David Rosenberg, Cpa personal email
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My professional experience includes bookkeeping for a start-up, data analysis and reporting, preparing financial statements, analyzing trial balances and identifying tax issues, tax compliance, performing in depth legal and judicial research, managing teams in the course of long-term projects while reporting to the senior manager, review of others' work, drafting memos to clients and government, acting as intermediary between clients and government agencies, implicated in government audits, risk assessment, cash flow analysis, and day to day accounting. I've used Excel to design custom tools to address the unique needs of various clients as well as to help me increase efficiency in my work.I have been fortunate to work with various employers and clients who each had unique needs and issues to be addressed. I have gained valuable experience with each mandate which has allowed me to grow as a professional.I am passionate about the work that I do, have a drive for growth and further professional development, and always welcome new challenges.Alongside my career in industry, I have built a portoflio of my own clientele to whom I offer tax preparation services and general tax guidance, and have recently expanded my service offerings to include bookkeeping and related services.
Et
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ControllerEt Jan 2022 - Present
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Tax Preparer & Consultant / BookkeeperSelf-Employed Mar 2017 - PresentMontreal, Quebec, CanadaIncome tax preparation and consulting for individualsBookeeping and related support services for self-employed and landlordsTailored solutions to co-ownership syndicates
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Director Of FinanceRpi Jul 2019 - Dec 2021
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ControllerTg Graphics Nov 2016 - Jul 2019Montreal, Canada AreaI came on board TG Graphics in November 2016 to address issues with the company's financial reporting and accounting. I was tasked with cleaning up the accounting records and revising the financial reporting. I worked with management to address their financial reporting needs and cleaned up all areas of the company's accounting:-Reconciled AR/AP-Brought monthly bank reconciliations up to date-Redesigned financial reporting structure to meet the needs of both management and external FS users. This involved redesigning the chart of accounts and the structure of the income statement and balance sheet, eliminating redundancies and unused accounts, and adding accounts that are relevant for management's decision making.-Reestablished positive relationship with domestic and international suppliers-Performed break-even analysis to aid management in monthly budget analysis-Established procedures to better track down payments on POs-Worked with external auditor to correct lingering errors on the balance sheet from prior years of poor accounting-Implicated in major government sales tax audit to justify assessment and work to lower the assessment. This was an extremely valuable experience, teaching me how to properly analyze accounting records and reconciling them to monthly sales tax declarations and remissions. My work lead to a 70% decrease on the initial assessment of several hundreds of thousands of dollars and I can now confidently say I am competent in performing tax recovery and audit procedures My day to day tasks include:-Maintaining AP-Supervising AR-Monthly sales tax remissions and reporting-Weekly cash flow analysis-FX hedging-Monthly reporting for both parent company and subsidiary-Maintaining intercompany AR/AP-Reviewing employee expense claims-Working with external accounting firm on annual review for both companies-Identifying cost saving opportunities-Identifying and addressing control weaknesses -
Tax And Accounting ConsultantBreakfree! Yoga Mar 2015 - Dec 2017Prepare financial statements and provide bookkeeping services throughout the yearPrepare tax returnsFinancial statement analysis and consult on strengths and weaknesses of the business from a financial perspective.Provide advice on relevant tax mattersProvide advice regarding financial management.
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Tax PreparerMnp Mar 2016 - May 2016Worked on contract for the 2016 tax season preparing personal tax returns.This experience expanded my personal tax knowledge by exposing me to new issues. I gained exposure to US tax slips and how to incorporate them into a Canadian return. I also gained exposure to investment accounting and had the opportunity to put to use my experience in communicating with tax authorities and taking care of administrative issues between them and clients such as tracking down unpaid tax credits, clearing errors, and dealing with provincial tax issues within Quebec and Ontario. -
Tax ConsultantKpmg Canada Aug 2013 - Dec 2014Montreal, CanadaCorporate and personal tax complianceTax researchAccount reconciliationsCommunicate between clients and tax authoritiesTeam managementFinancial statement analysisForeign exchange accountingTechnical presentations -
BartenderDel Frisco'S May 2009 - Aug 2013Montreal, Canada AreaCustomer serviceCustomer relationsQuality controlInventoryPayment collection -
Tax InternKpmg Canada May 2012 - Aug 2012MontrealCorporate tax complianceTax researchCollaboration with teams in various company intern projects, e.g. YouTube video competition
David Rosenberg, Cpa Skills
David Rosenberg, Cpa Education Details
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Accounting -
Accounting -
Psychology -
Science
Frequently Asked Questions about David Rosenberg, Cpa
What company does David Rosenberg, Cpa work for?
David Rosenberg, Cpa works for Et
What is David Rosenberg, Cpa's role at the current company?
David Rosenberg, Cpa's current role is Controller, Tax preparer, Freelance accountant.
What is David Rosenberg, Cpa's email address?
David Rosenberg, Cpa's email address is mi****@****hoo.com
What schools did David Rosenberg, Cpa attend?
David Rosenberg, Cpa attended Concordia University, Concordia University, Mcgill University, Vanier College.
What are some of David Rosenberg, Cpa's interests?
David Rosenberg, Cpa has interest in Business Management, Kayaking, Investing, Playing Music, Hiking, Music, Fitness, Tennis, Foot Races, Health.
What skills is David Rosenberg, Cpa known for?
David Rosenberg, Cpa has skills like Accounting, Tax, Financial Analysis, Microsoft Excel, Personal Tax Planning, Customer Service, Financial Reporting, Management, Tax Compliance, Corporate Tax, Analysis, Tax Returns.
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