Geoff Timmons, CPA
Senior Financial Analyst at Slate Asset Management- Claim this Profile
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English Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
Credentials
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CPA Member
Chartered Professional Accountants of Ontario (CPA Ontario)Nov, 2018- Nov, 2024 -
Graduate Diploma in Accounting
Queen's University -
QuickBooks Certification
Quickbooks Software
Experience
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Slate Asset Management
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Canada
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Financial Services
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100 - 200 Employee
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Senior Financial Analyst
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Jun 2021 - Present
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Financial Analyst
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Jul 2019 - Jun 2021
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Senior Staff Accountant
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Aug 2015 - Jun 2019
Performed Virtual CFO/Controller duties for key clients, involving all aspects of full-cycle accounting using QuickBooks Online- Provided on-site support to management on financial and operational matters- Reviewed and trained client’s staff in bookkeeping, HST and payroll administration, granting them more autonomy and a better first-hand understanding of their business’ performance- Recommended changes and improvements to procedures, boosting efficienciesPrepared financial statements and reports for over 50 companies across many industries- Identified and addressed major financial reporting issues with high autonomy- Presented clients with value-added management reports highlighting important metricsPrepared corporate and personal tax returns with integrated tax planning for over 400 taxpayers- Applied understanding of changes in tax legislation to minimize taxes payable- Contacted CRA on behalf of clients to resolve audit issues in a favourable and timely mannerCoordinated preparation of T4s and T5s for over 200 clients, while meeting strict deadlines and ensuring accuracy of information
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Groundskeeper
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Apr 2013 - Aug 2014
Organized and delegated a team of four to fix a million dollar monument to maintain the reputation of the cemetery and gain construction experienceWas able to seamlessly integrate and adapt to learn new skills and operate new machinery to maintain entire 160 acres of the cemeteryPraised by customers for attention to detail and personable service, caring and maintaining the resting places to over 100 valued customers’s familiesSupervised and trained younger workers on new equipment to increase efficiency and independence of the workforceQuickly earned trust of supervisor and was tasked with maintaining oldest and most fragile parts of the cemeteryAdapted to work with a variety of co-workers and helped diffuse conflict between them to ensure projects finish on time
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Education
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Chartered Professional Accountants of Canada (CPA Canada)
Member, Accounting -
Queen's University
Bachelor of Commerce (B.Com.), Accounting -
Maastricht University
Exchange Program, International Business