Treasurer
Please see the resume attahe
Total years of experience :9 years, 4 Months
PROFESSIONAL PROFILE
o Over eight (8) years’ municipal government experience with a focus on budgeting, financial reporting, A/P, A/R, insurance, IT, process improvement, human resources and strategic planning
o Knowledge of GAAP, PSAB, GAAS, and principles, practices and objectives related to accounting for municipal funds and Tangible Capital Assets (TCAs)
o Experienced management coach in financial and corporate policies and software training
o Relationship-oriented with a focus on building trust, reputation, and collaboration across the organization
o Skilled in the application of Great Plains (Diamond/Central Square), iCity (Vadim), SAP, CaseWare, WorkTech (Asset Management), Management Reporter, Sage 50, ACCPAC and MS Excel
EDUCATION
Chartered Professional Accountant (CPA, CMA) August 2014
CPA Canada
Master of Business Administration (Finance) September 2008 - October 2009
Wilfrid Laurier University, Waterloo, ON
Bachelor of Administrative Studies (Honours) Accounting September 2004 - December 2007
York University, Toronto, ON
Master of Science (Honours) Agricultural Sciences (Evaluated by WES in 2004)
Professional Development (to remain current with the best practices and advanced trends):
1. Municipal Finance Officers Association (MFOA) of Ontario September 2021 - 2023
2. Government Finance Officers Association (GFOA) National September 14-16, 2020
3. Central Square Technologies (Diamond) Public Sector User September 25-28, 2018
Conference, Kelowna, BC
4. Asset Management BC Conference, Vancouver, BC November 3-4, 2016
5. Diamond Municipal Software Conference, Banff, AB October 17-19, 2016
WORK EXPERIENCE
Director of Finance / Treasurer
Township of Tay, ON August 2022 - October 2023
Township of Wellesley, ON April 2021 - March 2022
o Coordinated and led the annual budget process and prepared the operating and capital budget (1-year operating and 10 to 20-year capital forecast) and updated Reserves and Reserve Funds
o Presented the budget to Committees and Council and made recommendations with respect to expenditures, revenues, and financing options in consultation with the CAO
o Reported regularly to Council on budget to actual revenue and expenditure variances, accounts payable payments, and provided financial analysis and research services to Senior Leadership Team (SLT)
o Provided advice on provincial/federal funding programs such as Municipal Modernization Program etc. and submitted funding applications and performance reports
o Updated by-laws related to Finance such as Fees & Charges, Debentures, Borrowing, and assisted in preparation of other Council reports from Public Works, Recreation, Building, and Planning departments
o Supervised preparation of working papers and liaised with Auditors on higher-level issues
o Ensured the accuracy of all tax rate calculations in annual operating budget and prepared tax rate by-law
o Initiated Finance and Great Plains (software) “Education Sessions” for managers and staff about new processes in A/P, and to solicit feedback on the areas which Finance could improve
Manager of Finance - Expenditures, District Municipality of Muskoka, ON November 2020 - April 2021
o Oversaw accounts payable, payroll and asset management functional areas and supervised nine (9) direct reports in unionised environment and in a manner consistent with District values, policies and procedures
o Reviewed and approved the District and Paramedic payrolls, CRA, OMERS and pension remittances, monthly banks’ reconciliations and journal entries
o Maintained internal controls and general ledger, accounts payable and capital assets accounts in iCity
o Conducted monthly Health and Safety meetings with all direct reports to ensure the safety and security of the employees and compliance of relevant statutes, regulations and directives as established by the District
o Served as Commercial Card Coordinator to manage Scotiabank purchase cards (P-cards)