Susan Stacey
Orillia
Summary
Long-term experience in working for a Not-for-Profit organization. Proficient in creating and analyzing financial statements. Detail oriented and highly organized. Strong understanding of accounting practices and the use of Quickbooks Desktop software. Enjoy working with others as a team member.
Overview
28
28
years of professional experience
Work History
Chief Financial Officer
Morthen Construction Limited O/A Sunshine Kitchens & Cabinets
01.1998 - Current
- Financial management of family-owned business.
- Proficient in the use of QuickBooks Desktop software.
- Complete all QuickBooks Desktop monthly/quarterly bookkeeping tasks including financial statement preparation, bank reconciliations, GST/HST filings, WSIB premium reporting, payroll processing and Payroll Source Deductions remittances,
- Liaise with CPA for preparation and filing of year-end Corporation Tax Return.
Senior Loans Officer
Orillia Area Community Development Corp.
08.2010 - 04.2025
- Met with business clients to determine financing needs. Evaluated creditworthiness and compliance with lending policies, and created presentations with recommendations to Volunteer Committee/Board to decision the loan request.
- Provided counseling to business clients with respect to bookkeeping practices and CRA compliance.
- For a period of over five years, was the sole bookkeeper for employer and the Community Foundation of Orillia and Area (CFOA) using QuickBooks Desktop software.
- For a period of at least five years, was the bookkeeper for the Community Foundation of Orillia and Area.
- Familiar with operations of Not-for Profit entities and working with Boards and Volunteer Committees.
- Liaised with CPAs re: preparation of year-end audited financial statements for both employer and CFOA.
- Proficient in the use of Excel for reporting purposes to Board and Volunteer Committees.
- Prior to leaving this position, trained my successor.
Education
BBA - Business Administration
Wilfrid Laurier University
Waterloo, ON04-1989
Skills
- Strategic financial planning
- Financial reporting
- Financial management
- Working with Boards and Volunteer Committees for Not-for-Profit organizations
Timeline
Senior Loans Officer
Orillia Area Community Development Corp.
08.2010 - 04.2025
Chief Financial Officer
Morthen Construction Limited O/A Sunshine Kitchens & Cabinets
01.1998 - Current
BBA - Business Administration
Wilfrid Laurier University