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Isana Batrak, CPA, CGA, is a seasoned accounting professional with 20+ years of experience in financial reporting, auditing, and taxation. She has worked with various companies, including Cervélo Cycles, AW Projects, DBP Systems, and Yamana Gold Inc., providing financial reporting, accounting, and tax services. Isana holds a Chartered Professional Accountant designation from CPA Canada and a Certified General Accountant designation from Ontario.

Experience

  • Cervélo Cycles
    • Toronto, Ontario
    • Accounting Consultant / Knowledge Transfer Coordinator
      • Jul 2011 - Present
      • Toronto, Ontario

       Develop and present training sessions for employees on accounting and business processes Collect information and prepare Standard Operating Procedures (SOP) and manuals Effectively act as a point person for external auditors during audits  Facilitate conversion of Accounting Syst...

  • AW Projects
    • Toronto, Ontario, Canada
    • Educator / Consultant - Accounting and Business, Technology and Productivity
      • Feb 2015 - Present
      • Toronto, Ontario, Canada
  • DBP Systems
    • Ajax, ON
    • Controller
      • Feb 2015 - Oct 2019
      • Ajax, ON

      Reporting to the owner/President Supervise and review full-cycle accounting and payroll Liaise with government agencies on tax related matters Coach and train employees Advise management on tax-related and performance-related matters

  • Duncan W Goodwin, CGA
    • Jackson's Point, Ontario
    • Senior Staff Accountant
      • Sep 2007 - Jul 2011
      • Jackson's Point, Ontario

      Reporting to the owner Prepared year-end financial statements and tax returns for corporate clients Advised on tax planning Performed controllership functions for clients Trained clients in Accounting, QuickBooks and Excel Liaised with clients and government agencies Supervised and reviewed...

    • Senior Financial Reporting Accountant
      • 2005 - 2007

      Reporting to the Corporate Controller, directed and supervised Accountant as well as: Assisted with the preparation of consolidated financial statements and notes, as well as quarter-end and year-end working papers for audit purposes Was an in-house ‘expert’ in Great Plains and FRx: performed set-ups of new subsidiaries, modified GP standard reports, built and/or modified FRx reports for internal and external purposes, provided troubleshooting and training to colleagues and more Performed integration of accounting records of newly acquired subsidiaries with existing records using various GL mapping techniques Reconciled inter-company accounts (created an FRx report and a special accounts numbering matrix for this purpose)  Controlled full general ledger cycle, including preparation of a monthly reporting package.  Participated in Sarbanes Oxley related issues

    • Accountant
      • 2003 - 2005

Education

  • Chartered Professional Accountants of Canada (CPA Canada)
  • 2002 - 2009
    Certified General Accountants of Ontario
  • Riga Technical University

Suggested Services

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Industry Focus. “Sporting Goods Manufacturing”

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