Alan Mitchell, CPA, CMA,

Experience

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  Citigroup Properties Limited

  Nov 1999 - Apr 2006

  Controller

  Responsible for the finance department which included a portfolio of 84 properties (condominiums, apartment buildings, and commercial complexes). This also included the Realty Division Citigroup Realty. In general: 1) reviewed and approved monthly and annual financial statements, 2) mentor and coach a staff of eight (8) (A/P, A/R, payroll, administration), manage bank trust accounts (approximately $8,000,000 on deposit) and cash flow for all properties;Managed Citigroup’s information technology system;Coordinated the budget process for client properties. This involved working with the property managers to develop annual operating, capital budgets and cash flow projections for approval by the various boards of directors and owners;Regularly attended board of director/owner meetings, on an as needed basis, to present and review financial results;Managed external audits (e.g. Year End Financial Statement Audits, Revenue Canada, Workers Compensation);Worked closely with the owners of Citigroup on recruitment of staff, remuneration levels for employees, and developing HR policies. Show less

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  Office Interiors

  May 2006 - now

  Chief Financial Officer (Office Furniture and Technology)

  Manage all finance, budgeting, tax, accounting and related functions of Office Interiors. Major duties include directing company financial planning, providing overall direction of accounting, tax, insurance, budget, credit and collections functions, banking agreements and relationships, and approve IT/MIS systems.Supervise activities of the Finance/Administration department including processing of information and preparation of financial reports in a timely fashion.Provide analysis of financial information, including Model For Success analysis, variances from budget and key ratios; Co-ordinate the budget preparation process, including accumulating data for sales budgets, cost of sales budgets, payroll budgets, expense budgets, etc. for each operating division.Develop, recommend, and implement approved financing, banking, capital financing, and asset management strategies.Provide feedback from customer base for continuous quality improvement. This includes handling all concerns, complaints in an expeditious manner and development of a Total Quality Management (TQM) approach to business.Responsible for Cash Management, recognizing that it is critical to Office Interiors success.At Office Interiors it’s our mission to help you create a more productive work environment. From moveable walls and office furniture like desks and chairs to office equipment such as multifunction printers or mailing equipment, we have all the tools your team needs to feel and work their best.When you work with Office Interiors, you are working with a company that puts customer service first. We survey every client after their purchase has been delivered and installed or their equipment serviced. We are a six time Consumer's Choice Award winner for the Office Furniture and Office Equipment categories, the only PROs Elite 100 certified office equipment dealer in Atlantic Canada, a Haworth Best In Class dealer, and our Net Promoter Score (NPS) is currently 88. Show less