Senior Accountant
Canadian Family Futures Inc.
Total years of experience :14 years, 7 Months
• Planned and prepared NTR, T3/trust returns and slips for high net worth clientele.
• Ensured time budgets and work deadlines are achieved.
• Performed preparation and review of various Canadian individual income tax returns and elections
• Reviewed tax assessments for discrepancies.
• Interacted with tax agencies and clients to gather information and documented appropriate response to resolve issues.
• Developed specific knowledge to support with drafting correspondence to tax authorities
• Planning and preparation of the NTR, Review and Audit engagements in a variety of business sectors.
• Preparing corporate and personal tax returns.
• Ensuring time budgets and work deadlines are achieved.
• Performed the preparation and review of various Canadian individual income tax returns and elections.
• Review tax assessments.
• Interact with tax agencies and other offices to gather information and manage inquiries.
• Support with drafting correspondence to tax authorities.
• Completed compilation for over 60 engagements each year on clients’ financial records which resulted in the successful preparation of financial statements and T2 tax returns.
• Performed review engagements and external audits in accordance with International Standards on Auditing (ISA).
• Conducted regular reviews and reconciliations of fixed assets, cash and cash equivalents, accounts receivables, accounts payables, revenues, and inventory resulting in accurate financial statements within budgeted time frame.
• Prepared schedules for fixed assets, accounts payables, and accounts receivables.
• Obtained greater audit assurance results by performing inventory observations for retail and wholesale industry clients.
• Generated tax returns for over 200 clients each year (T1s) while providing optimal tax savings to clients.
• Maintained monthly accounting records for clients using Simply Accounting and QuickBooks.
•Completed bookkeeping for portfolio of clients while meeting dead lines
•Helped in compiling NTR under the supervision of the senior for small businesses in a fast paced environment
•Prepared multiple number of Personal & Corporate Tax returns on a daily basis in tax season
•Achieved preparation of GST Returns target on a monthly basis
•Gathered Payrolls information and generated monthly payrolls for the clients
•Collected and reconciled joint venture receivables for assigned partners
•Performed accounting functions related to invoice and payment processing, and account adjustments
•Investigated and analyzed disputed charges and coordinate the efforts of multiple departments to resolve
•Identified the need for division of interest (DOI), updates and reversals.
•Confirmed Authorization for Expenditure (AFE), AFE supplements, and revenue/royalty/expense adjustments.
•Assisted with monthly cheque run and prepared joint venture reporting
•Dealt with the life cycle of all invoices working within the accounts payable team,
•Communicated with internal and external stakeholders to facilitate reconciliation within the time frames given
•Verified/Processed expense reports, document control and follow up of outstanding issues
•Experienced within the oil and gas industry, analyzed and provided explanations for outstanding account balances
•Attached required supplemental documentation prior to monthly release of invoices
•Independently organized small business enterprise for over 9 years and generated capital from $0.00 to $0.5 million
.Managed General of business operations
•Planned and performed year round (full cycle) book keeping including A/P, A/R, Payroll, Bank Reconciliations
•Prepared GST Returns
•Administered Cash Management, Daily Banking, Financial Services for line of credits & budgeting
•Conducted inventory control and inventoried periodically
•Appraised, assessed and coached team to provide excellent customer services
•Hired trained and inspired personnel and provided encouraging/corrective
feedbacks with support to expand their abilities
•Maintained a cleaned and hygienic work environment
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•Maximized store performance by achieving and exceeding financial targets, and control of maintenance and expenses.
•Recruited, trained, motivated, coached and evaluated all store employees.
•Executed all Shell Canada’s Operating Procedures.
•Helped maintain business image through being active within the community
•Improved and maintained in store sales from 0.5 million to 2.5 million in 5 years