Michael Feldman, Cpa, Ca Email & Phone Number

Toronto, ON, CA

Toronto, ON, CA

• Privately-held business specializing in design, development and distribution of licensed and private label jewelry, accessories and eyewear products to retailers across North America
• Responsible for managing company's finances, including bank and loan accounts, purchases/payables, accounts receivables, royalties, operating expenses, payroll and taxes
• Involved in costing for new products and promotions with product development team to maintain gross margin
• Oversee inventory management team to maintain product in-stocks, accurate forecasting, up-to-date import lead times and productive inventory turnover
• Produce financial statements and present results to senior management team on a monthly basis
• Manage team of eight accountants and business analysts and provide them with coaching and mentoring

Toronto, Ontario, CA

• Audit and review financial statements and provide personal and corporate taxation services for mainly private clients in industries such as retail, hospitality, legal/professional services, software development and.
• Manage audit teams of Junior and Senior staff and review their work, providing actionable review notes to improve file documentation and analysis.
• Provide guidance, training and development for Junior and Senior Staff Accountants as well as Co-op Students.
• Apply strong knowledge of relevant accounting standards to audit high-risk sections of audit files, such as revenue recognition, inventory valuation and obsolescence, accounts receivable estimates and bad debt.
• Perform high-level risk assessments of clients before and throughout field work, involving an examination of the business, accounting, and industry risks and internal controls to guide the audit strategy.
• Collaborate with senior managers and partners to prepare client financial statements and note disclosures in accordance with relevant standards, in addition to providing client-management with key areas for business.

Toronto, Ontario, CA

Toronto, Ontario, CA

London, GB

• Assurance Services, Private Client Services Practice
• Serviced clients in industry areas such as manufacturing and wholesaling, computer software development, transportation and logistics, health care and not-for-profit organizations
• Completed year-end financial statement audits and reviews, special report engagements, pension audits, internal control assessments and personal/corporate taxation services
• Provided oversight of engagement teams comprised of Junior and Intermediate staff, delegated work to be completed, reviewed work and provided coaching, support and performance assessments

• Analyzed financial transactions between 20 residential investment properties across Canada
• Audited each property’s balance sheet accounts to identify any discrepancies, and perform any necessary adjustments on a quarterly basis
• Completed monthly reconciliations for property bank accounts and credit cards
• Performed adjusting journal entries for properties at fiscal year end

Richmond Hill, Ontario, CA

• Managed inventory categories totaling over $65 million for 300+ stores across Canada
• Responsible for assortment planning, purchasing, inventory replenishment, pricing, product development, and demand forecasting
• Conducted regular meetings with vendor representatives to analyze and forecast sales performance, develop strategic promotions, and plan product assortments
• Led numerous training presentations for merchandising department on topics such as line reviews, driving sales initiatives, and process improvements

Accounting

Bachelor Of Commerce, Honors

Bachelor Of Arts, Political Science