Experience

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  Pricewaterhousecoopers llp

  Sept 2004 - Feb 2008

  Senior associate (2006-2008); associate (2004-2006)

  • Client services experience with public companies with 100+ employees with assets under management from $1.5 billion to $50 billion and revenues in excess of $100 million. • Used precise analytical skills to analyze trends in sales and receivables and financial modeling skills to verify manually priced securities.• Developed audit procedures to gain assurance on the adequacy of client-generated financial information and estimates. Worked in a team-based environment in both public and private organizations to give users of financial statements assurance that the financial statements of organizations are accurately stated.• Proven strong working relationships with core client contacts. In charge of engagement teams of two to fifteen members. Responsible for review and coaching of junior staff. Confident interacting with senior level executives. • Experience in preparation of financial statements in accordance with Canadian GAAP and GAAS requirements.• Associate: September 2004 - June 2006• Senior Associate: July 2006 - February 2008 Show less

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  Draftfcb

  Mar 2008 - Jul 2008

  Accounting manager (contract)

  • Assisted in the management of accounting system conversion from QuickBooks to AdTraq at Segal Communications (IPG agency) and the transition of all accounting functions from Segal to DraftFCB.• Functioned as the primary contact to all employees at Segal during the transition period.• Reported progress of system conversion and transition of accounting functions to DraftFCB’s senior management, including the company’s Chief Financial Officer, and provided consultation as required.• Managed and reviewed the work of several accounting staff pre- and post-systems conversion.• Prepared monthly balance sheet account reconciliations.• Prepared licensing remittances and respective non-resident tax filings. Show less

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  Spence partners

  Sept 2008 - Jun 2009

  Consultant (contract)

  Digital office solutions company listed on the TYO• Documented process controls, conducted interviews, performed testing and documented results for the US (Sales and IT) & Canadian (Sales) operations during fiscal 2008 Sarbanes-Oxley compliance project.• Prepared cash restatement analysis and implemented forensic accounting techniques for bank reconciliations.• Provided management consulting regarding significant deficiencies in internal controls in the areas of sales, accounts receivables, shipping and receiving and 3rd party lease arrangements.• Used analytical techniques such as flow charts and process mapping to optimize utilization of staff through elimination of redundant processes and better workflow.• Participated in the development of risk assessment strategy and risk-based compliance approach in the planning of the fiscal 2009 Sarbanes-Oxley compliance project.• Was 1 of 3 (from twenty) consultants to be invited back to work on planning of fiscal 2009 project. Show less

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  Franklin templeton investments

  Mar 2010 - Dec 2011

  Manager, canada product & client services

  • Managed a knowledge-based team of eight direct reports• Involved in the company’s IFRS implementation including performing extensive research, developing a timeline with deliverables for compliance, providing training to team members, liaising with departments and external auditors and communicating status updates to senior management • Responsible for all Canadian domiciled funds (100+) including review of areas such as financial reporting (financial statements, MRFPs, QPDs), MER and fund waiver analyses, new product development, and Board materials• Work globally as a Management team, including liaising with NAV Calculation Team, Investment Operations, Fund Tax, Project Support Team, Fund Quality Assurance Review and Compliance Team and Portfolio Management, promoting consistent and best practices across the businesses and locations • Participate in the financial statement standardization process through identification and drafting of new disclosure requirements, documentation of required accounting policies, and coordinating and supporting internal and external audits, as applicable per jurisdiction.• Understand changes/evolution of the designated funds’ NAVs, including NAV divergences by class (includes distribution divergences) • Work globally to standardize internal and external reporting, such as Board materials, TERs, yields, regulatory reporting, and any other reporting provided to customers, as applicable per jurisdiction • Member of The Investment Funds Institute of Canada (IFIC) Accounting Advisory Working Group (September 2010 – December 2011) Show less

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  The mason group - strategic search partners

  Dec 2012 - Sept 2016

  Senior Search Consultant in the permanent division focusing on recruiting Finance and Accounting professionals in the GTA serving a variety of mid- to senior-level positions. Deals primarily with designated accountants and MBA/finance professionals.

  • Senior Search Consultant

    Dec 2011 - Sept 2016

  • Maternity leave

    Mar 2015 - May 2016

  • Maternity leave

    Dec 2012 - Feb 2014
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  Rbc capital markets

  Sept 2016 - Mar 2017

  Associate director, i&ts governance & regulatory solutions ceo office

  Women in Capital Markets (WCM) Return To Bay Street RTBS 2016 Award Recipienthttps://wcm.ca/

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  Rbc investor services

  Apr 2017 - Oct 2023

  formerly Global Business Management Q2 & Annual 2022 One RBC Team Performance Award Winner

  • Director, Control & Regulatory Initiatives, Operational Excellence & Insights, Client Operations

    Nov 2022 - Oct 2023

  • Associate Director, Control & Regulatory Initiatives, Client Operations

    Nov 2020 - Nov 2022

  • Finance Manager, Strategy & Insights, Performance Management, CFO Group

    Nov 2019 - Nov 2020

  • Maternity leave

    May 2018 - Oct 2019

  • Finance Manager, Global Client Coverage, Performance Management, CFO Group

    Apr 2017 - Apr 2018