HAS CPA specializes in providing accounting, tax, and advisory services to high value clients including private corporations, entrepreneurs, high net worth individuals, and international clients. Our areas of expertise includes trust and estate planning, implementing tax minimization strategies, corporate reorganizations and structuring purchase and sale transactions.

Overall responsibility for the strategic planning, implementation, and management of all the finance and accounting activities including financial reporting, business planning, taxation, risk and governance.Member of the board of directors providing governance and strategic leadership to the organization.

• Oversaw and led globally integrated audit teams performing an evaluation of the design and operating effectiveness of internal controls of various banking business units.• Manage performance of on-site audit fieldwork by reviewing working papers completed by junior staff and ensuring audits were completed on schedule and on budget• Issue audit reports summarizing audit findings and issues to business heads and senior management• Work closely with business heads in determining… Show more • Oversaw and led globally integrated audit teams performing an evaluation of the design and operating effectiveness of internal controls of various banking business units.• Manage performance of on-site audit fieldwork by reviewing working papers completed by junior staff and ensuring audits were completed on schedule and on budget• Issue audit reports summarizing audit findings and issues to business heads and senior management• Work closely with business heads in determining remedial action plans in order to address audit issues and control deficiencies identified in audits• Develop and execute audit test procedures to review business’ compliance with internal policies and regulatory requirements, alignment of business strategy with the overall P&CB platform strategy, and effectiveness of front, middle and back office internal controls• Ensure regular communication with various business heads throughout the year for updates and changes to the business in order to assist in developing and executing the annual audit plan and ensuring audits provide sufficient coverage.• Create quarterly reports and presentations for the group VP to present to various committees within the P&CB platform, summarizing quarterly audit activities and identifying audit issue trends to assist in identifying root causes of control weaknesses• Performed successful audits in various business areas within RBC including Regional Banking, Business Financial Services (BFS), and Capital Markets• Contributed to the implementation of advanced data analytics in quarterly Continuous Monitoring and Audit activities to reduce/eliminate manual testing and improve efficiency of audit testing. Show less

• Work with P&C Canada LOBs/LEs to interpret accounting changes identified by CAG, (e.g. IFRS updates), assess the impact on financial results, and determine/facilitate implementation of required process and control changes.• Work with the teams within FPM, LOBs, CAG and other financial governance functions in BMO to understand financial governance policy, standards and processes, develop effective and efficient implementation plans for new/amended requirements, monitor to ensure adherence… Show more • Work with P&C Canada LOBs/LEs to interpret accounting changes identified by CAG, (e.g. IFRS updates), assess the impact on financial results, and determine/facilitate implementation of required process and control changes.• Work with the teams within FPM, LOBs, CAG and other financial governance functions in BMO to understand financial governance policy, standards and processes, develop effective and efficient implementation plans for new/amended requirements, monitor to ensure adherence and escalate any issues as needed. • Partner with the business/back office/finance to understand and escalate any issues as needed and monitor action plans for appropriateness and completion.• Ensure Financial Governance requirements are communicated in a timely and effective manner to all affected stakeholders, including senior business management and Executives so that implications are clearly understood and adhered to. • Perform or review various monthly and quarterly governance processes (e.g. uncorrected misstatements reporting, attestation letters, Proof of Balance reconciliations, Volcker review and compliance, etc).• Effectively complete BUCO (Business Unit Compliance officer) responsibilities including identifying applicable regulations, performing risk assessments, and ensuring adherence through monitoring and testing. Show less

Support the ongoing improvement of an effective and efficient global financial reporting and disclosure policy framework for RBC Personal & Commercial Banking (P&CB) platform• Perform financial risk assessments on all new project and initiative launches impacting P&CB financial statements to evaluate for sufficient controls over financial reporting• Conduct end-to-end operational process reviews to evaluate and identify opportunities for improvement that increase detective… Show more Support the ongoing improvement of an effective and efficient global financial reporting and disclosure policy framework for RBC Personal & Commercial Banking (P&CB) platform• Perform financial risk assessments on all new project and initiative launches impacting P&CB financial statements to evaluate for sufficient controls over financial reporting• Conduct end-to-end operational process reviews to evaluate and identify opportunities for improvement that increase detective, compensating, and mitigating controls over financial reporting on new product, process, and system launches.• Work with process owners, external auditors, product control, and internal SOX testers to complete a successful assessment of internal controls.• Consult with management and project teams on the design of action plans to address control deficiencies and process improvements.• Identify opportunities for improvements that increase efficiency, control, and standardization of operational processes.• Perform second level reviews on monthly balance sheet attestations to ensure adequate reconciliation support for over $400B in liabilities on RBC’s books• Lead project involving development of process maps for all manual financial processes impacting RBC’s financial books to ensure all existing controls are documented• Participate in SOX walkthroughs and reviews with external auditors and follow up on findings and action items• Assist internal and external auditors with quarterly reviews and year end audits, as necessary Show less

Ensure accurate and timely consolidation of MPT’s global financial results for 45 entities on a monthly basis• Prepare monthly consolidation adjustments and journal entries, and perform reconciliations of intercompany transactions• Prepare and compile standard monthly financial reporting package to senior management, including Balance Sheet, P&L and Free Cash Flow• Review and analyze monthly financial results to develop an understanding of operational variances against budget, and… Show more Ensure accurate and timely consolidation of MPT’s global financial results for 45 entities on a monthly basis• Prepare monthly consolidation adjustments and journal entries, and perform reconciliations of intercompany transactions• Prepare and compile standard monthly financial reporting package to senior management, including Balance Sheet, P&L and Free Cash Flow• Review and analyze monthly financial results to develop an understanding of operational variances against budget, and prepare summary in monthly variance flash report for senior management team• Participate in month end calls with MPT finance management to discuss operational results and variances• Review balance sheet continuities to analyze monthly changes in balance sheet activity for all MPT global divisions• Complete monthly quality checks to ensure divisional compliance with Magna’s internal reporting requirements• Coordinate for the completion of key performance indicators & quarterly finance presentation packages to senior leadership team• Assist in the preparation of consolidated financial statements with notes for tax, regulatory, and other reporting purposes• Complete quarterly financial statement schedules to Magna International for external reporting purposes• Prepare quarterly SOX binder and all related schedules• Work closely with divisional controllers to ensure appropriate accounting policies and procedures are applied by all MPT divisions Show less