Sameer Ansari

Sameer Ansari Email and Phone Number

Operations Manager @ Beach Street Wealth
Sameer Ansari's Location
Oakville, Ontario, Canada, Canada
Sameer Ansari's Contact Details

Sameer Ansari personal email

About Sameer Ansari

With over 15 years of financial services industry, I have the privilege of working with a select group of high-worth families to acquire, grow and preserve wealth, and create lasting legacies.

Sameer Ansari's Current Company Details
Beach Street Wealth

Beach Street Wealth

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Operations Manager
Sameer Ansari Work Experience Details
  • Beach Street Wealth
    Wealth Manager
    Beach Street Wealth Apr 2021 - Present
    Oakville, Ontario, Canada
    Create Wealth for our clients using an holistic approach to Wealth Management. My major responsibilities are:- I support clients with Tax Strategies- Establish banking structures for small business and personal finance- Reviewing business procedures- Governmental Registrations- Prepare tax audits- Work with strategic partners in providing support to our clients in all aspects
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  • The Better Life Co.
    Financial Consultant
    The Better Life Co. Apr 2014 - Apr 2021
    Oakville, Ontario, Canada
    Support Existing clients with queries - Business and PersonalForecast and prepare plan presentationsInvolvement in the review and enhancement of company procedures
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  • The Better Life Co.
    Senior Financial Analyst
    The Better Life Co. Jun 2006 - Apr 2021
    Support and coordinate Analyst team with ongoing projectsFinancial Statements PreparationsAnalysis and ForecastsPrepare Corporate Tax, HST and other regulatory returnsTax Planning
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  • Manulife
    Billing Analyst
    Manulife Jan 2005 - May 2006
    Toronto, Canada Area
    Assisted clients Billing related functions, queries and issuesInvolved in the development of new procedures with the Billing department for the merger of Manulife (Toronto) and John Hancock (Buffalo)Lead and participate on various ad hoc projectsAnalyzed monthly operating results to highlight potential issuesIdentify and investigate discrepancies through variance analysis
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  • International Traders
    Accounting Support Specialist
    International Traders Feb 2002 - Jan 2005
    Toronto, Canada Area
    Assisted Month End Reported directly to the ControllerJournalized monthly accruals and reversals, closed financial booksGeneral Ledger ReconciliationHelped Controller to prepare Quarterly and Year-end Financial StatementsDeveloped, analyzed and debugged general ledger concepts and proceduresComputerized work order/purchasing system and project accounting Assisted in preparing annual Corporate Tax returnDeveloped procedures and time schedules to ensure on-time government reporting
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Sameer Ansari Skills

Account Reconciliation Variance Analysis Financial Reporting Finance Accruals Strategic Financial Planning Business Analysis Financial Analysis General Ledger Analysis Leadership Accounting Forecasting Microsoft Excel Business Development Financial Modeling Financial Planning

Sameer Ansari Education Details

Frequently Asked Questions about Sameer Ansari

What company does Sameer Ansari work for?

Sameer Ansari works for Beach Street Wealth

What is Sameer Ansari's role at the current company?

Sameer Ansari's current role is Operations Manager.

What is Sameer Ansari's email address?

Sameer Ansari's email address is an****@****ail.com

What schools did Sameer Ansari attend?

Sameer Ansari attended Laurentian University/université Laurentienne, Humber College.

What skills is Sameer Ansari known for?

Sameer Ansari has skills like Account Reconciliation, Variance Analysis, Financial Reporting, Finance, Accruals, Strategic Financial Planning, Business Analysis, Financial Analysis, General Ledger, Analysis, Leadership, Accounting.

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