Experience

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  BDO Canada

  • Canada
  • Financial Services
  • 700 & Above Employee

  • Senior Manager - Assurance and Accounting

    • Jan 2022 - Present

  • Manager - Accounting and Assurance

    • Oct 2013 - Jan 2022

    - Apply all relevant technical knowledge to issues arising on client engagements and ensure these issues are addressed and appropriately documented in accordance with the appropriate professional standards and Firm policies - Apply appropriate industry/business knowledge in anticipating, identifying and addressing risks relevant to the client’s business- Develop rapport with existing and potential clients, promoting additional business opportunities with existing clients, and continually maintaining a positive client relationship- Conduct and assist others on the project team with research as necessary on technical matters related to client situations- Develop the skills, capabilities and potential of staff through leadership, supervision, mentorship and assignment of challenging growth opportunities- Effectively plan, supervise and execute assurance and non-assurance engagements in accordance with all relevant professional standards (accounting, assurance, quality control and ethical standards) and Firm policies- Maintain proficiency in the accounting, assurance, quality control and ethical standards applicable to the client base, including recent changes to those standards- Manage the efficient completion of Assurance & Accounting projects within required budgets and deadlines without sacrificing quality- Work independently on special assignments and more difficult corporate or tax assignments according to business needs

  • Manager - National A&A Training (Secondment)

    • Oct 2015 - Jun 2018

    - Researched matters utilizing technical resources available in order create relevant teaching materials for A&A personnel at all levels across the firm- As part of a team, launched training for Managers with a focus on improving detailed review across the firm based on internal and external QAR results and needs identified throughout offices across the country- Created a wide variety of teaching materials customizing the format of the course for auditory, visual and physical learners and stimulated a high level of participation with thought-provoking discussion that adds working world context and perspective to course material in order to maximize student engagement- In developed courses, encouraged active learner participation through the application of a variety of education tools such as group discussions, readings, self-directed work, games and video presentations- Delivered training modules for auditor in charges, detailed reviewers and other A&A personnel in a clear and effective manner including live instructor-led training, web-based training, and virtual instructor-led training

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  New Hope United Church

  • Treasurer (Volunteer)

    • Mar 2009 - Present

    - Monthly detailed budget reporting to church council with focus on variance and trending analysis on key line items- Through a combination of traditional historical and zero-based strategies, prepare annual budget proposals for review and approval by church council and congregation - Liaise with...

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  BDO Canada

  • Senior Accountant

    • Jan 2008 - Oct 2013

    - Monitor compliance with inventory management processes in manufacturing and retail environments through inventory count audits- Complete Notice To Reader and Review documentation, adding unparalleled value for clients through variance analyses, financial statement development, and negative assu...