Fatima Zahid, Cpa, Macc Email & Phone Number

Milton, On, Ca

- Finance Controller for Customer Services, reporting to the CFO

Ontario, Canada

In addition to the FA tasks:- Facilitated process improvements in financial reporting, pricing and budgeting and also introducing automation/reduce manual efforts generate reports according to specific business requirements- Presented financial results on a monthly/quarterly basis to client service directors and VPs and identified strengths/pain points with recommendations on a client level - Transitioned to manage major US clients - Compiled commentary for assigned client base… Show more In addition to the FA tasks:- Facilitated process improvements in financial reporting, pricing and budgeting and also introducing automation/reduce manual efforts generate reports according to specific business requirements- Presented financial results on a monthly/quarterly basis to client service directors and VPs and identified strengths/pain points with recommendations on a client level - Transitioned to manage major US clients - Compiled commentary for assigned client base after monthly closing for senior/executive leadership team to explain financial results compared to budget, forecast and prior year/month- Did deep diving on a project level for overspent programs to identify the reasons and provide recommendations to recoup costs - Assessed contracts/SOWs from a financial perspective before submitting to clients - Provided client facing reconciliation on a project level as required by contract or request Show less

- Client finance lead for many major Canadian clients- Budgeted and reforecasted during the year for the assigned client base - Determined feasibility of quotes and prices presented by client service team to clients - Training of client service team members in Salesforce and finance to help them understand the impact of their work/actions on the bottom line- Assessed overall financial health of client programs by working cross functionally with AR, AP, client service team… Show more - Client finance lead for many major Canadian clients- Budgeted and reforecasted during the year for the assigned client base - Determined feasibility of quotes and prices presented by client service team to clients - Training of client service team members in Salesforce and finance to help them understand the impact of their work/actions on the bottom line- Assessed overall financial health of client programs by working cross functionally with AR, AP, client service team, procurement, project management etc. and owned the data/ensured integrity in Salesforce to ensure a smooth monthly close for accounting - Conducted internal reconciliation and audit of costs on a project level to compare to budget/quote and ensure transparency and discussed findings with relevant stakeholders to rectify anomalies - Did adhoc financial analysis as required of YoY actual revenue and costs to drive recommendations to manage market Show less

Waterloo, Canada

• Participated in the marking of assignments and exams of various accounting, business and finance courses• Contributed to discussions regarding marking schemes and fairness of grading

Toronto, Canada Area

• Analyzed, using Microsoft Excel, service-based revenue for recognition, unbilled and deferred entries, and expenses for relevant prepaid and accrual transactions in SAP• Researched and evaluated impact of IFRS 15 and 16 on current and future contracts, including calculations and memos to KPMG by conducting meetings with relevant stakeholders• Engaged in quarterly and yearly audit with advance preparation for responding to auditor requests, and prepared memos to explain trends in… Show more • Analyzed, using Microsoft Excel, service-based revenue for recognition, unbilled and deferred entries, and expenses for relevant prepaid and accrual transactions in SAP• Researched and evaluated impact of IFRS 15 and 16 on current and future contracts, including calculations and memos to KPMG by conducting meetings with relevant stakeholders• Engaged in quarterly and yearly audit with advance preparation for responding to auditor requests, and prepared memos to explain trends in revenue and expenses• Assisted in the preparation and editing of MD&A, financial statements and press release, including key performance indicator calculations • Received an "Excellent" for work term performance evaluation Show less

Canada

• Reported monthly financial results (budgeted versus actuals) utilizing key performance indicators to identify performance issues due to underlying factors in multiple presentations• Reconciled major accounts, such as inventory, on a monthly basis for Quaker and Frito-Lay • Created a new system regarding commission-based pay as part of the co-op project• Analyzed past trends and key events to assist managers and controller in forecasting cash flows for Quaker and Frito-Lay Canada… Show more • Reported monthly financial results (budgeted versus actuals) utilizing key performance indicators to identify performance issues due to underlying factors in multiple presentations• Reconciled major accounts, such as inventory, on a monthly basis for Quaker and Frito-Lay • Created a new system regarding commission-based pay as part of the co-op project• Analyzed past trends and key events to assist managers and controller in forecasting cash flows for Quaker and Frito-Lay Canada on a month-to-month basis, along with the annual cash flow forecast for fiscal year 2016-17• Documented key procedures to create cohesive SOPs and trained future employees, allowing easier transition• Presented co-op project, along with other work term achievements, to top management of PepsiCo Foods and Beverages, including the CFO• Received an "Excellent" for work term performance evaluation Show less

Toronto, Canada Area

• Analyzed and organized historical data from 2011 to 2015, using Excel, to examine trends and prepare an expenditure budget as a major project for the division’s fiscal year 2015-16 • Conducted a monthly reconciliation of expenses and worked with Internal Audit to prepare suitable documentation and controls • Implemented a new system to efficiently record invoices and assisted in the procedures for year-end such as recording of accrualsDrafted transfer payment agreements worth $60… Show more • Analyzed and organized historical data from 2011 to 2015, using Excel, to examine trends and prepare an expenditure budget as a major project for the division’s fiscal year 2015-16 • Conducted a monthly reconciliation of expenses and worked with Internal Audit to prepare suitable documentation and controls • Implemented a new system to efficiently record invoices and assisted in the procedures for year-end such as recording of accrualsDrafted transfer payment agreements worth $60 million for 73 public school boards in Ontario• Received an "Excellent" for work term performance evaluation Show less

Pakistan

• Utilized a broad range of secretarial and computer skills to assist the editor in the launch of the website while managing and hiring other freelance job applicants using oDesk • Demonstrated the ability to communicate with a variety of people by making routine calls to radio stations, speakers and companies to conduct telemarketing surveys, following a script and improvising as necessary• Learned to multitask while performing a variety of routine typing (transcribing) assignments… Show more • Utilized a broad range of secretarial and computer skills to assist the editor in the launch of the website while managing and hiring other freelance job applicants using oDesk • Demonstrated the ability to communicate with a variety of people by making routine calls to radio stations, speakers and companies to conduct telemarketing surveys, following a script and improvising as necessary• Learned to multitask while performing a variety of routine typing (transcribing) assignments, updating client survey files on Excel and handling correspondences for the editor Show less

Master'S Degree, Accounting

Mathematics, Mathematics/Chartered Professional Accountancy, Minor In Computer Science

Activities and Societies: Pakistan Student Association, Vice President of Marketing

Assurance

CFE 2019

'A' And 'O' Levels