Director of Accounting and Finance

2022 - 2025

Manage overall financial management of the company including full cycle accounting, financial reporting, taxation risk management, etc.
Develop financial, legal, and investigative strategies to implement mergers & acquisitions as a commitment to support continued sales growth and earnings.
Monitor short- and long-term cash management involving working with lenders to ensure compliance with covenants while effectively providing cash for day-to-day operations.
Analyze data and provide insight on critical business matters like profitability, employee efficiencies, capital requirement to support continued growth of the company.
Manage relationship with stakeholders- banks, auditors government agencies, act as a liaison, demonstrating excellent communication skills and ability to build great rapport.
Prepare monthly, quarterly, and annual financial reports, prepare budgets, conduct variance analysis, and ensure compliance with reporting framework and tax code.

Director of Accounting and Finance

2016 - 2020

Oversight of Piikani Nation financial matters including managing balance sheet over $50+ million, supervising internal and external financial issues, reporting results to CEO, Chief and Council.
Coordinated audits and preparation of detailed year-end working papers, financial statement schedules and facilitated audit fieldwork for a significant $15+ million income statement.
Prepared reports including financial statements, cash flow analysis, financial projection, budget v/s actual information and external financial information reports.
Led finance department to ensure proper maintenance of all accounting functions and provide technical guidance to other department mangers on finance, legal, HR and IT matters.
Responsible for networking with federal, provincial, municipal, and indigenous entities to maximize opportunities and maintaining relationship with financial institutions and partners.
Advised and assisted Council & CEO in management, policies development and implementation, risk mitigation, enhancing financial performance and business development opportunities.
Maintained proper internal controls and financial procedures to ensure compliance with legal and regulatory reporting and enhance the quality of decision making.

Senior Accountant

2015

Prepared and analyzed weekly management report to accurately monitor, interpret, and communicate financial performance on 100+ investments to senior management.
Conduct SEC reports examination, industry analysis and market research, advice directors on profitability and suitability of investments.

Review files including working papers, schedules, financial statement, corresponding tax returns to ensure compliance with statutory obligation, agreements, acts and codes.
Responsible for tax and assurance engagement involving preparing working papers, tax return, advising on complex accounting and tax issues, and seek assistance with other departments of the firm.
Provide support to managers and partners with complex technical research, tax planning opportunities, risk areas and formulate appropriate resolution and mitigative steps.
Oversee and manage client files and relationships - including scheduling, planning, file review and budget preparation.
Responsible for delivering added value by understanding client’s business, key risks areas to ensure compliance with acts, accounting framework, and legislation.
Participate in meetings with stakeholders, act as liaison demonstrating excellent communications skills and aptitude for building great client relation.
Responsible for quality control of by reviewing files and returns prepared by associates and ensuring accuracy and completeness.

Chartered Professional Accountant

2022

Senior Accountant 2012 - 2015