Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Rachelle Naherney

St. Andrews,MB

Summary

Professional accountant, leader and financial professional with 25 years’ work experience in budget and financial analysis, financial audits, and corporate accounting. Possess a CPA/CMA accounting designation as well as a CFP designation. Seeking to utilize my professional expertise and in-depth accounting, administrative and educational experience in the position of Lead Instructor at FP Canada. Desire to bring my technical financial services background and educational delivery experience together in this position.

Overview

21
21
years of professional experience

Work History

Manager – Accounting and Administration

10.2002
  • The same as controller with Craig Broadcasting Systems as well as the following: Maintaining control over fixed assets and inventory
  • Reviewing payroll for staff of 40
  • Overseeing daily operations as they relate to the accounting function, working with other department managers and reporting to the General Manager
  • Constantly reviewing operations for efficiency and value to operations
  • Developing and implementing policies and procedures
  • Project lead on the following projects: Budget reduction measures and created efficiencies that results in 15% reduction in overall administrative costs, developed and implemented collections procedures to increase account collection and bring accounts current
  • Responsible for accounting system data conversion.

Controller

CRAIG WIRELESS INTERNATIONAL INC
06.2001
  • Overseeing all financial aspects of the business operations including general ledger maintenance, as well as maintaining control of accounts receivable, accounts payable and inventory
  • Leading, supervising, mentoring and evaluating staff of five employees
  • Attending to all government remittances such as payroll source deductions, GST, PST, corporate income tax and corporate capital tax
  • Preparation and analysis of monthly financial statements for both Canadian and U.S
  • Operation
  • Preparation of capital and operating budget projections and variance analysis
  • Preparation of complete year-end corporate working papers for external auditors
  • Ensuring compliance to internal control guidelines.

Financial Advisor

IG WEALTH MANAGEMENT
01.2015 - Current
  • Over 5 years achieved business growth of 200+ households and businesses with $30,000,000 in total client assets
  • Create and maintain long term relationships with clients by providing ongoing expertise, advice and service through superior self-developed customer service and experience measures
  • Work directly with clients to meet their short and long-term financial goals by completing comprehensive reviews of client’s financial goals and increasing net worth
  • Prepare and present customized budgets, prepare customize financial plans and strategies to clients to build and manage their financial wealth and security
  • Provide investment, risk management, tax and estate planning advice to clients
  • Advise clients on financial products and services
  • Provide group investment and benefits planning to business clients., Instruct, mentor and guide students in Financial Accounting, Payroll and Math courses via moodle the Distance Education department
  • Developing and updating course materials, including online course material and evaluations
  • Marking of assignments and exams
  • Monitoring student progress and providing positive feedback to ensure successful understanding and completion of course
  • Develop and utilize online instructional methods.

Instructor

ASSINIBOINE COMMUNITY COLLEGE
04.2006 - 01.2015

General Accountant

ASSINIBOINE COMMUNITY COLLEGE
01.2003 - 03.2006
  • College Accounting – Prepare all statistical reporting
  • Develop procedures for the finance department
  • Analyze and prepare contract reconciliations and reports
  • Maintain control of the college’s accounts receivable
  • Prepare reports for external agencies.

Education

FINANCIAL PLANNING STANDARDS COUNCIL (FPSC) Certified Financial Planner – CFP Certification -

CFP

BUSINESS CAREER COLLEGE Life License Program Certification Exam Successfully completed LLQP exam and received insurance license. -

Canadian Investment Funds Course (CIFC) -

IFSE INSTITUTE

SOCIETY OF MANAGEMENT -

ACCOUNTANTS OF MANITOBA

Administration Diploma - Business, Accounting

ASSINIBOINE COMMUNITY COLLEGE

Skills

  • Proven business leader Diverse professional experience
  • Exceptional team and interpersonal skills Sharp attention to detail

Languages

English
Full Professional

Timeline

Financial Advisor

IG WEALTH MANAGEMENT
01.2015 - Current

Instructor

ASSINIBOINE COMMUNITY COLLEGE
04.2006 - 01.2015

General Accountant

ASSINIBOINE COMMUNITY COLLEGE
01.2003 - 03.2006

Manager – Accounting and Administration

10.2002

Controller

CRAIG WIRELESS INTERNATIONAL INC
06.2001

FINANCIAL PLANNING STANDARDS COUNCIL (FPSC) Certified Financial Planner – CFP Certification -

CFP

BUSINESS CAREER COLLEGE Life License Program Certification Exam Successfully completed LLQP exam and received insurance license. -

Canadian Investment Funds Course (CIFC) -

IFSE INSTITUTE

SOCIETY OF MANAGEMENT -

ACCOUNTANTS OF MANITOBA

Administration Diploma - Business, Accounting

ASSINIBOINE COMMUNITY COLLEGE

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