Derek Nagy, CPA, CA

Account Manager at Wormald Masse Keen Lopinski LLP
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Contact Information
us****@****om
(386) 825-5501
Location
St Catharines, Ontario, Canada, CA

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Credentials

  • Chartered Professional Accountant
    Chartered Professional Accountants of Canada (CPA Canada)
    Jan, 2015
    - Nov, 2024

Experience

    • Canada
    • Accounting
    • 1 - 100 Employee
    • Account Manager
      • Oct 2012 - Present

      • Directly manage corporate clients including 30 Canadian Tires, while assisting in a supervisory role to multiple partners with their client base.• Manage audit and review engagements in an efficient and effective manner under constant time and workforce constraints.• Completed assurance and compilation engagements including retail, insurance, investment and professional corporations with a focus in retail in mainly Canadian Tire and Home Hardware.• Assist clients in developing and maintaining a strong internal control environment targeted towards fraud prevention, inventory control, pricing policies and enforcement.• Prepare client budgets, forecasts and projections.• Manage and review work delegated to staff on client files to ensure work is completed in an efficient and timely manner.• Complete tax returns and tax planning strategies for personal and corporate clients to reduce overall income taxes.• Training staff and clients in general accounting and monthly reporting processes as well as tax planning considerations and tax return completion.

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Mortgage Tax Specialist
      • Jun 2012 - Sep 2012

    • United States
    • Food and Beverage Services
    • 700 & Above Employee
    • Warehouse Merchandiser
      • Apr 2011 - Sep 2011

    • Canada
    • Government Administration
    • 700 & Above Employee
    • Recreation Attendant
      • Apr 2010 - Sep 2010

Education

  • Goodman School of Business at Brock University
    Honours Bachelor of Accounting
    2008 - 2012

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