Dynamic financial analyst and certified payroll professional with a robust background in recruitment, poised to deliver exceptional results in any business environment. Proven leadership abilities, superior communication skills, and meticulous attention to detail complement a creative problem-solving approach. Extensive knowledge in finance, budgeting, and accounting (FB&A) drives strategic decision-making and enhances operational efficiency. Recognized for professionalism, strong work ethic, and commitment to integrity, consistently achieving results that exceed expectations.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Analyst I
Fluor
01.2024 - Current
As part of the Federal Cost and Pricing team, we audit and do a deep analysis of GL accounts for Fluor Headquarters, Corporate and Mission Solutions (government group) as well as TRS in both SAP and Costpoint.
Plan and organize own work for accounts assigned by management.
Organize, prioritize, and review my assigned accounts, this including retrieving supporting documents and reviewing allowability based on the FAR 31-205
Communicate and assist team with their assigned accounts when needed with retrieving supporting documents and reviewing transactions as needed.
Analyze and make independent recommendations regarding solutions to problem accounts to management.
Clearly communicate with management my account analysis on account corrections. This can be having transactions moved from an allowable account to an unallowable account based on the FAR 31.205.
Met or exceeded deadlines when auditing accounts assigned for year-end closing.
Review team members accounts for compliance, facilitated problem solving discussions, and set priorities to support timely issue resolution.
Proactively retrieve account reports from both Costpoint and SAP for the scrub team.
Successfully tracked down supporting documents and determined if costs are allowable or unallowable based on FAR 31.205
Support team members to reach deadlines.
Analyze Purchase Card statements to reconcile expenses.
Developed new work processes for Costpoint for current team and updated varies templates used for analysis.
Provide functional guidance and leadership regularly of my working knowledge and experience.
Prepare final workbooks the DCAA will review for management.
Continually multi-task and prioritize.
Developed agenda to train new team employees. I developed a new hire training schedule to guide new employees ‘into their analyst role scrubbing.
Remote
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
Enhanced team productivity, leading initiatives to improve financial analysis tools and techniques.
Accounting Technician
TRS(Fluor)
11.2022 - 01.2024
Met or exceeded deadlines when analyzing minimum 70% of transactions in each assigned account.
Reviewed colleague accounts for compliance, facilitated problem solving discussions, and set priorities to support timely issue resolution.
Demonstrated initiative by learning to perform the data pull in SAP for the scrub team.
Successfully tracked down missing documentation and determined allowable or unallowable based on FAR 31
Co-Developed new work processes for Costpoint headers and how to sort data pulled from Costpoint.
Set up and lead team meetings to resolve issues openly and jointly.
Collaborate with team on current and new processes so we are being as consistent and efficient.
Hybrid
Enhanced financial accuracy by diligently reconciling accounts, identifying discrepancies, and resolving issues promptly.
Reduced errors in financial reporting through meticulous attention to detail and thorough review of financial statements.
Contributed to successful audits with comprehensive preparation of supporting documentation and effective communication with external auditors.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Payroll/Accounting Administrator
S. Burnett & Associates Limited
08.2018 - 04.2021
Company Overview: Boutique project management and engineering consulting firm
Designed and maintained resume database for candidates and recent hires.
Reviewed the resume database regularly when the company was looking to hire.
Made first contact with potential candidates and performed initial review of their resume and skill. My notes would then be passed onto the hiring manager, and each was given an initial score of our 10 to help them sort through perspective candidates.
Implemented electronic payroll system improving on-time delivery and reducing incurred costs.
Created and maintained electronic spreadsheets, records management, and accounting database including scanned vendor invoices, incoming checks from jobs, client invoices and various accounting/HR documents.
Processed bi-weekly payroll, expenses, remittances as well as WSIB, ROE, bonuses, and retro pay as needed for hourly and salaried employees.
Reported on status of accounts payable and accounts receivable.
Ensured timely payment of invoices, maintaining positive vendor relationships and improving cash flow management.
Facilitated timely month-end closing procedures, enhancing the accuracy of financial statements for executive review.
Proactively identified opportunities for process improvements across various accounting functions to optimize efficiency and accuracy.
Contributed to the successful completion of tax filings, collaborating closely with tax consultants to provide necessary documentation and support.
Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Completed bi-weekly payroll for 35 employees.
Financial Service Representative
TD Canada Trust
08.2015 - 04.2018
Company Overview: Commercial banking operation of TD Bank Group
Contributed to the achievement of branch business objectives by meeting or exceeding individual sales goals.
Proactively assisted and advised customers on the front‐line and self‐serve areas of the branch with the goal to deliver a legendary customer experience and create a positive “First Impressions” by greeting and engaging them in a range of sales, service, and informational conversations.
Identified and referred customers to team members and internal Bank partners as appropriate.
Ensured customer problems were handled appropriately, escalating issues when necessary.
Commercial banking operation of TD Bank Group
Consistently ranked in top [Number] for sales in district of over [Number] bankers.
Bookkeeper/Payroll Administrator (Remote)
Iceage Mechanical
10.2010 - 03.2018
Company Overview: HVAC supply and installation company
Full cycle bookkeeping including HST/GST quarterly and monthly remittances.
