Download - Kent Lysell Resume(Summer - New)

KENT MORGAN LYSELL

PROFESSIONAL PROFILE

Mr. Lysell is a Financial Analyst with fourteen (14) years of experience in the Finance Consulting/Information Technology Industry and eleven (11) years of experience with IFMIS systems in the Canadian Government within seven departments; and seven years of experience in developing custom financial packages, accountability and methodologies. He has an in-depth knowledge of many aspects of accounting/financial reporting and business management functions, along with strong implementation skills in IT/FIS solutions and improving the process of capturing data using Excel and Crystal Reports and ERP Applications within the Government of Canada. He has engaged in proactive disclosure reporting and procedures throughout his financial analysis work with federal government departments.

Mr. Lysell’s areas of expertise include: Requirements gathering for ERP systems such as SAP, Freebalance Financials, and Oracle Financials Advanced Excel 2000, 2003 and 2007 Solution Tools Sets using VBA, advanced pivot tables, sorting and

filtering techniques; Financial Systems Analysis using a variety of tools; Financial and Economic Analysis using Financial Statement, Market Analysis and Financial Ratio analysis; and Financial System Data Analysis and Integration using a variety of IT tools.

EDUCATION

Chartered Financial Analyst (CFA) Level 1 Candidate 2011 - registered to write Level 1 in December 2011 Microsoft Excel 2000 Specialist Certification, 2004 Baccalaureate in Commerce, Honours in Finance and Entrepreneurial Management, University of Ottawa

(2002) MBA-level course in Project Management using MS Project and the Project Management Body of Knowledge

Manual, University of Ottawa (2000) Baccalaureate in Social Sciences-Economics, University of Ottawa (1999)

SECURITY INFORMATION

EnhancedFile No.: 95-15-6402Expiry Date: 31-May-2020

LANGUAGES

Mr. Lysell is fluent in English (written, spoken, and comprehension).

Proprietary/Confidential

Lysell Cornerstone Developments Inc. 11136 Trent Street, Ottawa, Ontario K1Z 8J4Tel: (613) 709-0784

TECHNICAL SUMMARY

Data-analysis and Solution Development utilizing Advanced MS Excel 2000, 20003, and 2007 Solution Tool Set, Access and SQL – i.e. VBA, pivot tables, advanced macros, complex formulas and sorting techniques;

Analyzed Business Process Maps developed using UML using Enterprise Architect 7.5 (Corporate) for the Government of Nunavut and MS Visio 2007 for other clients;

Development of Cognos reports using PowerPlay, ReportNet and Report Query (based on data cubes created from SAP);

Utilizing financial information systems using SAP, Freebalance Financials, CDFS, AMS and Oracle Financials; Project management using MS Project 2000, 2003 and 2007; Utilizing Crystal Reports, Oracle and SQL in the design of management reports; MS Microsoft Word, MS PowerPoint and MS Visio for 2000, 2003 and 2007; Computer-based financial analysis services such as Open Bloomberg Professional and REUTERS for financial

news, analysis, and monitoring as well as Internet-based financial news and analysis services (i.e. Moody’s, Standard & Poor’s, DBRS, CBRS, FP Analyst, etc.); and

Requirements gathering tools such as Analyst, Swimlane diagrams, business process maps, requirements gathering matrices and Use Cases; requirements gathering traceability matrix; and SDLC diagrams.

PROFESSIONAL EXPERIENCE

PROJECT 31Role: VBA (Excel) Analyst and DeveloperClient: Human Resources Development CanadaDuration: March 2011 - April 2011

Project / Role Description:1. Objective: Automate and streamline the dissemination, collection and reporting of each participating

communities' OMLC's activities and unique needs;2. Tasks: Worked with HRSDC to build a VBA/macro-driven Excel Solution to track and report on the

Department's programs in support of the Enabling Fund for Minority Language Communities initiative; and

3. Deliverable: Excel Solution that can be e-mailed from each participating community collected at the departmental level for reporting to senior officers.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Analyzed HRSDC's Program/Partnership Tracking System; Recommended changes to the current mostly manually-input data system; and Created custom financial system solutions using Excel/VBA code/Macros/Pivot tables for integration into the

central Financial Information System.

Technical Environment:



Advanced Excel VBA code and macros; requirements gathering traceability matrix; and business process mapping using MS Visio.

