I teach by debriefing work already completed to focus on areas needing improvement and to ensure complete breath and depth of the topic. Practice questions are often the best way to apply knowledge and gauged the level of understanding you have a subject. I also strengthen a students knowledge and confidence by explaining complicated subject in simplified terms.
I am an CPA, CA with over 12 years experience working within a few different industries. My career has included and coaching students through the CPA exam as well as mentoring staff and colleagues to propel their careers forward.
2019-02 - Current
Specialist, Corporate Accounting
CP RAIL, Calgary, AB
Lead the SAP accrual automation project, reducing administrative hours by 40 per
Complete preparation of financial reporting of General and Administrative (G&A)
costs, including financial analysis, account reconciliation review, and design and
implementation of improvement projects.
Developed enhanced financial reporting improving accuracy and efficiency.
Successfully lead control documentation project for G&A area, helped identify and
close control gaps
2013-01 - 2018-11
Team Lead Operations Accounting and Planning
Fort McMurray and Calgary, AB
Managed 8 member team using Situational Leadership, providing ongoing feedback
and mentorship to encourage individual and team growth.
Built positive working relationships with department managers through effective
communication, training and education in accounting.
Lead all month/quarter/year-end financial activities, including management and
assignment delegation for the Operations Accounting team.
Identified control weaknesses within Operations Accounting and implemented
effective controls to minimize risks.
Significant interaction and collaboration with operations managers determining
areas needing improvement and successfully recommended innovative solutions.
Managed yearly/monthly development of operations budget and forecast, evaluated
plans and current costs to project trends and recommend updates.
Managed variety of ad hoc reporting and financial analysis.
2012-03 - 2013-01
Fort McMurray, AB
Worked with onsite operations teams to build yearly operations budget, and end to
end monthly operations accounting and analysis.
Identify control risks within the operations accounting space and implement best
Liaison between corporate reporting and onsite operations teams
2011-09 - 2012-03
Financial Analyst - External Reporting
SOBEYS GROUP INC,
Assessed accuracy, completeness and integrity of company financial records.
Developed and implemented process improvements, benefiting employees and the
Supported leadership by preparing monthly and quarterly financial statements to
Evaluated accounting controls on frequent basis in order to assess and devise
Reviewed and reconciled discrepancies in accounts and financial documentation.
Liaised with auditors to complete annual audits and maintain compliance with local,
provincial and federal requirements.
2010-07 - 2011-09
CROMBIE REIT SOBEYS SECONDMENT,
Participated in IFRS transition project through accounting standard research,
implementation, and design of financial statement preparation.
Maintained version control of financial statements, reviewed Management
Discussion and Analysis (MD&A) for accuracy, worked with internal and external
auditors during quarterly review.
Confirmed accuracy and completeness of financial statements through financial
analysis, using CTI and Microsoft Office.
2008-07 - 2010-09
Compliance Auditor & Financial Analyst
SOBEYS GROUP INC,
Tested SOX compliance, assessed risk in assigned areas of business, developed
focused testing reducing audit time by 25%.
Worked in partnership with process owners to introduce best practices and reduce
audit deficiencies by 15%
Created training manuals for future CA students and mentored Co-op students,
ensuring CA students were set up for success academically and within the work place.
Completed month-end and year-end closings, kept records audit-ready and
monitored timely recording of accounting transactions.
Education and Other
Citadel Community Association - Calgary, AB
Tearmann Society for Abused Women – New Glasgow, NS
Atlantic School Of Charted Accountants - Halifax, NS
St. Francis Xavier University - Antigonish, NS
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