Peter Chen, CPA, CMA

Leads the development of financial solutions to complex budget, economics, demographic and financial issues facing the Ministry and contributes towards the decision-making by senior management and education partners. In addition, the position supports with the compilation and consolidation of the Ministry's budget and financial submissions to Treasury Board Secretariat and represents the branch on Ministry and cross-government teams and committees dealing with budgeting, financial, and associated activities and initiatives.

Provides complex financial analysis and budgeting services in support of the Ministry's financial process. The Budget Analyst works in a team environment to provide comprehensive fiscal analysis, technical, and consultative services to key Ministry representatives, stakeholders, and decision makers. This includes analyses of demographic and enrollment projection, cost modeling projections, treasury board and finance compliance requirements, detailed business cases, and operational expenditure forecast models. Notable Project Participations: Blue Ribbon Panel Review Report (MacKinnon Panel), Class Size Initiative Review, Assurance and Funding Review, 2019 Education Technical Briefing Binder and School Jurisdiction Funding Profiles.

Lead the budget development cycle for the Department of Education, Culture and Employment, including business case development, budget presentation, budget deployment, and budget communication. The Manager of Financial Planning works collaboratively with a small group of intermediate and senior accountants to produce quality and timely financial reporting products to help the senior management team make informed business decisions.

Coordinated financial support, training, analysis and reporting for the Department to ensure compliance with relevant governing authorities, professional accounting standards and other Internal directives/guidelines. Analyzed and streamlined business processes to ensure timely and accurate reporting to internal and external stakeholders.

Coordinated the budget development cycle for the Department of Education, Culture and Employment (ECE) in accordance with financial administration act and policies, central agency guidelines and management direction. Designed and maintained budget systems and processes are in place to facilitate appropriate resource allocation decisions by Senior Management Team. Results: 1. Developed a Budget and Salary database that monitored, tracked and updated changes to the annual budget year over year and can generate internal reports that facilitates the budget development cycle. 2. Developed a Salary Calculator to help with forecasting costs for variance reporting, business case submissions and ad hoc reporting. 3. Automated data entry portion of divisional variance reports and monthly overtime/travel reports.

Assisted with the Financial Planning and Budgeting responsibilities (Business Plan, Main Estimates, Variance, Briefing notes, Ad Hoc Reporting) for the Department of Education, Culture and Employment, in accordance to the Financial Administration Manual, Financial Administration Act, and GAAP Standards.

Supported Autism Ontario's 25 Chapter and our provincial Potential Program in a variety of Financial Management, Reporting and Performance Measurement related responsibilities on a timely, accurate and effective manner. My supporting role ultimately help Autism Ontario deliver services and programs to all individuals with Autism Spectrum Disorder (ASD).

Supported Autism Ontario's Human Resources needs by ensuring organization recruitment, employee records, employee payroll and organizational policies, practices and standards, as well as related HR responsibilities are successfully addressed. This helps Autism Ontario retain the best talent in delivering services and programs to all individuals with Autism Spectrum Disorder (ASD) across the Province of Ontario.

As a candidate for Certified Management Accountant (CMA), the program provides in depth training and development of core enabling and functional competencies of an exciting, dynamic and professional Accounting career. This includes the following area of competency: 1. Strategic Management 2. Risk Management and Governance 3. Financial Management and Reporting 4. Performance Management and Measurement 5. Problem Solving and Decision Making 6. Leadership and Group Dynamics 7. Professionalism and Ethical Behaviour 8. Communication

My role supported business operational functions at C.M.A.S through cycle accounting of receivables, purchase orders, worksheets, invoicing and cash application in a volume-driven, dead-line driven, teamwork-oriented and precision-oriented manner. Additionally, I provided financial analytical functions such as margin analysis, costing analysis, spreadsheet generation, database maintenance and budgeting. Lastly, I administered core office functions such as manual database management, employee records services, mail order processing, and telephone inquiries. Results: 1. Streamlined invoicing system through the use of keyboard macros and resulted in a reduction in terms of keystrokes by 30% 2. Accurately identified incomplete receivables on a biweekly basis and promptly isolated and dealt with the discrepancy through application of company’s accounting and technician performance standards, this resulted in 100% recovery of incomplete A/Rs

At C.M.A.S., I facilitated our national payroll administration on a biweekly basis. I processed and verified sensitive payroll source materials in a discrete and confidential manner through Ceridian Power Pay and an Access Database. Additionally, I addressed any payroll related issues from our employees and management on a timely and accurate basis. Results: 1. Streamlined merchandiser’s payroll data entry procedures through keyboard macros, helped in reducing every entry by 80% in terms of keystrokes. 2. Successfully completed 20 periods of Payroll while following company, federal and provincial labour and employment standards 3. Improved the timeliness and accuracy of manual employee database by reorganizing all employee data files by employee number rather than chronological hiring year

As a Partner with Starbucks Canada, I Anticipated, Connected, Personalized and Owned every customer engagement with a team of 2 to 8 other partners in an exciting, fast pace, service and goal oriented environment. Results: 1. Contributed to the Award of Excellence for Outstanding Customer Service in Q2, and Q3 of Fiscal Year 2012 2. Successful trained and assimilated 3 new Partners into our team 3. 85% score on Quality Assurance Audit in 2012 and 95% in 2013. 4. 1% overall inventory for Fiscal Q3 2013. 5. Hold the specialized role of Quality Assurance Officer

Engaged in numerous finance and accounting projects individually or via groups of 2 to 8 individuals with convergent talents. Individual Projects Financial Management Project Stock-Trak Simulation Report Quattro Es. Ltd Financial Accounting Project Operations Management Project (Project Management/Statistical Process Control/Waiting Line Analysis) Group Projects Lemonberry Marketing Plan CIBC-Barclay Case Presentation Sino-Forest, A Market Report Allied Office Products, Management Control System Project/Presentation

I independently programmed, maintained and communicated two (Managerial Accounting and Quantitative Methods) historically difficult courses of study to relevant stakeholders. Results 1. My sessions had the highest level of attendance 2. Helped in the expansion of the program into a total of five courses as of Fall 2012. 3. Created and cataloged course chapters into session handouts 4. Awarded Citizenship Award for providing comprehensive student support 5. Directed student studying behaviour through group discussion and personal assistance

As a Swing Manager with McDonalds Canada, I used leadership and customer service skills to deal with customer concerns during high customer volume and lead employee during daily operations. Results: 1. Forecasted, arranged, inspected and approved inventory deliveries (FIFO system) to ensure appropriate inventory levels 2. Scored 100% on Mystery Shopper, McDonalds Canada, January, July, and June, 2009 3. Employee of the Month, McDonalds Canada, September 2008 4. Achieved accountability by meeting the targeted cash and labour variances on a daily basis

Graduated on Dean's Honour Roll