Manager Financial Reporting Analyst In Toronto Canada Resume Ursula James
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URSULA JAMES Mississauga, ON L5C 2W8 905-848-0940 / 416-885-0940 • [email protected] SENIOR FINANCE & PROJECT MANAGEMENT A NALYTICS D ATA , D EMAND , T REND & C OST B ENEFIT A NALYSIS R EPORTING F ORECASTING Resourceful, solutions-focused professional with distinguished career in supporting leadership and cross functional teams with analytics, project management solutions, and financial acumen delivering excellence in streamlining operations and process improvement. Proven record of achievement in identifying and leveraging opportunities for improvements across processes, operations, tools, and controls. Finely honed leadership, relationship-building, organizational, interpersonal, negotiation, communication, technical, analytical, and problem-solving skills. Collaborative and innovative; capable of managing complete project life cycle elements from conception to launch. Core Competencies: Financial, Management Reporting Performance Management Leadership, Training & Mentoring Financial Planning & Analysis Performance Turn-Arounds System & Process Improvements Credit Risk Management Business Forecasting Project Life-Cycle Management Cash Flow Management Budget Control, Analysis Cost-Reduction Initiatives Project Status, Tracking Technology Deployment Change & Transformation CAREER HIGHLIGHTS Exhibited demonstrated expertise in leading complex cross-functional projects and programs with a focus on business process re-design and systems implementation within defined cost, budget and quality parameters; using financial, analytical, project management methodology, disciplines and controls. Transformed financial and business departments, eliminating redundant processes, streamlining workflow, and instituting cost-saving efficiencies by leveraging sharp analytics and reporting acumen. Successfully automated the funding request process for Canadian Tire, serving as SME (Subject Matter Expert) for this $1-3M project. Pioneered the automation of personal credit for TD Bank – a multi-million dollar, 2-year initiative with leadership of requirements gathering, status, reporting, testing and execution. PROFESSIONAL EXPERIENCE Unique ability to identify, recommend, implement, and support cost-effective technology and business solutions. THE GROUP MPP, Oakville, ON 2014-Present A Canadian start-up in the film production and promotion industry. Manager, Finance & Reporting Reporting to the President, accountable for the analysis, interpretation, and dissemination of financial information for senior management and key stakeholders. Facilitate decision-making processes by delivering precise reports on market conditions, commodities deals, forecasting, and financial picture. Oversee planning, accounting, and reporting functions. Work with and advise company leaders by providing the financial information needed to develop successful strategies. Playing an active role in the planning activities to successfully get the office off the ground as Canadian start-up. Conceived, planned, and launched spreadsheets that provided comprehensive feedback on various commodities; financial and cash flow metrics. Serve as go-to for all accounting, reporting, analytics, and forecasting functions. CANADIAN TIRE CORPORATION, Toronto, ON 1999-2014 A growing network of interrelated businesses with 1100+ general merchandise and apparel retail stores. Manager, Enterprise Project Management Office (2013-2014) Progressed through numerous roles of increasing authority to directly lead a team of 10 reports in support of 80+ project managers’ nationwide representing 18 delivery groups. Held accountability for a budget of $155M+.
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Ursula James is a Senior Finance and Project Management with a proven record of achievement in identifying and leveraging opportunities for improvements across processes, operations, tools, and controls.
Transcript of Manager Financial Reporting Analyst In Toronto Canada Resume Ursula James
URSULA JAMES Mississauga, ON L5C 2W8 905-848-0940 / 416-885-0940 [email protected] SENI ORFI NANCE&PROJECTMANAGEMENT ANALYTI CSDATA, DEMAND, TREND&COSTBENEFI TANALYSI S REPORTI NG FORECASTI NG Resourceful,solutions-focusedprofessionalwithdistinguishedcareerinsupportingleadershipandcrossfunctionalteams withanalytics,projectmanagementsolutions,andfinancialacumendeliveringexcellenceinstreamliningoperationsand processimprovement.Provenrecordofachievementinidentifyingandleveragingopportunitiesforimprovementsacross processes,operations,tools,andcontrols.Finelyhonedleadership,relationship-building,organizational,interpersonal, negotiation,communication,technical,analytical,andproblem-solvingskills.Collaborativeandinnovative;capableof managing complete project life cycle elements from conception to launch. Core Competencies: Financial, Management Reporting Performance ManagementLeadership, Training & Mentoring Financial Planning & Analysis Performance Turn-AroundsSystem & Process Improvements Credit Risk ManagementBusiness ForecastingProject Life-Cycle Management Cash Flow ManagementBudget Control, AnalysisCost-Reduction Initiatives Project Status, TrackingTechnology DeploymentChange & Transformation CAREERHI GHL I GHTS Exhibited demonstrated expertise in leading complex cross-functional projects and programs with a focus on business process re-design and systems implementation within defined cost, budget and quality parameters; using financial, analytical, project management