Bi‐weekly payroll, deductions for hourly and salary employees.
Accounting duties including accounts payable / accounts receivable and account reconciliations.
Responding to inquiries from HRDC, CRA or other governmental agencies on behalf of clients.
HVAC supply and installation company
Payroll Administrator
Estee Lauder Canada
05.2013 - 05.2014
Company Overview: American multinational manufacturer and marketer of cosmetics
Managed IDT clock and payroll at the 4 Ontario production plants for 750+ employees.
Weekly transfer of timecard data from IDT clock to in house Oracle to process payroll.
Payroll was closed out weekly and in house checks were printed on site.
Set up employees with direct deposit in Oracle.
Coordinated information with the Human Resources department for new hires and terminations.
Set up new hires in Oracle database for HR and payroll.
Completed ROE’s (record of employment) for terminations or other reasons for leave.
Handled court ordered garnishment of wages.
Maintained confidentiality and privacy of all employees and their matters.
American multinational manufacturer and marketer of cosmetics
Payroll Instructor (Contract)
CDI College
12.2012 - 05.2013
Company Overview: Private, for‐profit career college in Canada
Achieved 98% pass rate as instructor of Payroll Compliance & Legislation and Fundamentals I/Fundamentals II.
Collaborated with students by sharing resources and reviewing assignments.
Prepared and delivered PowerPoint presentations and daily lectures on course material.
Proctored exams, graded student assignments, and updated student records and files.
Empowered students to be their best.
Private, for‐profit career college in Canada
Sales and Operations Analyst/ Administrative Support
Honda Canada
02.2009 - 07.2009
Company Overview: Japanese multinational manufacturer of vehicles and power equipment
Created 10 day, 20 and month end sales reports for DSM’s and regional managers which was also shared with dealers.
Researched and analyzed sales data in WEBI and Cognos and provided insights to the Operations Manager on sales trends and tracking.
Performed and forecasted an industry wide analysis on competitors by collecting sales data from our competitors directly.
Designed PowerPoint presentations for monthly divisional meetings with top‐level executives.
Japanese multinational manufacturer of vehicles and power equipment
Print Media Coordinator/Executive Assistant
The Brick Corporate Office
09.2007 - 03.2009
Company Overview: Canadian national retailer of furniture, mattresses, and appliances
Sourced and negotiated prices with newspapers across Canada to facilitate our weekly flyer and advertisements.
Accounts payable and receivable for the advertising department for all department purchase orders.
Reviewed and selected resumes for interview process for advertising department.
Canadian national retailer of furniture, mattresses, and appliances
Education
Bookkeeping and Administration Diploma - Payroll Certification (PCP)
CDI College
Abbotsford, BC
01.2010
Before the RFB is Released, CAS Overview and Applicability Session 1, Mastering FAR 31.201
Federal Publications Courses
01.2024
Bachelor of Business Administration - undefined
Camosun College
Victoria, BC
01.2006
Skills
Internal audit proficiency
Proficient in meeting deadlines
Clear and concise communication
Goal-oriented and resilient
Advanced Microsoft Office skills
Analytical problem solving
Sales and marketing expertise
Financial and operational reporting
Financial statement analysis
Data collection & research
Variance analysis
Research and data analysis
Excellent attention to detail
Flexible team player
Statistical analysis
Report creation
Accomplishments
Documented and resolved account corrections which led to an accurate account values.
Certification
Canadian Payroll Practitioner
Languages
English
Native or Bilingual
French
Limited Working
Timeline
Financial Analyst I
Fluor
01.2024 - Current
Accounting Technician
TRS(Fluor)
11.2022 - 01.2024
Payroll/Accounting Administrator
S. Burnett & Associates Limited
08.2018 - 04.2021
Financial Service Representative
TD Canada Trust
08.2015 - 04.2018
Payroll Administrator
Estee Lauder Canada
05.2013 - 05.2014
Payroll Instructor (Contract)
CDI College
12.2012 - 05.2013
Bookkeeper/Payroll Administrator (Remote)
Iceage Mechanical
10.2010 - 03.2018
Sales and Operations Analyst/ Administrative Support
Honda Canada
02.2009 - 07.2009
Print Media Coordinator/Executive Assistant
The Brick Corporate Office
09.2007 - 03.2009
Before the RFB is Released, CAS Overview and Applicability Session 1, Mastering FAR 31.201
Federal Publications Courses
Bachelor of Business Administration - undefined
Camosun College
Bookkeeping and Administration Diploma - Payroll Certification (PCP)
CDI College
Highlights Skills
Accurate Data Entry Skills
Internal Auditing
Time Management/Deadline Driven
Written and Verbal Communication
Motivated and Persistent
Microsoft Office Proficiency
Problem Solving/Multi-tasking
SAP/Costpoint/Highland/Oracle/SharePoint/ADP/Work Force Now
Executive Assistant to the CEO of an Architecture & Design Firm at BELAY Solutions, LLCExecutive Assistant to the CEO of an Architecture & Design Firm at BELAY Solutions, LLC