PROJECT 30Role: FIS Freebalance Business Systems AnalystClient: Government of Nunavut / Rogue Data CorporationDuration: November 2010 - February 2011

Project / Role Description:1. Objectives: To identify Financially Reportable Events in the Government of Nunavut's business process

maps with respect to secondary and tertiary systems and to discuss and document approaches for integrating these systems into the core Financial Information System (FIS);

2. Tasks: Identified and documented various Freebalance systems in Nunavut and devised a project plan for implementing the integration of secondary and tertiary systems into the core FIS; and

3. Deliverables: Project documents, Freebalance business and system requirements documentation, accounting analyses, business process maps, draft project plan.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Developed project plans for an Integrated Financial System solution for the Government of Nunavut; Analyzed secondary and tertiary systems using Enterprise Architect's Business Process Maps and UML in the

context of integration into a central GRP Financial System; Analyzed the current Freebalance Financial System; and Created custom financial system solutions for integration into the central Financial Information System.

Technical Environment:Freebalance Financials, Enterprise Architect (BPM maps and UML); Requirements gathering tools such as Analyst, Swimlane diagrams, business process maps, requirements gathering matrices and Use Cases; and SDLC diagrams.

PROJECT 29Role: Freebalance Business AnalystClient: Canadian Nuclear Safety CommissionDuration: November 2010 - January 2011

Project / Role Description:1. Tasks: Created drafts of business requirements documentation through requirements gathering

meetings with stakeholders; discussed various options with the client regarding the Procurement and Inventory & Stores modules; and created a draft user guide on using the Assets Module; and

2. Deliverables: Draft business requirements documentation; Assets Module User Guide; and Project Plan.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Developed project plan for new Freebalance web-based modules: 1) Procurement (including Contract); and

2) Inventory & Stores; Created requirements documentation for these two new modules;



Created an Evaluation Assessment plan and documenting the assessment findings for the two new modules, including a gap analysis;

Developed a training strategy, documentation and delivery of this training plan; Created a communication strategy, documentation and delivery of this communication plan; Engaged in business process impact analysis; Engaged in gap analysis between delivered functionality and vendor documented functionality; and Engaged in gap analysis between current 6.2 version supported by FreeBalance Cluster and implemented

version 6.5 at CNSC.

Technical Environment:Freebalance Financials; MS Visio; Requirements gathering tools such as Analyst, Use Cases and Swimlane diagrams; SDLC diagrams; and requirements gathering matrices; MS Excel 2003; MS Powerpoint.

PROJECT 28Role: IT InstructorClient: University of OttawaDuration: August 2010 (1 Month)

Project / Role Description:1. Objective: To provide Excel instruction and consulting to Faculty of Education staff;2. Tasks: Taught a classroom of faculty members Excel 2003 Advanced Excel tools; and provided pro bono

consulting to key staff members, solving their data management issues using advanced Excel features; and

3. Deliverables: Staff members were left with a good understanding of the advantages to using Excel and left my course with some practical, hands-on knowledge to make their everyday work more efficient and effective using Excel; and Excel Solution were delivered pro bono to a key faculty member which improved her efficiency and effectiveness tenfold.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Taught an MS Excel 2003 course at the Faculty of Education to 12 students; and Covered beginning, Intermediate and Advanced- level Excel material.

Technical Environment:Teaching Excel 2003 on an overhead project in a classroom setting; MS Powerpoint 2003; MS Excel 2003

PROJECT 27Role: Financial Coding Business AnalystClient: Treasury Board SecretariatDuration: May 2010 – August 2010

Project / Role Description:1. Objective: To analyze the Financial Coding structure of identifying IT Equipment for the Treasury Board

Secretariat; and



2. Deliverable: Report with recommendations to remedying the gaps in tracking IT equipment accurately using adapted Financial Coding structure.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Conducted analysis of Treasury Board's Financial Coding System for IT equipment and recommended a

course of action

Technical Environment:Analysis of their current system using Microsoft tools such as MS Word, MS Powerpoint, MS Excel

PROJECT 26Role: Business Analyst (personal venture)Lysell Cornerstone Developments Inc.Client: Aquasana/Lots of Water/MajisanaDuration: April 2010 – Present

Project / Role Description:1. Objective: To ascertain the viability and marketability of exporting microbial water filtration systems into

Tanzania; and2. Deliverable: Report on the viability of importing microbial water filters into Tanzania.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Import/Export of Water Filters into Tanzania (Dar es Salaam); Conducting research into the marketability of water filters into Tanzania; Assessing the water quality of both public water and bottled water and the efficacy of Aquasana water

filters to render the water potable (drinkable); and Evaluating the marketability and efficacy of sample water filter products sent to Tanzania.

