Leah Chatfield, Cpa Email & Phone Number

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

• Responsible for customer contracts, working orders, and performance obligation support to determine whether revenue recognition criteria had been met.
• Coordinated and led cross-functional team initiatives, including process improvements to invoicing, revenue recognition, AP, and cash. Identified gaps in controls related to revenue recognition and implemented new.
• Responsible for cash reconciliation on a monthly basis, including 20+ operating accounts in five different currencies. Maintained automatic transaction import in S4 Hana as well as manual transaction posting for.
• Maintained GIC and available for sale (AFS) investment records, performed monthly interest reasonability, and recorded monthly interest accruals.
• Responsible for creating and maintaining AR schedules. Analyzing for aging amounts and following up with customers for payment.
• Created, updated, and maintained SOP training documents for various team procedures.

Vancouver, British Columbia, Canada

• Responsible for completing a 5-day month-end close, focusing on merchant processor revenue reconciliations and accruals for parent and international subsidiaries.
• Responsible for preparation and analysis of monthly financial statements. Ensured all financial reporting adhered to US GAAP standards including consolidated balance sheets, income statements, and cash flow statements.
• Coordinated and lead internal review in preparation for year-end and interim audits, resulting in clean year-end and interim audit reports. Liaised with auditors to provide insight into revenue recognition processes.
• Identified gaps in existing controls related to capitalizing intangible assets, information security, and revenue recognition. Developed and implemented mitigating controls including a revised sign-off process, and.
• Assembled and drove a cross-functional team to review and analyze monthly departmental budgets and variances. Identified key business issues within each department and liaised with department heads to solve them.
• Prepared ad-hoc reports and analyses for department leads, such as year over year spend for specific functions, analysis of spend compared to performance metrics, etc., allowing better insight into department.

Vancouver, British Columbia, Canada

• Managed a wide portfolio of clients in various industries, and performed ad hoc financial work ranging from bookkeeping clean-up to cash flow forecasts and budgeting. Was able to balance various simultaneous tasks and.
• Accountable for monthly review of closing working papers prepared by the accounting team and provided timely feedback. Prepared and disseminated monthly financial packages to clients. Worked with them to properly.
• Collaborated with different teams to facilitate client onboarding and ensured client report expectations were clearly communicated to all parties.
• Aided in the preparation of financial reporting for new public companies, requiring knowledge of IFRS.
• Responsible for delivering IFRS and ASPE-compliant reporting to clients, adhering to tight month-end deadlines.

Vancouver, British Columbia, Canada

• Was responsible for completing multiple engagements (Compilation, Review, Audit) in various industries.
• Led CAVCO and Federal and Provincial tax credit audits for large and mid-size film and animation studios, as well as video game studios. Calculated tax credit estimations for various studios and liaised with bank and.
• Managed a team of staff on assurance engagements. Increased billable efficiency through the implementation of planning meetings and weekly team check-ins.
• Regularly responsible for providing formal guidance to clients regarding cash flow and profitability, based on detailed analysis of client financial statements.

Vancouver, Canada Area

Vancouver, British Columbia, Canada

• Managed a team of 10 accounting associates and the bookkeeping experience of 500 clients.
• Measured and analysed Key Performance Indicators’ that evaluate the technical quality of the bookkeeping, the efficient use of time and the quality of customer service provided.
• Conducted Performance Reviews, planned team-building events and resolved team conflicts.
• Collaborated directly with product managers and designers to brainstorm, and provide feedback on new projects aimed at improving our internal workflow and bookkeeping software.

Vancouver, British Columbia, Canada

• Provided support and leadership to a team of 20+ team members.
• Trained all new hires within the team, became a point person for communication and client service.
• Wrote and maintained training documents in certain focus areas.
• Implemented company wide standards regarding client service by volunteering for client experience work-group.
• Maintained consistently high quality bookkeeping and assisted with weekly team audits.

Vancouver, Canada Area

• Developed and maintained 40-45 positive client relationships. Acted as the primary point of contact for clients.
• Efficiently prepared high quality IRS compliant financial statements for clients in various industries. Preformed both retroactive and monthly bookkeeping for clients.
• Enabled company wide quality standards through collaborating and developing an internal audit and assurance program.

Kitsilano

• Maximized supply chain and logistic efficiency by implementing back door receiving policies and operations resulting in the highest-producing receiving bay in the WFM Vancouver Metro
• Lead a team of four diverse individuals, as well as $50-70,000 of inventory daily
• Minimized downtime by developing and implementing an efficient and effective delivery schedule of over 200 orders daily from 100 different suppliers and vendors.
• Was awarded best receiving team of the quarter for the Pacific Northwest region, out of 19 stores.

Kitsilano

• Drastically increased store metrics for invoice accuracy, payment time, and purchase order completion by implementing storewide expectations for purchasers.
• Created and lead training exercises for all store purchasers. Training included margin explanations, Store Ops (purchase journal) comprehension, IRMA (Inventory Replenishment Management Application) training, and data.
• Awarded Team Member of the Year (2013) out of over 300 Team Members for hard work and dedication.

West Vancouver, BC

• Effectively and efficiently managed the Bakery purchasing accounts, regularly meeting and exceeding margin targets.
• Participated in two program roll-outs (IRMA and Direct Vendor Ordering system). Effectively managed data input and vendor set up on a store and metro level.
• Maintained good relationships with small and large vendors, aiding them in listing new items and pushing their product in our store.
• Mentored two back-up purchasers whom have moved into full time purchasing positions.

Cpa Designation

Diploma Of Accounting, Accounting

Bachelor’S Degree, English Language And Literature, General