Experience
Controller
-Manage, lead and oversee all aspects of the financial operations
- Review payroll for 60+ individuals and ensure we are compliant with Canadian Payroll Standards and Employment standards
- Implement new accounting software (Quickbooks Online) and provide training to bookkeeper as needed
-Prepare monthly financial statements, bank reconciliations, and WIP reconcilations.
- Monitor cash flow and expenses, while reviewing for areas of opportunity and present findings to owners.
- Review of company's policies and work with lawyers to draft new policies.
- Prepare all year-end documents, accruals and supporting documents for accountant
Manager- Accounting- Private Enterprises
- Managing, leading and reviewing year-end financial statement audits, review and compilation engagements including note disclosures and corporate tax returns in an efficient and timely matter
- Engaging and communicating with clients in a professional manner to ensure the best client service is provided. This included providing insight and solution on business and financial conditions and ensuring client expectations are met.
Preparing, executing and prioritizing client projects and budgets while supporting staff members to ensure deadlines are met
- Supervising, training and mentoring staff members through various initiatives such as providing continuous feedback throughout engagements, conducting performance reviews and assisting with training and mentoring of at least two mentees
- Performing critical research and drafting memos on complex accounting and disclosure requirements to ensure that engagements are completed to the highest of standards
Staff/Senior Accountant
-Planning, preparing, and completing compilation, audit and review assurance engagements for medium to large sized privately owned entities and not-for-profit organizations in accordance with ASPE, ASNPO and CAS reporting frameworks.
-Identifying and analyzing audit risks and internal control weaknesses. Drafting reports to the Board of Directors to present audit findings and provide recommendations to improve operational processes and internal control weaknesses
-Executing corporate tax return, partnership returns, trust tax returns, individual tax returns, and dividend and salary slips
-Working daily with Taxprep, Caseware, Excel, Simply Accounting and QuickBooks