
Timeline
About me
Self-employed Consultant - Credit Union Finance and Accounting
Education

Completed cma designation
1987 - 1997Cma designation
Selkirk college
2016 - 2017Tesl professional standard 2 tesolActivities and Societies: Participated in Cross-Cultural Partnership program Volunteered with various International Program activities Completed TESOL Advanced Diploma

The university of calgary
1981 - 1985Bachelor of arts (b.a.) psychology
Experience

Stanton yellowknife hospital
Jan 1993 - Jan 1995Finance officer
Nelson & district credit union
Jun 1999 - Sept 2005Member of Corporate Management Team; responsible for senior level decision-making, planning and implementationResponsible for all backroom staff and functions: finance, treasury, ALM, premises, Risk Management, systems, tenant properties, statement processing, supplies, purchasing, security, clearings, ATM’s, statutory reporting, archives, internal reporting requirements, payroll and benefits administrationBudgeting, financial statement preparation, yearend requirements, all regulatory reporting requirementsCo-ordinate with Internal and External auditors; manage NDCU audit responsibilitiesOversee Insurance subsidiary budgeting and financial reportingResource to Audit Committee and Chair of ALCOBackup support for banking system, financial reporting systems, network, Internet banking, website administrationManage tenant leases and propertiesBranch Compliance Manager (Credential Asset Management)Support to Systems Manager for management and administration of banking system and internal network Show less
Senior Manager: Finance & Information Systems
Feb 2003 - Sept 2005Projects Manager
Jun 1999 - Feb 2003

Kootenay savings credit union
Sept 2005 - Dec 2016Senior manager:finance/controllerMember of KSCU Management team responsible for Financial and Management reporting, regulatory reporting, budgeting, performance monitoring and variance analysis for KSCU and subsidiaries. Manage Accounting Department staff, including hiring, training, coaching, performance managementCo-ordinate with Internal and External auditors; manage KSCU audit responsibilitiesManage the preparation of interim and yearend working papers and annual reportManage all accounting systems and subsystems, ensuring data integrityMember of Information Technology Steering Committee responsible for authorizing and prioritizing IT projects Show less

Self-employed
Jan 2017 - nowConsultantOn contract with BC Credit Unions for special projects related to Finance and Accounting.Interim VP Finance and special projects with Lake View Credit UnionSpecial Projects for Kootenay Savings Credit UnionFinance/accounting support for Spruce Credit Union
Licenses & Certifications

Cpa, cma
Cpabc
Volunteer Experience
Coach
Issued by Castlegar Minor Soccer Association
Associated with Suzanne PaquetteExecutive Member
Issued by Castlegar Minor Soccer Association
Associated with Suzanne PaquetteExecutive Member - West Kootenay Chapter
Issued by CMABC/CPABC
Associated with Suzanne PaquetteBoard Member
Issued by Little Lakers Learning Ctr on May 2016
Associated with Suzanne Paquette
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