Nadia McNeish
Edmonton,Canada
Summary
Goal-oriented professional offering many years of experience within non-profit and for-profit organizations. Expert in advising business executives to achieve financial goals and growth targets. Accomplished in improving financial operations by introducing robust internal controls, processes, and standards.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Assistant Treasurer/IT Administrator
Edmonton North SDA Church
01.2024 - Current
- Created a mortgage repayment initiative in 2022; the balance went from $274,000 to zero in November 2025.
- Assisted treasurer in managing treasury operations per accounting procedures.
- Prepared and monitored department budget to align with financial goals.
- Developed financial policies as Finance Committee secretary to enhance fiscal governance.
- Trained new members on financial procedures and best practices.
Treasurer
Edmonton North SDA Church
09.2020 - 12.2023
- Managed donations that grew from $128,000 to $289,000 in 2 years, with the associated budget of $89,000 to $110,000 during the same period.
- Led treasury team and represented stewardship and finance teams on board, ensuring alignment on financial strategies.
- Oversaw general fiscal management of church, maintaining financial health and compliance.
- Plan and keep track of department budget.
- Provided monthly financial reports to board and annual reports to members, facilitating informed decision-making.
- Prepare financial statements.
- Prepare journal entries and reconciliations for the monthly/quarterly general ledger close.
- Review monthly bank reconciliations.
- Review accounts payable invoices and transactions for client approval.
- Review inter-transaction activity.
- Oversaw cash management processes to ensure accurate fund transfers. – completion, review of transfer of funds, and wire initiation workbooks.
- Daily recording of cash activity.
- Prepare external reports, communications.
- Prepare distribution calculations and distribution letters.
- Respond to limited partner inquiries, including donations received.
- Provide an exceptional client service experience, including timely responses to client requests.
- Supplied information to the auditor for the annual audit.
Senior Data Analyst, Scorecard Data Compliance Group (SDCG)
Canadian Western Bank
10.2021 - 03.2023
- Monitored adherence to policies and procedures within SDCG team.
- Supported Tier 2 by following up on compliance and lending processes and addressing complaints.
- Assisted manager with training and updating documentation for junior team members.
Interim Manager, Scorecard Data Compliance Group (SDCG)
Canadian Western Bank
12.2020 - 10.2021
- Managed complaints and Tier 2 escalations to address data compliance issues and enhance lending processes.
- Ensured adherence to policies and procedures, optimizing SDCG loan processing in compliance with regulatory requirements.
- Developed and implemented user guides for SDCG to support new business streams and improve operational effectiveness.
Contract Data Analyst/Loan Support Specialist
Canadian Western Bank
07.2018 - 07.2020
- Supported implementation and maintenance of organizational transition aligned with credit process through collaboration.
- Ensured achievement of Service Level Agreement (SLA) targets and quality benchmarks.
- Collaborated with team members to execute work procedures and perform data validation.
Excise Tax Examiner/Audits
Canada Revenue Agency
11.2017 - 06.2018
- Developed and executed tailored audit plans for taxpayers, incorporating necessary adjustments.
- Conducted audits of tax transactions to ensure compliance with Excise Tax Act requirements for accurate tax return filings.
- Prepared comprehensive audit work papers and communicated findings to taxpayers.
Accounting Systems Analyst
PBS Financial Group
09.2016 - 06.2017
- Configured financial software modules, including lending, accounting, inventory, and service management, enhancing system functionality.
- Created incident reports and change requests for application development team, facilitating system improvements.
- Diagnosed and resolved accounting system errors during client calls and email inquiries, ensuring timely support.
Graduate Assistant: Accounting, Fraud and Risk
Concordia University of Edmonton
09.2013 - 12.2015
- Streamlined Concordia's Assurance Management curriculum to align with ISACA/COBIT IT Audit standards, improving course relevance.
- Trained students in using computer-aided audit tools, applying COBIT, ISO 27001, and ITIL frameworks to build practical skills.
- Designed and implemented audit methods for students on Moodle platform to enhance learning outcomes.
Education
Master’s Degree - Information Systems Assurance Management
Concordia University of Edmonton
EdmontonBachelor’s Degree - Business Administration, Accounting
Canadian University College/Burman University
LacombeDiploma (Honors) - Computer Networking and Internet Security
CDI College of Business, Technology and Healthcare
EdmontonSkills
- WAVE accounting
- WAVE credit management
- QuickBooks
- Simply Accounting
- COBIT
- IFRS 9
- ChurchPal
- Day trading
- MySQL
- MS 365 cloud administration
- Sharepoint
- Google cloud
Certification
- HLLQP, 01/01/15
- COBIT 5 Foundation Certification, 01/01/14
- The Analysis and Valuation of Stocks, 01/01/25
References
References available upon request.
Timeline
Assistant Treasurer/IT Administrator
Edmonton North SDA Church
01.2024 - Current
Senior Data Analyst, Scorecard Data Compliance Group (SDCG)
Canadian Western Bank
10.2021 - 03.2023
Interim Manager, Scorecard Data Compliance Group (SDCG)
Canadian Western Bank
12.2020 - 10.2021
Treasurer
Edmonton North SDA Church
09.2020 - 12.2023
Contract Data Analyst/Loan Support Specialist
Canadian Western Bank
07.2018 - 07.2020
Excise Tax Examiner/Audits
Canada Revenue Agency
11.2017 - 06.2018
Accounting Systems Analyst
PBS Financial Group
09.2016 - 06.2017
Graduate Assistant: Accounting, Fraud and Risk
Concordia University of Edmonton
09.2013 - 12.2015
Master’s Degree - Information Systems Assurance Management
Concordia University of Edmonton
Bachelor’s Degree - Business Administration, Accounting
Canadian University College/Burman University
Diploma (Honors) - Computer Networking and Internet Security
CDI College of Business, Technology and Healthcare