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Work Background
Maren Hauk Ltd.Executive Financial Consultant
Jan. 2021Greater Calgary Metropolitan AreaSupport clients and recruiting firms, in meeting their needs. Industries include Municipalities and Post Secondary Institution. * Contracted to lead and coach the Finance Department during transitional periods * Portfolio of Responsibilities included Communications, Community Services, Economic Development, Finance, Grants, HR, IT and a member of the Executive team * Attended and supported Councils Strategic Vision included participating in quarterly update sessions * Created and implemented multiple General Ledger restructure projects, audited financial statements and multi-year operating and capital plans and budgets * Coached and presented PSAB Accounting 101 for Councils and Staff members * Identified multiple material adjustments for current year and prior years audited financial statements, and included impact analysis * Lead and presented the budget, audit and quarterly reporting activities * Initiated Records Management project and researched Asset Management options * Introduced strategies involving Priority Based Budgeting, Level of Service, Intergenerational Equity, Alignment of Burdens, and resetting Restricted Surplus Accounts
Pipestone Creek Pain & Health CenterOperations Manager (While performing the roles of CFO, Finance Director or Controller)
Jan. 2005 - Dec. 2020Wetaskiwin, AlbertaA break between 2012 and 2017 to work on other projects.
The overall business activity was accelerated by nurturing existing patient/clientele relationships and establishing new client interest. While doing so, I held total accountability for finance, marketing, operations and staffing. Led 10 direct reports. * Skyrocketed the revenue by over 50% by spearheading the re-branding of the clinic, executing a compelling marketing campaign that introduced new services - including spinal decompression, acupuncture, and whole body vibration. Results included stronger customer relations, extending the geographical range and growing market share. * Captured a 20% savings in taxes and increased the opportunity for tax planning while limiting operational risk by transitioning the business from sole proprietor to a limited company structure. * Modernized the operations by introducing electronic payments, reporting and scheduling system. Created all the procedures and controls for daily reporting, which isolated a staffing issue involving theft. * Responsible for all staffing related issues which included hiring/dismissing, onboarding, payroll, performance reviews, planning work load, scheduling and supervision. * Responsible for all financial, federal and provincial reporting and submissions.
AB & BC Used Oil Management AssociationsController (while performing the role of Manager of Operations or completing MBA studies)
Jan. 2008 - Aug. 2014Edmonton, AlbertaSubcontracted by Grant Thornton - a leading Canadian accounting, business advisory and risk management firm - to translate seemingly-unrelated data into meaningful reports & ensure dissemination of information. These reports were used by the Boards of Directors to govern the mandate for these two different Association’s & ensure all stakeholders were well-informed of all relevant fiscal/operational activity. Led 4 direct reports. * Solid reporting of $30 million with an incredibly low 5% administration expense ratio, created budgets that were Board approved; reported & presented quarterly results to the two Boards; received 100% unqualified, unadjusted audits for all financial statements & operational reports plus assisted with Annual Reports. * Boosted revenue by over 10% or $3.0M in a restricted environment where government regulated which products attracted the eco-fee and their rates, while industry determined the volume; accomplished by improved policies and procedures; adopted by all Used Oil Associations. * Raised program management by spearheading 60+ non-compliance cases, including 5 legal files; all 100% successfully concluded while improved these business relationships. * Sharpened reporting for Members by introducing a new website. Led a cross-functional team, from concept to implementation, including processes and systems that streamlined reporting, eliminated human error, reduced paper and often complimented for user-friendliness and adopted by four Associations. * Launched, in conjunction with the Executive Director, a new material representing 20% revenue for the B.C. Association; set requirements for paying the incentive, laid the foundation for the KPI's to measure and report glycol/antifreeze destined for recycling – a first for the organization. * Provided valuable insight for the AB Association; created a 25-year strategic business plan to update an unchanged Government regulation & addressed future financial catastrophic outcomes.
