A senior financial professional with 11 years experience
in financial and management accounting, operations, administration, human
resources,
and project management. Proven abilities in financial statement preparation,
developing and implementing internal controls, costing, trouble-shooting,
planning, and budgeting.
LAKEHEAD UNIVERSITY STUDENT UNION, THUNDER BAY,
ON MAY 1995 – AUG
2002
DIRECTOR OF FINANCE & ADMINISTRATION / GENERAL MANAGER
· Oversaw the operations of the Outpost, a Student Union owned bar/restaurant.
·
Managed and operated “The Study”, a games room / lounge
for students.
· Supervised 4 full time and 10 part time staff members; responsible for
all Human Resource issues.
· Prepared annual budgets ($1,500,000), cash flow forecasts, monthly financial
statements and audit working papers for the Student Union and the Outpost.
· Developed and implemented internal controls and cost controls.
· Presented audited financial statements to the Board of Directors.
· Revamped the LUSU Constitution, helped write new policies and developed
employee manuals.
· Administered the student health plan for 2,000 full-time students.
· Negotiated contracts with varied service providers.
· Co-ordinated renovation projects including upgrading the Study and re-carpeting
the Outpost.
· Advised student executive on all financial matters and on new projects
under consideration.
ACCOMPLISHMENTS
· Reduced
costs in the Outpost by more than $150,000 by implementing internal
controls and management reporting systems;
thereby resulting
in a breakeven business.
· Oversaw a $300,000 renovation project in The Study from conception to
construction. Led a team consisting of the student executives, staff
and the architect that consulted on the initial design and the finishes.
Ordered furniture and fixtures and dealt with suppliers.
· Reduced audit fees by preparing the entire audit file in advance, including
the audited financial statements.
·
Instrumental in setting up a “Building Fund Fee” to be used
for major repairs and maintenance, renovations, and capital acquisitions
in Student Union space; which allowed the Student Union to maintain its
existing facilities without cutting services in other areas.
LAKEHEAD UNIVERSITY, THUNDER BAY, ON SEPT
1995 – APR 1996
SESSIONAL LECTURER, FACULTY OF BUSINESS
· Taught
Auditing I and Auditing II to fourth year business students.
· Developed course outlines, assignments and exams.
· Provided guidance to students seeking help with the course material.
ACCOMPLISHMENTS
· Facilitated
group discussions about advanced auditing topics. Ensured all students
participated and understood the
concepts, as proven
by above average class marks.
KPMG PEAT MARWICK THORNE, THUNDER BAY, ON SEPT 1991 – APR
1995
AUDITOR / ACCOUNTANT
· Audited
financial statements for various clients in industries including municipalities,
academic institutions, student
unions, and
related boards and non-profit corporations.
· Supervised up to three audit team members.
· Provided accounting and business advisory services for small to medium
sized companies.
ACCOMPLISHMENTS
· Taught
other senior auditors how to use the Financial Information Return computer
program.
·
Instigated KPMG’s adoption of a portion of the highway near Thunder
Bay. The sign erected on the highway provided advertising for KPMG and
identified the firm as a good member of the community.
·
Co-ordinator of KPMG’s local Uniform Final Examination (UFE) preparation
program. Taught preparation courses to employees planning to write the
UFE. All candidates were successful in their first attempt at the UFE.
EDUCATION & ACADEMIC RECOGNITION
Chartered Accountant Designation, ICAO – May
1994
Honours Bachelor of Commerce Degree, Lakehead University – May
1991
Associate Music Teacher Diploma, Western Ontario Conservatory of Music – June
1989
BDO Dunwoody Award for Excellence in Accounting – 1991
3rd Place for accounting case in the Queen’s Inter-Collegiate Business
Competition – 1991
Royal Trust Award in Business – 1990
COMPUTER APPLICATIONS & SOFTWARE
KNOWLEDGE
Microsoft Word, Excel, Outlook, Explorer, Simply Accounting and AccPac
(DOS Version)
PROFESSIONAL INVOLVEMENTS
Session presenter at Canadian Congress
of Student Associations at York University – June 2002
Member of Association of Managers in Canadian College, University and
Student Centres
(AMICCUS-C) – 1995 - 2002
Coordinator of KPMG’s local Uniform Final Examination preparation
courses
for CA students and teacher of several courses – 1993 -1994
Director, Chartered Accountants Students’ Association of Ontario, Thunder
Bay Chapter – 1991-1993