Experience

Future Balance CPAs

• Canada
• Accounting
• 1 - 100 Employee

• Founder

  • Jan 2016 - Present

  Founder and proud owner of this innovative new venture. As a young start-up entrepreneur I'm personally responsible for everything from business development to operations. I've never worked harder, but I'm loving every minute of it. Come visit us at www.futurebalance.ca. Founder and proud owner of this innovative new venture. As a young start-up entrepreneur I'm personally responsible for everything from business development to operations. I've never worked harder, but I'm loving every minute of it. Come visit us at www.futurebalance.ca.



Zeifmans LLP

• Senior Accountant

  • Sep 2015 - Jan 2016

• Staff Accountant

  • Jan 2012 - Aug 2015

  •Performed audit engagements for a wide variety of financial services clients with specialization in broker-dealers and hedge funds, members of IIROC•Solely- conducted and managed an interim review and consolidation of a publicly traded investment fund with a net asset value of over $50 million, including security pricing and income reasonability testing •Completed a number of review engagements from the planning stages to issuing financial statements, requiring industry research as well as calculating and analyzing key metrics and ratios•Prepared an audit file on behalf of a client, with all relevant audit schedules and support, for a KPMG audit of a non-for-profit endowment fund with over $40 million in assets •Self- managed a large corporate real-estate and construction group, consisting of financial statement preparation, advisory and relevant tax planning and filings for joint ventures, corporations and individuals•Enhanced personal knowledge of ASPE and IFRS accounting frameworks, while utilizing critical analysis to support specific accounting policy choices •Fostered corporate tax knowledge by performing a number of corporate tax returns, particularly with small and medium size active business income and investment income corporations •Exposed to a variety of tax planning strategies for small and medium sized owner-managed businesses •Assigned to various ad-hoc special assignments, including valuation projects which involved financial modeling and market research to obtain asset and liability fair market values •Effectively communicated with client personnel and management in performance of audit, review and compilation files and when necessary to resolve outstanding engagement issues •Gained exposure to internal control design and implementation by performing client walkthrough procedures•Developed competencies in accounting/bookkeeping, personal taxation, payroll and other compliance areas Show less


Credit Suisse
• Switzerland
• Banking
• 700 & Above Employee
• Risk Management Analyst

  • Aug 2008 - Jul 2009

RBC Dominion Securities
• Canada
• Investment Management
• 700 & Above Employee
• Commercial Portfolio Management Group Intern

  • May 2007 - Aug 2007

Merrill Lynch
• United States
• Financial Services
• 700 & Above Employee
• Private Banking Group Intern

  • Jan 2007 - May 2007

Minyanville Media, Inc.
• United States
• Online Media
• 1 - 100 Employee
• Capital Markets Research Intern

  • Aug 2006 - Dec 2006