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Skills

  • Training material development
  • Team management
  • Attention to detail in document preparation
  • Financial statement preparation
  • Corporate Tax Return Preparation
  • Tax planning strategies
  • Team building
  • Risk assessment and mitigation
  • Process optimization
  • Data organization

Work Experiences

  • Assisted 10 major corporations.
  • Advised clients on tax planning strategies.
  • Kept track of category company and employee activities on a daily basis, identifying areas for improvement and putting plans in place to address them.
  • Created letters for 6 broad-scope audit assignments.
  • Achieved Top Performer in 2021.
  • Used Adobe Creative Suite to create training for standard employees, resulting in a 10% increase in company retention and productivity.
  • Collaborated with taxation teams on GST filings, ensuring a 38% reduction in errors and avoiding potential penalties.
  • Collaborated on the development of first-year budgets for new entities, successfully managing resources amounting to $8 for 2023.
  • Achieved closure within 14 months.
  • Assisted consumer goods companies.

Summaries

  • Experienced Training Specialist with a track record of success in client relations instruction spanning 3 years.
  • Accomplished Articled Trainee.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Ambitious Articled Trainee with experience in preparing financial models for M&A, influencing deals worth over $10 while supporting growth initiatives for corporate clients.
  • Achieved consistent efficiency improvements for clients.
  • Analytical Articled Trainee with excellent audit skills.
  • Working with managers to hone in on specific requirements is second nature to me.
  • Achieved operational savings.
  • An outgoing personality with a hands-on, creative approach.

Accomplishments

  • Advised clients on financial model improvements, leading to enhanced portfolio performance by 50%.
  • Utilized financial models to project cash flow and help clients better manage liquidity, contributing to a 80% increase in cash-flow predictability.
  • Provided recommendations to improve weak points in internal controls based on audit findings, securing a 38% improvement in process efficiency.
  • Assisted in auditing third-party vendor contracts, ensuring adherence to agreed financial terms and mitigating risk exposure.
  • Resolved discrepancies in general ledger entries through root cause analysis, ensuring accurate client financial statements.
  • Developed and maintained a comprehensive audit checklist for SMEs, streamlining audit processes and improving overall compliance.
  • Reviewed and analyzed financial data from international offices ensuring compliance with multi-jurisdictional tax and reporting requirements.
  • Documented and resolved framework which led to standard.
  • Enhanced financial reporting by implementing stricter control mechanisms, increasing reporting accuracy by 83%.
  • Identified errors in financial statements valued at $13, which led to improved financial accuracy and avoided penalties for non-compliance.

Affiliations

  • Educational Affiliate, Association of Fraud Examiners (ACFE)
  • Organizing Committee Member, Raleigh Finance Symposium
  • Rotary International
  • Jaycees
  • Association of Information Technology Professionals
  • Member, International Fiscal Association (IFA)
  • Member, National Association of Tax Professionals (NATP) 2023 – Present
  • Member, International Association of Accounting Professionals (IAAP)
  • Financial Management Association (FMA)
  • American Medical Informatics Association

Certifications

  • Google Certified Professional Cloud Architect
  • CompTIA A+ Technician
  • Corporate Finance Certification by method
  • Certified Public Accountant (CPA) metric
  • Chartered Accountant (CA) by metric
  • Certified Public Accountant
  • Anti-Money Laundering (AML) Certification by initiative
  • Risk Management in Banking and Finance Certification by system
  • CPA (Certified Public Accountant) by program
  • International Financial Reporting Standards (IFRS) Certification by Vantage

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