Sanjay Patel, CPA Auditor

Director of Finance at Goalcast
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Languages
  • English Native or bilingual proficiency
  • French Professional working proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Canada
    • Broadcast Media Production and Distribution
    • 1 - 100 Employee
    • Director of Finance
      • Apr 2021 - Present

    • Canada
    • Higher Education
    • 200 - 300 Employee
    • Course Lecturer
      • Jan 2021 - Present

      • Acco 654 - Assurance & Professional Practice• CFE summer capstone advisor• Variety of tutorial/grading experiences

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Financial Analyst, US Consulting
      • Feb 2020 - Apr 2021

      • Restructuring/Management consulting for companies, equity sponsors & lenders• Preparing liquidity & business assessments, which include financial modelling & forecasting, budget analysis & assessment of profitability (EBITDA)• Perform industry research for deal pitches including SWOT, internal/external and company specific market research

    • Canada
    • Management Consulting
    • 100 - 200 Employee
    • Senior Auditor
      • Sep 2017 - Feb 2020

      • Assist clients with the implementation of current and upcoming IFRS/ASPE standards in order to ensure compliance with GAAP. • Provide high quality financial statement audits of several international, publicly listed, and private organizations including tailoring of audit procedures that are specific to the client’s needs.• Evaluates clients internal controls over financial reporting through detailed walkthrough’s with the purpose of gaining assurance on the completeness and accuracy over the information produced by the entity

    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2015 - Jul 2017

      • Advised customers regarding investments ( Mutual Funds, GIC, Market growth, etc..) in order to develop a diversified portfolio • Assist clients with credit products & debt consolidation strategies. • Worked closely with TD Waterhouse Financial Planning in order to hep customers with high net worth• Responsible for meeting and exceeding individual sales goals and aiding in the development of service team.

    • Canada
    • Accounting
    • 700 & Above Employee
    • Tax Preparer
      • Feb 2016 - May 2016

      ■ Computed taxes owed or overpaid, using tax software.( CCH workstation & Tax Prep Data)■ Manage personal client folders for other staff members, management and record department ■ Help taxpayers receive the maximum benefit permitted under government law while following federal & provincial regulations.

Education

  • Concordia University
    CPA designation, Accounting
    2015 - 2017
  • Concordia University
    Bachelor of Commerce (BCom), Accounting
    2012 - 2015
  • CEGEP - John Abbott College
    Commerce
    2009 - 2012

Community

You need to have a working account to view this content. Click here to join now