Summary
Overview
Work History
Education
Skills
Timeline
Generic

Anastasiya Mykulyak, CPA

Stony Mountain,Canada

Summary

Organized and dependable CPA who effectively manages strict deadlines, schedules, and repetitive tasks with a positive, can-do attitude. Demonstrates exceptional customer care, driven and motivated to help organization thrive. Skilled in prioritizing and completing tasks independently. Detail-oriented with more than 8 years of accounting, cash handling and customer service experience.

Overview

9
9
years of professional experience

Work History

Senior Accountant

Fort Group Chartered Professional Accountants
01.2024 - Current
  • Lead preparation of assurance, compilation, and tax engagements, managing complex files independently and overseeing projects from inception to completion.
  • Act as primary client contact, fostering relationships and ensuring effective communication about work progress and client needs.
  • Supervise and develop staff and intermediate accountants, providing guidance and reviewing their work to ensure accuracy and efficiency.
  • Draft comprehensive financial statements, including detailed note disclosures, and performed tax preparations for personal, corporate, charity, and NPO returns with minimal revisions.
  • Manage multiple engagements, ensured timely completion, and addressed potential issues related to budgets and resource needs.

Intermediate Accountant

Fort Group Chartered Professional Accountants
07.2022 - 12.2023
  • Prepare assurance, compilation, tax, and other engagement files
  • Build and maintain relationships with staff and clients
  • Develop an understanding of clients’ operations, performance drivers, and industry trends
  • Ensure timely completion of work and supervise Staff Accountants
  • Adhere to firm procedures and update iFirm for timekeeping and job status
  • Complete assurance and compilation engagements, draft financial statements, and analyze
    accounting records
  • Perform bookkeeping and assist in planning engagements
  • Prepare various tax returns (personal, corporate, charity, NPO, T4s, T5s, GST)
  • Analyze and reconcile GST and PST accounts, resolve basic tax issues
  • Strive for continuous learning, efficiency improvements, and meeting budgets
  • Work on clients' tax planning
  • Work on special tax issues- including CRA reviews

Staff Accountant

Fort Group Chartered Professional Accountants
03.2021 - 07.2022
  • Prepare assurance, compilation, tax, and other engagement files
  • Build relationships with internal teams and clients, communicated work status
  • Develop an initial understanding of clients’ operations and trends
  • Maintain confidentiality and adhered to firm procedures
  • Assist in completing engagements, drafting financial statements, and analyzing records
  • Perform bookkeeping and reconciled bank accounts
  • Prepare personal tax returns and assist with corporate tax and other filings
  • Analyze and reconciled GST and PST accounts, resolved basic tax issues
  • Embrace continuous learning and met engagement deadlines

Accounting Clerk

Peterbilt Manitoba LTD.
01.2020 - 03.2021
  • Reconcile daily cash & credit card receipts and prepare daily deposit for Accounts Receivable
  • Process & reconcile credit card payments for Accounts Payable
  • Process warranty claim payments
  • Set up EFT payments through bank
  • General ledger account reconciliations
  • Bank account reconciliation
  • Reception relief
  • Assist in preparing year-end working papers
  • Assist in preparing commission payroll.

Step Student

Administration at Office of the Fire Commissioner
10.2017 - 01.2020
  • Perform data entry and filing
  • Archiving
  • Process payments using POS system
  • Process incoming and outgoing building, plumbing and occupancy permits
  • Answer incoming phone calls
  • Credit Card payments.

Member Service Representative/Administrative Support

North Winnipeg Credit Union
06.2015 - 06.2017
  • Respond to members' inquiries by providing information on the full range of products and services
  • Analyze member needs and assists members to utilize the product or service which best meets those needs by outlining benefits and alternatives and advising on the best match
  • Maintain the front desk and reception area in a neat and organized fashion
  • Process member requests for account updates, balances, cheque orders, checking statements and account closures
  • Receive and distribute faxes and mail in a timely manner
  • Assist with annual audit
  • Generate cheques and reconcile account payable
  • Resolve routine problems with member accounts and deposit instruments referred by members and other branch staff
  • Process cash-related member transactions such as deposits, withdrawals, and utility payments, money orders, credit card advances, cheque cashing, balance transactions and the cash drawer daily
  • Compile monthly reports
  • Adhere to security procedures as they relate to the position.

Education

BBA - Business Administration-Accounting

University of Winnipeg
04.2020

Diploma - Business Administration-Accounting

Red River College
05.2015

Skills

  • Self-motivation
  • Honesty and Integrity
  • Good team player
  • Communication Skills
  • Fast Learner
  • Flexibility and Adaptability
  • Efficiency
  • Effective Time Management
  • Microsoft Applications
  • Financial statement review
  • Audit preparation
  • Certified Public Accountant (CPA)

Timeline

Senior Accountant

Fort Group Chartered Professional Accountants
01.2024 - Current

Intermediate Accountant

Fort Group Chartered Professional Accountants
07.2022 - 12.2023

Staff Accountant

Fort Group Chartered Professional Accountants
03.2021 - 07.2022

Accounting Clerk

Peterbilt Manitoba LTD.
01.2020 - 03.2021

Step Student

Administration at Office of the Fire Commissioner
10.2017 - 01.2020

Member Service Representative/Administrative Support

North Winnipeg Credit Union
06.2015 - 06.2017

BBA - Business Administration-Accounting

University of Winnipeg

Diploma - Business Administration-Accounting

Red River College
Anastasiya Mykulyak, CPA