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Financial Services Professional with broad experience supporting back office the mutual fund and Wealth Management industry as accountant, business analyst and manager. Currently I work in Payment Processing, Acquirer as process improvement Senior Analyst, leading projects to support Operations.
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Senior Financial AnalystTdMississauga, On, Ca
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Senior Financial AnalystTd Nov 2024 - PresentToronto -
Senior Analyst, Initiatives And Implementation (Tdms)Td Merchant Solutions Sep 2018 - PresentToronto, Ontario, CanadaOperations process role, supporting FTE Calculation, Impact Analysis, Business Analysis, Requirements support to promote operational efficient for Onboarding and Maintenance of TDMS clients (merchants). -
Operations ManagerTd Merchant Solutions May 2023 - Apr 2024Toronto, Ontario, CanadaOne Year Secondment - Managed successful implementation, commercialization and reporting of net new end existing ISV relationships with the Strategic Partnerships team, TD Merchant Solutions.
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Tax SpecialistAdams & Miles Llp Feb 2018 - Apr 2018BramptonCompleted personal tax returns at Adams & Miles LLP for the 2018 tax season. Completed tax returns for 100 clients and gained experience in a professional accounting environment. -
Manager, Business ArchitectureTd Wealth Sep 2016 - Nov 2017Toronto, Canada Area• Owned Registered product delivery for regulatory and other projects• Worked in complex, active environment, managed roadmap, delivering registered projects include USD RSP and Saskatchewan RESP Grants
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Business Analyst, Td WealthTd Wealth Apr 2010 - Aug 2016Td South Tower, 79 Wellington Street West• Business Analysis, requirements documentation for Waterfall and Agile projects• Performed project analysis for Tax, Sox Compliance and other regulatory projects.• Led annual T3, T4, T5 tax slip production project for TD Direct Investing• Project Management for small wealth initiatives
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Senior Tax AnalystInvesco Canada Jan 2008 - Apr 2010Toronto, Ontario, CanadaI was promoted to the role of Senior Tax Analyst at INVESCO after successively working through roles in Fund Accounting from Fund Accountant, Senior Fund Accountant to Supervisor. The Tax Analyst role provided the challenge of working on complex tax issues, such as dividend stop loss and return of capital distributions, in tight deadlines. The role made use of my accounting designation which I completed at that time. -
Supervisor, Fund AccountingInvesco Canada Jan 2006 - Dec 2007Toronto, Ontario, CanadaSupervised a team of 6 Fund Accountants. Monitored performance of accuracy of daily fund accounting activities with tight deadlines.Ensured accuracy of information required for daily net asset value calculations. Performed ad hoc analysis for Manager.
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Senior Fund AccountantMackenzie Financial Corporation Aug 2005 - Dec 2005Toronto, Ontario, Canada• Controlled the end-of-day mutual funds for the Fund Administration department. Ensure fund of fund prices are updated for fund price changes
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Reporting And Expense AnalystInvestors Group Apr 2004 - Jul 2005Winnipeg, Manitoba, CanadaCreate reporting automation, consolidated fund reporting ,expense and GST variance analysis and expense amortization calculations. -
Fund AccountantInvestors Group Oct 2000 - Mar 2004Winnipeg, Manitoba, CanadaFund Accountant for 4 years.• Executed complex fund calculations daily for 5 mutual funds• Performed expense and reporting analysis reports• Created an excel-based template to consolidate reporting for all IG mutual funds.
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Assistant Audit SeniorDeloitte Sep 1999 - Sep 2000Winnipeg, Manitoba, CanadaAudit assistance, inventory, control testing. -
Office AdministratorStuart Financial Services Sep 1997 - Sep 1999Winnipeg, Manitoba, CanadaOffice Documentation and Administration.
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Client Service OfficerRoyal Trust (Royal Bank) Sep 1992 - Aug 1997Toronto, Ontario, CanadaBank Teller, Estate and Wealth Management Advisor
Dave Booth Skills
Dave Booth Education Details
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University Of TorontoEconomics -
Certified Professional Accountant (Cpa, Cga)Certificate (September 2007)
Frequently Asked Questions about Dave Booth
What company does Dave Booth work for?
Dave Booth works for Td
What is Dave Booth's role at the current company?
Dave Booth's current role is Senior Financial Analyst.
What is Dave Booth's email address?
Dave Booth's email address is da****@****ers.com
What is Dave Booth's direct phone number?
Dave Booth's direct phone number is +164738*****
What schools did Dave Booth attend?
Dave Booth attended University Of Toronto, Certified Professional Accountant (Cpa, Cga).
What skills is Dave Booth known for?
Dave Booth has skills like Financial Analysis, Mutual Funds, Financial Reporting, Accounting, Securities, Financial Accounting, Tax, Financial Statements, Microsoft Excel, Budgets, Wealth Management, Auditing.
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Dave Booth
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