Experience

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  Mcgregor industries - socks

  Jan 2002 - Jan 2004

  National sales analyst

  Reported to Director of Sales, key areas of responsibilities included: developing wholesale sales forecasts and retail plans for major accounts such as Wal-Mart, The Bay, Zellers, etc. Analyzed retail sales, inventory levels, and account performance. Troubleshooted at multiple levels, and prepared detailed monthly activity reports for senior management disseminationEstablished shipping forecasts for independent sales representatives and closely monitored performance to ensure compliance with designated quotasSupported National Sales Manager-Mass Channels by analyzing major account business activity, and troubleshooted sales and inventory issuesAided in new product launches for major accountsLiased with clients and various internal departments and resolved related issues Show less

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  Vottero fremes mcgrath yee

  Jan 2005 - Jan 2007

  Accounting student

  Performed audit, review and compilation engagements on various sized organizations in a wide range of business sectorsPrepared corporate, personal, trust and GST returnsMet with clients to discuss engagements and year-end resultsPerformed bookkeeping for holding companies and trusts with a wide range of investments

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  Fnf canada

  Oct 2007 - Apr 2012

  Regional accounting manager

  Implemented new EFT payment system for A/P resulting in more efficient and cost effective payment processingIn this role I acted as regional Controller responsible for all regional accounting and reporting.Reporting to the VP of Finance, I was responsible for creating the operating budget and forecasts, performing variance analysis, the day-to-day accounting operations, preparing the financial statements and presenting them to senior management, all account reconciliations and preparing the monthly SOX compliant financial package for the US parent. Show less

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  Roy jacobs accounting and tax services

  Oct 2011 - now

  Accounting and tax consultant

  On the tax side, I prepare personal tax returns with varying degrees of complexity.Some of my other engagements involved managing the day-to-day accounting functions and month-end close during a brief gap in incumbents, process documentation and mapping, formulating business plans, and preparing year-end financials for small businesses.

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  Hugo boss canada

  Apr 2012 - Dec 2014

  Financial analyst / retail planner

  Start up position in a newly created divisionCreated from scratch sales plans, operating budgets, buying plans and analyticsIncreased divisional EBITDA 12% by taking the variance analysis one step further and developing a business case for certain changesPromoted to Planner of all Canadian retail channels as well as maintaining the Financial Analyst roleOn the retail side, I was responsible for sales, open-to-buy, and buying plans and preparing profitability analysis for promotional proposals.On the financial side, I was responsible for operating and sales budgets and forecasts, divisional 5-year plans, managing expenses, reviewing divisional financial statements, variance analysis, and preparing capital expenditure proposals (including financial modeling). Show less

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  Delmanor seniors communities inc. (a division of tridel)

  Jul 2015 - Oct 2016

  Manager of financial planning and analysis (maternity contract)

  Managed Delmanor's first T4A filing for vendorsReporting jointly to the CFO and Director of Accounting and Administration I was responsible for the annual budgets, monthly rolling forecasts and the five year plan. I coordinated and prepared the year end financial statements (including consolidation) and working paper files for internal and external clients and liaised with the auditors. I also formulated financial models for development projects under consideration. Treasury responsibilities included preparing all cash flow statements (for individual properties and consolidated) and analysis of variances to plan, monitoring cash balances and ensuring sufficient funds for timely debt payments and large disbursements as per budgets and forecasts.Ad hoc responsibilities included but were not limited to preparing packages for external financing proposals, analyzing the effects of market rate rent changes to the top line, and vetting bookkeeping and reconciliations performed by junior staff. Show less

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  Delmanor communities

  Aug 2017 - May 2019

  Manager of financial planning and analysis (contract)

  I'm honoured to have been asked to return to Delmanor for a second contract. In addition to budgeting, financial modelling (helping to vet properties for development), consolidating the financials, preparing five-year plans and managing cash flows, I'm heading a process documentation and mapping project.

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  The lavin agency

  Jan 2020 - now

  Controller

  Reporting to the owner, this hands-on role involves managing a small team. I'm responsible for the bookkeeping, cost management, AP, AR, payroll, financial reporting and year-end close of both the Canadian and US operations.