Dynamic accounting professional with 20+ years experience at the controller level. Has worked from first accounting hire for a start up and lead them to a $80 million in revenue public company. Experience in the software, e-commerce, retail and consumer packaged goods industries.

Expertise in accounting system and process improvement and development, policy creation, payroll, tax and audit management.

Has lead cost saving and tax planning initiatives to allow companies to utilize resources following best practices.

- Proven track record in high-growth and fast paced environments

- Experienced in many accounting systems including but not limited to Quickbooks, Xero, Sage, Wave, Netsuite and Great Plains Dynamics / FRx.

Demonstrated Canadian, US and International expertise in:

Accounting

● Full-cycle accounting and bookkeeping- month end close and reconciliations - including but not limited to Bank, credit card, and balance sheet accounts
● Consolidated Financial Statements, Working Papers, MD&A and International Financial Reporting
● Leading Monthly, Quarterly and Year-end Accounting Cycles
● Forecasting and Budget Management
● Audit and Review Management
● Revenue Optimization and Cost Reduction
● Software Revenue Recognition and Contract Management
● Order to Cash Maximization
● Treasury and Cash Management
● Performance Improvement
● Inventory Management
● Business Systems Implementation
● Software revenue recognition
● Design, implement and prepare financial reporting, dashboards and forecasts
● Draft, implement and manage policies, controls and compliance
● Financial due diligence
● Financing and government funding

Payroll

● Payroll for US and Canadian based hourly and salaried employees for small to medium sized businesses (1-250 employees)
● Manage and prepare payroll including payroll withholding taxes
● All payroll forms and year-end reporting
● Employee self service portals for pay slips and year end forms (W2/T4 etc)
● Directly integrate with most accounting systems

Tax - Income and Sales Tax

● Expertise in preparation of complex tax returns optimizing tax savings:
● Personal tax returns (T1): Including but not limited to Employed, Retired, Self employed Business or Professional Income, Rental Income
● Corporate tax returns (T2): Tax planning and analysis to reduce tax exposure including but not limited to transfer pricing, salary / dividend and timing of tax
● Sales and Commodity taxes: Sales and Use tax (US), GST / HST, PST and QST (Canada)