Joachim Ge

Executed high-quality integrated monthly budgets and forecasts, operational or technical accounting analysis, and revenue and profitability reporting focusing on providing predictive and qualitative insights and actionable recommendations to executive management to support strategic decision-making and drive process improvements.Drove improvement strategies, optimizing cost allocations, developing models or scenarios for revenue projections, delivering accounting analysis for revenue recognition, and profitability reporting for over 200 project teams and 77 customer accounts with combined revenues of more than US$400m per annum.Coordinated, collated, analyzed, and presented monthly and quarterly reports and delivered on financial data integrity while interpreting and implementing corporate accounting policies and assuring control over financial reporting relative to both internal and external requirements.Provided control and maintenance of assigned general ledger accounts, including account reconciliations, ledger entries, accruals, and deferrals, and resolved technical issues, providing both internal and external coordination.Maintained accounting records, including month, quarter, and year-end close, system tie-outs, control of accounting processes in own functional area, including contract pricing or change requests, and review of monthly or quarterly financial performance “forecast to actuals”.

Developed regular executive briefing memos and presentations by utilizing Excel, PowerPoint, and Power BI to create dashboards and visualizations focused on highlighting business environment trends or risk areas and providing actionable recommendations.Implemented financial controls on departmental budgets and expenditure compliance by synthesizing a variety of reports from the Enterprise Information Systems to develop financial reports, variance reviews, accounting analyses, and other sensitivity or scenario analyses to highlight risks.Effectively executed assurance oversight over journal processes and data collection procedures to mitigate financial reporting risks, ensure documentation accuracy and completeness and resolve outstanding issues.Managed the setup of new general ledger code combinations or project codes and changes to existing codes including review of requests for reasonability, financial reporting impact, accuracy, efficiency, and completeness of requests.Successfully collaborated with multiple cross-functional teams to maintain and support three ministries of the BC Government and deliver on the government agenda for the sectors.Implemented month-end account reconciliation and trial balance adjustment as well as prepared Month End and Quarter End reporting packages to the Office of the Comptroller General.Successfully developed and presented the capital expenditure policy and procedure manual establishing the framework for useful life and capitalization thresholds and developed the purchase card manual identifying the risks and implementing controls for executive management consideration and approval

Developed an optimization model for working capital management through payables and receivables management, credit control, and investment management resulting in net finance cost savings of about US200k per annum.Executed the full spectrum of financial accounting month and year-end processes; reconciliation of multiple accounts and the trial balance including posting adjusting entries; preparing audit schedules or files and performing project cost forecasts/budgets, cost tracking, monitoring, and controls.Directed and oversaw a team of five analysts in the preparation of annual budgets, annual financial statements, periodic reports, and variance analysis to support and improve executive-level decision-making.Applied advanced analytics in MS Excel to develop robust financial models to effectively communicate key performance metrics and drive business success, portfolio optimization and improve revenue visibility.Improved regulatory reporting and compliance by implementing the perpetual inventory system to facilitate compliance with International Financial Reporting Standards (IFRS) and local GAAP. Delivered operational efficiency through Capital Planning and Investment Control including demand management and forecasting