Hailey Surtees
Senior Financial Accountant @ThoughtExchange
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WORK HISTORY
Senior Financial Accountant @ThoughtExchange
Financial Close & Reporting:• Driving the month-end and year-end financial close processes.• Preparing accurate and timely financial reports for company leadership and the board.• Analyzing financial performance against budgets and forecasts, focusing on key drivers, cash flow, and profitability.Audit & Compliance:• Leading the annual financial audit.• Assisting in corporate tax return preparation.• Reconciling ASPE to US GAAP.• Ensuring a high level of integrity around financial statements, particularly in high-risk areas like revenue recognition and bonus calculations.Systems & Process Improvement:• Contributing to enhanced process improvements and technology recommendations.• Serving as a superuser/administrator for accounting/finance systems (e.g, Sage Intacct, Shareworks).Team Support & Mentorship:• Guiding and mentoring junior accountants within the team.• Providing support to the Team Lead and VP of Finance in investor and lender reporting, dashboards, budgeting, and forecasting.Strategic Support:• Applying accounting principles to various business activities to support strategic decision making.• Supporting the companies MACS mandate.
EDUCATION
Royal Academy of Dance
Certificate in Ballet Teaching Studies, Ballet
University of Calgary
Bachelor of Commerce (BCom), Accounting
Chartered Professional Accountants of Canada (CPA Canada)
Accounting
ABOUT HAILEY SURTEES
With over a decade of professional experience, my core competencies include strategic thinking and robust financial planning and analysis (FP & A), which I currently bring to the table at Rümi. My mission is to drive financial performance while fostering an inclusive culture that aligns with our values of homeowner happiness and community support. As a key player in strategic business valuations and a proud member of the Culture Network & Pride Alliance, I am dedicated to bringing diverse perspectives and experiences to our team.At Rümi, my role involves collaborating with business leaders to prepare annual and long-term business plans and monthly forecasts. I facilitate the capital requirements process, analyze financial trends, and contribute to key decision-making. My advocacy for workplace diversity and role in enhancing our corporate culture underscore my commitment to integrating strategic financial leadership with a passion for community and inclusion.
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