Jon Soos Email and Phone Number
I help online business owners offshore income into more tax friendly safe havens as well as supporting them with best practices to reduce taxesMany business owners focus primarily on revenue or sales. They’re often too busy in the day-to-day operations of the business to take a step back and notice all the moving parts in their accounting and finances.Because of this, they aren’t fully aware about all the other opportunities to reduce tax exposure, increase their profits and income, and reduce their business or personal debt.That’s where I come in.Over the past +10 years I’ve worked with dozens of business owners, helping them navigate challenges from tax planning to cross-border financial strategies (US + Canada), M&A, as well as services such as budgeting, cash flow management, and forecasting.This background allows me to help business owners grow their business, save time, increase returns in revenue and profit, and reduce financial stress by giving them the lifestyle they dreamed of when they first started their business.Here’s how I work with clients:- Cross Border Tax Planning between the US + Canada- Offshore Income Planning in Tax Friendly Safe Havens- Reduce Crypto Taxes- Receive Overlooked Tax Credits- Buying, Selling & Investing in Pre-IPO Companies- CFO Services - Budgeting, Forecasting, Due Diligence, Projection and Valuation ReportsCLIENT RESULTS✔ Bring cost savings of approximately $160K through guidance in implementation of the new ERP system to automate sales transactions and accounting processes.✔ Increased New Sales by more than 200% in 2013 by collaborating with the CEO to identify, recommend, and execute new marketing promotions for multiple foreign markets.✔ Eliminated approximately $35,000 in tax preparation fees by personally preparing five years of supporting schedules on the CRA reassessment which resulted in ALL penalties and interest being waived as an end result.If you’re interested in increasing your income, reducing your tax exposure, and reducing your debt for you or your business, schedule an appointment here: https://calendly.com/cpastrategicsolutions/30min
Afl
View-
ControllerAfl Oct 2022 - Present
-
Interim CfoCubed Biotech Mar 2021 - PresentCanada -
FounderJs Cpa Strategic Solutions Professional Corporation Dec 2018 - PresentToronto, Ontario, CanadaProviding Cross-Border Financial-Tax Planning Services for Canadian & US Based Businesses; With our pro-active approach, our solutions will have your business performing and exceeding expectations. -
Senior Financial AnalystTd Feb 2019 - May 2019Toronto, Ontario, Canada• Accountable for PMO financial monitoring, tracking and analysis of results andconsolidated reporting on the status of key deliverable for all projects.• Develop and drive end to end framework and processes to monitor and track projectbenefits as per the Business Case, followed by defined actual measurements at relevantpoints during and post implementation.• Develop process to track the progress of each of the key milestones identified for eachbenefit profile. Work with the benefit owner to ensure that all planned measurement andreview activities are being implemented; and ensure specific benefit targets are builtinto the business planning processes.• Provide a cumulative picture of the total set of project benefits, provide analysis,insights, and commentary on trends and progress against targets. -
Senior Financial AnalystNorthern Trust Corporation Dec 2018 - Jan 2019• Preparing general ledger entries, including preparation of routine entries, monthly accruals, adjusting entries, etc.• Assist with regulatory reporting, creating the necessary schedules required to streamline amortization and interest schedules.• Reconcile various accounts• Prepare and file monthly HST returns -
Senior Financial AnalystTravelers Sep 2017 - Oct 2018Toronto, Ontario, Canada• Prepared complex financial reports (Excel Macros) for various lines of business including month-end close, journal entries (Oracle/PeopleSoft) and account reconciliations (US GAAP/IFRS)• Worked closely and guided various business partners (Underwriters, Treasury & Cash Management) in the operational acceptance and release protocol of various material financial instruments while overseeing 11 bank and investment accounts ($CDN & USD$)• Performed daily and weekly cash flow schedules to Treasury by monitoring various transactions impacting the company’s cash flow ensuring respective financial account limits are met• Communicated and managed quarterly specialized reports for internal & external auditors to measure the effectiveness of existing financial and non-financial controls (SOX compliance)Notable Accomplishments: Manage and maintain collateral’s (Cash and Letters of Credit) approvals and releases on over $50M; streamlining operational processes resulting in improved efficiencies of 15% annually -
Senior Financial AnalystBgis Apr 2017 - Jun 2017Toronto, Ontario, Canada• Supervised the monthly planning and financial reporting processes including forecasting, variance analysis and accounting for month-end• Prepared monthly regional reports for 6 Senior Operational Managers in Tech Service group by identifying underlying business trends and fluctuations to understand P&L details• Liaised with multiple business partnering analyst to identify inter-company costs for budgeting and recommendations on improving communication and time gaps of informationNotable Accomplishments: Identified discrepancies within FY17 PLAN that was used initially & adjusted accordingly. -
Analyst, Tax - Finance, Analytics & RiskCpp Investments Feb 2017 - Mar 2017Toronto, Ontario, Canada• Assisted and liaised with external accountants (PWC) and I.T. group on the audit and testing of several unique tax calculations in the final testing phase of new accounting software (Oracle).• Prepared ad-hoc reports for audit requirements and tax filings such as T4A-NR and T1204.• Reviewed various tax notices for both US and CDN entities and provided schedules to KPMG.• Analyzed monthly HST reports to prepare schedules to match SA & ITC.Notable Accomplishments:• Completed test scenarios for Final (4th) Phase of Oracle Pre-launch testing; identified errors in 35%+ of tax calculations which were corrected on launch version. -
Director Of Client Relations + Finance ManagerGlobal Wealth Trade Corporation Jan 2011 - Nov 2016• Oversee the monthly planning and financial reporting processes including revenue and expense forecasting, budgeting and full-cycle accounting duties such as month-end closing.• Engaged with various IT groups throughout the project lifecycle, including collaboration at key stages, e.g. UAT issue management and issue resolution.• Responsible for functional and integration testing, including analysis and documentation of test results.Notable Accomplishments: Time and direct labour cost savings of approximately $160K through guidance in implementation of the new ERP system (XFLOW) to automate sales transactions and accounting processes. Increased new membership sales by more than 200% in 2013 by collaborating with the CEO to identify, recommend, and execute new marketing promotions for multiple foreign markets. Eliminated approximately $35,000 in tax preparation fees by personally preparing five years of supporting schedules on the CRA reassessment for the external tax partner and compiling financial statements for multiple branches in a timely manner.
Jon Soos Education Details
Frequently Asked Questions about Jon Soos
What company does Jon Soos work for?
Jon Soos works for Afl
What is Jon Soos's role at the current company?
Jon Soos's current role is Investor | Pre-IPO CFO | M&A Advisor | Helping Online Business Owners w/ Cross-Border Tax Planning + Financial Strategies (CFO).
What schools did Jon Soos attend?
Jon Soos attended Goodman School Of Business At Brock University.
Not the Jon Soos you were looking for?
-
1newportaquarium.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial