Jake Yeh Email and Phone Number
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Senior Chartered Accountant, Finance & Accounting Leader and Academic Instructor with over 20 years' combined experience in publicly traded companies, public accounting firms, public sector and private businesses. Interested in exploring both full and part time opportunities. Highly disciplined, organized, with an outstanding work ethic. Focused on a collaborative, team oriented approach and successful as a leader and supervisor through effective coaching and mentoring skills and conflict resolution techniques. A clear communicator that sets out direction and expectations with a proven ability to manage multiple assignments efficiently. Work well under extreme pressure and consistently meet tight deadlines. Strong analytical, planning, and critical reasoning abilities. Committed to ongoing professional development.
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Senior AccountantCanada’S Oil Sands Innovation Alliance (Cosia) Jan 2022 - PresentCalgary, Alberta, Canada- Report directly to the Director of Operations. - Month end accruals, prepaids, updating depreciation schedules.- Financials prepared on monthly basis, presented quarterly to board for two areas of the organization - business operations and research projects.- Work with auditors.- Work with 3rd party firm to gather documentation for SR&ED claims.- Manage all entries into sage.- Updating of forecasts and actuals against budget -
Contract Lecturer-Accounting Fundamentals Course & Practice Set CourseMount Royal University Continuing Education 2016 - PresentCalgary, Canada Area -
ControllerLoadsafe Crossborder Freight Inc. Apr 2016 - Nov 2021Calgary, Canada Area- Report directly to the CEO. - Supervise accounting team to manage all aspects of full cycle accounting and payroll.- Responsible to review all business decisions (financial, human resources and strategic) as an Advisor to the CEO in order to set strong procedures and processes for the organization. - Responsible for payroll and benefits and transitioned bi-weekly payroll from an out-dated system during first four months of role. - Reduced receivables turnover from over 100… Show more - Report directly to the CEO. - Supervise accounting team to manage all aspects of full cycle accounting and payroll.- Responsible to review all business decisions (financial, human resources and strategic) as an Advisor to the CEO in order to set strong procedures and processes for the organization. - Responsible for payroll and benefits and transitioned bi-weekly payroll from an out-dated system during first four months of role. - Reduced receivables turnover from over 100 days to 60 days in first three months by 40%.- Greatly reduced billing time from completion of job to actual billing. - Protect organizational assets by establishing, monitoring, and enforcing internal controls. Show less -
Manager, Financial ReportingAveda Transportation And Energy Services Sep 2012 - Apr 2016Calgary, Canada Area- Reports directly to the CFO. - Responsible for preparation of consolidated financial statements, accompanying notes and working papers.- Prepares MD&A, Information Circular, News Releases and other regulatory filing documents.- Ensures company disclosures and accounting activities meeting regulatory requirements.- Researches and analyzes new accounting standards.- Financial lead for due diligence, preparation of various financial models for financing and acquisition… Show more - Reports directly to the CFO. - Responsible for preparation of consolidated financial statements, accompanying notes and working papers.- Prepares MD&A, Information Circular, News Releases and other regulatory filing documents.- Ensures company disclosures and accounting activities meeting regulatory requirements.- Researches and analyzes new accounting standards.- Financial lead for due diligence, preparation of various financial models for financing and acquisition purposes for deals across North America and assist in integrating and implementing controls for newly acquired companies. - Key member of equity and debt financing team by compiling prospectus, preparing financial models and reviewing various credit agreements and related documents.- Key liaison with external auditors.- Monitors existing controls and make recommendations for changes as needed.- Analyzes monthly operational results and provides consultation and advice to internal customers. Show less -
Corporate Reporting SupervisorSait 2007 - 2012Calgary, Canada Area- Responsible for accounting team of 8 staff accountants including the joint development of annual goals and professional development plans. Successfully coached and mentored individuals to take on increased responsibility and promotions within my team and across the consolidated group.- Recruitment of team members and responsible for their subsequent orientation, onboarding and team integration. - Implemented internal controls and process improvements that are aligned with… Show more - Responsible for accounting team of 8 staff accountants including the joint development of annual goals and professional development plans. Successfully coached and mentored individuals to take on increased responsibility and promotions within my team and across the consolidated group.- Recruitment of team members and responsible for their subsequent orientation, onboarding and team integration. - Implemented internal controls and process improvements that are aligned with Institutional goals and initiatives.- Key liaison for the annual audit (including preparation of consolidated financial statements and working paper).- Achieved “Exceptional Ranking” in annual performance review 5 years running.- Preparation of quarterly financial statements, MD&A and working paper.- Research of GAAP issues and setting accounting procedures, major accomplishment include adoption of Financial Instrument GAAP requirements. Show less -
