Daniel Putnam, Cpa, Ca Email & Phone Number

Halifax, Nova Scotia, Canada

Halifax, Canada Area

Export Development Canada is Canada’s export credit agency. Our job is to support and develop Canada’s export trade by helping Canadian companies respond to international business opportunities. We are a self-financing, Crown corporation that operates at arm's length from the Government. We provide trade credit insurance, export financing, and bonding.

Halifax, Canada Area

• Analyzed, negotiated and presented high-quality loan proposals
• Performed due diligence on companies applying for financing
• Wrote the credit for transactions of varying size and complexity
• Managed a diverse portfolio of clients spanning many industries
• Engaged in discussions with clients to identify opportunities for the Bank’s advisory services

Halifax, Canada Area

• Acquired a thorough understanding of complex accounting and auditing concepts and applied them to client situations.
• Directed audit fieldwork daily, informed supervisors of project status, and managed staff performance.
• Developed people through effectively delegating tasks and providing guidance to staff.
• Provided performance feedback and training, and conducted performance reviews.
• Fostered an efficient, innovative, and team-oriented work environment. Contributed ideas/opinions to the audit teams and listened/responded to other team members' views.
• Used technology to continually learn, share knowledge, and enhance service delivery.

Toronto, Canada Area

• Worked in Technology, Media & Telecommunications (TMT) industry group.
• Performed internal control testing on clients' processes.
• Evaluated IT systems to ensure data was being properly entered and captured.