Financial Analyst, FP&A

• Jan 2022 - Present

Accounting Co-op

• Sep 2019 - Dec 2019

Managed pre- and post-assessment reviews inquired by CRA for prior income tax returns. Analyzed the requested account and transaction details with a high degree of accuracy and documented the compiled information for the ease of view by CRA. Contributed to the time-sensitive year-end corporate budgeting project while providing active communication and timely updates with internal operating departments. Effectively utilized data visualization software (Microsoft Visio & Power BI) to analyze key business metrics and creating business process models. Developed and implemented a training manual of responsibilities for future financial accounting co-ops and reduced overall training required. Collaborated with team members and IT personnel in transitioning Dundee’s corporate ERP system onto the cloud computing platform (AWS) throughout a period of two months and performed control procedure testing that resulted in a marginal data loss of under 1%. Show less

Accounting Co-op

• Jan 2018 - Dec 2018

Prepared monthly intercompany schedules and managed expense allocation for subsidiary companies operating in different countries. Streamlined routine-based computerized accounting processes such as accounts payables through the implementation of an invoice processing flowchart, ultimately led to an increase in efficiency of processes by 15%. Managed and processed corporate VISA and cash expenses for corporate directors and executives. Prepared daily & monthly intercompany foreign exchange calculations for intercompany financial records. Filed monthly corporate and corporate subsidiary GST/HST tax returns. General bookkeeping of AP/AR, accrual entries, and all related accounting journal entries. Show less

Junior Tax Accountant

• Jan 2017 - Apr 2017

Prepared Canadian personal income tax returns for individuals and trusts in accordance with the Income Tax Act. Assisted senior tax account in preparing corporate income tax returns. Effectively communicated and built positive relationships with clients. Prepared Canadian personal income tax returns for individuals and trusts in accordance with the Income Tax Act. Assisted senior tax account in preparing corporate income tax returns. Effectively communicated and built positive relationships with clients.

Junior Accountant

• May 2016 - Aug 2016

Posting daily data transactions for account payables, receivables, bank transactions, and related journal entries. Performed bi-weekly & monthly bank and credit card reconciliation. Prepared personal income tax returns and assisting senior accountant with corporate income tax returns. Managed monthly general ledger accounts and reconciliation. Prepared monthly HST/GST filing. Posting daily data transactions for account payables, receivables, bank transactions, and related journal entries. Performed bi-weekly & monthly bank and credit card reconciliation. Prepared personal income tax returns and assisting senior accountant with corporate income tax returns. Managed monthly general ledger accounts and reconciliation. Prepared monthly HST/GST filing.

Data Clerk

• Feb 2014 - Aug 2014

Assisted in transferring data from paper formats into company database systems. Processed and updated new customer insurance data into company database systems. Assisted financial advisor in general office administrative tasks. Assisted in transferring data from paper formats into company database systems. Processed and updated new customer insurance data into company database systems. Assisted financial advisor in general office administrative tasks.