Technical Environment:Web-based research

PROJECT 25Role: Senior Business Analyst/Cognos DeveloperLysell Cornerstone Developments Inc.Client: Indian and Northern Affairs CanadaContact Info: (1) Stacey Cloutier (Director); Location: Gatineau, Quebec; Work: 819.997.0404;

e-mail: [email protected](2) Roger Miller (Senior BI Consultant); Location: Gatineau, Quebec; Mobile: 613.301.8240; e-mail: [email protected]

Duration: January 2009 – March 2010 (1 Year, 3 Months)



mailto:[email protected]


Project / Role Description:1. Objective: An integral part of a Cognos Implementation project was to implement Business Intelligence

tools within INAC and to form a strategic role of Business Analysis while implementing a Cognos Enterprise Planning/Contributor Financial Status (Situation) Reporting system; and

2. Key Deliverables: Eight business requirements documents were created with careful and regular deliberations with the client, encompassing four levels of Contributor models (using the Cognos Solution Implementation methodologies) and four different groupings of reports using Report Studio.

As a strategic contributor to this IT initiative, Mr.Lysell performed the following key tasks: Provided design, development, accounting knowledge, IT and business process support in the development

of a Financial Situation Report (FSR) System using Cognos 8 Business Intelligence and Enterprise Planning tools such as Contributor, Analysis Studio, Query Studio and Report Studio;

Incorporated the Data Warehouse methodology in monitoring the impact of system requirements on the data warehouse and making the requisite changes;

Implemented the Systems Development Life Cycle and IBM Cognos Solution Implementation methodologies; Created Swimlane diagrams to illustrate the process flows for all three Cognos Enterprise Planning

Contributor development cycles as well as the "As Is" and "Too be" models; Created process flow diagrams to illustrate the user acceptance of the models and report and testing cycles; Created and updated the business requirement documentation underpinning the FSR deliverables for

models and reports and provided development support in creating the FSR reports (Reports Studio); Interfaced between the clients and the development team to ensure that the appropriate FSR system is

developed and the requirements are met; Conducted the system and quality assurance testing, coordinated the user acceptance testing; Maintained, monitored and documented model and test results in Test Track Pro; and Facilitated workshops to demonstrate the model capabilities and the gap between the "As is" and "Too be"

models.

Technical Environment:Oracle Financials (Oasis); Cognos 8 - Enterprise Planning and Contributor; Cognos Contributor Admin Consol; Report Studio; Analysis Studio; Query Studio; RPM (Project Management tool to track our weekly tasks); Excel tools; MS Visio/Enterprise Architect; Requirements gathering tools such as Analyst, Swimlane diagrams, business process maps, requirements gathering matrices and Use Cases; requirements gathering traceability matrix; and SDLC diagrams.

PROJECT 24Role: International Professional Services Consultant, Israel/PalestineFreebalance Inc.Client: Municipal Development and Lending Fund (MDLF)Contact Info: (1) Nafiz Qasim; Location: Amman, Jordan; Mobile: +00970599368043;

e-mail: [email protected](2) Richard Mc Lennon; Location: Castries, Saint Lucia; Mobile: +17582857613; e-mail: [email protected]

Duration: September 2008 – December 2008 (4 Months)





Project / Role Description:1. Objective: To support the implementation of Freebalance in Palestine (West Bank) in a Business Analysis

role to ensure that the client's requirements were being met;2. Tasks: Conducted regular and close deliverables with government officials while business requirements

documentation were being drafted and updated in synch with the changing needs of the client; troubleshooted data integration problems concerning the porting (importing) of data from secondary systems and other off-site Freebalance installations into the core FIS system (MTGS module) contained at the Ministry of Local Governments (MOLG); Engaged in testing the system using carefully devised test plans; and Involved in the development of the Chart of Accounts; and

3. Deliverables: Business requirements documentation, implemented Freebalance Financials systems, preliminary Chart of Accounts, test plans, and meeting minutes.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Provided expertise and knowledge of multiple functional areas of expertise, with hands-on experience with

FreeBalance IFMIS products/solutions; Involved in the development of the Chart of Accounts for the Palestinian Authority, with regular meetings

taking place at the Ministry of Local Government offices. Developed Crystal Reports using SQL and harnessing the Chart of Accounts, which conformed to

Governmental Accounting and Reporting Standards (GASB34); Analyzed and monitored the impact to the data warehouse incorporating the Data Warehouse

methodology, as mapped out in illustrations, which were subsequently presented to upper management; Reviewed and assembled government financial management system legislation, policies, operations and

reporting requirements, all of which were necessary inputs into the business review and reengineering stage;

Conducted business requirements review with the client and prepared requirements analyses and system/configuration design related to required government accounting functions;

Demonstrated the configured Freebalance software/solution to the client, illustrating the mapping between the processes to the technology; and

Developed user acceptance test plans and coordinated and conducted user acceptance testing of the configured Freebalance software/system with the client.

