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Stephen Berry, B.Comm, CAFM, CGA

Stephen Berry, B.Comm, CAFM, CGA

 

Certified General Accountant with more than fifteen years of diverse experience in commercial and Not-for-Profit and Aboriginal organizations and government funded NGOs. Significant experience in government funding and reporting issues, segregated fundings and fund accounting, program expense allocations, and meeting specific requirements for reporting to various levels of government agencies.

 

Significant experience in financial and cash management, budget execution, computerized accounting systems, data variance analysis, departmental & project driven reporting, and management.

 

 

PROFESSIONAL QUALIFICATIONS

  • Certified General Accountants Designation
  • Certified Aboriginal Financial Manager Designation
  • QuickBooks ProAdvisor
  • Microsoft Small Business Financials Certification

 

PROFESSIONAL MILESTONES

  • Recognized for my role in developing and implementing policies and controls to increase accountability and aid in the governance of not-for-profit and aboriginal based organizations.
  • Experienced in dealing with all levels of government audit, including annual financial, forensic, trust and program compliance.
  • Managed a team responsible for the financial management of over 65 separate federal government, provincial government and industry proponent funded programs, with total annual revenues of over $15 million.
  • Provided specialized reporting to meet the differing needs of the various program managers and related funding agencies.
  • Recognized as a subject matter expert for business accounting issues and system applications. Has remained current on a number of related issuing including accountability and governance.
  • Acted as financial advisor to First Nation organizations and bands, providing guidance and assistance to Chief, Council and other governing bodies.
  • Acted in the role of senior financial management for various other For-Profit organizations.
  • Provided training to clients and staff on accounting policy and procedures. Have designed and documented various processes to streamline workflow and improve accountability and the timeliness of information provided.
  • Familiar with the fundamentals of multidimensional analysis and data cubes.
  • Experienced in using Spreadsheet and database analysis tools.
  • Able to adapt quickly to business changes and understand new concepts and systems.
  • Experience with dual currency accounting issues.
  • Experience with various business software tools.
  • Former lecturer and marker for the Certified General Accountants Association of Ontario.
  • Able to communicate in English and French.

 

ACCOUNTING APPLICATIONS SUPPORTED

  • Microsoft Dynamics GP (Formerly Great Plains Dynamics/eEnterprise)
  • QuickBooks Pro and Premier
  • Simply Accounting
  • Microsoft Small Business Manager
  • ACCPAC Plus
  • MYOB

 

INDUSTRY HISTORY

Summary of industries served at a senior financial management level, including work managing information systems:

 

  • Trebuchet Financial Management Inc.- 2009 to date - Providing a diverse range of services for not-for-profit and aboriginal groups, including virtual CFO services, program oversight, accounting system setup, financial governance, policy and procedure development, among others.
  • Métis Nation of Ontario- 2005 to 2009 - Director of Finance to the organization representing the Métis people in Ontario.
  • Hartel Financial Management Corporation- 2000 to 2005 - Senior level consultant - Provided financial advisory and controllership support to an aboriginal client base including the Waskaganish First Nation, Métis National Council, Métis Nation of Ontario, Waskaganish Wellness Society, and the Kanio Kashee Lodge.
  • Eftia OSS Solutions Inc.- 1999 to 2000 - Accounting policy and process development of a Great Plains eEnterprise ERP application for a developer of operational support systems for the telecommunications industry.
  • Doyle Group- 1997 to 1999 - Director of Finance and Technology to a provider of commercial and personal insolvency services. The company also provides other corporate financial services, such as restructuring and financing.
  • Ottawa Business Journal- 1996 to 1997 - Controller to the publisher of a local weekly business newspaper and other related specialty publications.

 

EDUCATION

  • Ongoing professional development and education
  • Certified Aboriginal Financial Manager Designation, 2002
  • Microsoft Small Business Financials Professional Certification, 2002
  • Certified General Accountant Designation, 1997
  • Bachelor of Commerce, Concordia University, Montreal, Quebec, 1987

 

OTHER ACTIVITIES

  • Volunteer Treasurer- 2007 to date - Volunteers' Circle of the National Gallery of Canada
  • Volunteer Treasurer- 2005 to 2008 - Local Scouting Group
  • Instructor- 2000 to 2003 - FA2 (Intermediate Accounting) - CGA Association of Ontario

 

ASSOCIATIONS

  • Certified General Accountants Association of Canada
  • Certified General Accountants Association of Ontario
  • Aboriginal Financial Officers Association