•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•Work alongside President and Chief Operating Officer to evaluate current and future business opportunities

•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 sales, and NPOs •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 allowances, accounts payable and loans. •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 improvement and development.

•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

•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