Phil Ponikvar, Cpa Email & Phone Number

Burlington, On, Ca

Oakville, Ontario, Canada

I'm happy to share I'm joining Birbari Wealth Management Group under iA Private Wealth in my career journey to become a trusted financial advisor that can help clients in various aspects of their financial lives. I look forward to learning under our team here and the opportunities to come!

Burlington, Ontario, Canada

• Prepared and reviewed tax returns for corporations, individuals, partnerships and trusts• Worked with team to perform corporate reorganizations for clients to implement tax efficient business structures• Prepared tax provisions for corporate clients to enable the preparation of their financial statements

Burlington, Ontario, Canada

• Onboarded and assisted with the training and development of new staff to become contributing members of the team• Coordinated requests with public and private client's finance and accounting team to receive pertinent information for the audit engagement• Performed substantive analytical procedures to test various accounts to ensure clients financial statements were accurate• Modified risk assessments on client accounts and followed up with control walkthroughs to ensure the proper procedures are in place to reduce risk

Oakville

Working at Siemens was a tremendous learning experience. I worked in the Global Business Services department which provides the company with business services. I was tasked with working with a talented team on multiple projects which I saw would give great value to the company which included:• Automating the expense reporting process to create high-level reports by creating a mapping system from the chart of accounts to cost categories which I was entrusted with identifying• Facilitating a regional finance workshop with the goal to share best practices and recognize synergies for our teams across North AmericaFrom this experience I feel that I gained an abundance of knowledge in the area of accounting and finance while working in this role. I am looking forward to continue learning and apply this understanding moving forward.

Oakville, Ontario, Canada

• Systemized communication in the process of mergers, acquisitions and divestitures by mediating the flow of information to ensure all parties are in sync• Headed a data mining project sorting through past company sales data to conduct a customer and industry analysis• Controlled and enhanced a costing spreadsheet for a multi-project bid application to have a weekly updated version for internal and external use

Orlando, Florida Area

While working in the Financial Shared Services division at Siemens Americas Headquarters I was involved with Risk and Internal Control, Operational Excellence, Business Administration and Human Resource practices. This experience allowed me to practically apply my knowledge and work in and environment I am passionate to learn and be a part of.• Risk and Internal Control: Assisted in the performance of the semi-annual audit process• Operational Excellence: Undertook process improvements in the payroll process• Human Resources: Reviewed applications and coordinated interviews for 6 university co-op positions• Business Administration: Prepared monthly revenue reconciliation for business units

Oakville