methodology, disciplines and controls.Transformed financial and business departments, eliminating redundant processes, streamlining workflow, and instituting cost-saving efficiencies by leveraging sharp analytics and reporting acumen. Successfully automated the funding request process for Canadian Tire, serving as SME (Subject Matter Expert) for this $1-3M project. Pioneered the automation of personal credit for TD Bank a multi-million dollar, 2-year initiative with leadership of requirements gathering, status, reporting, testing and execution. PROFESSI ONAL EXPERI ENCE Unique ability to identify, recommend, implement, and support cost-effective technology and business solutions. THE GROUP MPP, Oakville, ON 2014-Present A Canadian start-up in the film production and promotion industry. Manager, Finance & ReportingReporting to the President, accountable for the analysis, interpretation, and dissemination of financial informationfor senior management and key stakeholders. Facilitate decision-making processes by deliveringprecise reports on market conditions, commodities deals, forecasting, and financial picture. Oversee planning, accounting, and reporting functions. Work with and advise company leaders by providing the financial information needed to develop successful strategies. Playing an active role in the planning activities to successfully get the office off the ground as Canadian start-up.Conceived,planned,andlaunchedspreadsheetsthatprovidedcomprehensivefeedbackonvariouscommodities; financial and cash flow metrics. Serve as go-to for all accounting, reporting, analytics, and forecasting functions. CANADIAN TIRE CORPORATION, Toronto, ON 1999-2014 A growing network of interrelated businesses with 1100+ general merchandise and apparel retail stores. Manager, Enterprise Project Management Office (2013-2014) Progressedthroughnumerousrolesofincreasingauthoritytodirectlyleadateamof10reportsinsupportof80+project managers nationwide representing 18 delivery groups. Held accountability for a budget of $155M+. URSULA JAMES Page 2 905-848-0940 / 416-885-0940 [email protected] Professional Experience Continued ServedasSMEonprojectplanning,funding,coordination,execution,anddelivery.Servedasgo-toforresourceallocation and strategic planning processes; benchmarked and formalized numerous processes. Directed the biweekly agenda for senior managementprojectgovernancecouncil;attendedcouncilmeetingsandpreparedminutesandmonitoredfollow-upof projectfundingsubmissions.Conductedperformancemanagementfor3resources,withtraining,mentoring,coachingand generalleadership.Partneredwithprojectmanagementteamstoprovideexcellenceindataanalytics,riskmitigation, process automation, and milestone reporting.Instituteda1-pagefinancialsummarythatservedasaquicksnapshotofprojectperformance,cashflow,funding outlooks, and key data elements; subsequently automated function realizing tremendous efficiencies, cost savings.Usheredprocesscomplianceinregardstoprojectfundingverifyingkeydataelementsanddocumentswere presented in support of the individual requests at designated funding gates.FormalizedSinglePointofContact(SPOC)rolestosupporttheDeliveryGroupstosecurefundingatvarious milestones of project lifecycle; trained staff and showcased intricacies of accurate reporting and analysis. Formulatedandoversawprojectstatus,budgetpositions,andITportfoliodashboardduringprojectlife-cycle. Created comprehensive reports to stay abreast of status, functions, processes, and stakeholder requirements. Senior Specialist, Enterprise Project Management Office (2011-2013) PMO Specialist, IT Project Office (2010-2011) Promotedtoestablishagatingprocessforfundingrequestsubmissionswithintheprojectlifecycle,progressingto championingthedevelopmentoftheenterprise-wideProjectStatusDatabase.Definedmilestones,documentation, templates,forms,andsummaries.LaunchedandintegratedmonthlyITprojectscorecard,statusreportcompilationand budget reconciliation functions. Conceived and implemented a 1-page funding summary template for all project funding submissions. DirectedITprojectbudgetforeachportfoliowithleadershipofforecastreporting,scorecard,andproject documentation governance. IT Project Support Analyst (1999 2010) ConsultedonvariousITprojectsadministeringITportfoliostatusandprogression,strategicplanning,budgetcontrol,and reporting.Meticulouslycompiledvariousprojectsdatawithinamajormulti-milliondollarprogram,seamlesslyintegrated into an overall program scorecard, and various financial and status reports. Leveraged strong quantitative and analytical skills, with acute attention to detail and client focus. Recipient of recognition by executive leadership for reporting of a multi-million dollar Customerlink program. Fostered reputation for negotiation, conflict resolution and developing high-revenue generating operations. EarlyCareer:Priorto1999,workedatTDBankasAssistantManagerofVisaOperations,SystemsDevelopmentAuditor, Operations Analyst, Employee Loans Officer, and Securities Officer. EDUCATI ON&CREDENTI AL S BACHELOR OF MATHEMATICS, University of Waterloo, Waterloo, ON CERTIFICATE IN PROJECT MANAGEMENT, Ryerson University, Toronto, ON Training & Development: Canadian Securities Course (Honours), Canadian Securities Institute, Toronto, ON AGILE Smart Project Methodology; Joint Application Management (JAM) Project Planning; Critical Thinking Skills; Structured Presentation Skills PROFESSI ONAL &CI VI CAFFI L I ATI ONS Active Community Volunteer, former engagements include: Why We Can Committee Mississauga Minor Basketball Association Erindale Lions Little League Baseball Association School Parent Advisory Committees
