Mina Rashid, Cpa Email & Phone Number

Toronto, Ontario, Canada

• Preparing client quarterly investment reporting package, which includes client Net Worth Statement, Investment Portfolio Report, Portfolio Performance Summary, Equity Allocation Summary, Portfolio and Implementation Schedule on a timely basis. • Preparing client future cash flows using assumptions such as inflation, taxes, time horizon (life expectancy), income, expenses and portfolio. • Preparing client expense tracking and budgeting on a quarterly basis.• Preparing client… Show more • Preparing client quarterly investment reporting package, which includes client Net Worth Statement, Investment Portfolio Report, Portfolio Performance Summary, Equity Allocation Summary, Portfolio and Implementation Schedule on a timely basis. • Preparing client future cash flows using assumptions such as inflation, taxes, time horizon (life expectancy), income, expenses and portfolio. • Preparing client expense tracking and budgeting on a quarterly basis.• Preparing client bookkeeping packages and providing support in financial statement and tax reporting/filing deadlines.• Managing client documentation (i.e. account openings, Compliance) to ensure processes have been followed and filed accurately.• Proactively engaging in discussions with executives to document and improve processes at the firm, with the goal of efficiency and effectiveness.• Leading the current and future members of the Analyst team by mentoring, coaching, and training. Show less

Toronto, Ontario, Canada

Audit & Assurance Services for clients in the Financial Service Industry, with a focus on Wealth & Asset Management Corporations.

Toronto, Canada Area

Burlington, Ontario

• Improved clients’ banking experience with HSBC by ensuring that the clients were attended to promptly, and all their challenges were resolved without delay• Was responsible for handling, processing and servicing of clients’ branch transactions in aprompt, efficient and accurate manner• Cross-sold HSBC bank products by answering inquiries, informing clients of new servicesand promotions, ascertaining their needs, and directing clients to the branch sales team• Maintained… Show more • Improved clients’ banking experience with HSBC by ensuring that the clients were attended to promptly, and all their challenges were resolved without delay• Was responsible for handling, processing and servicing of clients’ branch transactions in aprompt, efficient and accurate manner• Cross-sold HSBC bank products by answering inquiries, informing clients of new servicesand promotions, ascertaining their needs, and directing clients to the branch sales team• Maintained security and safety of all bank and client assets via effective adherence of regular corporate and legal processes and regulations• Four-time HSBC Quarterly Lion Award Winner in 2017 & 2018; Lion Awards were given to500 employees across Canada who exceeded in performance expectations Show less

Toronto, Canada Area

• Processed and reconciled accounting documents such as invoices, departmental billings, employee reimbursements and spreadsheet statements• Ensured contractors submitted accurate and approved timesheets on a timely basis, and ensured they received payment as due• Ensured invoices were sent accurately and on time to clients, and kept track of payments receivable • Compiled, entered, updated and reviewed information regarding accounts payables and receivables accurately•… Show more • Processed and reconciled accounting documents such as invoices, departmental billings, employee reimbursements and spreadsheet statements• Ensured contractors submitted accurate and approved timesheets on a timely basis, and ensured they received payment as due• Ensured invoices were sent accurately and on time to clients, and kept track of payments receivable • Compiled, entered, updated and reviewed information regarding accounts payables and receivables accurately• Maintained records by applying knowledge of accounting terminology and spreadsheets• Created financial reports to assess and evaluate how the company has performed in the past year, and forecastd performance for the upcoming year Show less

Toronto, Canada Area

• Volunteered at Ryerson University's Tax Clinic for two years in a row during the month of March, to prepare income tax and benefit returns, in accordance to Income Tax Laws and Revenue Canada Guidelines, for eligible individuals in the community. • Utilized Revenue Canada's supplied software, UFile to file and transmit all returns. • Assessed a variety of financial documents and claims provided by individuals to determine entitlement for tax credits and benefits.

Cpa

Successful Candidate of the 2019 CPA Cumulative Final Exam.

Ted Rogers School Of Management, Professional Master'S Diploma In Accounting

The Professional Master's Diploma in Accounting at Ted Rogers School of Management is a CPA Accredited Graduate Program. Within a few.

Ted Rogers School Of Management, Bachelor Of Commerce (B.Comm.) In Accounting

Graduated from the School of Accounting and Finance at Ryerson University, CPA Accredited. Pursued a Major in Accounting, with a Minor.