Financial Controller

• Jun 2021 - Present

Manager

• Jan 2021 - Apr 2021

Compliance Centre Manager

• Dec 2017 - Dec 2020

I manage and support a team of 16 staff working virtually for all Offices in Canada preparing a wide variety of tax assignments for corporations, partnerships, trusts, individuals, nonprofit and charities. Hire and integrate new staff with the team. Provide counselling and feedback. Help staff with their assignments when required. Perform first/second review on corporate and personal income tax returns files, trust returns and notice to reader. I am currently enrolled in the third year of CICA In Depth Tax course Show less

Financial Controller

• Jan 2017 - Nov 2017

Manage and oversee all accounting functions for these two corporations Prepare monthly Financial Statements and reports for the owners Provide advice to the owners on matters of tax and accounting decisions Prepare budgets, forecasts, and cash flow statements Supervise, train and hire accounting staff Prepared detailed procedures to be followed for problematic areas and improved processes Ensured the accounting records are accurate, current and prepared in compliance with corporate policies and GAAP; Show less

Accountant

• Jan 2015 - Nov 2016

• Preparation of financial statements and tax returns in accordance with Firm Standards for clients in a variety of businesses and non-profit enterprises; • Perform financial and system analysis; • Notice to reader and review engagements; • Preparation of tax returns for corporations, NPFOs and individuals (T1, T2s, T3s, T4s, T5s, GST/HST); • Effective communication with clients, government agencies, managers and staff; • Preparation of financial statements and tax returns in accordance with Firm Standards for clients in a variety of businesses and non-profit enterprises; • Perform financial and system analysis; • Notice to reader and review engagements; • Preparation of tax returns for corporations, NPFOs and individuals (T1, T2s, T3s, T4s, T5s, GST/HST); • Effective communication with clients, government agencies, managers and staff;

CFO

• Jun 2009 - Jul 2016

As a business owner I was involved in every possible aspect of a business: sales, advertising, hiring and firing staff, employment law, operations and costing, contracts with the buyers and sellers, providing financing, accounting, budgeting, government relations, banking relations, trademark application and protection. Responsible for all aspects of financial planning, reporting, financial forecasting, internal controls, and information technology for three small businesses, part of The Crack Doctor group of companies Manage cash flow, banking relationships, customer financing, intercompany transactions, payroll and benefits. Support and manage continuous improvement of business and financial accounting processes and related controls and provide recommendations for procedural improvements. Show less

Controller

• Feb 2006 - Jun 2009

• Supervised, hired, and trained accounting team including accounts payable and accounts receivable functions. • Supervised payroll, employee benefits and pension plan • Responsible for preparation of monthly, quarterly, and annually of consolidated financial statements, variance analysis and audit working papers. • Managed internal controls and ensured financial statements integrity. • Responsible for project reporting, budgeting, cost analysis by project, review of project contracts and preparation of accruals for revenue recognition. • Maintained shareholder’s data base, managed share transactions, and coordinated shareholders meetings. Show less

Senior Accountant

• Nov 2004 - Feb 2006

• Responsible for developing and maintaining financial models and preparation of financial statements package. • Month end, year end closing, variance analysis and preparation of year end audit files. • Provided financial evaluation of strategic initiatives by designing financial models, budgets and forecast, for new activities to pursue. • Prepared and maintained capital assets records and depreciation schedules. • Reconciled GL including bank, A/R, A/P, tax accounts and intercompany balancing. • Back up for Treasury Manager. Show less

Financial Analyst

• Aug 2002 - Nov 2004

• Responsible for monthly preparation, review & analysis of financial statements for Extended Credit & Lease and Equiserve division. • Performed analysis of reasonability of income and allowance for doubtful accounts. • Generated forecasts for depreciation, and prepared adjustments as required. • Set up new accounts reconciliation by performing various queries on Access. • Responsible for monthly preparation, review & analysis of financial statements for Extended Credit & Lease and Equiserve division. • Performed analysis of reasonability of income and allowance for doubtful accounts. • Generated forecasts for depreciation, and prepared adjustments as required. • Set up new accounts reconciliation by performing various queries on Access.