Canada
Senior Financial Analyst with expertise in financial statement and monthly scorecard preparation, budget/forecast variance analysis and communication with stakeholders, with a track record of leveraging exceptional analytical skills, team collaboration experience, and leading-edge software tools to drive efficiencies and PDCA continuous improvement across an organization.
Responsible for the Advertising portfolio, including supporting and formulating budget analysis and forecasts ensuring budgets align, all financial information is accurate, and that variances can be verified and elucidated. Organize monthly reports and journal entries to monitor and provide accurate data analysis and provide results to management to ensure company procedures and initiatives are being attained. Provide testing, migration support, and training for zone representatives as part of advertising claim process conversion to DocuSign. Prepare and chair presentations for Strategic Decision Makers to introduce new processes or to identify Risk and Opportunities. Converted advertising claim paper forms to a DocuSign electronic version for use across all Honda zones - speed of form transmission was increased, accuracy of claim calculations was improved through automation, controls in place to provide accountability. Developed an advertising claim process enhancement to visually notify when identification numbers are being duplicated, or if claim reimbursement amounts have gone over approved spending amounts. Built and maintained strong relationships with other Financial Control brand leads to produce monthly Financial Summary reports.
Produced monthly financial reports with views of actuals to plan and forecast for multiple Business Units, including variance commentary and presentation to Business Unit owners; produced monthly financial report package for John Hancock US IT division. Coordinated the $400M US IT annual budget process, including developing and maintaining a central budget file to summarize and consolidate expenses across all divisions, leading to the production of summary reports for management review. Provided testing, migration support, and OBI-DART training for the IT Finance team as part of the Office 365 and Lawson migration. Investigated and presented factors responsible for the under-recovery of project expense allocations to Business Units. Re-modeled financial reports to enable one-click updating of financial views across multiple divisions, using Essbase-SmartView. Built and maintained strong relationships with other IT Finance team leads and Business Unit owners to ensure the effective validation of IT Management package information, Business Unit financials, and mapping of Global IT budget expenses. Developed a process that generated reports on expense initiatives (project, support, overhead) by Business Unit.
Produced summary financial report package with view of actuals to plan and forecast for John Hancock US IT Insurance division, including variance commentary and trend analysis. Prepared prepaid and accrual journal entries as part of month-end reporting. Conducted monthly vendor meetings to review and validate consultant project estimates. Investigated and presented factors responsible for Infrastructure cost variances compared to budget. Built and maintained strong relationships with other Project Management team leads to ensure the effective validation and recording of project accrual expenses for quarter and year-end.
Produced monthly IT chargeback, prepaid expense journal entries and financial reports with variance commentary for IT cost centers. Developed and documented a database program to generate reports for balance sheet estimates and exception handling, providing enhanced accuracy for estimates, and increased efficiency and effectiveness in investigating prepaid contract issues. Reviewed and re-designed financial reporting statements to enhance cost control management and drive ongoing savings. Improved the user-guide documentation and training for Financial Analysts by utilizing HP Asset Center.
Developed, tested and implemented core financial systems in accordance with project management guidelines; collaborated in the delivery of re-engineered accounting processes and maintained, documented and provided training on various PeopleSoft GL sub-processes. Provided expertise in PeopleSoft Financial processes to support the successful, on-time upgrade of new PeopleSoft functionality. Appraised the successful completion of a project work plan, incorporating PeopleSoft GL processes with required GL table enhancements, to the satisfaction of our business and technical partners. Collaborated with Technical Programmers to assess the conversion of the layout for GL data feeds, eliminating the need for data to be converted before posting to the GL, resulting in reduced errors and earlier completion of night-time processes.