Financial Controller at Place-Crete Systems L.P. (2024-11 – 2025-11)
Full-cycle accounting / financial management for construction services company.
- Preparation of all accounting, payroll and monthly reporting. ASPE reporting.
- Managed all accounting functions for accounting governance after previous financial group left company in a mess and 2+ month transaction backlog of transactions (AP, AR, invoicing, reporting, etc.). Cleanup, restructuring and implementing better processes to regain control of the entire accounting function for the company.
- Services Company, Inventory, USD FX and treasury functions, banking.
- Implemented and redesign completely manual and paper-based processes into digital format. Stream-lined processes.
- Hands-on Payroll processing for company of 150 individuals.
- Development of monthly and weekly reporting processes, Forecasting and cash flow modelling. Data conversion and analysis.
- Lead small group of 6-person accounting and administration department.
- Preparation of monthly, and annual financial statements. Coordinated audit review.
- Improved capability for digital transformation using Share Point, Sage, Power BI, and other software tools.
Financial Controller at Glenmore Machining & Supply Ltd (2023-06 – 2025-01)
Full-cycle accounting / financial management for machining and tool manufacturer.
- Preparation of all accounting, payroll and monthly reporting. ASPE reporting.
- Inventory control, job costing and forecasting and analysis. Corporate tax.
- Cash, banking, and USD Forex management. Forecasting and cash flow management.
- Preparation of monthly, and annual financial statements. Audit review.
Financial Controller / Financial Accounting / Consultant at FusionEra Business Solutions Inc. (2014-01 – Present)
Full-cycle accounting controllership, financial management, and strategic planning.
- Leadership and mentorship of accounting teams in financial, accounting processes.
- Financial statement reconciliation and reconstruction. Reporting, tax, working papers.
- Development of financial reporting and budget forecasting systems and processes.
- Import and export of goods into Canada and USA.
- Reconciliation, cleanup of financials for 2+ years, and NetSuite implementation / optimization after previous exodus of an entire accounting group.
- Led critical cleanup/preparation of 18 months overdue financials for 5 entities ($20M) spanning operations in 4 countries for annual audit / bank covenant deadlines.
- Significant process improvements and systems enhancements achieving cost savings and efficiencies in reporting, processing, and financial information integrity.
Consultant at Dvele, Inc. (2021-01 – 2022-12)
US Fabricated Homes Manufacturing Co
Consultant at Madison Avenue Group (2021-01 – 2021-12)
Canadian Home Builder
Consultant at Canadian Mental Health Association (2021-01 – 2021-12)
Non-Profit Organization
Consultant at Kodiak Services Partnership (2017-01 – 2018-12)
O&G Wireline Services
Consultant at Inter Pipeline Ltd. (2017-01 – 2017-12)
Publicly-listed Integrated Pipeline Company
Consultant at More Comfort / Zara Mattress (2014-01 – 2023-12)
Furniture Import/Retail/EComm
Financial Controller at Precise Drilling Components Ltd (2019-03 – 2021-01)
Full-cycle accounting / financial management for a drilling tools manufacturer.
- Preparation of monthly, quarterly and annual financial statements and MD&A.
- Operating and capital forecasting, modelling and analysis; business planning; corporate tax; foreign parent reporting (US subsidiary); inventory control and management; risk management; payroll requirements; ASPE reporting; Cash, banking, treasury, and USD Forex management. Forecasting and cash flow management.
- Lead 4-person team.
Regional Manager, Business Analysis at MNP, LLP (2012-10 – 2013-12)
Lead and managed a 5-person B.A. group providing financial management and performance analytics for a multi-region firm of 540+ partners and 3,000 staff.
- Delivered financials and guidance, budgets/forecasts, analysis and performance reporting, KPI's, dashboards, and MD&A to Business Units and executive stakeholders.
- Implementation and enhancement of financial, business intelligence / forecasting reporting system, compliance, internal controls, and business optimization.
