Joel Lim, BBA, CPA, CGA
Accounting Manager at Canadian Automobile Dealers Association- Claim this Profile
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Bio
Andrew Luguterah, CPA, CGA
I worked with Joel at Havana House when he was Controller. He is very detailed and thorough in his work. His ability to analyze and explain financial information was very crucial to the financial performance of the company.
Jonathan R. Greenbaum
Joel is a very conscientious and hard working individual. He demonstrates a strong understanding of the Canadian accounting and auditing standards. Joel is very responsive and a pleasure to work with.
Andrew Luguterah, CPA, CGA
I worked with Joel at Havana House when he was Controller. He is very detailed and thorough in his work. His ability to analyze and explain financial information was very crucial to the financial performance of the company.
Jonathan R. Greenbaum
Joel is a very conscientious and hard working individual. He demonstrates a strong understanding of the Canadian accounting and auditing standards. Joel is very responsive and a pleasure to work with.
Andrew Luguterah, CPA, CGA
I worked with Joel at Havana House when he was Controller. He is very detailed and thorough in his work. His ability to analyze and explain financial information was very crucial to the financial performance of the company.
Jonathan R. Greenbaum
Joel is a very conscientious and hard working individual. He demonstrates a strong understanding of the Canadian accounting and auditing standards. Joel is very responsive and a pleasure to work with.
Andrew Luguterah, CPA, CGA
I worked with Joel at Havana House when he was Controller. He is very detailed and thorough in his work. His ability to analyze and explain financial information was very crucial to the financial performance of the company.
Jonathan R. Greenbaum
Joel is a very conscientious and hard working individual. He demonstrates a strong understanding of the Canadian accounting and auditing standards. Joel is very responsive and a pleasure to work with.
Credentials
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Certified Public Accountant (CPA-Philippines)
CPA Review School of the Philippines (CPAR)Dec, 1983- Sep, 2024 -
Certified General Accountant (CGA)
Chartered Professional Accountants of Canada (CPA Canada)
Experience
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Canadian Automobile Dealers Association
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Canada
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Motor Vehicle Manufacturing
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1 - 100 Employee
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Accounting Manager
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Oct 2007 - Present
*Prepares timely and accurate monthly / quarterly / annual Financial Statements. *Assist the CFO in the annual forecasting and budgeting process. *Record all GL entries including elimination, depreciation, amortization, and accruals. *Analyze key accounts on a monthly basis and reconcile to the general ledger. *Perform variance analysis on a monthly basis including analysis of P/L and B/S accounts. *Provide commentary to management (actual vs. budget) for Board meeting purposes. *Perform A/P, A/R, Payroll, HR, Admin, Treasury, Finance, Audit, Tax and Accounting functions. *Deals with external auditors as well as government auditors. *Review tax calculations and approve tax remittances and reporting (GST, HST, QST & EHT). *Prepare Daily Cash Flow position as well as weekly / monthly cash flow forecast. *Proactive management and oversight of A/P and A/R, Payroll Management and Treasury management. *Accountable for day-to-day accounting operations including the maintenance of chart of accounts structure in Sage 300 and financial reporting (F9) structure. * Accountable for the complete accounting operations and control of the financial well being of the company, including cash management, full payroll, AP, AR, government filings and the production of periodic financial reports, maintenance of an adequate system of accounting records, and ensure that the reported results are accurate and comply with GAAP. MAJOR ACCOMPLISHMENTS: *Involved in G/L remapping to simplify financial reporting and ensure the integrity of the F/S. *Involved in changing the Financial Statement format for the company. *Implemented E-Commerce processes like Online Payroll, Online Tax Filing, Online Banking, EFT, Accpac Cloud, Cheque Free, Deposit Free, etc. *Initiated Cost Savings that were implemented by the company. *Directly involved in the implementation of Sage AP Automation. Show less
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Controller
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Jan 1997 - Oct 2007
*Prepare timely and accurate monthly / quarterly / annual consolidated financial statements; Perform month-end, quarter-end and year-end close including journal entries. *Record all GL entries including elimination, depreciation, amortization, and accruals. *Analyze key accounts on a monthly basis and reconcile to the general ledger. *Assist in budgeting and forecasting processes. *Supervise A/R, A/P / Accounting departmental staff. *Perform variance analysis on a monthly basis including analysis of P/L and B/S accounts. Provide commentary to management (actual vs. budget) *Oversee the effective operation of accounting system, Microsoft Great Plains Dynamics. *Prepare audit working papers and lead sheets for year-end audit. *Primary contact for, and work closely with auditors (internal, external, government) and responding to queries *Review tax calculations and approve tax remittances and reporting (GST, EHT, WSIB) *Prepare Daily Cash Flow position as well as weekly / monthly cash flow forecast Show less
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Columbia House Company
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Canada
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Retail
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Accounting Analyst
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Jan 1993 - Jan 1997
*Processed large volume of accounts payable, which include matching, coding and cheque printing. *Verified royalty earning calculations and performed variance analysis. *Responsible for timely and accurate preparation of royalty statements and royalty payments to U.S. and Canadian video studios. *Balanced accounts payable general ledger and reconcile supplier statement. *Performed accruals and journal entries for month/year end closing. *Processed large volume of accounts payable, which include matching, coding and cheque printing. *Verified royalty earning calculations and performed variance analysis. *Responsible for timely and accurate preparation of royalty statements and royalty payments to U.S. and Canadian video studios. *Balanced accounts payable general ledger and reconcile supplier statement. *Performed accruals and journal entries for month/year end closing.
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Chief Accountant
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Jan 1989 - Oct 1993
*Prepared monthly, quarterly and annual financial reports. Reconciled G/L accounts, bank reconciliation and cash forecasting. *Performed variance analysis on a monthly basis. *Maintained timely and accurate accounting records. *Prepared and submitted all tax remittances and reports. MAJOR ACCOMPLISHMENTS *Promotion to Accounting Manager position after four (4) months of being a Staff Accountant. *Represented the Finance Department in our new Management Information System (MIS) design team. *Coordinated the effective conversion from ACCPAC to our new Great Plains Dynamics. *Introduced cost saving measures and accounting system that were implemented by the company. Show less
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Education
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2001 - 2007
Chartered Professional Accountants of Canada (CPA Canada)
CGA, Accounting and Finance -
1984 - 1987
Silliman University
Bachelor of Business Administration (BBA), Certified Public Accountant (CPA)
Community