Technical Environment:Freebalance Financials and other modules such as Multi-Tier Government Systems (MTGS); MS Visio; MS Excel; MS Powerpoint; MS Word

PROJECT 23Role: Senior Business/Financial AnalystLysell Cornerstone Developments Inc.Client: Canada Revenue AgencyDuration: January 2007 – August 2008 (1 Year, 8 Months)

Project / Role Description:1. Objective: To supplant the current reporting system in SAP, which was not meeting the needs of my

clients at CRA;



2. Deliverables: (1) Created a business requirements document and user guide supporting the development of the Excel Solution I developed; (2) Developed a sophisticated Excel Solution using advanced tools such as VBA, pivot tables, sorting and macros to create Cost Centre and Project (Matrix) Reports which create a 5 X 5 X 5 efficiency improvement - i.e. what took 5 employees 5 days to completed, my system completed in 5 minutes; and

3. My role evolved into a Cognos tester and requirements gatherer and documenter during the Cognos Implementation project.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Financial Planning and Analysis to deliver a full range of financial analysis activities and tactical advice given

to support the activities of the Deputy Assistant Commissioner’s, Solutions Office through CRA’s SAP R/3 and Cognos Powerplay data cubes;

Identified, documented, and recommended action in support of consistent and efficient reporting of budget pressures against approved cash allocations;

Developed and published ReportNet reports based on PowerPlay (Cognos) data cubes; Devised complex Excel Solution reporting tools using VBA, macros and advanced arrays of pivot tables to

report on ITB Cost Centre and Project (based on work orders) reports; Adhered to the Data Warehouse methodology in developing and making changes to the data warehouse,

which was refreshed from SAP upon initiation of VBA-driven macros; Provided computer MIS software training to staff; Provided assistance in the provision of tactical advice to Solutions Cost Centre Managers within the

Agency’s/Branch fiscal management framework.; Reviewed and understood current practices in the Branch related to the Financial Management Process in

support of the government’s multi-year resource allocations to the Branch. Worked through current process with Manager, Financial Planning and Analysis, Solutions (FP&A), to ensure complete understanding of issues;

Participated in cash forecasting cycles providing full financial analysis services; Identified the existence of any of the following and reported accordingly:

o Insufficient, unnecessary or conflicting information being collected in the Corporate Administration System;

o Outdated specifications on data currently being collected in support of Forecasts;o Incomplete, missing or ambiguous information; and o Information collected in the system, which is open to misinterpretation.

Verified realism - ensured the information and details contained in Budget Approvals and Projections recorded in CAS consistently reflected the costs of the work being done;

Investigated and researched the issues identified above in consultation with the Manager and report as required; and

Met with the Manager to discuss any comments or concerns to ensure that financial information contained in reports was consistent with Line Managers’ intentions and recommended improvements to CAS functionality in this regard.

Technical Environment:Cognos EP7 Series; advanced Excel VBA and Excel Solution tools such as pivot tables and sorting techniques; and SAP (FI Module, Assets Module).



PROJECT 22Role: Business/Financial AnalystLysell Cornerstone Developments Inc.Client: Department of National DefenseDuration: December 2006 (1 Month)

Project / Role Description:1. Objective: Analysis of the current Resource Management systems to identify issues pertaining to

integrity of data collection and reporting and devising tools to speed up efficiency with automation; and2. Key deliverable: Excel solutions created with full automation and data validation with by-directional

integration into Access.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Engaged in resource management, financial systems management of various projects and other related

duties; and Involved in management of financial system developed in MS Access.

