Highly skilled Finance professional with solid background in overseeing financial systems, budgets, and audits. Proven leadership in managing accounting teams and implementing strategic financial plans. Strengths include cost reduction strategies, risk management, and compliance with regulatory standards. Consistently improved operational efficiency and reduced financial discrepancies in previous roles.
Overview
13
13
years of professional experience
Work History
Controller
Douglas Lake Equipment / Avenue Machinery
Surrey, BC
06.2023 - Current
Analyzed financial data and generated accurate financial statements on a monthly basis.
Reviewed journal entries for accuracy and completeness.
Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
Coordinated month-end closing process in order to meet tight deadlines.
Developed strategies to improve profitability by analyzing current trends in revenue and expenses.
Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
Conducted regular reviews of fixed assets register to maintain accuracy of records.
Provided support during audits conducted by outside agencies or internal audit teams.
Assisted in developing best practices for overall corporate governance processes and procedures.
Performed detailed variance analyses between actual results versus budget and forecast estimates.
Identified areas for improvement within the finance department operations and processes.
Evaluated potential investments and acquisitions from a financial perspective and recommended appropriate action plans.
Developed key performance metrics and dashboards which enabled management decision making based on real-time data.
Oversaw daily activities of staff members including hiring, training and evaluating personnel performance.
Director of Finance/Controller
OK Tire Stores Inc.
South Surrey, Canada
03.2019 - Current
Company Overview: Corporate Automotive Retailer Head Office, located in South Surrey BC, generating over $250M in revenue annually
Manage monthly consolidated financial statements, including GL reconciliations, accruals where necessary as well as presentation to board of directors, executive team and submission to external stakeholders
Manages up to 18 employees at head office, including accounting, accounts payable, accounts receivable, cash control and general administrative duties
Provide financial analysis on revenues and expenses on a monthly basis to support financial statements and to assist with monthly commentary to detail variance with previous months reported
Manage cash and cash flow on a daily basis, including monitoring of collections from customers, payment to vendors on a daily basis and borrowing requirements when needed
Prepare for audits for year-end purposes as well as audits conducted by lenders
Prepares yearly forecast for all companies, including consolidation for P&L, Balance Sheet and Cash Flow
Participates in weekly senior management meetings to discuss issues within the company, provide feedback on the current direction as well as identify and champion the development and improvement within the department and company
Corporate Automotive Retailer Head Office, located in South Surrey BC, generating over $250M in revenue annually
Controller
Preston Chevrolet Buick GMC Cadillac Ltd.
Langley, Canada
08.2016 - 02.2019
Company Overview: One of British Columbia's largest GM Dealerships, located in Langley BC, generating over $120M in revenue using multiple streams
Manage monthly consolidated financial statements, including GL reconciliations, accruals where necessary as well as presentation to ownership and submission to General Motors
Manages up to 7 employees at dealership, including accounting, accounts payable, accounts receivable, cash control, lease administration, payroll, human resources, general administrative duties
Provide financial analysis on revenues and expenses on a monthly basis to support financial statements and to assist with monthly commentary to detail variance with previous months reported
Manage cash and cash flow on a daily basis, including monitoring of collections from customers, payment to vendors on a daily basis and borrowing requirements when needed
Prepare for audits for year-end purposes as well as audits conducted by lenders
Prepares yearly forecast for all companies, including consolidation for P&L, Balance Sheet and Cash Flow
Prepares semi-monthly payroll submission for dealership
Participates in weekly management meetings to discuss issues within the company, provide feedback on the current direction as well as identify and champion the development and improvement within the department and company
One of British Columbia's largest GM Dealerships, located in Langley BC, generating over $120M in revenue using multiple streams
Manager - Accounting, Sales and Marketing
Tri-Metal Fabricators
Surrey, Canada
01.2015 - 07.2016
Company Overview: Leading custom metal fabrication facility, located in Surrey BC, specializing in industrial HVAC and fans for numerous industries such as Pulp & Paper, Mining, Forestry, Marine and Military
Company also provides custom fabrication and engineering services
Established in 1963, company is a single entity partnership with monthly reporting, operating in both Canadian and US Funds
Head office holds 50 employees, with 10 office staff
Accounting department has 2 employees
Targets potential leads and introduces company on our service offerings
Increased sales by 15% on existing and new clients with effective engagement on our company's service offerings
Manage monthly financial statements, including GL reconciliations, accruals where necessary as well as presentation to management
Prepare yearly forecast to management as part of business and succession plan
Leading custom metal fabrication facility, located in Surrey BC, specializing in industrial HVAC and fans for numerous industries such as Pulp & Paper, Mining, Forestry, Marine and Military
Company also provides custom fabrication and engineering services
Established in 1963, company is a single entity partnership with monthly reporting, operating in both Canadian and US Funds
Head office holds 50 employees, with 10 office staff
Accounting department has 2 employees
Senior Accountant
Coastal Pacific Xpress Inc.
Surrey, Canada
02.2012 - 12.2014
Company Overview: Leading Transportation and Logistics private company, located in Surrey BC, specializing in multi-temperature transportation of goods
Company has multiple entities, including transportation, hazardous waste, insurance and asset based companies consolidated on a monthly basis considering both Canadian and US funds
Head Office holds 100 employees; Finance Department currently has 18 employees
Manage monthly consolidated financial statements, including GL reconciliations, accruals where necessary as well as presentation to management
Mentors two CGA students within our finance department, including applying knowledge learned in the CGA program to day to day applications
Provide financial analysis on revenues and expenses on a monthly basis to support financial statements and to assist with monthly commentary to detail variance with previous months reported
Manage cash and cash flow on a daily basis, including monitoring of collections from customers, payment to vendors on a daily basis and borrowing requirements when needed
Prepare for audits for year-end purposes as well as audits conducted by lenders
Prepares yearly forecast for all companies, including consolidation for P&L, Balance Sheet and Cash Flow
Participates in bi-weekly finance meetings to discuss accounting issues within the company, provide feedback on the current direction as well as identify and contribute to areas of improvement within the department and company
Leading Transportation and Logistics private company, located in Surrey BC, specializing in multi-temperature transportation of goods
Company has multiple entities, including transportation, hazardous waste, insurance and asset based companies consolidated on a monthly basis considering both Canadian and US funds
Head Office holds 100 employees; Finance Department currently has 18 employees
Education
CGA Designation -
CGA Association
08.2014
Bachelor of Science - Economics
University of Victoria
05.2004
Skills
Operational management
Controls oversight
Performance metrics analysis
Operational decision making
Reporting skills
Financial analysis expertise
Corporate leadership
Corporate finance
Preparing financial statements
Internal controls development
Executive leadership advisement
References
Available upon request
Community Service
Student Advisory Group Member, CGA Association of BC, 2013-14
Coach, Surrey United Soccer Club, 2017-2022
Accountant, Surrey United Soccer Club, Present
Vice President, Cloverdale Minor Baseball, Present
Coach, Cloverdale Minor Fastpitch, Present
Timeline
Controller
Douglas Lake Equipment / Avenue Machinery
06.2023 - Current
Director of Finance/Controller
OK Tire Stores Inc.
03.2019 - Current
Controller
Preston Chevrolet Buick GMC Cadillac Ltd.
08.2016 - 02.2019
Manager - Accounting, Sales and Marketing
Tri-Metal Fabricators
01.2015 - 07.2016
Senior Accountant
Coastal Pacific Xpress Inc.
02.2012 - 12.2014
CGA Designation -
CGA Association
Bachelor of Science - Economics
University of Victoria
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