Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status. Experienced in qualitative and quantitative analysis through my current role and CPA. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Analyst
Salford Group Inc.
08.2020 - Current
Weekly Financial Analysis of Key Performance Indicators
Calculation and processing of monthly commission
Monthly management reporting (Including but not limited to, Accounts Receivable, Inventory, Marketing, and Sales reporting)
Monthly analysis of financed products and interest exposure
Month end journal entries (Including but not limited to, discount accruals, price adjustments, corporate tax, and inventory adjustments)
Monthly territory manager expense analysis
Developed and implemented a quarterly credit limit analysis to closely monitor potential future credit issues
Developed and implemented a monthly analysis of financial performance by location to distribute to site managers
Collected data from other divisions to support quarterly forecasts for purchase order capital asset data
Led organizational cash flow and cash flow forecasting initiatives
Ad hoc reporting as requested
Financial Controller
Gord Anderson Automotive Group
01.2019 - 01.2020
Recruit, coach, lead, and train accounting staff
Supervise and manage full cycle accounts payable, accounts receivable and payroll functions
Monthly account, bank and inter-company reconciliations; month end close; balance sheet and income statement reporting
Managed financial statements of two operating companies with combined revenue of approximately $68,000,000
Process and review accounts payable; approving cheque runs
Oversee and perform tasks to ensure financial functions are reconciled monthly including (but not limited to): cash, accounts receivable, prepaid expenses, fixed assets, accounts payable, payroll, vehicle deals, intercompany accounts
Analyze general ledger accounts and provide information to external auditors and CRA
Prepare variance analysis on budget and actual expenditures, create reports with explanations for variances
Assist Dealer Principal's to manage internal controls with respect to financial policies as well as formulating annual financial forecasts
Prepare and remit government filings: HST, Corporate tax, payroll
Managed to analyze and reduce various unnecessary expenses within first month of employment
Implemented and enforced various policies to ensure business was HR compliant and secure from liability
Staff Accountant
BDO Canada LLP
01.2015 - 01.2018
Prepared audit, review and compilation engagements for corporate clients
Prepared corporate and personal tax returns for various clients
Present audit findings to clients suggesting practical business improvements such as expense savings, administrative process efficiencies and system control improvements