Controller

• Apr 2023 - Present

Senior Associate, Finance

• Feb 2022 - Feb 2023

- Evaluate and develop entries for non-routine accounting transactions including goodwill impairment, acquisitions, deferred tax provision, capital lease - Direct the month end process, review monthly financial statements and GL accounts, present to the CFO - Work with internal teams on improving invoicing process, cost analysis, and delivery of financial results - Lead the company acquisitions and ensure an appropriate accounting treatment of financials - Chart of accounts enumerations, expense allocation and cash flow enumerations - Automate bank, credit card and other GL accounts reconciliation process in NetSuite to improve the month end closing Show less

Controller

• Feb 2020 - Feb 2022

- Prepared financial statements including consolidation of 3 entities in accordance with U.S. GAAP and ASPE - Managed external audit and provided explanations, samples and clarification to auditors about financial statements, reports and accounting entries - Supported CFO on special projects - Miscellaneous filings and reports (HST/GST, EHT, annual US 1099 filing) - Supervised the accounting and other administrative matters related to Iotum's US affiliated entities - Prepared and filed municipal tax returns for Iotum's US affiliated entities - Worked on month end closing activities, year-end, bank reconciliations - Oversaw A/R, A/P, payroll for Canadian and US entities Show less

Senior Accountant

• Mar 2017 - Feb 2020

- Worked on month and year end closing including balance sheet accounts reconciliation, adjusting entries, accruals, and reporting - Analyzed appropriate treatment for transactions according to ASPE - Filed GST/HST, EHT, WSIB, Source Deductions - Prepared and submited invoicing draws for 10+ client projects on a monthly basis including supporting documents - Prepared cash flow forecast - Worked on budget analysis and forecasting as well as variance analysis - Worked on month and year end closing including balance sheet accounts reconciliation, adjusting entries, accruals, and reporting - Analyzed appropriate treatment for transactions according to ASPE - Filed GST/HST, EHT, WSIB, Source Deductions - Prepared and submited invoicing draws for 10+ client projects on a monthly basis including supporting documents - Prepared cash flow forecast - Worked on budget analysis and forecasting as well as variance analysis

General Accountant

• Jan 2015 - Mar 2017

Assisted and performed the following functions: - Cash Flow Forecast - Budget analysis and forecasting - Monthly, Quarterly and Yearly-End closing - General Ledger management - Tax (GST/HST / Payroll Taxes) - Accounts Receivable - Accounts Payable - Inventories - Cost Accounting - Bank and Credit Card Accounts Reconciliation Assisted and performed the following functions: - Cash Flow Forecast - Budget analysis and forecasting - Monthly, Quarterly and Yearly-End closing - General Ledger management - Tax (GST/HST / Payroll Taxes) - Accounts Receivable - Accounts Payable - Inventories - Cost Accounting - Bank and Credit Card Accounts Reconciliation

Accounts Receivable / Payable Coordinator

• Apr 2012 - Jan 2015

Tax Professional Volunteer

• Feb 2014 - Apr 2014

• Worked with individual walk-in students to analyze tax documents, determined optimal deduction for each student and prepared Federal and Provincial tax returns • Awarded with volunteer certificate for a successful completion of 30 returns and promoting Tax Clinic to students in classes • Worked with individual walk-in students to analyze tax documents, determined optimal deduction for each student and prepared Federal and Provincial tax returns • Awarded with volunteer certificate for a successful completion of 30 returns and promoting Tax Clinic to students in classes