Experience

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  Toronto metropolitan university

  Sept 2010 - now

  • Partner with CFO and University Planning Office to develop annual TMU budget proposal for Board approval; implement budget processes across TMU.• Formulate models and proposals of TMU’s operating budget at macro/micro levels; draft materials for CFO reports to Finance Committee and Board of Governors for budget approval. • Develop short/long-term financial models and in-depth risk analysis, assumptions and accounting for annual budget plan.• Oversee hiring, performance management, and development of unit staff.• Developed strategies to improve efficiency and effectiveness of existing business practices by creating positions and implementing new service model. • Conducted review of key financial processes, applying lean principles and developing best practices. Show less • Liaised with TMU Planning Office on budget development and update of budget policies and procedures; led related annual budget development in partnership with CFO and the Director, Financial Planning.• Led year-end closing requirements specific to department, assisted with University main audit and managed special audits requested by sponsors.• Established budgets and managed financial activities for TMU’s central accounts, including the contingency fund. • Customized/automated financial reports/processes, reducing budget planning documentation turnaround time 50%. Show less • Managed 6 Financial Analysts and a Research and Financial Information Analyst.• Set up financial management processes for externally/internally-sponsored research funds from public and private sponsors.• Interpreted regulatory and reporting requirements from funding agencies and partner institutions to determine optimal financial framework to be implemented to meet necessary requirements.• Guaranteed financial integrity of financial reports prepared by analysts for the sponsors.• Established management processes, controls, and practices to safeguard research funds. Show less • Reported to Controller, Central Finance Unit; prepared quarterly and year-end consolidated financial statements for Controller and Senior Directors.• Supervised, trained and evaluated 4 Senior Accounting Analysts; reviewed, developed, and implemented financial and accounting policies for departments across the University.• Ensured that financial statements accurately represented financial position of the University and its operation.• Generated regulatory reports required by CRA, StatsCan, and MCU (HST/charity return, COFO, CAUBO report, and others). Show less

  • Senior Director, Budget Administration and Advisory Services

    Dec 2020 - now

  • Manager, Budget Administration and Reporting

    Sept 2018 - Nov 2020

  • Supervisor, Research Accounting

    Dec 2014 - Sept 2018

  • Senior Accountant (Supervisor, Accounting Department)

    Sept 2010 - Nov 2014