Proactive Controller/Director of Finance with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
15
15
years of professional experience
Work History
Director of Finance/Financial Controller
WEX Pharmaceuticals Inc.
01.2018 - Current
Oversee all aspects of the month-end close process, consolidate financial statements for multiple subsidiaries, ensuring accuracy and compliance with IFRS standards.
Manage a high-performing finance team and oversee the daily accounting operations of the WEX group of companies.
Streamlined financial reporting processes by implementing an ERP system which automates consolidation and various report generation.
Collaborate with executive team in developing long-term financial goals, ensuring alignment with overall business objectives.
Work closely with departments and project managers to build annual budgets and forecasts, and monitor performance against targets.
Prepare and present analysis on financial metrics and identify causes of variances and trends to assist management with decision making.
Develop and maintain financial models for project accounting, budgeting and forecasting.
Oversee that internal control policies and SOPs are in place and are followed.
Implemented improvements to the financial procedures and no findings of deficiencies related to finance were found by internal auditors since 2018.
Prepared tax compliance and SR&ED filing in-house and dealt with CRA and Revenue Quebec tax audits independently.
Coordinate year-end external audit of FS and prepare draft financials with notes according to IFRS
Senior Auditor
Hay & Watson Chartered Accountants
01.2012 - 01.2018
Executed audits of publicly traded corporations, privately held businesses and not-for-profit organizations reporting under IFRS, US GAAP, and ASPE.
Assisted clients with quarterly reporting and year-end audit by preparation of working papers, complex transactions analysis, and Consolidated Financial Statements and MD&A in multi- currencies.
Evaluated the accuracy of financial reporting systems, identifying areas for improvement and recommending corrective actions.
Assisted clients in navigating complex regulatory environments, ensuring compliance with applicable standards and guidelines.
Conducted research on new accounting standards and complex accounting issues.
Provided corporate and personal tax services to clients.
Led and mentored team of junior auditors, managed audit planning and allocation of tasks, monitored performances and audit results.
US Tax Accountant
BDO Canada LLP
01.2010 - 01.2012
Prepared US corporate, partnership and individual tax returns, as well as various US and Canadian information forms and slips
Effectively and independently conducted research on complex tax issues
Exceeded management expectations by participating in more than ten tax planning projects, delivering written tax memos to clients
Collaborated with all levels of staff throughout the firm to ensure timely completion of engagements with high quality.
Demonstrated superior verbal and written communication skills
Education
Certified Treasury Professional (CTP), Association for Financial Professionals -
CASB program (Chartered Accountant), Chartered Accountant BC (now CPA BC) -
Bachelor of Business Administration, Accounting, Simon Fraser University -
In-depth Tax Program -
01.2023
Skills
Cash Flow Management
Working capital management
Internal Controls
IFRS Compliance
Financial reporting and analysis
General ledger accounting
Languages
English
Full Professional
Timeline
Director of Finance/Financial Controller
WEX Pharmaceuticals Inc.
01.2018 - Current
Senior Auditor
Hay & Watson Chartered Accountants
01.2012 - 01.2018
US Tax Accountant
BDO Canada LLP
01.2010 - 01.2012
Certified Treasury Professional (CTP), Association for Financial Professionals -
CASB program (Chartered Accountant), Chartered Accountant BC (now CPA BC) -
Bachelor of Business Administration, Accounting, Simon Fraser University -
In-depth Tax Program -
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