Summary
Overview
Work History
Education
Skills
Timeline
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Teena Kappen

Mississauga

Summary

Strategic and results-driven Financial Analyst with over six years of experience in financial planning, modelling, and process optimization. Adept at leading cross-functional teams, driving operational efficiencies, and providing data-driven insights to support executive decision-making. Known for expertise in continuous improvement initiatives aligned with organizational objectives, problem-solving, and analytical thinking. Strong experience with financial performance metrics and reporting requirements that enhance financial results.

Overview

10
10
years of professional experience

Work History

Financial Planning and Analyst

Woodbine Entertainment
12.2021 - Current
  • Develop and present financial models for senior executives, influencing key strategic decisions and improving overall financial performance.
  • Led a team of junior analysts to implement user-friendly automated reporting, reducing manual work by 30% and enhancing data integrity.
  • Optimize budget forecasting process to improve accuracy by 15% and reduce variances, ensuring adherence to reporting requirements.
  • Provide monthly preliminary and final merchandise cost and outlet reports for all Woodbine hospitality locations using the YellowDog Inventory system, while maintaining a comprehensive chart of accounts.
  • Review and prepare forecast vs actual reports, ensuring clarity and consistency in financial results.
  • Identify and analyze financial data and trends to enhance business structure and overall reporting.
  • Support system integration of YellowDog Inventory System and Point of Sales System, facilitating smoother user management.
  • Analyze variances to ensure accuracy in financial reporting and financial systems.
  • Assist with month-end inventory processes and journal entries as part of the month-end close procedure.
  • Prepare month-end variance analysis and documentation related to inventory, merchandise costs, and labour.
  • Perform monthly account reconciliations and analyze Gaming Partner’s monthly statements of account, consistently ensuring data integrity.
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.

Accountant

JBS Foods
04.2021 - 12.2021
  • Developed monthly financial statements, including profit & loss statements, cash flow reports, and balance sheets in compliance with reporting standards.
  • Processed P&L, balance sheets, and other financial documents in compliance with company guidelines.
  • Performed fixed asset reconciliation and monthly physical verification.
  • Managed reconciliation of prepaid and accrual accounts, ensuring effective data management.
  • Prepared and submitted weekly and monthly financial reports to senior management.
  • Updated financial databases to ensure accuracy and consistency.
  • Conducted reconciliations, managed accounts payable/receivable, and issued invoices with a focus on solid organizational practices.

Tax Compliance Specialist (Contract Position)

PricewaterhouseCoopers (PwC)
02.2021 - 04.2021
  • Prepared personal and corporate tax returns with detailed and accurate reporting.
  • Filed Canadian and U.S. tax returns while adhering to necessary compliance standards.
  • Prepared financial statements and notices to reader files to support business decisions.
  • Collected and organized supporting tax documentation and responded to tax authority notices.
  • Identified outstanding information and liaised with clients to resolve issues in a timely manner.
  • Collaborated with client engagement teams to complete assignments efficiently and effectively.

Audit and Account Executive

John Joseph & Mathew, Chartered Accountants
06.2015 - 03.2018
  • Conducted Statutory Bank Audits in banks by National Standards on auditing and compliance frameworks.
  • Prepared audited financial statements along with all the schedules and information as required by the National Standards with clarity and precision.
  • Developed strong analytical and organizational skills while formulating and preparing the Scope of the Audit, including Audit Plans and Reports to enhance client understanding.
  • Interacted with clients and effectively addressed their concerns promptly, emphasizing solid organizational communication.
  • Reviewed the work of junior accountants, fostering a culture of creative problem-solving and accountability.

Education

Advanced Diploma - Business Administration-Accounting

Conestoga College
Kitchener, ON
08.2020

F1 to F9 Certification

Association of Chartered Certified Accountants (ACCA)
06.2017

Skills

  • SOFTWARE
  • Power BI, Tableau, Microsoft D365, YellowDog Inventory System, Sage50, Sage300, QuickBooks, Salesforce, Microsoft Office, System Integrator, Point of Sales Systems
  • CORE COMPETENCIES
  • Financial Analysis, Financial Modeling & Scenario Analysis, Strategic Financial Planning, Budgeting & Forecasting, Variance Analysis, Risk Assessment & Mitigation, Stakeholder Communication & Business Partnering, Financial Reporting, Month End Close

Timeline

Financial Planning and Analyst

Woodbine Entertainment
12.2021 - Current

Accountant

JBS Foods
04.2021 - 12.2021

Tax Compliance Specialist (Contract Position)

PricewaterhouseCoopers (PwC)
02.2021 - 04.2021

Audit and Account Executive

John Joseph & Mathew, Chartered Accountants
06.2015 - 03.2018

Advanced Diploma - Business Administration-Accounting

Conestoga College

F1 to F9 Certification

Association of Chartered Certified Accountants (ACCA)

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Teena Kappen