Tagline:Professional Certified Coach, TEC Chair, Educator, CPA Mentor, Métis, Guitarist
Winnipeg, MB, Canada
Field of study:Co-Active CoachingSchool:CTI Coaches Training Institute
Field of study:Accounting and Business/ManagementSchool:University of Manitoba
Organization:360 Coaching GroupLocation:Winnipeg, Canada Area
As a Certified Mental Fitness Expert and CPA with over 20 years in corporate, I equip leaders, emerging talent and teams to thrive in conflicts and stressful situations.
Organization:Crampton & Kalish, CPAsLocation:Winnipeg, Canada Area
Every business can benefit from a high-level Accounting Professional, situations often arise that require the expertise only a designated CPA can provide.
Crampton & Kalish offer a unique combination of professional expertise and personalities that you enjoy talking to and your staff will love working with.
There when you need us, on demand, on your terms, without the commitment of a full-time employee or long-term contract.
Straight forward approach and advice, we tell it like it is!
Our clients include:
Organization:MCS LimitedLocation:Bermuda
• Successful management of implementation projects and collaboration with clients in developing innovative solutions to meet strategic goals.
• Prepared documentation and training for software users to ensure success.
• Significant experience responding to multiple support requests, troubleshooting issues and developing on-the-spot solutions.
• Managing multiple client projects, from the potential lead through implementation and ongoing support.
• Part of the team that won the 2001 Great Plains HR/Payroll Excellence award.
Organization:The University of WinnipegLocation:Winnipeg, Manitoba, Canada
Teaching Financial Fundementals and Intro to Accounting courses.
Organization:Mercedes-Benz WinnipegLocation:Winnipeg, Canada Area
• Prepare monthly and annual financial statements and facilitate management discussion and analysis.
• Review payroll.
• Prepare, review and consolidate budgets and monthly comparison reporting.
• Manage cash flow and interaction with bank and inventory loans in excess of 10 Million.
• Involvement in strategic operating activities.
Organization:Eastern Chrysler Dodge JeepLocation:Winnipeg, Canada Area
• Member of senior management team, overseeing weekly Management meetings.
• Prepare monthly and annual financial statements and facilitate management discussion and analysis.
• Manage the general office and receptionists
• Prepare quarterly and annual financial information for audit.
• Review payroll, lease portfolio and credit functions.
• Review and consolidate budgets and monthly comparison reporting.
• Manage cash flow and interaction with bank and inventory loans in excess of 10 Million.
• Involvement in strategic operating activities.
• Benefits Plan Administrator.
Organization:Air Unlimited Inc.Location:Winnipeg, Canada Area
• Prepare and interpret management reports and financial statements for 7 operating companies and 3 holding companies.
• Review monthly multicurrency and intercompany transactions.
• Oversee internal payroll function for all companies.
• Negotiate and manage business insurance renewal and other vendor service contracts.
• Prepare and review annual budgets and targets.
• Prepare and oversee the annual audit reviews.
• Manage bank relationship and lines of credit.
• Set-up and manage accounting software including Business Visions, QuickBooks and Simply Accounting/Sage 50.
• Responsible for group wide accounting policies.
Organization:Birchwood Keystone Ford Ltd.Location:Winnipeg, Canada Area
• Member of senior management team.
• Manage the general office, receptionists and restaurant for Keystone Ford Sales Ltd and its subsidiaries, including gas stations, real estate and private club.
• Prepare monthly and annual financial statements and facilitate management discussion and analysis.
• Oversee monthly consolidations.
• Review payroll, lease portfolio and credit functions.
• Negotiate and manage the garage insurance renewal.
• Review and consolidate budgets and rolling forecasts.
• Prepare and oversee the annual audit review.
• Manage interaction with bank and inventory loans in excess of 12 Million.
• Involvement in strategic operating activities.
• Benefits & Pension Plan Administrator.
• Responsible for entity wide accounting and ADP computer system policies.
• Part of the team that was awarded the 2010 Ford of Canada President’s award.
Organization:ADESALocation:Winnipeg, Canada Area
• Member of senior management team.
• Manage the accounting, AP, Payroll and IT functions.
• Prepare monthly and year-end financial statements.
• Prepare year-end Winnipeg and Western Canada budgets.
• Verify and approve AP invoices, Journal Entries and Payroll.
Organization:ADESALocation:Winnipeg, Canada Area
• Manage the accounting and AP functions.
• Prepare monthly financial statements.
Directed all Financial aspects of Dealership purchase from securing financing to evaluating staff, inventory purchase, setting up new financial systems and converting Dealer Management system from Quorum to CDK.
Worked with seller to manage dealership sale, including vehicle and parts inventory. Transfer in-house lease portfolio and receivables. Conversion from Reynolds & Reynolds to CDK.
Worked with seller to manage dealership sale, including vehicle and parts inventory.