Crisley Wolpert
Oakville
Summary
With over eight years of specialized experience in the construction industry, I bring a robust proficiency in all aspects of financial accounting and ERP systems, alongside an in-depth knowledge of the Canadian construction process. As an Acumatica Business Consultant, I specialize in implementing Acumatica ERP solutions tailored to the construction sector, enhancing business operations and financial management.
Skilled in Financial Planning & Analysis (FP&A) and financial modeling, I consistently deliver insightful analysis and reporting, ensuring strategic alignment and data-driven decision-making. I have expertise in managing Key Performance Indicators (KPIs) to drive performance optimization and business growth. My technical skill set includes extensive use of accounting software such as QuickBooks, SAGE 50, SAGE 100 Contractor, Salesforce, and Acumatica ERP, ensuring seamless financial data management and optimized processes for construction and project-based environments.
Overview
7
7
years of professional experience
Work History
Acumatica Business Consultant
The Answer Co.
03.2024 - Current
- Acumatica ERP implementations, including initial setup, configuration, testing, and deployment.
- Work closely with clients to understand their business processes and tailor Acumatica modules (financials, inventory, project management, CRM, etc.) to fit their operational needs.
- Provide training to end users on Acumatica functionalities, ensuring adoption and proficiency.
- Support data migration processes from legacy systems to Acumatica ERP.
- Offer post-go-live support, addressing any client concerns and providing continuous improvements to the system.
Financial Reporting Accountant
BNE Concrete Floors & Coatings Inc
11.2021 - Current
- Creation of data models using Business Intelligence tools such as PowerBI.
- Preparation of Monthly Project Reporting and Analysis on Revenue, Gross Margin & Cash Flow;
- Project Forecasts, Budgets and Estimates reports;
- Oversees all accounting processes, including accounts receivable, accounts payable, banking, fixed assets, inventory and account reconciliations;
- Monthly journal entries (bank reconciliations, accruals, adjusting entries etc.); Monthly government reporting – filing Source Deduction, HST and corporate tax installments;
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy
Project Accountant
Historic Restoration Inc
06.2019 - 11.2021
- Execute full-cycle month-end close process, including posting journal entries and reconciling accounts;
- Responsible for construction draw processing, including processing all payables and ensuring timely and accurate invoice approval and payment;
- Maintain strict payment draw schedule, ensuring all draws are prepared and reviewed according to standard process; Apply payments received and follow up with customers/vendors as needed;
- Update and maintain all project budgets and ensure accurate data interface between construction management systems; Responsible for job costing for all projects and ensuring coding/costing accuracy and in accordance with budgets
- Notice of budget variances; Complete project budgeted cost, unit allocations, and cost recognition.
Project Administrator
GSB Steel Limited
10.2017 - 06.2019
- Cost accounting for construction projects; Coordinating all administrative paper flow; Analyzing variance between budgeted profits and actual achievement; Billing Project Set Up and Maintenance Of Contract Documents; Reconcile against contract value (including change orders), process client invoices and follow up for insurance, statutory declarations, and bonds
- Ensure over billing is not processed or released; Work with Project Manager to ensure that all costs are recorded and all projects are billed on monthly basis, including preparing monthly Accounts Receivable invoices as directed by Project Manager; Review and post approved COs and Project Billings; Process development and construction project monthly draws; Completed accounting responsibilities which consisted of processing cases, client information and bookkeeping, including journal entries, posting to and reconciling general ledger, accounts receivable, accounts payable, and cost accounting;
- Established standard costs for new parts and updated costs when required for existing parts; reviewed standard and actual costs for inaccuracies; analyzed costs of raw materials and other supplies in order to help create a cost-benefit analysis for different suppliers; Assisted in month-end closings and prepared analysis of accounts as requested; Posted daily deposits against invoices; verified accuracy of accounting records; investigated questionable data and recommended actions to resolve discrepancies; Assisted with special projects and ad hoc duties as assigned.
Education
Business Intelligence & Data Analyst
CFI
Toronto, ON05.2023
Accounting
George Brown
Toronto, ON2020
Skills
- Financial Modeling: Proficient in creating financial models to support project forecasts, budgets, and estimates
- Accounting Expertise: Skilled in overseeing all accounting processes, including accounts receivable, accounts payable, banking, fixed assets, inventory management, and account reconciliations
- Data Analysis: Advanced knowledge of Microsoft Excel, Dax, and expertise in using data visualization software such as PowerBI for insightful reporting
- Regulatory Compliance: Ensures compliance with government reporting requirements, including filing Source Deduction and corporate tax installments on a monthly basis
- CPA Pursuit: Currently working towards obtaining the CPA designation, demonstrating a commitment to continuous professional development
- ERP Proficiency: Acumatica ERP Business Consultant
Timeline
Acumatica Business Consultant
The Answer Co.
03.2024 - Current
Financial Reporting Accountant
BNE Concrete Floors & Coatings Inc
11.2021 - Current
Project Accountant
Historic Restoration Inc
06.2019 - 11.2021
Project Administrator
GSB Steel Limited
10.2017 - 06.2019
Business Intelligence & Data Analyst
CFI
Accounting
George Brown
Similar Profiles
Amanda GreenAmanda Green
Tier II Dispatcher at Answer First CommunicationTier II Dispatcher at Answer First Communication
Morell VerneuilMorell Verneuil
Customer Service Representative at GO AnswerCustomer Service Representative at GO Answer
Amber BennettAmber Bennett
SENIOR Client Intake Specialist at Answer First CommunicationsSENIOR Client Intake Specialist at Answer First Communications