Assisted with assurance and tax compilation engagementsIdentifying issues and errors, reviewing, investigating, and correcting discrepancies and irregularities in financial entries, documents, and reportsReconciling accounts including cash, accounts receivables, accounts payables, prepaid expenses, accrued liabilities, capital asset acquisition and disposition, and intercompany transactionsMaintain government filingsImporting and correcting trial balancesSummarize current financial situation, prepare T2 and T3 tax returns, and prepare financial statements

University of Waterloo Analytics Group for Games and Sports

•Automation of cost analysis process in Python, bringing time spent from 2-3 days to 1 hour•Analyze departmental performance to budget and prior year results and assist in preparing variance analysis for leadership•Develop and complete data pulls and reports to assist in annual sales plans and quarterly financial forecasts for assigned business units•Support the daily sales reporting process•Assist in month-end/quarter-end close reporting cycles•Work closely with key business partners to track monthly performance to budget•Support the development and enhancement of business dashboards and reports•Provide data analysis and statistical support for business partners•Assist with standard operating procedures documentation•Assist with preparing ad-hoc financial analyses and planning processes

Assisted with assurance and tax compilation engagementsIdentifying issues and errors, reviewing, investigating, and correcting discrepancies and irregularities in financial entries, documents, and reportsReconciling accounts including cash, accounts receivables, accounts payables, prepaid expenses, accrued liabilities, capital asset acquisition and disposition, and intercompany transactionsMaintain government filingsImporting and correcting trial balancesSummarize current financial situation, prepare T2 and T3 tax returns, and prepare financial statements

Spent time in Accounts Payable Accounts Receivables and General Ledger roles- Worked sending and receiving funds to vendors and clients as part of daily operations- Communicated and worked in unison with the whole accounting department to ensure tasks were completed efficiently and correctly- Answered questions and inquiries from lawyers and legal assistants to help their practices and provide them with the information they needed quicklyProject 1:- Decreased the amount of time monthly financial reports take to be sent to department heads by 33%, by validating and comparing current information to our reporting software and adjusting information to ensure a more accurate output of data.- Worked to organize and simplify information within our data management software as needed.Project 2:- Reduced the amount of incorrectly applied funds by over 60% by researching and organizing previous payments and correctly allocating funds to the correct matters and Ledger Accounts, or processing payments to clients.