Owner - Pi Accounting Ltd - Winnipeg, MB
(2018-01)
Financial Controller - Kasabonika Lake First Nation
(2019-01 - 2026-12)
Economic Development & Strategic Support
- Financial advisor, strategist and trusted ally to the Chief and Council for a 8 year period which saw: retained earnings increase of 61%; revenues increase of 57% / long term debt increase of 13%; salaries increase of 43% as supported by 6 years of completed audits; a period which saw 60 new housing units, the community being connected to Hydro One's powerline grid, a new high school built, a new band office built, a new Community Learning Training and Development facility acquired, a new winter
- Using financial trends and historical data, assisted Chief and Council with organizational planning, risk management, and capacity building to ensure community plans were realized through planning that was financially sound and timed in accordance with funding opportunities. Advising and collaborating with Chief and Council, balancing financial expertise with community needs
- Worked with and trained staff to improve financial systems, controls, workflows, internal policies and reporting processes to ensure insurance compliance, proper asset management and cost controls were in place.
- Instrumental in the investment and acquisition of businesses as the main community contact, which yielded an increase in ownership of 100% First Nation Controlled companies from 7 to 15 companies
- Attended multiple financial meetings as a community representative to ensure wider initiatives and projects aligned with KLFN social and financial priorities, sharing resources, learnings and contacts with the community.
Financial Controller - Financial Reporting & Accounting Operations - Kasabonika Lake First Nation
(2019-01 - 2026-12)
- Completed 6 years of audits as the Internal Audit Lead, coordinating schedules, providing analysis and support documentation; working closely with the communities administration and the external auditor MNP
- Maintained agreements and reporting requirements as the Administrator of various financial portals with the Federal government, Provincial government and Vendors
- Bank Administrator for day to day cashflow, payroll, AR, AP, bank reconciliations, etc.
- Tracked cashflows and incoming funding sources
- Facilitated the completion of multiple agreement approvals between the community and government, tracked progress, completed reports
- Communicated with industry partners, government officials and community executive in the completion and submission of reporting requirement, securing a number of funding agreements for major projects
Financial Controller - Budgeting, Forecasting & Analysis - Kasabonika Lake First Nation
(2019-01 - 2026-12)
- Prepared annual budgets that aligned with community needs, indentified funding and/or investment opportunities and planned for reporting timelines
- Updated a budget quarterly and reviewed with Management and C&C for variances
- Monitoring actual spending against the budget, summarizing trends, investigating variances, and reporting them to C&C
- Collaborated with Chief and Council, Managers, Staff, Funding Agreement Partners, Bankers, Insurers, Community Members and External Stakeholders on budgets, major projects and forecasted revenue.
- Recommended financial practices that would align with legislative requirements, funding agreements, with sound governance principles.
Financial Controller - Meaningful Connections - Kasabonika Lake First Nation
(2019-01 - 2026-12)
- Coached Senior Community Hockey Teams at the Northern Bands Tournament in Dryden, ON for 3 years
- Located and secured accommodations for those travelling outside the community
- Participated in community events, cultural festivals as well as community funerals and attended church
- Participated in community sporting events such as volleyball, hockey, basketball, fishing and bingo
- Enjoyed getting to know community members and their families
Financial Advisor - Shamattawa First Nation Health Department
(2018-01 - 2018-06)
Working with the Director of Health Department for a 6 month contract, during which time, I converted their accounting software from Adagio to Quickbooks online.
Installed
Hubdoc software to scan/ digitize source documents and timesheets to allow the support files to be saved with the corresponding accounting entry to assist with future audit processing. Caught up 2 years worth of bank reconciliations. Prepared a current year Health Budget. Prepared a proposal for Health Funding. Was responsible for the payroll. Transitioned and Trained all of these files to Shamattawa Health staff.
Owner - Dunnigan Accounting - Winnipeg, MB
(2015-01 - 2017-12)
Accountant for personal tax and small business corporate filings
- Work with individuals to file their personal T1 returns
- Work with small business owners to establish and maintain their Provincial and Federal HST/ GST accounts, their Corporate Tax accounts and their Payroll Tax accounts. Assist owners to set up their accounting systems. Train in balance sheet and income statement reviews. Assist in business decision making to ensure the new business continued as a going concern. Trained owners with the mindset that they should be able to do everything I could do, without me once trained.
Financial Analyst - Province of Manitoba – Ministry of Transportation - Winnipeg, MB
(2015-01 - 2017-12)
- Budgeting & Forecasting: Coordinate and monitor departmental expenditures, prepare annual estimates of expenditure for Department, and prepare salary reviews to aid Human Resources payroll efforts.
- Financial Reporting: Prepare quarterly financial reports, variance explanations, and cash flow forecasts for senior management and the Treasury Board.
- Comptrollership: Establish and monitor internal financial controls, review disbursements and recoveries, and interpret legislative/accounting policies.
- Support the Capital Projects and regional divisions with cost-benefit analysis, expenditure monitoring, and program planning.
- Compliance & Audits: Conduct internal audits and reconcile financial statements in accordance with Generally Accepted Accounting Principles (GAAP).
Accountant - MNP - Winnipeg, MB
(2014-01 - 2014-12)
- Working with two First Nation communities as a lead on a larger accounting team. Assisting with accounts payable, accounts receivable, weekly payroll processing and year end T4 filing, budget preparation, budget variance, social welfare administration, meetings with Chief and Council, traveling to their reserves a couple days per month.
- Worked on First Nation audits performing sample testing.
- Train clients on accounting software and daily accounting procedures
- Facilitate quarterly and annual budget meetings to balance client needs and wishes
- Ensure accounting data is being maintained accurately and timely, including account reconciliations and source documentation filing. Preparing internal audit working papers and year end inventory counts
- Assist finance staff with reporting requirements
- Conduct analysis for variances and efficiencies
- Remit statutory source deductions (income tax, CPP, EI, Provincial Payroll Tax)
Accountant - Aboriginal Strategies - Winnipeg, MB
(2010-01 - 2013-12)
- Working with two First Nation communities as a leed on a larger accounting team
- Oversee First Nation's efforts to meet reporting requirements necessary for funding purposes (including problem-solving)
- Manage cash flows
- Approve electronic fund transfers
- Manage payments and allocations for client pension plans
- Train clients on accounting software and daily accounting procedures
- Assess budgets
- Facilitate quarterly and annual budget meetings to balance client needs and wishes
- Ensure accounting data is being maintained accurately and timely, Maintain audit working papers and reconcile inventory, prepaids, receivables, payables, loans and intercompany accounts
- Perform bank reconciliations, process client T4s, A/P, A/R, Payroll
- Assist finance staff with reporting requirements
- Conduct analysis for variances and efficiencies
- Remit statutory source deductions (income tax, CPP, EI, Provincial Payroll Tax)
Finance and Human Resources Manager - Cross Country Manufacturing & Maintenance Welding Products Ltd. - Morden, MB / Winnipeg, MB
(2007-01 - 2009-12)
Junior Accountant - Haugen Morrish Angers - Winnipeg, MB
(2006-01 - 2006-12)