Technical Environment:Excel 2003 advanced tool set; Access 2003

PROJECT 21Role: Time Reporting Systems AnalystLysell Cornerstone Developments Inc.Client: Health CanadaDuration: October 2006 – November 2006 (2 Months)

Project / Role Description:1. Objective: To analyze current state, suggest options and develop a system for reporting time from

employees and consultants using advanced Excel tools; and2. Deliverable: Time reporting system developed to report time and to track deliverables against time.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Evaluated and advised on proper data systems to capture employees’ time reporting as per particular

elements such as the project worked on, rate per hour, utilization of time, percent completion, etc.; Demonstrated an understanding of accounting procedures and program activity architecture (PAA) and

applied knowledge of Health Canada’s strategic outcomes in terms of financial coding and system development;

Provided diverse and detailed operations planning and capital asset reviews within complex Health Canada environments; and

Developed appropriate budgeting processes and financial systems for use in regional operations and in branch offices in adherence to Health Canada policies and procedures, using Excel and Access to enable the roll-up of time reported and linkages of important documents, such as annual reference level updates (ARLU) and initial reference levels into auditors’ working papers.

Technical Environment:



Excel 2003 advanced solution set tools

PROJECT 20Role: Senior Treasury Board Financial AnalystLysell Cornerstone Developments Inc.Client: Health CanadaDuration: July 2006 – September 2006 (3 Months)

Project / Role Description:1. Objective: To analyze the salient issues at hand and writing the requisite Treasury Board Submission and

Memorandums to Cabinet (MCs) to address these issues while mitigating potential negative impacts to stakeholders; and

2. Deliverables: TB Submissions and MCs written

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Evaluated and advised clients on Issue Briefs, Memorandums to Cabinet, Treasury Board Submissions, and

Orders-in-Council for their completeness and adherence to policy and procedure within both branches and regional operations;

Analysed various departments’ claims to their portions of the Corporate Account Costing Formula, applying departmental budget processes consistently throughout the derivation and analysis of initial reference levels and forecasts and referring to annual reference level updates (ARLU);

Demonstrated and applied numerous accounting procedures, including operations planning, capital asset review and payables-at-year-end (PAYE) methodology;

Applied a thorough understanding of program activity architecture (PAA) while applying knowledge of Health Canada’s strategic outcomes in terms of financial coding and system development; and

Devised spreadsheet solutions to capture and report on relevant financial information to senior management.

Technical Environment:Word 2003, Excel 2003

PROJECT 19Role: Intermediate AuditorLysell Cornerstone Developments Inc.Client: Elections CanadaDuration: May 2006 – June 2006 (2 Months)

Project / Role Description:1. Objective: To act as an Auditor on Election Campaigns to detect and prevent campaign accounting

irregularities and questionable practices from occurring by electoral candidates; and2. Deliverable: Election Campaign returns audited and irregularities documented with follow-up phone

calls and e-mails made while remedying these irregularities

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks:



Conducted audit of financial reports from various political entities (nomination contestants, leadership contestants, candidates, registered associations);

Conducted various analysis of financial information; Examined and ensured the accuracy, completeness and compliance with the financial provisions of Canada

Elections Act of election expense returns for candidates, nomination contestants and leadership contestants.

Liaised with officials of political entities to raise issues and discuss particular elements of financial reports; Provided information and clarification of election contribution and expense guidelines with senior political

party officials, agents, candidates, lawyers and auditors.

Technical Environment:Auditing software to enter in details of the audit; irregularity tracking software which was updated during important communication

PROJECT 18Role: Financial Management AdvisorLysell Cornerstone Developments Inc.Client: Agriculture and Agri-Foods CanadaDuration: January 2006 – April 2006 (4 Months)

Project / Role Description:1. Objective: To track Agriculture Canada finances and help various managers better manage their budgets

by suggesting de-commitments, etc, and providing support to these Responsibility Centre managers through SAP PS (Project system adhering to the PAA structure) and SAP FM; and

2. Deliverable: De-commitments made by strategic RC centres enabling AAFC to re-profile and re-allocate their finances towards other, more important initiatives. Also, by preventing AAFC from lapsing, this prevented future budgets from being reduced and provided for more effective management of finances.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Provided financial advisory services to AAFC teams regarding their budgets, expenditures, commitments and

forecasts; Engaged in financial analysis of each team’s Financial Situational Report; Performed JVs and Invoice transactions to ensure that teams’ FSRs are accurate

Technical Environment:SAP PS, SAP FM, PAA architecture, business process maps, Excel 2003; Word 2003; Excel 2003

PROJECT 17Role: Business/Financial AnalystLysell Cornerstone Developments Inc.Client: Agriculture and Agri-Food CanadaDuration: October 2005 – December 2005 (3 Months)



Project / Role Description:1. Objective: Analysis and development of the department's Financial Situation (Status) Reports to ensure

that tactical information was provided in presentation Decks to be presented to the Assistant Deputy Minister and the Deputy Minister; and

2. Deliverable: Creation of an Excel-driven FSR solution to track finances in the Resources branch, which enabled managers to ascertain the true picture of finances later presented to the ADM and DM in Decks.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Streamlined, automated and expedited the financial reporting processes using data code captured from SAP,

which is then populated into Excel pivot tables/charts using macros and then disseminated throughout the organization;

Engaged in consolidation, financial analysis and reconciliation of the Financial Situational Report from multiple stakeholders; and

Presented this consolidated information in PowerPoint decks and assisted in the presentation to the ADM and DG.

