Financial Services

Following the public service modernization, managers are faced with new requirements pertaining to responsibility issues and financial reports. More specifically, there is a growing need to implement government reforms, asses financial management control frameworks, develop financial policies and procedures, analyse cost of operations for existing or new programs, and prepare financial reports and statements.

Samson & Associates offers to its clientele financial and cost management expertise to strengthen their financial operations through business process re-engineering and value-based decision making. Our broad financial expertise and our consultants' solid federal government experience enable us to provide a full range of financial services to large government departments as well as small organizations and agencies.

Our team of professionals can assist your organization by providing backup support for financial officers from the FI-1 to the FI-4 levels and through various services such as:

  • Support and Assistance in the implementation of governmental reforms (FIS - Shared Services);
  • Assessment of financial management control frameworks;
  • Development of financial policies and procedures;
  • Cost analysis of operations for existing or new programs;
  • Financial reports and financial statements.

Samson & Associates has been involved in the assessment of the Financial Management Framework of large organizations such as CGA-Canada and major federal government departments such as Health Canada and Fisheries & Oceans Canada. Our consultants are experienced with tools such as the CICA CoCo Model the Auditor General of Canada's Financial Management Capability Model and the Treasury Board Secretariat's capacity check.

Combined with our Training & Development Unit we offer a complete line of services that not only provide strategies and solutions but also all the training needed for implementation.

Please call:

Daniel Charron, CMA, Partner of Financial Services at (819) 772-0044, ext. 262 or by email at : daniel.charron@samson.ca

Our Financial Consultants Experts:

Suzanne Alary, CGA Martin Glazer, CA
Robert Berniquez, CGA Pamela Grochot, CMA
Pauline Bissonnette, CMA Roger Keen, Ph.D., CGA
Pierre Bonneville, CGA, B. Comm Jean-Pierre Labelle, CGA
Daniel Charron, CMA Robert R. Lalonde, M. Sc. Comm., FCGA
David Cleary, CA Ron McJannett, B. Comm., CGA
Alain Daoust, CA Jimena Martinez, CA
Robert Darmody, CA Barry Mellor, CGA
Mark Dillon, CA John Moskalik, B. Comm., CA
Serge Dubé, CGA Marcel Nolet, B. Sc. Soc.
Luc Duciaume, FCGA, Auditeur Louise Perron, MBA, CMA
Christian Dugas, CA François Pion, CGA, Auditeur
Michel Dupéré, MPA, BA, CGA Claude Rivard, CA
Mathieu Farley, CA, CPA Abbas Rangwala, CGA, CIA, CGAP
Robert Frappier, CA Laura Wood, CMA, B. Comm.


List of Available Services and Examples of Recent Financial Consulting Services Projects

Support and assistance in the implementation of governmental reforms:

Many changes have occurred within government over the last few years. Samson & Associates has been actively involved in assisting departments in the implementation of these changes.

For instance, our firm:

  • developed implementation plans for the Financial Information Strategy (FIS), Modern Comptrollership and the Financial Management Capability Model;
  • developed policies and procedures and implemented software related to the FIS;
  • developed and delivered training related to the Financial Information Strategy and Modern Comptrollership.

We are now looking forward to assisting organizations with the next significant change involving shared services. Our consultants have the expertise to help departments implement Corporate Administrative Services / Shared Services.

Here are some of the projects we have carried out:

  • Health Canada: We prepared an implementation plan, developed policies and procedures, implemented SAP, identified roles and changes in roles, and provided training on FIS;
  • Canadian International Development Agency: We wrote policies and procedures to supplement the implementation of the Financial Information Strategy;
  • National Archives of Canada: We reviewed the implementation plan for the Financial Information Strategy to ensure that the department could meet its deadlines;
  • National Defence: We did a Financial Information Strategy Gap Analysis.

Assessment of financial management control frameworks:

Our expertise enabled us to provide support and advice on projects such as:

  • the evaluation of the financial management control framework to ensure that departments were able to meet Treasury Board Secretariat policy requirements regarding modern management control as well as Office of the Auditor General requirements concerning the Financial Management Capability Model;
  • the development of financial management improvement plans.

We had the chance to work on the following projects:

  • Health Canada: We developed a Financial Management Improvement Plan;
  • Fisheries and Oceans Canada: We developed a Financial Management Improvement Plan;
  • Health Canada: We did an update and a follow-up to the Financial Management Improvement Plan;
  • Natural Resources Canada: We evaluated the Financial Management Framework to ensure that the department was able to meet Treasury Board Secretariat policies requirements regarding modern management control as well as Office of the Auditor General requirements concerning the Financial Management Services Model.

Development of financial policies and procedures:

Our consultants have conducted many projects in the area of financial policies and procedures for various organizations. For instance, we contributed to the development of Treasury Board Secretariat policies and directives on Specified Purpose Accounts Policy and Modernization of Travel.

Here is a summary of this project with the Treasury Board of Canada Secretariat:

  • Treasury Board Secretariat. We analysed their policies in order to make recommendations that would be more appropriate for modern management. Once our recommendations were approved we were given a mandate to develop and implement them.

Cost analysis of operations for existing or new programs:

Our firm offers expert services in the following fields:

  • Development of simple and effective management systems;
  • Development of standard costing formulae to determine the financial impacts of new programs and/or Corporative Services initiatives;
  • Benchmarking studies.

We worked on projects for many federal organizations such as:

  • Canadian Nuclear Safety Commission: We conducted a benchmarking study on funding level allocated for the delivery of financial and administrative services;
  • Canadian Heritage: We developed a management system to identify administrative services costs.

Financial reports and financial statements:

Our company offers a complete range of services related to financial reports and statements such as:

  • analysis and preparation of automated financial statement templates;
  • preparation of complete and auditable financial statements on a comparative basis;
  • preparation of reference documents aimed at providing an adequate audit trail;
  • ensuring that employees responsible for the preparation of financial statements have a clear understanding of all the steps and are able to provide adequate supporting documentation.

We are also offering services in the following areas:

  • Project Management;
  • Chart of Accounts;
  • Public Accounts;
  • Main Estimates and expenditure budgets;
  • Departmental Performance Report (DPR);
  • Management reports;
  • Revolving funds;
  • Reports on plans and priorities (RPP);
  • Treasury Board Submissions development;
  • Program Activity Architecture (PAA);
  • Transfer Payments;
  • Mentoring;
  • Business Case development, including Risk Assessment;
  • Assistance in implementing Financial Services systems.

We have carried out a large range of projects in those areas:

  • We developed financial statement templates for Health Canada, Department of National Defence, Status of Women, Canadian Nuclear Safety Commission, Solicitor General, Canadian Industrial Relations Board and Security Intelligence Review Committee;
  • We developed Financial Management Report for the Health Product and Food Branch.