Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Rajbir Badh

Brantford,ON

Summary

Forward-thinking team leader skilled at operating departments efficiently to meet strategic objectives. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous improvement.

Overview

6
6
years of professional experience

Work History

Finance Manager

McMaster University
10.2022 - Current
  • Prepares the budgets for seven Facility Services departments, developing five-year projections, resulting in 15% improvement in budget accuracy
  • Leads a team of six finance professionals, providing guidance and training to enhance their skills and performance, resulting in 10% increase in productivity
  • Develops and maintains financial reporting systems to track expenditures, analyze trends, and provide insights to senior management for strategic decision-making
  • Creates working papers for capital accounts and analyzes expenditures charged to the capital fund applying IAS 16 criteria to determine which transactions are to be capitalized
  • Responds to audit requests, providing external auditors with the necessary documentation to complete their engagements
  • Implements automated financial management systems by cleaning up ERP system data, streamlining processes and improving accuracy in financial reporting by 20%
  • Completes month end, quarterly and year-end adjustment and appropriation entries, meeting tight organizational deadlines
  • Participates in the development and maintenance of the business unit’s strategic plan, and represents Facility Services as a member of the institution’s Finance Committee

Senior Accountant

CBM Chartered Professional Accountants
01.2022 - 09.2022
  • Independently managed complex sections of audits, to ensure that working papers were prepared in congruence with the expectations of CAS and the firm’s requirements
  • Prepared compilation engagements to ensure that clients follow tax requirements and were financially viable in their operations
  • Prepared individual and corporate tax returns for partners to review and remit to the CRA
  • Represented clients with the CRA, ensuring that they follow tax filing and payment requirements
  • Acted as a first point of contact for several different clients, ensuring that their accounting needs were met in a timely manner
  • Set up new clients’ CaseWare files, enabling staff to efficiently work on their working papers

Finance Manager

McMaster University
07.2021 - 12.2021
  • Supervised a staff comprised of three financial coordinators and an administrative assistant, ensuring that their deliverables were meeting deadlines
  • Ensured that strategies and directives outlined by the Chair and Director of Administration were implemented with the highest degree of accuracy and efficiency
  • Developed five-month and eight-month budget projections for the department’s operating programs, ensuring that variances were within the faculties recommended thresholds
  • Audited and approved transactions being charged to the department’s operating and research programs, ensuring that the faculties protocols were being strictly adhered to
  • Was a member of the department’s central administration team, which reviewed performance on a weekly basis to ensure follow through of objectives

Senior Research Accountant

McMaster University
03.2020 - 07.2021
  • Managed a portfolio of 500 research projects, ensuring that they remain in compliance requirements of the granting agencies
  • Prepared ongoing financial reports for a variety of sponsors, allowing sponsors to identify the status of research funds
  • Audited and approved transactions being charged to research projects exceeding $1,500, allowing for expenses to remain within targeted budgets as well as eligibility guidelines
  • Maintained liaison with four different faculties, ensuring that timely financial information was communicated in a way that was in line with the university’s standards for service

Financial Analyst

Calendar Club of Canada
10.2019 - 03.2020
  • Downloaded sales data from Shopify, Amazon seller central and the POS systems, to reconcile it to the company’s bank accounts and prepared the revenue journals applying ASPE 3400
  • Set up and maintained the company’s general ledger in Sage 50, ensuring accuracy of the financials and account maintenance
  • Prepared income statements for 165 retail locations, enabling management to make better decision regarding location planning
  • Reconciled the company’s bank accounts ensuring that cash deposits were being made on a timely basis by 165 retail locations.

Accountant

Community Living Brant
02.2018 - 10.2019
  • Prepared monthly financial statements using GAAP and compared the results with predetermined budgets resulting in inefficiencies being reduced by 10%
  • Conducted financial analyses, managed cash balances, oversaw accounts payable and payroll and remitted documents with the appropriate governmental bodies
  • Prepared payroll using Ceridian Dayforce for over 250 unionized employees including the approval and payment of employee expense reports
  • Developed quarterly and annual budgets using funding information obtained from the Ministry, allowing department managers to streamline expenditures and prepare for contingencies

Education

Chartered Professional Accountant Completed -

Chartered Professional Accountant -

CPA Ontario

Honours Bachelor of Commerce - Accounting

DeGroote School of Business, McMaster University
Hamilton, ON

Greenbelt Lean Six Sigma -

McMaster University
Hamilton, ON

Skills

  • Financial Modeling
  • Financial Budgeting
  • IFRS/ASPE Knowledge
  • Strategic Planning
  • Internal Controls
  • Cash Flow Management
  • Continuous Improvement
  • Revenue Recognition

Languages

English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Limited Working

Timeline

Finance Manager

McMaster University
10.2022 - Current

Senior Accountant

CBM Chartered Professional Accountants
01.2022 - 09.2022

Finance Manager

McMaster University
07.2021 - 12.2021

Senior Research Accountant

McMaster University
03.2020 - 07.2021

Financial Analyst

Calendar Club of Canada
10.2019 - 03.2020

Accountant

Community Living Brant
02.2018 - 10.2019

Chartered Professional Accountant Completed -

Chartered Professional Accountant -

CPA Ontario

Honours Bachelor of Commerce - Accounting

DeGroote School of Business, McMaster University

Greenbelt Lean Six Sigma -

McMaster University
Rajbir Badh