Vicki Herd

Vicki Herd

Financial Analyst

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location of Vicki HerdGold Coast, Queensland, Australia

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  • Timeline

  • About me

    Innovative finance leader and change management expert

  • Education

    • CPA Australia

      1998 - 1999
      CPA Financial & Management Accounting
    • Certified Management Accountants of Alberta

      1987 - 1989
      CMA Management Accounting
    • University of Technology

      1981 - 1985
      Bachelor Business; Credit (Accounting; with accounting major and finance sub-major
    • Oregon State University

      1984 - 1984
      Exchange Program Accounting and Finance
    • Deakin University

      2002 - 2005
      MBA programCompleted MBA program; strategy and planning
  • Experience

    • Calgary, AB

      Jan 1986 - Jan 1990
      Financial Analyst

      Started 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 1994

      Managed 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 1994
      • Commodity Tax Coordinator

        Jan 1990 - Jan 1992
    • Calgary Board of Education Calgary, AB

      Jan 1994 - Jan 1997
      Manager of Financial Services

      MaintenanceManaged 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 1999
      Project Manager

      Launched 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 2009
      Treasurer

      Performed this role for 10 years but have relinguished it.

    • ENMAX Corporation Calgary, AB

      Jan 2000 - Jan 2002
      Financial Analyst

      Responsible 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 2007
      Manager of Financial Services

      Responsible 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 2016
      • Treasurer

        Jan 2013 - Jun 2016
      • President

        Jan 2007 - Jan 2013
    • Direct Energy Calgary, AB

      Mar 2007 - Mar 2009
      Director of Finance

      Direct 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 2020
      Treasurer

      Looked after the books of the club

    • Robert Half Management Resources

      Jun 2009 - Oct 2009
      Contract Controller

      Worked a 4 month contract as controller for a coal mining operation in the Crowsnest Pass.

    • SNC-Lavalin

      Dec 2009 - Sept 2014

      Consolidate 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 2014
      • Commercial Manager

        Dec 2009 - Jun 2012
    • CMA Alberta - Calgary Chapter

      Jul 2012 - Jun 2013
      Past Chair

      Past 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 2017
      Vice President, Finance & Operations

      CMC 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 2020
      President

      Representing 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 2023
      Treasurer

      Oversaw 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 2023
      Ombudsman

      Mediated issues between international Mensans and their national Mensa boards.

    • Mensa International

      Oct 2024 - now
      Ombudsman

      International Ombudsman mediating issues and investigating complaints

  • Licenses & Certifications

    • CPA (Australia)

      CPA Australia
      Jan 2020
    • CPA, CMA

      CPA Alberta
      Jan 1989
  • Volunteer Experience

    • Trustee

      Issued by Mensa Foundation (Mensa Education and Research Foundation) on Dec 2017
      Mensa Foundation (Mensa Education and Research Foundation)Associated with Vicki Herd
    • Treasurer

      Issued by Mensa Education and Research Foundation on Aug 2018
      Mensa Education and Research FoundationAssociated with Vicki Herd
    • Past President

      Issued by Mensa Canada on Jul 2020
      Mensa CanadaAssociated with Vicki Herd
    • International Imbudsman

      Issued by Mensa International on Oct 2020
      Mensa InternationalAssociated with Vicki Herd
    • President

      Issued by Mensa Canada on Mar 2015
      Mensa CanadaAssociated with Vicki Herd
    • Treasurer

      Issued by Mensa Canada on Jan 2013
      Mensa CanadaAssociated with Vicki Herd
    • Prairie-Arctic Regional Representative

      Issued by Mensa Canada on Jul 2010
      Mensa CanadaAssociated with Vicki Herd