Sepallo FoodsDirector of Finance (while performing the role of Manager of Operations)
Jan. 2007 - Dec. 2007Barrhead AlbertaRecruited to re-establish order and integrity within company's financial records. Led 6 direct reports. * Identified the need for streamlined systems and standard operating procedures; introduced the first-ever procedure for accurate budgeting and weekly reporting to support the executive team and management in strategic planning and overall organizational goals. * Averted a production shortfall that would have stalled operations by learning the temporary foreign workers program and in less than 2 months sourced 12 workers, included both genders from 4 different counties, then assisted in overall integration and work eligibility. * Empowered the workforce and promoted cross-cultural sensitivity by acting as the key communications liaison between administrative team, operations staff and management. * Sharpened management and operations for future crops by creating and tracking a highly intricate COGS; system was used to track activity across 33 subsections of land in northern rural Alberta, involving 18 different crops, some planted twice per season, harvested daily, and processed into fresh powder or frozen liquid lots. * Eliminated foreign currency impacts by negotiating a foreign currency loss reimbursement and subsequently introduced foreign currency hedging services where cost was known up-front. * Amplified cash flow by brokering prepayment terms for major customers, resulting in faster payments – by as much as 9 months.
BWI Baun Wells Investments Inc. O/A Berkshire Securities Inc.Branch Manager & Financial Planner
Jul. 1995 - Jan. 2005Edmonton, AlbertaFounded this organization to provide a diverse client base with individualized financial plans to support sustainable long-term growth. * A rarity in the industry; developed a c;oemt base pf 600 that encompassed over $90M in asset/insurance; completed 100’s of highly complex 50-year financial plans, provided independent estate planning, insurance, investment advice and prepared personal income tax returns. * Realized an high client conversion/retention rates of over 90%. * Research and negotiated leases for equipment and office space. * Structured the successful purchases and selling of client bases. * Structured the successful purchases and selling of client bases. * Held the following professional/industry education - 2 designations plus 5 licenses; Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP) plus Branch Manager, Life/Disability/Critical Illness Insurances and Stockbroker licenses.
Stoney Tribal AdministrationCFO, Acting Co-CEO
Sep. 2022 - May. 2023Mini Thni, ABLearned about the cultural traditions, impacts and societal harms created from the historical/current colonialism and supported an open, collaborative and transparent approach for budgeting and audited financial statements.
City of ChestermereCFO
Aug. 2016 - Dec. 2021Chestermere, AlbertaMy contributions, strengths and skills were observed and the underlying reason for creating the CFO position. Responsible for the money-in, money-out and putting it on paper; for two separate entities being the City and municipally owned Utility company, in addition supervise and accountable for the IT department. Performing the role of leader or contributor with a variety of projects; such as reporting, budgeting, delivering utility services, identifying revenue possibilities with offsite projects and vacant land tax plus improvements to budgeting procedures, presenting to Council and other complex projects. Lead 6 direct and 11 indirect reports. * Projects completed due to COVID-19 provide examples of being flexible and nimble. * Numerous weak operational practices were identified that resulted in millions of dollars in revenue that was either never collected or over-collected. * Provide oversight and strategic direction for implementing to Priority Base Budgeting, starting with Level of Service; includes service identification, service inventory, grouping by level of effort and direct/indirect interaction with public or support for administration. Followed by allocation of budget by determining if directly linked, pooled or hybrid approach. To support this work, a complete review and overhaul of the General Ledger Accounts was completed. * Projects completed to utilize the skills of being strategic, team player and ability to deliver include Budgeting using Trends & Actuals, Capital Plan Prioritization, Departmental Redesign, Developer Front-end Off-site Eligible Capital Project, General Ledger Restructure, Long Term (25 year) Debt Projections, Off-site Levy Framework Policy, Property Tax Continuity Schedule, Vacant Land Bylaw with Policy and transition of the service delivery of the utility company. * Introduced through multi-year budgeting that included reductions to the 2018, 2019, 2020 and 2021 property taxes.
Maple Leaf Foods IncAccounting Assistant
Jul. 1991 - Jan. 1994Edmonton, Canada AreaSolely responsible for financial and operational reporting of upstream operations regarding the hatchery and corporate farms. Provided assistance with reporting finance and operations for the downstream processing plant.
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