Bruce Carter, CPA, CMA

• Redesigned Cash Forecasting and other processes, improving accuracy and time to complete. • Built Benefits calculator to deliver data for Workday implementation. Supported HR annual salary reviews. • Created Variable Pay calculators for reconciliations and audit support. • Built scenario-based business models to provide senior management information for decision making.

• Directed accounting team through all finance tasks including invoicing, payroll, accounting and GST. • Redesigned chart of accounts and cleaned up QuickBooks ‘Items’ to align with best practices. • Redesigned accounting processes and workflows, resulting in a 50% reduction in department headcount. • Managed CRA payroll and GST audits, resolving audit issues and ensuring full compliance. • Developed Finance policies and implemented controls for operational efficiencies.

• Redesigned salary costs budgeting and forecasting Excel tool. • Streamlined and document finance processes to enhance efficiency. • Serve Executive and Management team with budgeting, forecasting, and financial expertise.

• Executed complex reconciliations of 2.6 million claims between systems lacking exclusive identifiers. • Streamlined and document finance processes to enhance efficiency.

• Enoch Cree Nation: reconciled Band Member receivables. • Prime Capital: corrected errors post amalgamation, resolved lease to accounting software discrepancies. • EPCOR: improved Excel budget tool and enhanced financial reports for Manager. • Brock Canada: automated working papers, cash flow forecast and union reconciliations, reducing one week of Manager work to four hours. • EPSB: validated accuracy of Oracle inventory module, created inventory reconciliation tool and reports. • KBR: Project forecasted cash flows; developed detailed project reports and analytical tools. • Crane Carrier: created: six bank reconciliation process and vacation accrual tool. Improved dashboard. • Alberta Ministry of Justice: developed reports and tracked JP’s retroactive pay adjustments; created headcount reporting tool; created financial model for Judicial Compensation hearings.

• Managed project controls and accounted for projects. • Performed project reconciliations to detect unbilled revenues and labour rate errors. • Utilized SAP Query Wizard to identify Crystal Report errors and advise developers.

• Led and mentored project accountants including deadline coordination and journal entries approvals. • Prepared project forecasts and project accounting journal entries. • Supported Project Controls team with task code checking tool, internal controls, and audit testing.

• Developed and streamlined Excel reporting tools: financial reports, sales reports, inventory reports, cash flow and accounts receivable reports, segmented margin analysis reports. • Developed Excel process tools: budgets and forecasts, inventory costing, advanced pricing. • Mentored Financial & Inventory Analysts and approved balance sheet reconciliations. • Supported Executive with Performance Plan, Strategic Review, and Budget preparation.

• Developed and streamlined Excel reporting tools: financial reports, inventory reports. • Developed Excel process tools: budgets and forecasts, inventory costing. • Supported Executive with Performance Plan, Strategic Review, and Budget preparation.

• Prepared month end accounting entries, reporting, and working papers. • Administered and improved Canola Production Yield spreadsheet. • Resolved freight vendor payable issues post software implementation, approve freight invoices.

• Prepared Notice to Reader, Review and Audit engagements including all working papers, financial statements, and notes disclosures. • Prepared corporate and personal income tax returns and provided client support. • Administered CaseWare working paper software and CaseView financial statement software.

Pre-requisites for entry into the Certified Management Accountants program