Matt Haskell Email & Phone Number

Canada

Waterloo, Ontario, Canada

Toronto, Ontario, Canada

● Organization of financial data for analysis● Looking at ledger structure and implement usage of departments● Preparing entries to reclassify amounts on historical basis into proper departments● Going through credit card statements to categorize/departmentalize charges● Help with key reconciliations● Assist with design of budget model● Maintain budget models and update with actuals after month-end● Revise forecasts quarterly for changes in business● Prepare monthly budget to actual analysis by department and consolidated● Work closely with sales/account management on forecast for bookings● Create and maintain monthly consolidations● Assist other parts of finance department as needed for monthly close● Ad hoc reporting

Kitchener, Ontario, Canada

● Managing process of closing contracts in SalesForce and getting information into NetSuite so customer is billed appropriately, and amounts owed are collected. This includes creating the revenue recognition schedule for each customer so that the company recognizes revenue appropriately.● Monthly close procedures and analysis of accounts to ensure all transactions have been properly accounted for and creation of information for monthly reporting package to the Board and to department leaders within the company.● Reviewing AR Aging and performing follow-up procedures to ensure customer collections are done on a timely basis.● Support payroll process by entering data, processing and/or reviewing adjustments

Kitchener, Canada Area

● Coordinate, process and pay incoming vendor invoices in a timely manner includingcoding invoices, performing data entry and cheque/EFT processing● Process company-wide payroll on a bi-weekly basis for Canadian & US employeesProcess employee expense reports and assist in SR&ED reporting● Assist the finance team with billing customers and collections of accountsreceivable● Maintain updated process documentation and standard operating procedures● Understand data and provide ad hoc analysis and insights as needed● Updating and maintaining monthly reports● Set up and manage U.S. state sales tax for SaaS-related sales

Cambridge, Ontario

● Delegate hours worked by employees on different job sites● Post journal entries into GL accounts pertaining to airfare and shipping expenses● Communicate with other departments to ensure validation of hours● Speak with vendors and confirm coding for journal entries

Cambridge, Ontario

● Prepare and finalize personal tax returns for the client● Handle administrative duties (making and receiving phone calls, filing, preparing documents)● Advise clients on possible areas of improvement and tax planning● Work with a wide range of international clients with varying degrees of complicated needs

Cambridge, Ontario

Prepared simple tax files for clientsProvided face-to-face assistance while servicing clientMade recommendations on what to do throughout tax year in order to maximize tax potentialsAssisted with administrative work when client build-up occurred