Andrew Matar, Cpa Email & Phone Number

Concord, Ontario, Ca

KT Partners LLP Chartered Accountants is a cross-border CPA firm with offices in Ontario, Quebec, and USA, specializing in tax, accounting and business advisory services for clients in various industries in Canada and USA. We are seasoned full service Chartered Professional Accountants and Business Advisors; we pride ourselves in the ability to provide large accounting firm resources and expertise while delivering premier services to both small, mid-size companies and high net worth individuals.

Providing business advisory services to small-medium business owners and individuals in the areas of Business Consulting, accounting and Tax.

Montréal, Québec, Ca

Montréal, Québec, Ca

Toronto, Ontario, Ca

Toronto, Ontario, Ca

Toronto, Ontario, Ca

Directly responsible for the financial planning and management of the wealth management digital portfolio of initiatives ($20MM+ ), starting with all agile project intake estimates to release planning.Work closely with business partners and external vendors and actively participate in planning activities to enable alignment between business strategy and technology road map while recommending process improvements for gaps.Develop and monitor metrics to define and drive analysis of realized costs/benefits against forecasts for projects within the wealth management portfolio affecting various technology platforms used in capital markets.Implement financial management models by identifying key variances and trends, potential forecast risks and mitigating strategies while making recommendations to management and approaching business cases from a holistic perspective for accuracy and forecasting purposes to anticipate enterprise-wide impacts.Possess change & risk management skills to efficiently introduce management directives and provide direction to stakeholders from related partner ministries identifying opportunities to engage, involve and collaborate with enterprise business partners to gain consensus and maximize enterprise-wide information sharing and partnerships.Spearhead intake process to generate business opportunities for future planned projects contributing to the overall financial growth of the program area.Manage project portfolio by quantifying benefits via scorecard to report and rank metrics of various projects.Prepare full year forecasts demonstrating trends, results and options, to identify, define, and assess enterprise-wide implications such as impacts to organizational development and business prioritiesPresent analysis via short and long term rolling forecasts, pro forma statements, and business valuations providing a balanced approach and making sound recommendations based on business initiatives.

Toronto, Ontario, Ca

Key member in building the RBC android mobile Banking and Wallet apps among other patented NDA projects in line for production.Specializing in Agile Projects in Technology and Operations at the bank, I collaborate with the IT project teams and business clients to collect, clarify, and translate business requirements into documentation and conceptual design, from which applications and solutions are developed. Facilitate cross-functional meetings to understand business goals and objectives, processes, and requirements to enhance client experience. Plan, prepare, and lead user acceptance testing and post implementation verification to ensure requirements are met and projects are implemented successfully.Work with Product owners to develop brand strategy by managing the detailed requirements, tracking and resolving business system issues. I recommend business solutions that satisfy the sponsors’ needs by continuously exploring and assessing options.Strategic Consulting, including business plan and strategy development in an agile high profile environment. Comprehensive database management via error mapping and maintaining project wide troubleshooting with development.Achievement: Key member in building the RBC android mobile Banking and Wallet apps among other patented NDA projects in line for production

Toronto, Ontario, Ca

Engaged in all facets of the system development life cycle for internal projects; using project management skills to lead, coordinate and ensure milestones are met by strategically designing large scale and enterprise-wide transformational ERP initiatives and advising on business strategy building models, from the business process design to executing service implementation plans.As part of a transformational ERP implementation, established procedures and defined the methodologies for building short and long term financial forecasts to create value added reporting for all lines of business within the units.Lead on business case deliverables primarily for budgeting and forecasting business planning processes end-to-end along with the ability to perform complex financial modelling and analysis while communicating business plans to key stakeholders to formalize deliverables into relationship agreements influencing decisions and direction affecting at all levels of the organization.Defining operational activities and revenue sources for different business lines within SO allowed me to demonstrate my understanding of the financial management concepts by identifying key variances and trends, potential forecast risks and developing mitigating strategies, while making recommendations to management and approach business cases from a holistic perspective for accuracy and forecasting purposes to understand and anticipate enterprise-wide impacts.Provided strong knowledge of performance measurement modeling for effective financial planning and analysis to consult with stakeholders and prepared forecasts demonstrating trends, results and options, to define, identify and assess impacts to organizational development.

Brampton, Ontario, Ca

Involved in ERP implementation using SAP and Oracle database financial management systemsPrepared weekly, monthly and quarterly reporting on a timely basis for management Reviewed financial statements and provided analysis of operating results Audited departmental expenses on a periodic basis to ensure controlled spendingManaged inventory, accounts receivable and bad debts analysis on a periodic basisEnsured integrity, completeness and accuracy in preparing budgets and financial reportsPrepared, coordinated and reviewed periodic and quarterly corporate tax schedulesPresented executive level briefings to management, discussing strategy, preparation and logisticsAchievement: Designed several Excel Macro tools to automate day-to-day tasks allowing for more effective analysis

Ottawa, On, Ca

Performed audits, reviews, and compilations both independently and in audit teamsPrepared financial statements for clients, analyzed financial information, and advised management onhow to achieve improved business processes and internal controls Designed and performed audit procedures tackling complex accounting treatments in several industries including manufacturing and not-for-profitPrepared both personal, corporate and trust returns, as well as basic tax planningDirectly handled inquiries for clients and government with effective communication skillsAdvocated and promoted the firm through several eventsWorked long hours in a fast-paced environment to meet deadlinesAchievement: Contributed to the growth and expansion of the firm via employee and client referrals

Toronto, On, Ca

Main point of contact for stakeholders involved in the conversion processClient liaison between external and internal contactsServed bilingual clientele with exceptional verbal and written communication skills Presented team's progress to upper management, which included co-ordination, preparation and logisticsAchievement: Designed innovative and selectively targeted statistics program to track productivity

Education record

Erasmus, International Exchange

Education record