
Vicki Herd
Financial Analyst

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About me
Innovative finance leader and change management expert
Education

CPA Australia
1998 - 1999CPA Financial & Management Accounting
Certified Management Accountants of Alberta
1987 - 1989CMA Management Accounting
University of Technology
1981 - 1985Bachelor Business; Credit (Accounting; with accounting major and finance sub-major
Oregon State University
1984 - 1984Exchange Program Accounting and Finance
Deakin University
2002 - 2005MBA programCompleted MBA program; strategy and planning
Experience

Calgary, AB
Jan 1986 - Jan 1990Financial AnalystStarted as an analyst in the insolvency practice of Touche Ross for two years assisting with clients in receivership and bankruptcy.Transferred to the small business consulting practice based in Kensington for 2 years when Touche Ross merged with Deloittes. Worked on financial modelling, business plans, etc.

Calgary Board of Education Calgary, AB
Jan 1990 - Jan 1994Managed the financial information system to satisfy reporting requirements of of internal and external customersPrepared capital budget, capital forecasts, debenture borrowing by-laws and quarterly financial statements for the Board Coordinated the introduction of GST legislation, trained and assisted staff with GST administration, liaised with Revenue Canada to resolve GST problems, successfully lobbied the Canadian Government to make changes to the legislation.Managed the Payroll Department for 3 months to coordinate recovery from a Payroll system disaster.
General Accounting Officer
Jan 1992 - Jan 1994Commodity Tax Coordinator
Jan 1990 - Jan 1992

Calgary Board of Education Calgary, AB
Jan 1994 - Jan 1997Manager of Financial ServicesMaintenanceManaged the financial administration of the Maintenance Dept. in this $500 million per annum organization.Budget preparation, annual accounts, performance analysis and forecasting, management reporting, financial modeling, detailed job costing, supervision of 13 staff members

Brisbane City Council Brisbane
May 1999 - Dec 1999Project ManagerLaunched this billion dollar organization's GST project, hired team of 15 professionals, developed project plan, presented project's progress to Steering Committee, and represented the organization at government and industry forums.Mapped and evaluated 52 separate business operations from a GST perspective.

The Alexandra Community Health Centre
Jan 2000 - Jan 2009TreasurerPerformed this role for 10 years but have relinguished it.

ENMAX Corporation Calgary, AB
Jan 2000 - Jan 2002Financial AnalystResponsible for stabilizing corporate reporting after the implementation of PeopleSoft Financials.Responsible for corporate consolidations and preparation of financial reports and presentations for the senior executive and board.Consolidation advisor to the ENMAX Energy and ENMAX Power areas.

ENMAX Corporation Calgary, AB
Jan 2006 - Mar 2007Manager of Financial ServicesResponsible for all financial reporting and administration of the Back Office for ENMAX Energy on the Trading Floor and supervision of 4 staff members.Responsible for budgets and preparation of financial reports and presentations for the Trading Floor managers.Financial advisor to the Front and Middle Offices.2002 - 2006 ENMAX Corporation Calgary, ABManager of Financial Services - ENMAX Power Responsible for all financial reporting and administration for ENMAX Power and its 8 business units and supervision of 8 staff members.Responsible for consolidations and preparation of financial reports and presentations for the senior executive and board.Financial advisor to the operating areas.Budget lead for ENMAX Power Corporation.Responsible for ensuring financial reporting meets regulatory and GAAP requirements. Show less

Brownstones of Sorrel Condo Association
Jan 2007 - Jun 2016Treasurer
Jan 2013 - Jun 2016President
Jan 2007 - Jan 2013

Direct Energy Calgary, AB
Mar 2007 - Mar 2009Director of FinanceDirect Energy Regulated ServicesDirecting the financial reporting, planning and settlement functions for Alberta regulated gas and electricity businesses.Directing the financial aspects of regulatory filings to Alberta Utilities Commission and all associated information requests.Transitioned transaction based roles to offshore partners in India.Oversight of complex planning and regulatory models

The Downunder Social Club
Jan 2008 - Aug 2020TreasurerLooked after the books of the club

Robert Half Management Resources
Jun 2009 - Oct 2009Contract ControllerWorked a 4 month contract as controller for a coal mining operation in the Crowsnest Pass.

SNC-Lavalin
Dec 2009 - Sept 2014Consolidate financial results of all Transportation Division Joint Venture construction projects in Alberta Working on the Calgary West LRT project for the next 2 years.
Project Controller, Joint Ventures Alberta
Jun 2012 - Sept 2014Commercial Manager
Dec 2009 - Jun 2012

CMA Alberta - Calgary Chapter
Jul 2012 - Jun 2013Past ChairPast Chair of the Calgary Chapter which organizes monthly luncheons and the annual CMA Night Out and CMA Golf Tournament.

CMC Research Institutes
Oct 2014 - Nov 2017Vice President, Finance & OperationsCMC Research Institutes (CMC) is an independent, not-for-profit business with one key mission – accelerating the development of technologies to eliminate industrial greenhouse gas emissions. CMC is developing a series of research institutes across Canada, each dealing with a different carbon management challenge area. The institutes offer pilot and testing facilities to help technology developers, industry, government-operated labs, academic researchers and others develop new processes and instruments. Facilities will be available on a contract basis to clients but we also offer sponsorship opportunities for companies and other organizations who want to participate in collaborative, long-term, broad programs of research.As VP Finance & Operations I am in charge of accounting & finance functions as well as human resources, legal, insurance and administration. Show less

Mensa Canada
Jan 2015 - Jul 2020PresidentRepresenting Canada at Mensa International board meetings. Chairing Mensa Canada board meetings. Selecting an association management company to administer Mensa Canada operations. Selecting association management software to maintain the membership database. Writing regular president columns in the national newsletter. Negotiating a licensing agreement. Working with a strong team of national directors on new initiatives such as new look website, National Marketing Team, Gifted Youth Committee, etc. Show less

Mensa Foundation
Jul 2018 - Jul 2023TreasurerOversaw the Finances of the Mensa Education and Foundation, including budgets and audits. Member of the Executive Committee of Foundation Trustees.

Mensa International
Oct 2020 - Oct 2023OmbudsmanMediated issues between international Mensans and their national Mensa boards.

Mensa International
Oct 2024 - nowOmbudsmanInternational Ombudsman mediating issues and investigating complaints
Licenses & Certifications

CPA (Australia)
CPA AustraliaJan 2020
CPA, CMA
CPA AlbertaJan 1989
Volunteer Experience
Trustee
Issued by Mensa Foundation (Mensa Education and Research Foundation) on Dec 2017
Associated with Vicki HerdTreasurer
Issued by Mensa Education and Research Foundation on Aug 2018
Associated with Vicki HerdPast President
Issued by Mensa Canada on Jul 2020
Associated with Vicki HerdInternational Imbudsman
Issued by Mensa International on Oct 2020
Associated with Vicki HerdPresident
Issued by Mensa Canada on Mar 2015
Associated with Vicki HerdTreasurer
Issued by Mensa Canada on Jan 2013
Associated with Vicki HerdPrairie-Arctic Regional Representative
Issued by Mensa Canada on Jul 2010
Associated with Vicki Herd
Languages
- enEnglish
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