Technical Environment:SAP FM, SAP PS, Excel, MS Powerpoint, MS Word 2003, MS Excel 2003

PROJECT 16Role: Business/Financial AnalystLysell Cornerstone Developments Inc.Client: Consulting and Audit CanadaDuration: April 2005 – September 2005 (6 Months)

Project / Role Description:1. Objective: To provide analysis, development and support in CAC's procurement system through

reconciliation between CDFS and AMS using advanced Excel VBA code and macros to identify and flag reconciling errors in the issuance of payments; and

2. Deliverable: Excel system developed to reconcile procurement, analysis of financial documentation though Section 33 and 34 adherence; and analysis of secondary database systems.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Researched and reconciled data from the data warehouse between two different financial database systems

(CDFS and AMS); Enacted and modified Excel and macros, which automated the matching up of data thereby expediting the

reconciling process; Ensured financial documents were in adherence to Section 34 of the Financial Administration Act; and Implemented a new Salary Management System and captured data using Excel for subsequent analysis.

Technical Environment:Influetec Salary Management System (SMS), CDFS ERP, AMS Project (ERP), MS Excel Advanced Tool Set (VBA, sorting, filtering, reporting, etc.)



PROJECT 15Role: Project Cost and Schedule AnalystLysell Cornerstone Developments Inc.Client: InnovapostDuration: January 2005 – March 2005 (3 Months)

Project / Role Description:1. Objective: To analyze, develop and support the forecasting of expenditures to track plans vs. actuals to

assess impact to variances; and2. Deliverables: Customer's time and invoice information tracked and reconciled in Innovapost's Project

Accounting systems; relevant project information tracked in documentation repositories.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Generated financial and statistical reports in order to forecast future expenditures and tracked plans vs.

actuals to assess the impacts of variances; Responsible for the subcontractor management administrative process including the preparation of sub-

contractor agreements and purchase orders; Reconciled customers’ time reporting system to invoices and entered data into Innovapost’s project

accounting systems; and Maintained and updated relevant project information in document repositories.

Technical Environment:MS Project 2003; MS Excel 2003; MS Word 2003

PROJECT 14Role: Senior Financial AnalystLysell Cornerstone Developments Inc.Client: Indian and Northern Affairs CanadaDuration: November 2004 – December 2004 (2 Months)

Project / Role Description:1. Objective: Analyzed and reconciled invoices and travel Mastercard claims using each employee's TAN

number, ensuring that all financial transactions adhered to Section 32, 33 and 34 of the Financial Administration Act (FAA); and

2. Deliverable: Invoices tracked, reconciled and identified as adhering to the FAA.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Received professional Oracle Financials training; Reconciled transactions between the Oracle Financials GL and American Express; and Ensured invoices were in conformance with Sections 32, 33, and 34 of the Financial Administration Act

Technical Environment:Oracle Financials, MS Excel 2000, MS Word 2000, MS Powerpoint 2000



PROJECT 13Role: Financial Systems AnalystLysell Cornerstone Developments Inc.Client: Health CanadaDuration: September 2004 – October 2004 (2 Months)

Project / Role Description:1. Objective: To analyze, develop and maintain Health Canada's MIS system of populating management

reports with SAP-generated data into Lotus 1-2-3; and2. Deliverable: System developed and management reports created and maintained.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: De-bugged and improved the MIS system of populating management reports with SAP-generated data into

Lotus 1-2-3 worksheet templates using linking functions and macros; and Developed new MIS system to capture activity-based reporting data within branch offices and regional

operations.

Technical EnvironmentSAP (FI), Lotus 1-2-3 Advanced Solution Tool Set

PROJECT 12Role: AuditorLysell Cornerstone Development Inc.Client: Department of National DefenseDuration: June 2004 – August 2004 (3 Months)

Project / Role Description:1. Objective: To audit the DMSP's programme ensuring this program was in compliance with DND's

programme objective; and2. Deliverable: DMSP's programme audited and results delivered to DND.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Audited the Queen’s University Defence Management Studies Policy program on behalf of DND; and Included our assessment and recommendations in the Audit Report to DND in lieu of our audit findings.

