Arish Udwadia, Cpa, Ca Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Ca

Vancouver, British Columbia, Ca

Vancouver, British Columbia, Ca

Vancouver, Ca

• Complete quarterly and annual financial statements including consolidations of over 50 entities• Develop and propose the annual budgets and quarterly reforecasts to partners for 4 operating entities through thorough review and analysis of prior year budget to actual reports • Provide oversight and mentorship to two direct reports for completing the day to day accounting and month end close for 5 operating companies and over 30 investment companies.• Analyze complex transactions and provide recommendations on accounting and reporting• Work with external accountants for the completion of the annual partnership tax returns and review engagements• Liaise with external accountants to complete audited financials reported under IFRS and ASPE• Organize and manage year end filings and tax reporting for over 30 entities• Participate in the cash management process to ensure cash requirements are met for all entities

• Responsible for the financial reporting for a real estate portfolio with a market cap of over $225 million and annual revenues of $10.5 million• Accountable for the oversight of the books of New Summit Partners Corp, including ensuring the accuracy of the intercompany balances with over 50 related entities• Manage and lead project accountants, providing them with guidance and expertise required to develop their skills and successfully complete projects• Prepare monthly financial statements and note disclosures including a portfolio that requires a consolidations with over 13 companies• Complete budget reports required by lenders for purposes of construction financing draws• Review accounts payable reports to ensure timely payment of vendors• Develop and implement accounting policies and procedures to ensure adequate controls were in place to increase efficiencies and standardize workflow• Create a process to clean up and maintain standardized folders on the server• Complete in-depth analysis and clean-up of prior periods accounting• Participate in the changeover process from QuickBooks to Sage 300• Work with external accountants for the completion of the annual partnership tax returns and review engagements• Liaise with investors regarding project status updates• Create, record and maintain fixed asset purchase and applicable depreciation schedules• Complete a variety of ad-hoc analysis projects as requested by the owner and controller

Vancouver, British Columbia, Ca

• Completed review and compilation engagements through tax season on a part time basis.

Vancouver, British Columbia, Ca

• Gained exposure to the financial and operational aspects to a variety of companies including the Public, Private and Not-for-Profit sectors• Successfully planned and completed several audit engagements while providing leadership to an audit team of 4-6 members• Increased experience on audit engagements of companies reporting under Canadian Accounting Standards for Private Enterprise (ASPE), Accounting Standards for Not-for-Profit Organizations (ASNPO) and International Financial Reporting Standards (IFRS)• Maintained strong working relationships with clients during audits. Received multiple commendations from engagement leaders from positive feedback received from client• Completed corporate tax returns for individual corporations as well as corporate groups with multiple entities requiring sharing of the small business deduction and other tax planning• Provided leadership and assisted in the organization and management of the personal tax (T1) pool to ensure that the workflow was appropriately distributed and files were completed and filed prior to the deadline• Prepared consolidated and non-consolidated financial statements for clients reporting• Completed in-depth financial ratio and variance analysis on financial statements to identify potential financial statement errors and misstatements• Mentored students through the CA School of Business modules and in preparation for the Uniform Final Examination (UFE)• Participated in the training of new employees with respect to the firm’s policies and procedures as well as various accounting related matters• Member of multiple internal committees which were responsible for creating and implementing firm initiatives

• Performed bookkeeping services for numerous small companies along while maintain constant communication with clients throughout the year to ensure documents were received in a timely manner in order for GST and Corporate taxes to be filed prior to filing deadline.• Preparation of personal tax returns. • Developed and followed through with expansion plan.• Run relevant reports and analyze for discrepancies.

Richmond, British Columbia, Ca

Chicago, Illinois, Us

Ca Designation, Accounting

Bba In Accounting, Accounting

High School Diploma