Senior Manager A&A

• Sep 2019 - Present

Responsible for managing a team of developing professionals, participating in business development, and providing assurance services including audits, reviews and compilation engagements to our broad base of clients. As part of this responsibility, I manage engagements, identify and analyze client needs, and provide clients with sound solutions and advice.

Manager

• Jan 2015 - Present

Responsible for managing a team of developing professionals, participating in business development, and providing assurance services including audits, reviews and compilation engagements to our broad base of clients. As part of this responsibility, I manage engagements, identify and analyze client needs, and provide clients with sound solutions and advice.Specific Duties, however, not limited to:Overseeing the planning, preparation and completion of audit, review and compilation engagements for Owner-Managed Businesses, Not-for-Profits and Pensions.Review of financial statements for appropriate disclosure in accordance with ASPE and ASFNPOReview of working paper files and corporate tax provisions and returnsReview of personal tax returnsIdentify and research potential resolutions for technical issues that arise during engagementsSupervise, guide and train staffMonitor progress of work being completed on the files and communication to partnersEstablish and maintain communication with the clients as necessary including coordinating onsite visits and engagement timing Core Competencies & Personal CharacteristicsProficiency in MS Office applications, Caseware, Caseview, Tax Prep softwaresAble to manage a high volume of work flowStrong planning and organizational skills; solid verbal and written communication skillsAble to thrive in a fast paced environment while still maintaining a high level of accuracy and attention to detail

Senior Accountant

• Jan 2012 - Dec 2014

Intermediate Accountant

• Jul 2010 - Dec 2011

Junior Accountant/ Co-op

• Jan 2004 - Jun 2010