Technical Environment:Quickbooks accounting software, MS Excel, MS Word, MS Powerpoint

PROJECT 11Role: AuditorLysell Cornerstone Developments Inc.Client: Canadian Food Inspection AgencyDuration: January 2004 – May 2004 (5 Months)



Project / Role Description:1. Objective: To help CFIA prepare for an audit by the Auditor General through preliminary analysis of audit

files; and2. Deliverable: Audit report written and all issues documented and where possible, addressed.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Consulted on audit preparedness in anticipation of an external audit by the Auditor General; and Engaged in preliminary analysis of audit files, and wrote each project leader requesting them to justify any

budgetary carry-overs and to explain discrepancies.

Technical Environment:MS Excel 2000, MS Word 2000

PROJECT 10Role: Senior Financial AnalystLysell Cornerstone Developments Inc.Client: Agriculture and Agri-Foods CanadaDuration: April 2003 – December 2003 (9 Months)

Project / Role Description:1. Objective: To audit the Crop Insurance Agreements between the various provinces and territories and

the Federal Government to ensure that these programs were in compliance; and2. Deliverable: Crop Insurance Audits performed.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Reconciled/audited Crop Insurance Financial Statements, as per C.I. Agreements, between Canada and each

province; Designed and implemented FIS/IT/IM solutions to improve the integrity, validity, timeliness and

dissemination of economic and financial data pertaining to the APF initiative; Analyzed the MIS Financial Reporting System (FSR) for the Corporate Management Branch (CMB); Streamlined the FSR process to expedite the, and improve the data integrity of, CMB’s MIS Financial

Information Systems (FIS); and Improved the process of capturing data from SAP and SMS into Excel.

Technical Environment:MS Word 2003, MS Excel 2003, PAS (proprietary finance transactions tracking system)

PROJECT 9Role: Fleet Management Systems – Data SpecialistLysell Cornerstone Developments Inc.Client: City of OttawaDuration: August 2002 – December 2002 (5 Months)



Project / Role Description:1. Objective: To implement an inventory tracking system by using Crystal Reports to populate reports with

data from Oracle Database; and2. Deliverable: Reports generated and in use.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Provided MIS consulting regarding the implementation of management reports utilizing Crystal Reports and

SQL and its link to the Oracle database; Met with clients in the design stage to better meet their unique needs; and Designed and implemented Excel solutions to facilitate data analysis incorporating Visual Basic for

Applications (VBA) code, pivot tables and charts, and advanced sorting features.

Technical Environment:Crystal Reports 8, MS Query, SQL, MS Excel 2000 Advanced Solution Set

PROJECT 8Role: Budgets, Statistics & Projects Program ManagerLysell Cornerstone Developments Inc.Client: Canada Revenue AgencyDuration: April 2002 – July 2002 (4 Months)

Project / Role Description:1. Objective: To support the MIS System tracking tax office data in Canada.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Held the title of PM-2, engaging in data support, management and analysis of CCRA’s MIS system with

respect to all tax offices in Canada; and Supported the project management function vis-à-vis utilizing MS Project.

Technical EnvironmentMS Excel 2003, MS Project 2003, SAP

PROJECT 7Role: Financial AnalystLysell Cornerstone Developments Inc.Client: Export Development CanadaDuration: January 2002 – February 2002 (2 Months)

Project / Role Description:1. Objective: To support Financial Planning division by helping to set Management Objectives in keeping

with corporate priorities; and2. Deliverable: Excel template developed to perform annual and quarterly benchmarking analysis.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks:



Worked in a projectized environment in the Financial Planning division of EDC within the context of setting management objectives in keeping with corporate priorities; and

Designed an Excel template, which facilitated performing annual and quarterly benchmarking analysis comparing EDC’s financial performance with Canadian and U.S. Banks.

