Daniel Reina, Cpa Email & Phone Number

Alberta, Canada

Lindon, Utah, US

Lethbridge, Alberta, CA

- Strategic planning: set priorities, focus and set goals, strengthen operations, measure, adjust and repeat!- Business improvement: financial and operational assessments resulting in recommendations and actions plans to increase efficiencies and bottom line of the company- Project profitability and review: work with project managers to maximize.

Toronto, Ontario, CA

• Notice to readers for several types of businesses including farms, trades, arts, professional and others
• Preparation of T2 for corporations' year end
• Personal tax returns that include business and farm statements, investments in and outside of Canada, capital gains reserves and many other personal tax items.
• GST preparation
• Caseware, Taxprep and eAudit.
• Audit work in enterprise, municipal, non-for-profit and government.

• Responsible for all aspects of accounting processes in the business, including payroll, data entry in Sage 50 software, year-end process, GST returns, bank reconciliations, tax, vendor and client relations.

Edmonton, Alberta, CA

• Every few years financial institutions are audited by the Canadian government to prevent money laundering and terrorism funding. My job is to make sure that ATB's Business & Agriculture services are compliant with the.
• Reviewing customer files and ATB's Customer Relationship Management system
• Verify that internal controls within the organization are implemented by lenders
• Create reports (using Access) to communicate to the lenders what information needs to be acquired to make customer files compliant
• Know the legal documentation required for different legal entities (Corporations, Sole Props, Joint Ventures, etc) to be true and existent

• Worked with Director of Finance to set up two companies, their accounting structures, processes and controls. Accounted for about six million dollars for first year of operations
• Oversaw data entry, cheque runs, project profit reports, chart of accounts maintenance
• Trained 5 individuals on Sage 50 (company set up, vendors, customers, financial reporting, inventory and other)
• Prepared income statements on a monthly basis for over 90 projects which were analyzed by Director of Finance and President
• Created accounting Sage 50 manual dedicated to company use, including cheque runs, vendor payments, company set-up, and internal controls

• Review, analyse and process JIBS from JIBlink and manual entries
• Reduce inefficiencies in the joint billing and revenue processing system
• Working capital management
• Vendor clean-up and relations
• Review and analysis of various joint venture agreements
• Review, analysis and opinion on reporting and findings of joint venture audits

Provo, UT, US

• Attention to detail to maintain top quality service and performance of staff
• Managed and controlled inventory - with none or minimal discrepancies at year end
• Produced and reported expense reconciliations
• Trained and mentored staff to achieve team goals
• Created incentives and helped create goals for staff to achieve high productivity

• Day to day operations of photo lab - printing, printer maintenance and customer service
• Training of staff on photo lab procedures
• Responsible for sales and performance of department - recognized for highest sales increases for several weeks

Education record

Bachelor’S Degree, Accounting And Business/Management

Diploma, Accounting And Business/Management