Profile A resilient, results-oriented accounting leader and senior finance professional with in-depth experience in financial accounting and reporting, internal controls, planning, forecasting and budgeting (CGAAP, UGAAP, IFRS), variance analysis, management discussion and analysis (MD&A), general management, staff leadership, strategic planning, regulatory compliance, reporting and operational losses; government and regulatory affairs; taxation; risk management, project management, balanced scorecard and key performance indicators (KPI), and business plan execution. With over 15 years public accounting and consulting practice broadened by 15 years corporate finance experience in leading Canadian companies, my forte is communicating complex financial information to non-finance executives and business owners.
Strengths include: strategic thinking; ability to inspire others; professionalism and work ethic; finance communications; business planning; critical thinking/problem-solving and analytical expertise; innovative solutions; quick learner; collaborative style; ethical leadership and staff development; stakeholder relations; organizational awareness; negotiation; leading change; entrepreneurial drive and spirit.
Expertise: .Creditor life insurance; mortgage default insurance; reinsurance; group life, disability and critical illness insurance; . Payroll and benefits; mortgage securitization; financial planning & analysis; transfer pricing; retail banking; . Regulatory and government relations including SOX (Sarbanes Oxley), Basel Accord and Solvency II; taxation; investment accounting; management reporting and costing; . Staff development and leadership; business management; business planning; feasibility studies; streamlining accounting systems; modelling and forecasting; recruitment and evaluation; strategic planning.
Experience . Director, Group Financial Management Munich Re Canada Dates Employed Aug 2010 – Apr 2019 Led the financial management and operations of the Group life reinsurance business in Canada and the Caribbean. Responsibilities include financial reporting and analysis, planning, forecasting, risk management and administration of the Group Lines of Business including Group Life, Accident & Sickness and Health. Led administration of large structure reinsurance contracts, execution of administrative audits of large clients and oversaw production of experience refunds. Member of strategic leadership team for Group Reinsurance business and a member of various cross-functional committees established to grow revenue, expand market share manage risk, proactively improve bottom line and enhance communications between group underwriting & pricing, corporate actuarial, claims, technical accounting and group finance teams. Responsibilities included performance management, training, development and coaching of group finance team. Volunteer management member of the Occupational Health & Safety Committee and volunteer fire warden.
. Controller - York Downs Golf and Country Club Dates Employed Jun 2010 – Aug 2010 Responsible for managing the financial operations of the organization and providing accurate information to the General Manager and Finance Committee, including in depth analysis, variance summary, planning, budgeting, forecasting and preparing financial reports. Managed administrative staff, including Membership Administration, Accounts Payable, Accounts Receivable, Club/Restaurant Operations, Pro Shop, Payroll and personnel functions for all employees. Member of the senior management committee and finance committee.
. Senior Reporting Specialist Meridian Credit Union Dates Employed Dec 2008 – Feb 2010 Provided support to the Complex Accounting Department Group – responsible for the ongoingaccounting, reporting (internal and external) and entries related to mortgage securitizations,derivatives and corporate income tax, the development of internal controls and creation of modelsto facilitate financial analysis and forecasting
. Controller - Canada and Corporate Secretary to Board of Directors, MGIC Canada Dates Employed Jul 2007 – Aug 2008 Full responsibility for Financial Operations, Financial Reporting and Human Resources activities for Canadian subsidiary of the largest mortgage insurance company in the U.S. Duties included oversight of accounts payable, accounts receivable, transfer pricing, accounting, financial reporting, regulatory reporting, planning, forecasting, taxation, payroll and benefit administration. Reported to the CEO and was Secretary to the Board of Advisers.
. Director of Finance, RBC Insurance Dates Employed Jul 2001 – Jun 2007 Reported to the SVP Creditor Insurance and was responsible for all finance activities conducted by the finance team, including administration, reconciliation and settlement of accounts, financial planning, analysis, forecasting, and financial reporting. Worked closely with product management team, insurance service providers, bank consumer lending division of RBC Royal Bank and reinsurance divisions in both Canada and the Caribbean. Compliance and risk management responsibilities included monitoring operational risk for the division, Baxel II Accord, Sarbanes-Oxley(SOX), and quarterly reporting to internal audit. Oversaw production of monthly performance reports including penetration, balanced scorecard, KPI's, road maps, competitive bench marking and stacked ranking reports.
Education York University - Schulich School of Business . Degree Name MBA, Field Of Study Strategy & Entrepreneurial Studies
Chartered Professional Accountants of Canada (CPA Canada)
The University of Western Ontario - Ivey School of Business . Degree Name HBA, Field Of Study Accounting/Finance
Ontario College of Teachers Degree Name Teaching Certificate . Brock University Degree Name BEd,