Smith School of Business at Queen's University

University of Toronto

The University of Western Australia

Director, Corporate Strategy and M&A at Acosta Group

Acosta Group

Director, Corporate Strategy and M&A

Sr. Manager, Corporate Strategy

Manager Corporate Strategy

• Supported Contend to build a Fiscal Year 2019 & 2020 Financial Plan by ensuring detailed review of prior year’s costs and determine where spending needed to be reduced to deliver contribution margin back to the overall business
• Led and communicated monthly financial results to the Content Executive Leadership and Acosta’s Executive Leadership Team
• Prepared the monthly and fiscal year forecast for the Content North American business by ensuring all
potential and booked revenue was included as well as re-forecasting overhead costs each month with Senior Leadership to ensure they were controlled to meet the overall fiscal plan
• Helped prepare bi-weekly leadership presentations by providing financial insights and areas of the business where improvement was needed to ensure financial stability and organic growth
• Trained and managed financial analysts to execute day-to-day operations through weekly task
prioritization
• Conduct financial and strategic analysis for the Content Marketing division and provide operational, financial, and strategic insights to better scale the business in the short and long-term

Mosaic North America

Assistant Manager, Marketing Operations Finance

•	Managed a business unit’s P&L for North America and delivered its monthly financial results to various stakeholders, including a variance analysis from actual results to plan as well as a forecast for future performance
•	Prepared monthly journal entries as well as reconciliations to accurately report the business unit’s monthly margin
•	Analyzed business unit cost inefficiencies and proposed multiple strategies to improve monthly financial performance
•	Helped Mosaic go through a multi-million dollar system-transformation to bring cost efficiencies and more accurate reporting to the company and its stakeholders

Financial Analyst

• Prepared journal entries for numerous corporate marketing and sales initiatives that involved dealerships
across Canada
• Managed the invoice verification for a few luxury vehicle models and reported specific vehicle information to the Finance department
• Resolved Accounts Payable issues in a timely manner with individuals located both in Toronto and Vancouver
• Assisted in the monthly preparation of financial statements and distributed the financial statements to corporate executives
• Collected and verified multi million-dollar bank deposit forms whilst ensuring that deposited items have been accurately reported on bank receipts
• Extracted data from various accounting programs to assist in the yearly external audit

Mercedes-Benz Canada

Accounting Intern

•	Conducted interviews with product managers, account managers, sales and solution specialists to help analyze Infrastructure services deal registration process
•	Utilized MS Excel for the compilation of all the vendor’s deal registration program details
•	Prioritized the steps in the implementation of the new deal registration process

Key Accomplishments:
-	Created an eSpace page that helped track all deal registrations and drastically reduced the process time for sales, thus improving the deal registration process
-	Served a key role in the preparation of the 2016 Infrastructure Services Budget Plan, which received recognition from key stakeholders

Bell

Summer Business Analyst

•	Managed the polling day List of Electors, assisted with the layout of the polling station, and prepared for the opening of the poll during the 2014 Ontario Provincial Elections
•	Ensured voters’ eligibility to vote by checking identification and referring any doubtful cases to the Presiding Officer for decision
•	Assisted with the logistics of running the polling station, whilst ensuring compliance with Deputy Returning Officer’s instructions
•	Organized and tallied the ballots for each candidate while ensuring accuracy and maintaining secrecy at all times

Elections Ontario

Poll Clerk

•	Developed unique weekly art activities for up to 30 students in age-specific groups to help students develop an early appreciation of art
•	Collaborated with the Junior Creative Arts Director to ensure smooth running of bi-weekly camp activities
•	Assigned pickup schedule, picked up all and dropped off 15 campers in proper destinations

Key Accomplishment:

-	Recognized by the Camp Director as part of the Creative Arts Department for creating an engaging and highly-organized camp environment

Camp Green Acres

Junior Arts and Crafts Instructor

•	Committed 8 hours per week performing basic duties and operational support while attending school with a 30 hour work week
•	Contacted clients based on filed deed of gifts and successfully processed documents
•	Supported employees to complete tasks on busy days in order to help maintain the operational integrity of the branch

Jessica Oakie, CPA