecasting, with a proven ability to convey complex financial concepts effectively. Achievements include identifying cost-saving opportunities and improving operational efficiency in previous roles.
Overview
17
17
years of professional experience
Work History
Financial Analyst
Ontario Health atHome
01.2023 - Current
- Evaluate and validate expense reports for payment processing consistent with organizational policies and guidelines.
- Streamlined reconciliation of Family Managed Health Care (FMHC) patient files for reimbursement of home healthcare costs, overseeing up to 50 files monthly for Erie St. Clair region (Windsor-Essex, Chatham, and Sarnia), and Muskoka area.
- Determined ineligible expenses and conveyed refund process to patients or substitute decision-makers to ensure compliance
- Executed monthly scheduled payments, facilitating implementation of new payment model to enhance efficiency and accuracy.
Finance Manager
Build a Dream
09.2024 - 01.2025
- Directed internal financial operations, guaranteeing strict adherence to regulatory standards and industry best practices.
- Oversaw all facets of accounts receivable (AR) and accounts payable (AP), enhancing cash flow and financial accuracy.
- Compiled detailed financial statements, business activity reports, and forecasts; evaluated financial data to deliver actionable insights for stakeholders.
- Facilitated annual budgeting process, guaranteeing effective resource distribution and regular tracking of expenditures in relation to budgetary targets.
- Performed continuous evaluations of financial reports to uncover cost-saving opportunities and enhance operational efficiency.
- Partnered with senior leadership to provide financial analysis and insights enhancing strategic decision-making
- Administered external consulting contracts for accounting and payroll, maintaining service excellence and consistency with organizational demands.
Assistant Controller
Windsor Detroit Borderlink Limited
05.2024 - 09.2024
- Contributed to development, evaluation, and presentation of financial reports and analysis for internal and external stakeholders.
- Facilitated creation, documentation, and monitoring of financial controls, policies, and procedures to ensure compliance and enhance operational efficiency.
- Performed financial analysis to determine effectiveness and viability of new and ongoing programs and initiatives.
- Documented and managed financial transactions within organization's accounting system and associated subsystems.
- Contributed to the preparation of annual operating and capital budgets in collaboration with cross-functional teams.
- Conducted routine budget-to-actual variance analysis to enhance financial planning and decision-making.
- Conducted account reconciliations for accounts payable, accounts receivable, and other general ledger accounts, ensuring accuracy and completeness.
- Executed reconciliations between new tolling system reports and corresponding banking reports.
Financial Analyst
TOWN OF TECUMSEH
02.2024 - 05.2024
- Assembled lead sheets and detailed audit files to enhance support for organization’s annual external audit process.
- Examined general ledger reports and formulated adjusting journal entries to guarantee precise financial reporting.
- Performed meticulous evaluation of financial records and assembled complete audit package for Town of Tecumseh’s Business Improvement Area (BIA), detailing annual fiscal activities.
- Analyzed general ledger activity to pinpoint capital-related expenditures aligned with organization’s approved Capital Budgets.
- Utilized professional judgment to distinguish capitalized assets, operating expenses, and work-in-progress items.
- Refined and managed tracking spreadsheets for capital assets, recording acquisitions, replacements, and disposals.
- Synchronized internal capital asset trackers with organization’s Capital Asset Database for enhanced data consistency and integrity.
- Gathered and organized supporting documentation, including invoices, for seamless upload into Capital Asset Database, ensuring precise recording of asset value, useful life, and tracking information.
Integrated Financial Analyst
CANADIAN MENTAL HEALTH ASSOCIATION – WECB BRANCH
09.2008 - 02.2024
- Direct and advise the bookkeeper at dual locations, supplying ongoing guidance and assistance to troubleshoot issues and optimize daily workflows.
- Facilitate performance appraisals and propose targeted training to elevate staff effectiveness and skill development.
- Oversee integration and updates between payroll and accounting systems to ensure accurate data flow.
- Organize, reconcile, and assess monthly balance sheet accounts to maintain robust financial controls.
- Examine and synthesize quarterly financial reports for two Nurse Practitioner programs, facilitating informed operational decisions.
- Manage benefit administration encompassing health benefits and pension plans.
- Managed quarterly and annual financial reporting processes for Ontario Health West and Ministry of Health, including trial balance submissions and Self Reporting Initiative (SRI) analyses, adapting year-end forecasts as necessary.
- Monitor and document funding from various sources including Ontario Trillium Foundation, City of Windsor, and Seniors Active Living Centres (SALC), guaranteeing adherence to grant requirements.
- Generate budget reports and year-end actual expense summaries for Seniors Active Living Centres programs.
- Provide analytical financial reports to Executive Director, detailing compensation costs, budgeting, and eligibility testing.
- Execute bank reconciliations for five accounts across two agencies to guarantee accuracy and effective cash management
- Prepare annual Charitable Gaming Reports for submission to Gaming Commission covering lottery and bingo events.
- Evaluate and assess budgets for 25+ program areas, ensuring expenses align with targets and agency objectives.
- Manage annual T4 processing and Charity Returns ensuring adherence to regulatory requirements.
- Engage monthly with Executive Director and Audit Committee to assess program financials and budget status.
- Exhibited proficiency in accounts payable, receivable, payroll processing, and payroll tax payments, including serving as second reviewer for payroll documentation.
- Streamline Fund Development Department operations through effective processing, fund reconciliation, and creation of acknowledgment letters and tax receipts using Raiser’s Edge software.
- Detect discrepancies in financial documentation and facilitate prompt resolution.
Education
Business - Accounting Diploma -
ST. CLAIR COLLEGE
Windsor, ON01.1998
Chartered Professional Accountants of Ontario (CPA Ontario)
Skills
- Expense analysis and budget management
- Financial reporting and cash flow
- Effective communication skills
- Analytical thinking and problem solving
- Attention to detail
- Team collaboration
Timeline
Finance Manager
Build a Dream
09.2024 - 01.2025
Assistant Controller
Windsor Detroit Borderlink Limited
05.2024 - 09.2024
Financial Analyst
TOWN OF TECUMSEH
02.2024 - 05.2024
Financial Analyst
Ontario Health atHome
01.2023 - Current
Integrated Financial Analyst
CANADIAN MENTAL HEALTH ASSOCIATION – WECB BRANCH
09.2008 - 02.2024
Business - Accounting Diploma -
ST. CLAIR COLLEGE
Chartered Professional Accountants of Ontario (CPA Ontario)