Andy Bryan Salvador Ramos
Vancouver,British Columbia
Summary
Results-oriented accounting professional with several years of experience in accounting, financial analysis, and audit-related settings. Quick and eager learner with acute attention to detail and a consistent track record of identifying process improvements to drive quality, accuracy, and efficiency. Expertise in Accounting and Payroll Software such as QBO, Xero, Microsoft Dynamics, Payworks and ADP.
Overview
10
10
years of professional experience
Work History
Accounting Staff
Bright Accounting Ltd. / Global Solutions Accounting
2024.01 - Current
- Manage compliance by preparing and filing various tax returns, including GST/HST, PST, T2, T1 personal income tax returns, T2125, payroll-related filings, financial statements, and compilation engagement reports
- Perform comprehensive bookkeeping tasks, including monthly reports, data entry, bank reconciliation, accounts payable and receivable, and bi-weekly payroll processing using QuickBooks Online (QBO) and ADP
- Execute weekly billing and ensure timely and accurate financial operations for a diverse portfolio of high-net-worth clients and family offices
- Successfully manage and coordinate multiple tasks across various clients, understanding dependencies, and adjusting as needed to meet deadlines and client expectations
- Maintain high standards of quality assurance throughout all compliance and bookkeeping activities, ensuring accurate and reliable financial records from end to end.
- Participated in regular meetings with senior management team members to discuss financial performance.
- Reviewed customer invoices for accuracy prior to payment processing.
- Prepared journal entries to record transactions in accordance with generally accepted accounting principles.
- Collaborated with other staff members on special projects related to the organization's accounting functions.
Accounting Clerk (Subcontractor)
Virgoan Business Management Services Inc.
2022.09 - 2023.12
- Conducted comprehensive bank and credit card reconciliations, ensuring accuracy and adherence to compliance standards across multiple financial platforms
- Reconciled financial data from diverse business operation software platforms, including Xero, Trux Management, and QuickBooks Online, enhancing data integrity and reliability
- Prepared and analyzed detailed month-end sales reports, providing key insights into financial performance, and supporting data-driven decision-making
- Managed the reconciliation of customer deposits, cheques, EFTs, and e-transfers, ensuring precise and up-to-date financial records
- Maintained and monitored the General Ledger, ensuring comprehensive and organized financial data that supports accurate reporting and compliance
- Oversaw the Accounts Payable process, efficiently recording bills, invoices, and accurately coding expenses to maintain fiscal responsibility
- Facilitated online banking operations with CIBC, RBC, BMO, and Vancity, demonstrating proficiency in e-transfers, wire payments, and EFT/ACH transactions
- Streamlined vendor payment processes by effectively setting up new vendors in RBC PayEdge and Plooto, improving payment efficiency and vendor relations
- Prepared and presented monthly financial statements, offering a clear snapshot of the company’s financial health to support strategic financial planning
- Ensured regulatory compliance through the preparation and submission of government remittances, including GST/HST, PST, EHT, WCB, and CRA Payroll on a monthly, quarterly, and annual basis
- Facilitated accurate and timely payroll processing using QuickBooks, ensuring employee satisfaction and compliance with labor regulations
- Managed Accounts Receivable, overseeing billing, collections, and recording payments to optimize cash flow and maintain financial stability
- Assisted with year-end financial preparations, ensuring a smooth and efficient closing process, contributing to the overall fiscal integrity of the organization
- Collaborated on budget preparation and contributed to quarterly financial projections, aiding in the development of strategic financial plans and performance benchmarks.