External Audit Instructor For Cga ProgramSait 2007 - 2012Calgary, Canada Area- Preparation of teaching material in accordance with CGA course outline- Provide lecture to approximately 40 students per class- Marking Business Case and Exams- Coach and counsel students based on their individual requests and offer advice and assistance to help them determine how to succeed both within class and the overall program. - Continually draw from personal work and educational experiences to help explain real world application of concepts to students where… Show more - Preparation of teaching material in accordance with CGA course outline- Provide lecture to approximately 40 students per class- Marking Business Case and Exams- Coach and counsel students based on their individual requests and offer advice and assistance to help them determine how to succeed both within class and the overall program. - Continually draw from personal work and educational experiences to help explain real world application of concepts to students where relevant.- Successfully balance the demands of a full time role while meeting all of the accountabilities and responsibilities for facilitation and administration of External Audit course for either one or two classes per semester. Show less -
Corporate ControllerRs Technologies 2006 - 2007Calgary, Canada Area- Responsible for management of accounting team of 4 staff accountants including annual performance planning and review conversations as well as staff development plans and goal setting. Also involved and responsible for recruitment and onboarding practices of team.- Directed and co-ordinated all finance and accounting functions including various budgeting assignments. - Contributed to the development of corporate strategic goals and initiatives- Research of complex Canadian and… Show more - Responsible for management of accounting team of 4 staff accountants including annual performance planning and review conversations as well as staff development plans and goal setting. Also involved and responsible for recruitment and onboarding practices of team.- Directed and co-ordinated all finance and accounting functions including various budgeting assignments. - Contributed to the development of corporate strategic goals and initiatives- Research of complex Canadian and U.S. GAAP issues.- Preparation of consolidated quarterly and yearly financial statements with MD&A.- Liaise with external auditors effectively and efficiently through clear and concise communication and on time delivery of information and responses to requests. Show less -
Senior AccountantStaley Okada & Partners (Now Merged With Pwc) 2002 - 2005Vancouver, Canada Area- Develop audit plans, evaluate accounting operations, coordinate all field work and prepare financial statements.- Specialize in audits of Resource Based Public companies and not-for-profit organizations.- Assist in filing quarterly securities filings.- Assist in providing accounting advice and procedural improvements to clients.- Prepare corporate, personal, GST, and provincial tax returns.- Conduct research on accounting and tax issues.- Assist with recruitment… Show more - Develop audit plans, evaluate accounting operations, coordinate all field work and prepare financial statements.- Specialize in audits of Resource Based Public companies and not-for-profit organizations.- Assist in filing quarterly securities filings.- Assist in providing accounting advice and procedural improvements to clients.- Prepare corporate, personal, GST, and provincial tax returns.- Conduct research on accounting and tax issues.- Assist with recruitment activities for new staff accountants and responsible for their supervision, onboarding and subsequent training. Show less
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AccountantKpmg Canada 2000 - 2001Victoria, British Columbia, Canada- Performed audits of High-Tech companies, municipalities, and not-for-profit organizations.- Tested financial accounts and internal controls.- Evaluated and documented accounting systems.- Prepared corporate and personal tax returns.
Jake Yeh Skills
Jake Yeh Education Details
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Accounting And Business/Management
Frequently Asked Questions about Jake Yeh
What company does Jake Yeh work for?
Jake Yeh works for Canada’s Oil Sands Innovation Alliance (Cosia)
What is Jake Yeh's role at the current company?
Jake Yeh's current role is Semi retired - part time Door Dasher, bass player in a bar band, and just living my best life.
What is Jake Yeh's email address?
Jake Yeh's email address is ja****@****rgy.com
What is Jake Yeh's direct phone number?
Jake Yeh's direct phone number is +140348*****
What schools did Jake Yeh attend?
Jake Yeh attended Simon Fraser University.
What are some of Jake Yeh's interests?
Jake Yeh has interest in Enjoy Alpine Skiing At The Expert Level.
What skills is Jake Yeh known for?
Jake Yeh has skills like Financial Reporting, Accounting, Auditing, Financial Accounting, Financial Statements, Budgets, Variance Analysis, Account Reconciliation, General Ledger, Journal Entries, Team Leadership, Project Planning.
Who are Jake Yeh's colleagues?
Jake Yeh's colleagues are Dia Buboi, Ty Veness, Jack O'neill, Valente Aslan, Vincent Yang, P.chem., Pmp.
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