Melissa Koch, Cpa, Ca Email & Phone Number

Thorndale

Monthly Statements-Preparation of monthly financial statements for 4 locations-Preparation and analysis of gross margin calculations for all revenue categories-Analysis of actual results to budgeted amounts -Concentration based on servicing needs of owners and providing assistance to accounting departments-Regular discussions with owners regarding key ratios and resultsInterim and Yearend Reports-Preparation of full set of financial statements -Preparation and discussion of financial forcasts-Establish annual budgets working alongside owners of each locaiton-Continually working to provide financial tools to enhance the productivity and profitability of each location-Attend board meetings and present financial results to owners including commentary and open discussion

London, Canada Area

• Attend monthly board meetings in addition to quarterly audit committee meetings • Involvement with community events to recruit new volunteers to grow the organization and service more clients in need • Creation, and review of means and ends policies on a scheduled basis

London Ontario

Listowel And District

As Treasurer I am responsible for the following tasks:-Monthly presentation of financial information to board members -Budgeting and regular analysis of financial results -Funding applications -Approval and signing of cheques -Community involvement

London Ontario

Audit and Assurance - Preparation of review and audit engagements of profit and not-for-profit entities- Preparation of large and small Pension audits - Preparation of large and small condominium audits - Preparation of special purpose audits for receipt of government agencies - Involvement in preparation and completion of political audits (campaign audits, association audits and riding audits) - Creation and maintenance of client relationships - Involvement with managers and partners in client meetings and presentations - Closely work with clients to answer any questions and meet deadlines Taxation - Preparation of corporate, personal and charity tax returns - Client meetings regarding results of tax returns- Understanding of small business deduction calculation and applicable taxation rates Professional Development - Dedicated to improving my wealth of knowledge to benefit clients - Involved in training process for new employees - Provide input to manager and partner discussions regarding areas where opportunities for increased efficiency is possible

Listowel Ontario

While working at Loblaws I had the following responsibilities - Provided assistance to customers who had issues or questions - Ensure customer satisfaction with products and services - Problem solve issues brought to my attention regarding products and services - Provide customers with positive experience and enhance customer relations

Listowel Ontario

While working at IAIG I had the following responsibilities:- Audited house files against firm standards to ensure correct contents- Creation of spreadsheets for management use to better track location of house files - Present results of audit to management including recommendations to improve future house files and overall efficiency of organization