Chartered Professional Accountants of Canada (CPA Canada)

Wilfrid Laurier University

Finance Manager at Jackman

Ogilvy UK

Senior Commercial Accountant

• Directly report in to CEO, responsible for all monthly finance updates meetings and ad-hoc personal finance for Owner
• Lead team of three, oversee month-end, assist in complex entries, improve accounting control processes
• Host monthly finance update for executive team, quarterly finance update for board
• Lead year-end review engagement, tax returns and insurance,  and other major vendor renewals
• Lead annual budget creation and mid year re-forecast, labour budget planning on an on basis
• Manage and report on cash flow, propose solutions to liquidity needs, lead current and prospective banking relationships, manage FX risk strategy
• Work with project leads to ensure profitability, credit-worthiness, and cash flow positivity of each customer engagement
• Own revenue forecast, manage client contracts, leveraging legal partners when necessary
• Managing costs with creative ideas such as renting out office for film production
• Oversee investment activity, analyze tax implication, maintain records

Jackman

Finance Lead

• Oversee, mentor and teach team of 3, directly report in to VP of Finance
• Oversee payroll process, analyze fluctuations, forecast monthly spend, labour planning
• Manage and implement month-end processes in target closing period
• Act as key point of contact liaising with auditors during year-end review and tax preparation, create working papers
• Manage tax components: HST, Canada T2, US State filings
• Summarize and communicate project profitability and overall company performance
• Create annual budget with department heads and compare to actual on monthly basis
• Analyze cash position and make decisions on payments, utilize hedging strategies to maximize FX conversion
• Oversee accounts receivable and LOC margining, involvement and escalation on collection challenges
• Manage customer contacts process
• Annual insurance renewal

Finance Manager

• Manage full cycle payable process including review and approval of employee generated  purchase orders, vendor-side control procedure compliance, two-step department based  approval, appropriate job costing and payment processing (cheques, EFTs, email transfers) • Oversee accounts receivable and advise team on collections 
• Forecast receivable balance along with payables strategically in cash flow management • attend department meetings to ensure financial policy compliance 
• Implement, onboard and manage secondary programs (Nexonia expenses, project  management, Plooto payments, Beanworks payables), train employees and act as main point of  contact  
• Prepare complex adjusting entries, review routine journal entries, lead month end processes  and manage various stakeholder deliverables to avoid bottlenecks and comply with deadlines • Profitability analysis by project to ensure proper classification and to assist in management  decision making 
• Resource management analysis by department to advise on human capital requirements • Manage, create and enforce various internal control procedures based on control environment  assessment 
• Monitor, mentor and advise finance coordinator

Community Agency

• Responsible for all day-to-day accounting operations, banking and client inquiry communication
• Review, verify and analyze all employee expense reports on a monthly basis
• Prepare monthly reconciliations, adjusting entries and financial statements within 10 work days
• Monthly and quarterly variance analysis including communication to CEO and parent company
• Proactive cash budget preparation and inflow/outflow estimation, annual budget preparation
• Corporate tax planning, sales tax filing and management of personal tax forms
• Assistance in annual review and first-time audit engagement, facilitated transfer pricing engagement
• Lead role in major projects including accounting for the acquisition and implementation of new
accounting software
• Assisted with HR items and planned employee events

Cluep

Staff Accountant

•	Working with team on audit, review and compilation engagements
•	Develop in-depth understanding of accounting standards and audit methodology
•	Preparation of various tax forms for a wide variety of clientele (T1, T2, T3, T4, T5)
•	Communication with clients in a professional manner

Richter

Audit Staff Accountant

•	Perform research on market analysis and various industries and securities
•	Develop in depth understanding of investment tools and features as well as market dynamics
•	Responding to clients and communicating with investment managers
•	Carrying out multiple administrative responsibilities simultaneously

National Bank Financial

Investment Clerk

•	Appointed position due to exemplary performance in accounting courses
•	Graded Intermediate Accounting cases and exams for four semesters

Accounting Exam and Case Marker

•	Fundraised high volume donations by building and facilitating relationships with alumni and parents of current students
•	Communicated with parents to obtain feed back on their child’s experience at Laurier and provide guidance on available resources

Annual Giving Coordinator

•	Presented on behalf of publisher to professors to promote Wiley Accounting textbooks
•	Built professionalism through communication with textbook publisher
•	Coordinated online component in accounting classes
•	Appointed role by accounting professors from pool of over 300 students

Bailee Apple