Technical EnvironmentMS Excel 2003, MS Powerpoint 2003, SAP

PROJECT 6Role: MIS Internship in Tanzania, East Africa (Mozambique and Tanzania)Canadian International Development AgencyDuration: June 2001 – December 2001 (7 Months)

Project / Role Description:1. Objective: To support MEDA's micro-finance lending program in East Africa by providing MIS consulting

services to lenders and advisors; and2. Deliverables: Technical support, modification, improvement and consultation regarding a loan tracking

system – Loan Portfolio Management System (LPMS) – which tracked loans to various micro-loan recipients in Mozambique and Tanzania, East Africa

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Lived and worked in Maputo (Moz.), Dar es Salaam (Tanz.) and Mbeya (Tanz.) for six months; Linked loan-related data from Access to Excel, where pivot tables and advanced sorting functions were

generated, which created a dynamic, comprehensive and visual-analytical tool; Trained local staff on computer, database management and analytical skills; Remedied computer bugs within our Loan Portfolio Management System (LPMS), created within MS Access,

for the various Microfinance institutions (MFIs) within Tanzania; Learned to greet Tanzanians and carry on a simple conversation in Swahili, their official language; and Met with other MFIs in the Microfinance industry to market MEDA’s proprietary LPMS called Client Account

System (CAS), which tracked, categorized and analysed loan-related data.

Technical Environment:MS Access 2000, Peachtree Accounting, MS Excel 2000

PROJECT 5Role: Financial/Corporate Credit Risk AnalystCanada Mortgage and Housing CorporationDuration: July 1998 – November 1999 (1 Year, 5 Months)

Project / Role Description:1. Objective: To provide financial analysis services in the recommendation of CMHC's Counterparty limits

with respect to purchasing debt instruments thereby minimizing the Agency's idle cash; and2. Deliverables: Recommendations made to the Management Committee and daily Credit Reports issued

to the Trading Desk outlining Credit Risks identified from daily financial news.



As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Performed credit-related research into specific corporations, and produced reports by analyzing quantitative

data such as financial statements and financial ratios as well as qualitative aspects such as the corporation’s management;

Recommended appropriate counterparty investment limits (up to $100 million comprising a $2 billion portfolio) based on issuer credit ratings, the financial strength and size of the issuer, programme size and potentially qualitative concerns with the issuer;

Performed ongoing analysis of the credit position of corporations; and Reported to Senior Management on issuer activity, which had the potential to affect Treasury credit

exposures such as rating changes, outlook changes, industry reviews, mergers, etc.

Technical Environment:Computer-based financial analysis services such as Open Bloomberg Professional and REUTERS for financial news, analysis, and monitoring as well as Internet-based financial news and analysis services (i.e. Moody’s, Standard & Poor’s, DBRS, CBRS, FP Analyst, etc.); MS Excel 1997; MS Word 1997.

PROJECT 4Role: Business Consultant/Sales RepresentativeLysell Cornerstone Developments Inc.Client: Destination…Ottawa (www.ottawakiosk.com)Duration: November 1997 – June 1998 (8 Months)

Project / Role Description:1. Objective: To market Destination Ottawa's online advertisement services to local Ottawa business; and2. Deliverables: An increase in Destination Ottawa's customers leading to increased revenues; A Financial

Business Plan created for Destination Ottawa outlining new business areas to develop and an Investor Prospectus to attract new investor capital.

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Promoted Ottawa businesses on the Internet; Consulted on strategic goal setting and financial planning; Generated sales from, and fostered business relationships with new clients; and Educated clients on the benefits of the Internet as a marketing and communications tool.

Technical Environment:Online marketing tools, MS Excel 1997, MS Word 1997, Accounting tracking tools

PROJECT 3Role: Consultant LiaisonLysell Cornerstone Developments Inc.Client: PriceWaterhouseCoopersDuration: April 1997 – October 1997 (7 Months)



Project / Role Description:

As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Ensured consultants were informed of, and adhered to, company policy and the goings-on within the firm

with respect to the reimbursement of consultants’ expenses and the reporting of billable time; and Completed Risk Assessments of clients and maintained the database.

PROJECT 2Role: Company AccountantC.M. Whittaker & Associates Ltd.Duration: September 1996 – December 1996 (4 Months)


As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Organized accounting system utilizing MS Excel and accounting software; and Performed bank reconciliations, entered transactions for A/R, A/P and G/L accounts.

PROJECT 1Role: Customer Service RepresentativeBank of Montreal, Blackburn HamletDuration: May 1996 – August 1996 (4 Months)


As a strategic contributor to this IT initiative, Mr. Lysell performed the following key tasks: Identified customer needs and delivered bank products and services; Engaged in Learning for Success training modules which support all career paths within the Bank; and Learned how to identify and sell high revenue-generating products for the Bank.

PROFESSIONAL DEVELOPMENT Insight into Management program at Carleton University Registered for Chartered Financial Analyst Level 1 exam in December 2011 Studying towards a Certified Business Intelligence Professional designation

PROFESSIONAL CERTIFICATION(S) Microsoft Excel 2000 Specialist Certification, 2004



Download - Kent Lysell Resume(Summer - New)

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