Ronald Maeresera

Accomplished CPA, CMA with 17+ years of progressive experience in financial planning, budgeting, analysis, and reporting across municipal government and private sector. Proven expertise in leading multi-year operating and capital budget development, variance analysis, grant management, and providing strategic financial advice to executive leadership. Skilled in supervising teams, managing budgeting systems, and delivering clear, actionable financial reports.

Proficient in Great Plains, FRx, Business Objects, JD Edwards, FMW Web (RAC), WAM Oracle, and Advanced Excel.

Equity Portfolio Manager - Equity Investment

(2023-01)

• Execute a high-volume trading strategy focused on North American equities, utilizing technical indicators and fundamental research to identify growth opportunities
• Develop and maintain a disciplined capital preservation strategy, managing portfolio volatility through rigorous stop-loss and position-sizing protocols
• Maintain meticulous records of P&L, utilizing advanced Excel models to track performance metrics and tax implications

Senior Corporate Analyst - City of Guelph, ON

(2018-01 - 2022-12)

• Provide financial advice to the Treasurer, General Managers, and Department Managers
• Responsible for writing all operating budget and budget monitoring Council reports
• Lead the development, preparation, and presentation of annual tax and non-tax operating budgets, local boards, and shared services budgets
• Serve as Collective Bargaining finance representative
• Maintain the integrity of the budgeting and accounting system; act as budget liaison for local boards and outside agencies
• Prepare journal entries and updates to the general ledger for month-end and year-end closings, including year-end adjustments, accruals, deferrals, and reallocation of balances
• Assist Department Managers in budget planning, analysis, and presentation
• Participate in Service Area long-term master plans and prepare funding summary reports
• Assist with federal/provincial grant identification, application, and reporting
• Assist on departmental or corporate projects as required

Acting Manager, Financial Planning & Budgets - City of Guelph, ON

(2017-01 - 2017-12)

• Managed performance management and accountability across departments and outside agencies
• Managed and maintained budgeting system; prepared operating budget and monitored revenue and expenditure
• Performed trend and variance analysis; prepared and wrote Council reports, policies, and procedures
• Provided financial advice to Executive Team and senior management
• Led the development, preparation, and presentation of annual tax and non-tax operating budgets, local boards, and shared services budgets

Supervisor of Budgets - City of Guelph, ON

(2016-01 - 2016-12)

• Trained staff and led budget workshops and presentations
• Wrote Council budget, budget monitoring reports, and management reports
• Reviewed grant applications and reporting; managed and maintained the FMW budgeting software
• Supervised and provided leadership and guidance to the financial planning team
• Participated in Service Area and department long-term master plans; prepared funding summary reports
• Provided financial advice to the Treasurer, General Managers, and Department Managers
• Assisted with preparation of annual and multi-year Operating and Capital budgets
• Assisted departments with project preparation, analysis, presentation, and public consultation
• Successfully implemented the Stormwater budget

Senior Financial Analyst - City of Guelph, ON

(2014-01 - 2015-12)

• Prepared journal entries and updates to the general ledger for month-end and year-end closings
• Prepared year-end adjustments, accruals, deferrals, and reallocation of general ledger balances as required
• Assisted with preparation of annual and multi-year Operating and Capital budgets for the Service Area
• Assisted departments with project preparation, analysis, presentation, and public consultation
• Participated in Service Area long-term master plans; prepared funding summary reports
• Assisted with federal/provincial grant identification, application, and reporting
• Assisted on corporate projects as required

Corporate Analyst - City of Guelph, ON

(2011-01 - 2013-12)

• Trained staff and led budget workshops and presentations
• Wrote Council budget, budget monitoring reports, and management reports
• Assisted with federal/provincial grant identification, application, and reporting
• Reviewed grant applications and reporting; managed and maintained the FMW budgeting software
• Supervised and provided leadership and guidance to the financial planning team
• Participated in Service Area and department long-term master plans; prepared funding summary reports
• Provided financial advice to the Treasurer, General Managers, and Department Managers
• Prepared journal entries and updates to the general ledger for month-end and year-end closings
• Prepared year-end adjustments, accruals, deferrals, and reallocation of general ledger balances
• Assisted with preparation of annual and multi-year Operating and Capital budgets
• Assisted departments with project preparation, analysis, presentation, and public consultation
• Assisted on corporate projects as required

Financial Analyst - Transfreight (Penske), Kitchener, ON

(2005-01 - 2010-12)

• Delivered financial analysis supporting logistics and supply chain operations
• Performed budgeting, forecasting, and variance analysis to drive business decisions
• Prepared monthly financial reports and presentations for management

Masters in Public Administration - MPA (2018-12)

Certified Management Accountant / CPA - CMA / CPA (2009-12)

Canadian Securities Course - CSC (2004-12)

Bachelor of Economics (1997-12)