External Accountant and Financial Auditor
Grant Thornton
2018.01 - 2021.12
- Conducted on-site audits for various clients, assessing accounting and financial departments
- Reviewed financial statements and related notes to ensure accuracy and compliance
- Assessed Internal Controls of Accounting and Finance to enhance operational efficiency
- Performed financial and systems analysis to identify areas for improvement
- Executed general accounting tasks and tests, finalizing files when necessary
- Established and maintained strong client relationships to facilitate effective communication
- Recommended improvements to accounting systems and management practices for enhanced performance
- Examined accounting records to ensure adherence to accounting standards, procedures, and internal controls
- Conducted field audits of businesses, ensuring compliance with the Income Tax Act, IFRS, and other statutory requirements
- Prepared comprehensive reports and audit findings for presentation to clients
- Provided financial, business, and tax advice to clients based on audit results
- Developed and maintained cost findings, reporting, and internal control procedures
- Analyzed financial documents and reports to identify trends and anomalies
- Undertook other duties as required to support the overall audit and accounting processes.
Tax Specialist
Income Administration Services
2015.01 - 2017.12
- Tax Preparation and Review: Expertly prepared and reviewed individual and corporate tax returns, ensuring full compliance with all relevant tax laws and regulations while optimizing tax outcomes for clients
- Audit Leadership: Conducted comprehensive tax audits, designing, and implementing robust audit processes to thoroughly assess and verify financial records, ensuring accuracy and adherence to legal standards
- Client Collaboration: Worked closely with clients to gather and organize necessary financial information and documentation, ensuring accurate and timely tax return preparation
- Tax Optimization: Analyzed complex financial data to identify and maximize potential deductions, credits, and other tax-saving opportunities, significantly reducing client tax liabilities
- Strategic Tax Planning: Provided tailored tax planning strategies and advice, helping both individuals and businesses minimize tax obligations while maintaining compliance
- Reporting and Communication: Prepared and delivered clear, concise reports of audit findings and tax issues to clients, ensuring they fully understood complex tax matters and their implications
- Documentation Management: Managed and meticulously organized tax documentation, ensuring comprehensive record-keeping and adherence to all regulatory requirements
- Financial Discrepancy Resolution: Processed payment adjustments and managed financial transactions to promptly resolve discrepancies in tax payments, safeguarding client interests
- Regulatory Awareness: Maintained up-to-date knowledge of evolving tax laws and regulations, enabling the provision of accurate and relevant advice to clients in a constantly changing legal environment
- Cross-Functional Collaboration: Worked with cross-functional teams to tackle complex tax issues, delivering comprehensive and effective solutions to meet diverse client needs
- Research and Compliance: Conducted in-depth research on tax-related matters to support informed decision-making and ensure full compliance with tax laws
- Client Support: Assisted clients in responding to tax inquiries and audits from regulatory authorities, providing expert guidance and representation
- Confidentiality and Ethics: Maintained the highest standards of confidentiality and ethical conduct when handling sensitive financial information, ensuring client trust and compliance with professional standards.
Education
Chartered Professional Accountant (CPA) designation – Candidate -
CPA BC
2026-12
Post-Degree Diploma in Accounting -
Langara College
Vancouver, BC2024-08
BBA – bachelor’s degree in accounting and finance -
University National Autonomous of Honduras
2018-12
Skills
- Cost accounting
- Expense Tracking
- Tax Preparation
- Debt management
- Cash Flow Management
- Internal Controls
- Financial statement preparation
- General ledger maintenance
- Payroll Processing
- Account Reconciliation
- Bookkeeping operations
- Invoice Verification
- Invoicing and Billing
- Budget Forecasting
- Data Entry
- Month-end documentation
- MS Office
References
As per request.
Timeline
Accounting Staff
Bright Accounting Ltd. / Global Solutions Accounting
2024.01 - Current
Accounting Clerk (Subcontractor)
Virgoan Business Management Services Inc.
2022.09 - 2023.12
External Accountant and Financial Auditor
Grant Thornton
2018.01 - 2021.12
Tax Specialist
Income Administration Services
2015.01 - 2017.12
Chartered Professional Accountant (CPA) designation – Candidate -
CPA BC
Post-Degree Diploma in Accounting -
Langara College
BBA – bachelor’s degree in accounting and finance -
University National Autonomous of Honduras
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