Sanjay Kiran, Cpa, Cma Email & Phone Number

Oakville, Ontario, Canada

Oakville, Ontario, Canada

• Responsible for developing reports to Council and Senior Management to include analytical summaries to improve the decision making of management to help support achieving our strategic objectives.
• Review accounting standards (existing and new) and prepare position papers to recommend accounting treatment and disclosure of transactions to ensure the Region meets public sector requirements set out by the Canadian.
• Support the Financial Reporting team with Consolidation, Financial Statement and Notes preparation, Ministry reporting, internal and external audit requirements
• Coordinate and manage the content of the Annual Financial Report
• Prepare background papers, briefing notes, commentary and presentations on procedures and policies to ensure the Region maintains strong internal controls and follows best practices for Financial Services and Payroll.
• Prepare project charters and project plans, coordinate and participate in project tasks, coordinate and lead meetings, and liaise with external consultants where required

Toronto, Canada Area

• Review audit reports, identify and resolve issues with clients and present reports to senior management
• Serve as first point of contact to cultivate strong client relationships and ensure reporting deadlines on deliverables are met
• Lead compliance audits while developing audit plans and terms of reference based on audit standards and control frameworks
• Recommend the implementation of audit best practices within the child care sector
• Evaluate needs, develop and present strategies to work collaboratively with clients to ensure audit best practices and principles are being followed
• Provide ongoing advice and support to child care providers on the interpretation and implementation of the financial and audit policy framework

Toronto, Canada Area

• Responsible for financial statement audits and review engagements for co-operative housing, small to medium-sized businesses and non-profit organizations with annual revenues up to $22 million
• Provided professional accounting advice to clients concerning various issues ranging from posting adjusting entries to accounting treatments for specific items
• Served as first point of contact to ensure strong client relationships and ensured reporting deadlines on deliverables to third-parties are met
• Presented audit findings to internal management and directors during board and annual general meetings, receiving positive evaluations for clarity, composure and professionalism
• Provided senior-level support on numerous assignments including first level review of work completed by junior accounting staff
• Selected audit samples using advanced Excel techniques (e.g., pivot tables) to detect and investigate deviations and anomalies in data

Mississauga, Ontario

• Prepared month-end AR aging report and re-classes for accounts with credit balances
• Performed analysis and reconciliations of abnormal balances for quarterly tax remittance
• Ran monthly AR sub-ledger and reconcile to general ledger balances
• Hosted bi-weekly AR meeting with client services, maintenance and business development teams
• Ensured prompt collection of all accounts due from client
• Performed monthly reconciliation of customer deposits and inter-company accounts

Mississauga, Ontario

• Processed daily checks received and prepared deposit summary for the day
• Prepared deposit documents for pick-up and delivery to bank on a daily basis
• Prepared daily cash receipts summary and applied daily cash receipts in AR sub-ledger
• Assisted in month-end processes by clearing credit card charges and bank charges
• Reconciled and analyzed specific balance sheet accounts

• Provide audit assistance to pre and post assessment clientele in the following areas: o Corporate Income Tax o Personal Income Tax o CRA Slips & Forms (T3, T4, T4A, T5, etc.)

• Prepared over 300 personal tax returns in a fast-paced, client-oriented environment
• Provided outstanding client service by assessing personal needs
• Prepared complete, accurate tax returns while exercising H&R Block’s Client Service Protocols
• Assisted other associates in the office to maximize client experience
• Demonstrated competency in the following areas:o Corporate Income Taxo Personal Income Taxo Goods & Services Tax (GST)o CRA Slips & Forms (T3, T4, T4A, T5, etc.)