• Played key role in building out the firm’s Public Practice division;• Onboard clients: QuickBooks Online (“QBO”) implementation, CRA authorizations, chart of accounts set-up, file management;• Train and mentor junior staff;• Prepare corporate T2 tax returns, personal T1 returns, GST/HST returns, WorkSafeBC filings, and Canadian personal tax reporting slips including T4s, T5s, and T4As;• Perform Notice to Reader (“NTR”) engagements;• Financial statement variance and analytical review;• Research and document various client issues;• Co-ordinate with clients, staff, and external parties (i.e. CRA, other advisors) to meet client n eeds or facilitate file preparation processes.

• Outsource as key accounting roles such as Senior Accountant, Payroll Administrator, Accounts Payable;• Provided feedback & recommendations to stakeholders on various issues such as internal processes, internal controls, etc;• Primary point of contact with auditors, CRA and other government bodies;• Support change management initiatives as change catalyst;• Recommend & implement training to client staff;• Prepare schedules for audit compliance and regular period-end reporting;• Financial statement variance and analytical review;• Participate in client’s month-end closing procedures;• Restructure client’s General Ledger (“GL”) accounts for budget/forecasting purposes;• Prepare Canadian personal T1 returns, corporate T2 tax returns, GST/HST returns, and Canadian personal tax reporting slips including T4s and T5s.• Supported owners/senior management as needed.

• Assist with the preparation of the monthly financial statements and general preparation of day-to-day accounting procedures;• Record and review monthly accounting transactions according to industry standards, GAAP, and in compliance with company policies and procedures;• Manage with Director of Operations the month end close process for Head Quarters – Canadian, US and EUR Accounts;• Manage annual compilation engagement with external auditors;• Participate in systems implementation project;• Communicate financial information and related accounting matters with key financial personnel; • Ensure the integrity and completeness of accounting data from sub-ledgers to general ledger;• Identify weaknesses in financial internal controls in a proactive manner;• Assist with coordination and preparation of annual Compilation and Review engagements requirements;• Primary point of contact with auditors, CRA, IRS, US Treasury and other government bodies;• Regular and annual payroll – T4’s, ROE’s, staff onboarding and terminations and W2s;• Filing of monthly GST;• Filing of annual and quarterly WCB reports;• Research and resolve any financial or tax issues that arise;• Add value through ability to understand and refine business processes;• Assist in special ad hoc projects under the direction of the Managing Director and Director of Operations.

Consulting Portfolio:I have worked with clients to:• Support change management initiatives as change catalyst;• Outsource as key accounting roles such as Senior Accountant, Payroll Administrator;• Participate in month-end closing procedures;• Prepare schedules for audit compliance and regular period-end reporting;• Draft communications for senior management;• Research financial or tax reporting issues;• Provide feedback & recommendations to senior management;• Support senior management as needed.Financial Programs & Software Used:NetSuite, Caseware, Cantax, Quickbooks Enterprise, Salesforce

• Perform or review month-end, quarterly, and year-end working papers, accruals, or reconciliations, including Revenue Analysis Report and audit preparation;• Participate in month-end closing procedures;• Supervise, support, and train Accounts Receivable, Accounts Payable, Executive Assistant, and new staff on daily basis, as well as mentor and support the Senior Accountant and Payroll Administrator;• Key Accounting contact for both inter- and cross-department communications;• Liaise, cross-train, and provide feedback & direction to team members and other departments on compliance, operational, accounting, legal, and other matters;• Assist in generation of monthly and annual consolidated financial statements package for management & board review;• Recommend, initiate and oversee procedures & processes in compliance with internal control, policies, and US GAAP;• Research, prepare, and file tax issues, review GST/PST working papers and file returns;• Liaise with external auditors, Canada Revenue Agency (“CRA”), and other government bodies;• Participate in ad hoc projects with senior management and other departments;• Regularly attend inter-department customer pre-live meetings;• Identify and coordinate with other departments various issues (e.g. revenue leaks, operational deficiencies);• Assist in cheque runs, batch invoice payments (EFT, ACH, wire), and internal handling of funds;• Devote time and attention to team for purpose of mentorship or morale during trying times;• Provide feedback and recommendations to Assistant Controller on personnel changes;• Train other departments on invoicing, royalties, employee expense claims, JIRA tickets• Support Assistant Controller as required.

• Prepared entity and consolidated financial statements (“FS”) for corporations, partnerships, and joint ventures for both internal and external reporting;• Prepared monthly &/or annual project proformas, budgets, account reconciliations, cash flow projections, and detailed Job Cost Reports;• Monitor project cash flow requirements and prepare loan draw requests;• File GST, WCB, partnership and corporate tax returns on a timely basis;Supervised support staff, liaison with land development team, senior management, lenders, CRA, and partners.

• Performed Review, and Notice to Reader (NTR) engagement files which included reviewing financial records, preparation of financial statements (“FS”);• Prepared Canadian complex personal T1 returns, corporate T2 tax returns, T5013 partnership returns;• Researched Variable Interest Entity (“VIE”) and applied standards to client’s FS;• Corresponded with clients to facilitate file preparation processes;• Developed strong working relationships through a challenging work atmosphere;• Gained additional exposure to wider variety of challenges in different industries

• Restructure client’s GL accounts for budget/forecasting purposes;• Investigate client’s Detailed GL and propose solutions for cleanup/corrections;• Trained and mentored junior staff in general file preparation and conducted tax training for CA students;• Performed Audit, Review, and NTR engagement files;• Financial statement variance and analytical review;• Prepared Canadian GST/HST returns, complex personal T1 returns, corporate T2 tax returns, AgriStability returns, and Canadian personal tax reporting slips including T4s, T5s, and T4As;• Performed bookkeeping, shareholder’s loan analysis, GST, WCB, bank, salary, payroll and inter-company reconciliations as required;• Prepared Canadian corporate, personal, and sales tax returns;• Liaised with Canada Revenue Agency;• Drafted new notes to financial statements;• Developed strong working relationships through a challenging work atmosphere

• Managed banquet and reception arrangements for annual awards • Chaired meetings, compiled and updated cost data for entire project, annual “Kumho Super Challenge” and “VCMC 20th Anniversary”• Main liaison with hotel conference manager• Organized inaugural two-day racing event and banquet for 400+ people, including guest speakers from Kumho offices across Canada, USA, and Korea• Accountable to a record membership of over 285• Worked with sponsorship budget of $20,000 from Kumho Tire Canada

• Preparation and posting of daily deposits;• Processing and day-end closing of credit card terminal;• Accounts Receivable collections follow-up;• Monthly bank reconciliations, month-end closing procedures;• Administer sales rebates and commissions;• Responded to customer inquiries regarding product information.