Perform an analysis of the current business environment including financial analysis with comparison to industry benchmarks for the General Manager / Owner
Develop and implement processes and procedures to increase efficiency within the dealership
Responsible for Change Management for the owner group
Evaluate current Information Technology (IT) usage in the dealership and recommend ways to utilize the business system more efficiently
Provide training on business practices, accounting procedures, management practices and business system usage
Duties as Controller at Friesen Equipment included:
Responsible for capital budgeting, cash flow management, capital financing and internal control
Gross margin analysis and review of costing for all equipment sales
Manager of an eight member administration team; overseeing sales, service, payroll and accounting administration
Preparation and analysis of monthly financial statements for review with the management team
Year end preparation to working papers for review by a CA firm
Year end financial analysis, including comparison to industry benchmarks
Inventory control, including financing, of agricultural, commercial and consumer equipment
Training co-ordinator for in house and external applications
Information Technology co-ordinator: including security, programming and training for the in-house business system (JDIS) and external applications (Microsoft Office)
Negotiation for the acquisition of a competitive business including performing due diligence and assisting with contract preparation
Preparation of all government remittance forms and supervision of all government audits
Liaise with all external professionals
Thorne Little Chartered Accountants
Abbotsford, BC, Canada
September 1995 to September 1997
As an Accounting Technician I was responsible for:
Preparing Notice to Reader and Review Engagements
Assist with Audit Engagements
Preparing personal and corporate tax returns for clients