Senior Client Service Executive, Finance and Accounting Management
Chartered Accountant
Professional Summary
Experienced financial executive with a proven ability to support and lead rapid business growth. Ensures financial controls and reporting are in place. Strong ability to support, review, encourage, mentor and train a team. Innovative in business process improvement. Key member of the executive team in strategy, planning and building the business.
Education & Professional Qualifications
Chartered Accountant (Member of the Institute of Chartered Accountants of BC): 1992
Bachelor of Commerce (Honours), University of Saskatchewan: 1989
Professional Experience
CoNavigant Enterprises, Ltd.
Senior Client Service Executive, 2009 to present, Providing on-site Controller/CFO services to SME’s in the greater Vancouver area. Recent and current clients include an industrial manufacturer, sustainability service provider, and a pension/benefits fund with over $200 million under management.
Bailey Group, Vancouver: Controller; 2006 – 2009
Privately held group of diverse companies with revenues over $35 million.
Reporting to the President, responsible for all finance and due diligence with respect to real estate holdings, raised over $31million for construction financing, purchase financing, operating lines and personal mortgages through mortgage brokers and direct banking contacts. Strategic planning and corporate governance for all companies, formulating quarterly plans to focus each General Manager on key areas of development and monitoring progress monthly.
Flight Centre, Vancouver: Corporate Controller; 1997 – 2006
Travel Retailer wtih sales in excess of $500 million.
Reporting to the President, helped grow the business from an initial 6 locations to over 50 locations by 2003 with 260 employees. Assumed responsibility for all reporting and business processes of the company including financial planning, payroll & benefits, accounts payable, banking, treasury, risk management, profit share plan, fixed asset administration, inter-company transactions, internal audit, tax filings, eliminations and consolidation. Coordinated documentation and support for the annual audit. Tighter controls halved audit fee.
Aragon Group, Vancouver: Financial Controller; 1995 – 1997
Privately-owned developer with 12 employees, and $15-20 million in annual revenues. Reporting to the President/Owner, was responsible for all financial matters including statement preparation, year-end audit, trust reconciliations, accounts payable, construction cost management, external audit liaison and banking relationships. Led a team of 4 including accounts payable, accounts receivable and administration.
The Keg Restaurants, Vancouver: Internal Auditor; 1993 – 1995
$200 million restaurant chain with 96 locations across Canada and the Western United States.
Managed the internal audit function for both corporate and franchise locations. Visited all locations, ensuring proper cash management procedures, counting and verifying the existence of inventory and auditing general operational procedures. Assisted in system implementation rollout.
Deloitte & Touche, Vancouver; 1989 – 1993
Articled at the main downtown office, receiving the Chartered Accountancy designation in 1992. Financial audits of retail, wholesale and construction industries.
Software Skills;
Advanced Excel (pivot tables, queries, vlookup), MS Access, Sun Microsystems, Oracle, Accpac, Simply Accounting, QuickBooks, MYOB, Caseware, Cantax and Great Plains