Financial Controller / VP Finance & Accounting at Heemskirk Canada Ltd (2011-08 – 2012-09)
Full-cycle accounting / financial management for an industrial minerals processing manufacturer and mining company in the Oil & Gas service sector.
- Operating and capital budgeting, forecasting, modelling and analysis; business strategy; corporate tax; external audits; foreign parent reporting (Australian public company); inventory control and management, risk management; lead payroll and benefits requirements; IFRS reporting, SRED tax claim. Managed Yearend audit process.
- Cash, treasury, USD Forex hedging, and governance, credit and collections.
- Managed, lead, and improved performance and knowledge of accounting team.
- Enhancement, implementation, and management of financial reporting systems. Optimized Sage ERP accounting system (GL, AR, AP, Bank, Sales, FA, Inventory, PO's, etc.) and Business Insight Reporting, and sales order system. Ad-hoc reporting.
Financial Accounting / Controller / Financial and IT Consulting at FusionEra Business Solutions Inc. (2009-11 – 2011-07)
Full-cycle accounting controllership, financial management, and strategic planning.
- Business development, strategic plans, budgets/forecasts, logistics and importing management, monthly reporting, MD&A, analysis, financing, and cash management.
- Leadership of accounting teams in streamlining internal processes and clean-ups.
- Development of financial reporting and budget forecasting systems and controls.
- Correction of $2M in accounting errors as part of a critical reconciliation effort.
- Implementation of an ERP accounting system (2-yr behind schedule) for a $100M revenue client, including setup and development of processes and workflows.
Consultant at Astra Energy (2009-11 – 2011-07)
Consultant at Pacer Group of Companies (2009-11 – 2011-07)
Consultant at GBSPromo / FoldingBench (2009-11 – 2011-07)
Information Systems Coordinator / Accounting Systems Coordinator at Highpine Oil & Gas Ltd (2005-06 – 2009-10)
IS and IT Manager for a rapid growth (20,000 boe/d) publicly-listed O&G company.
- IS support for all accounting systems, administration, training and troubleshooting.
- Plan and implement IT infrastructure requirements: O&G applications, administration, server virtualization, disaster recovery, business continuity, internal controls IT (CSOX).
- Accounting system conversion, implementation and analysis. Vendor software analyses, chart of accounts redesign, streamlined consolidation processes, added functional and efficient reporting, user training / support / administration. Acquisitions amalgamations.
- Business Process Re-engineering initiatives: reworked and streamlined existing manual accounting / reporting. Ad hoc reporting, reconciliations and analysis.
- Managed implementation of electronic workflow and document management.
Partner / Oil & Gas Software Developer at FusionEra Business Solutions Inc. (2005-01 – 2010-03)
Partner/developer in startup software company for O&G E&P companies to plan and manage capital budgets/forecasts programs integrated with electronic AFE approvals.
- Successfully implemented in four (4) small and mid-size O&G E&P companies.
Controller / Senior Financial Accountant / Joint Venture Coordinator at Vaquero Energy Ltd. (2003-09 – 2005-05)
Financial accounting and reporting (monthly / quarterly / annual) for a TSX junior O&G company. Acquired by Highpine Oil & Gas in May 2005.
- Financial statements MD&A. Budgets and forecasts. Cash Management.
- Joint Venture /Fixed Asset coordinator for operated/non-op properties. JV audits.
- Managed the accounting systems, development of streamlined management reports and analysis. Implementation of new IFRS Oil & Gas reporting requirements. Automated processing and reporting workflows, achieving cost savings.
Financial Controller and Chief Financial Officer at Fernz Sulfer Works Inc. (1997-08 – 2002-08)
Full-cycle accounting / financial management of a ($50M) start-up, fast growth and globally focused fertilizer manufacturer. Built entire accounting team and processes.
- Financial and operational planning, budgeting, and forecasting; accounting, tax, and audits; international trade; foreign parent (Australia & NZ) reporting; cash and treasury management & hedging; inventory management and control, risk
