Global Excel Management Benefits Overview

Processes incoming and outgoing mail, scans and files documents, monitors multiple communication channels, updates claims files, prepares client forms, responds to emails, and performs general office duties while maintaining accuracy and meeting deadlines.

Oversee consolidated financial reporting for 20+ subsidiaries, including monthly and annual results, intercompany transactions, allocations, audit coordination, accounting policies, and complex accounting guidance. Present financial information to senior executives, maintain consolidation systems and charts of accounts, support transfer pricing documentation, and ensure compliance with Canadian GAAP and internal controls.

Leads a team of Quality and Employee Development Coaches responsible for quality audits, coaching, training, employee development, and performance improvement. Manages daily team operations, monitors performance, ensures consistent QA practices, and translates process changes into training materials, audit criteria, coaching tools, and job aids. Partners with department leaders and continuous improvement teams to address trends, root causes, operational priorities, and employee development needs.