Experienced as a Financial analyst offering financial evaluations, forecasts, budgets, and other strategic activities with significant long-term impacts to the business. Extended experience in supporting critical business negotiations, creating yearly plans/budgets, project analysis, and monthly P&L and Balance sheet reviews.
Overview
7
7
years of professional experience
Work History
Senior Accountant (Contract)
Bn3th
Vancouver, Canada
07.2024 - 09.2024
Managing Accounting Transactions: Ensure accurate and timely processing of accounting transactions, including accounts payable, accounts receivable, inventory, general ledger, and related functions
Financial Statements: Assist in the preparation and processing of financial information for monthly financial statements and year-end working papers
P&L Review: Monthly preparation and review of P&L to ensure entries are booked correctly and the desired profit margin is retained
General Ledger Analysis: Analyze general ledger accounts
Audit Queries: Assist in monthly and year-end stakeholder/audit queries
Senior Accountant (Contract)
Procon Mining and Tunnelling Ltd
Burnaby, Canada
07.2022 - 08.2023
Assist with managing day-to-day full cycle accounting activities in a multi-entity setting including balance sheet reconciliations, accrual and adjusting journal entries, accounts payable and intercompany transactions
Prepare monthly schedules and lead sheets for asset, liability, revenue, and expense accounts
Prepare regulatory compliance reporting and remittances with respect to payroll and indirect taxes
Assist with month-end close and preparation of monthly IFRS consolidated financial statements using both corporate ERP and Excel models
Assist with preparation of quarterly ASPE Joint Venture financial statements for submission to JV partners
Assist with preparation of annual audited IFRS financial statements, reports, and disclosure notes
Support ad-hoc reporting and special projects
Senior Financial Analyst (Contract)
Dawson Group
Kamloops, Canada
01.2022 - 04.2022
Ability to access ERP systems data and assemble/summarize data to create meaningful analysis and reports
Perform and explain meaningful variance analysis, of budget/forecast to actual results and year over year results
Report on the reporting on financial performance, performance to budget and prepare for regular monthly business reviews
Update and develop financial models in Excel
Assist in the maintenance of Capital Asset leasing arrangements, Asset databases, and Asset ROI
Assist in business analysis projects as assigned, identify areas where cost visibility, control, and key drivers or inefficiency exist
Continuous improvement on business through sound analysis and developing automated tools and process improvements
Review financial information, assess financial information needs and interpret financial information with the Finance team and Operations Managers to guide and influence long term and strategic decision making
Develop and prepare cash forecasting, cash source and use analysis, and metrics tracking
Senior Accountant (Contract)
Advantec Global Innovations
Surrey, Canada
01.2021 - 01.2022
Financial Analyst for Advanced Flow Systems business unit ($13m of revenue in prior 2 years combined, $6m of inventory on hand)
Responsible for Financial close, Account analysis and Financial Statement presentation, along with review of business performance with Senior leaders
Project cost analysis - actual vs estimate variance analysis
Process/systems review to ensure proper recognition and accounting treatments are being followed for transactions
Providing audit requests for key accounts - Revenue/COS
Managing payroll and administrative staff for day-to-day activities
Cash flow preparation and maintenance
Process improvements- updating percentage completion reports to improve cost tracking and increase visibility into profitability of projects
Senior Manager - Accounting and Analytics
CFO Incorporated
02.2020 - 08.2020
Client facing role responsible for analyzing and communicating financial statement results
Responsible for financial analytics for key decision makers to understand business operations and make informed decisions on cost savings initiatives and business opportunities
Overlooking a team of accounting professionals on performing day-to-day accounting tasks as well as producing financial statements
Ad-Hoc Reporting - Business Valuations, Break-Even Analysis (Covid19), and other reporting based on client needs
Government Assistance programs (Covid19) - Determining client eligibility, advising clients on retropay to maximize claims, filing wage subsidy claims, and tracking claims processed to ensure overclaims do not occur
Creating and developing processes for task management and improving workflow
Creating customized dashboards for clients
Responsible for the preparation of financial statement presentations and financial analysis in order to secure new clients
Financial Analyst - Materials
AFL Telecommunications Ltd
05.2017 - 02.2020
Responsible for Materials Department - Consisting of over $16m in inventory
Provides financial evaluations, studies, and forecasts with significant and long term impacts and political sensitivities involving business activities - worked with business leaders in contract negotiations with Telus regarding material charges, volume discounts, and effects on expected revenues/profits
Provide support to Director of Materials for strategic operations decisions, evaluation of performance, and ad hoc reporting to discover cost saving opportunities and impact/solutions to operational issues
Acted as expert advocate for financial and business solutions to senior management regarding Materials department, explaining key issues in the department, financial impacts, and potential business/financial concerns in the immediate/long-term future
Provides support to Materials team by formulating new policies and procedures to ensure greater efficiency/control over daily activities, as well as providing financial analysis/support for new initiatives such as inventory tracking systems and inventory obsolescence
Project leadership - ensuring appropriate costs are allocated to each project and providing detailed quotes for material costs in new communities before being presented to Telus for approval
Present financial results/margins to business leadership regarding performance in completed communities
Completes yearly financial plan for Materials department with Director of Materials and evaluates actual results to plan to understand performance/variances
Completes monthly forecasts 30, 60, and 90 days out and provides detailed analysis on variances from plan, bridging key items to current expectations
Reviews/finalizes Profit and Loss statement of the Materials department, analyzing key accounts to ensure accuracy/integrity of financial costs and other allocations
Works with Financial Analysts of other departments to create allocations of key operational costs such as labor and warehouse rent costs
Reviews and finalizes key Balance Sheet accounts, completing reconciliations for all accounts related to Materials and Inventory
Regular monthly duties include: standard cost review of materials, cost allocations, inventory module closure for month end, project cost updates/revenue recognition, inventory obsolescence/Aging and Inventory Reserve review, P&L/Balance sheet review
Experienced with SQL and querying data to identify business issues/solutions