Giacomo Trani

Intermediate Auditor at PSB BOISJOLI
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Montreal Metropolitan Area, CA
Languages
  • English Native or bilingual proficiency
  • French Full professional proficiency
  • Italian Limited working proficiency

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Credentials

  • Investment Funds Canada
    Canadian Securities Institute
    Mar, 2015
    - Nov, 2024

Experience

  • PSB BOISJOLI
    • Canada
    • Accounting
    • 100 - 200 Employee
    • Intermediate Auditor
      • Dec 2022 - Present

      Preparing/leading compilation, review and audit engagements for a variety of clients and industriesAssist in planning engagementsPreparing corporate tax returnsAppraising the adequacy of internal control systems

    • Junior Auditor
      • Jan 2022 - Dec 2022

      Performing compilation, review and audit engagements for a variety of clients and industriesPerforming analytical procedures on variances Preparing corporate tax returnsPerforming physical inventory counts

  • PartnerOne
    • Canada
    • Software Development
    • 1 - 100 Employee
    • Accounts Receivable
      • Feb 2021 - Dec 2021

      Compile weekly/monthly AR reports for multiple entities Work with external auditors on AR confirmations Review aging AR to ensure compliance Follow up, collect and allocate payments Compile weekly/monthly AR reports for multiple entities Work with external auditors on AR confirmations Review aging AR to ensure compliance Follow up, collect and allocate payments

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Premium Banker
      • Mar 2017 - Jun 2017

      Meet and exceed monthly sales and service targets Respond to client's investment and credit needs Work with branch manager to ensure regulatory compliance is met Meet and exceed monthly sales and service targets Respond to client's investment and credit needs Work with branch manager to ensure regulatory compliance is met

  • RBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Invest by Phone Advisor
      • Jun 2015 - Feb 2017

      Respond to client’s investment inquiries through the inbound and outbound cueMeet and exceed weekly efficiency and effectiveness targetsEnsure regulatory compliance is met Contribute to In Center Sales/Service Programs/Campaigns

    • Senior Banking Advisor
      • Mar 2015 - Jun 2015

      Responsible for servicing client's more complex needs through the inbound cueMeet and exceed advanced weekly efficiency and effectiveness targetsCreate quarterly campaignsMentoring advisors based on business needsWork with team manager in analyzing team stats and finding opportunities

    • Banking Advisor
      • Jun 2014 - Mar 2015

      Responsible for servicing client needs through the inbound cueMeet and exceed weekly efficiency and effectiveness targetsActively contributing to campaigns

  • Cineplex
    • Canada
    • Entertainment Providers
    • 700 & Above Employee
    • Cast Member
      • Oct 2009 - Nov 2014

      Concession/Usher/Box-Office Concession/Usher/Box-Office

Education

  • Concordia University
    Bachelor of Commerce - BCom, Major in Accountancy - Minor in Political Science
    2017 - 2021
  • Vanier College
    DEC, Social Science
    2008 - 2011

Community

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