Azeez Siddiqui
Toronto,Canada
Summary
Results-driven accounting professional with over a decade of experience in full-cycle accounting, corporate and personal taxation, and cloud-based financial systems. Proven ability to lead teams, streamline financial operations, and implement cutting-edge accounting technology. Adept at driving business efficiencies and ensuring compliance with financial regulations. Known for strong interpersonal communication, team-building skills, and a meticulous commitment to accuracy.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Controller / Team Lead
Business Sherpa Group
10.2023 - Current
- Oversee financial reporting, ensuring compliance with regulatory standards
- Lead budgeting, forecasting, and cash flow management to support strategic decision-making
- Prepare and present financial reports, offering insights for performance improvement
- Manage the full-cycle bookkeeping function for clients, ensuring timely financial reporting and process optimization
- Primarily collaborating and serving not-for-profit and charity clients
- Guide clients through change management elements in transitioning to cloud-based accounting systems, optimizing financial workflows and reporting accuracy
- Mentor accounting professionals to cultivate a collaborative, high-performance team
- Implement financial policies and internal controls, ensuring adherence to accounting principles and compliance
- Collaborate with external auditors and senior leadership on financial planning and strategy
- Coordinate government and external audits, addressing findings and maintaining regulatory adherence
- Optimize cash flow management by handling receivables and payables, mitigating financial risks
- Drive process improvements and oversee financial system controls, leveraging tools like Excel, Teamwork, and Stripe to enhance efficiency
Consultant, Netsuite Migration
Peerage Capital
09.2023 - 10.2023
- Spearheaded a successful migration of over 20 US and Canadian corporations to Netsuite
Manager, Cloud Accounting Services
Grant Thornton LLP
06.2022 - 06.2023
- Led cloud accounting technology implementations and optimized client data flows
- Advised clients on complex accounting matters and key industry KPIs
- Managed client relationships, maximizing engagement profitability and resource efficiency
- Lead with the integration of a merging firm, successfully managing the transition of approximately 2,000 clients
- Reviewed management, tax, and payroll reports to ensure accuracy and compliance
- Supervised and mentored the cloud accounting team, aligning efforts with client expectations
- Contributed to the firm’s strategic initiatives and supported new business development
- Conducted performance reviews and provided ongoing feedback and training to develop team members
Senior Accountant
Think Accounting and Consulting PC
07.2018 - 06.2022
- Managed full-cycle accounting for monthly, quarterly, and annual clients
- Led Compilation Engagements, ensuring quality checks on documents for clients, CRA, and overseeing working papers and financial statements
- Supported clients in business acquisitions through financial due diligence
- Collaborated with firm partners; trained and supervised junior staff
- Conducted client meetings, resolved queries, and liaised with clients, CRA, and regulatory bodies
- Held monthly advisory meetings, presenting comprehensive month-end reports
- Utilized cloud software including QuickBooks Online, Xero, and Shopify for various accounting tasks
- Performed monthly reconciliations of banking, credit card accounts, and processed accounts receivable and payable
- Prepared monthly journal entries and reconciliations
- Onboarded new clients, setting up systems and developing customized accounting solutions
- Reviewed and filed sales tax and personal/corporate tax returns
- Processed payroll and WSIB filings, and prepared year-end tax forms (T4, T5, T4A, T5018)
- Prepared Compilation Engagements (formerly Notice to Reader) working papers
Tax Preparer
Liberty Tax Service
01.2018 - 05.2018
- Prepared and filed error-free personal (T1) and corporate (T2) tax returns, ensuring client satisfaction
- Led the rollout of Karbon practice management software throughout the firm and provided training to staff
Accounts Payable Administrator
Bedessee Imports
10.2017 - 03.2018
- Processed daily and weekly accounts payable, managing multiple internal companies and vendors efficiently
Tax Consultant
Deloitte Tax Services India Private Limited
04.2014 - 11.2015
- Ensured 100% tax compliance for over 2,000 global employer service clients, maintaining accurate customer databases
Education
Business Management
Lambton College
Toronto, ON02.2018
Bachelor of Commerce - Accounting
St. Joseph’s Degree & PG College
India06.2013
Skills
- Full-Cycle Accounting & Taxation
- Financial Reporting & Analysis
- Cloud Accounting Systems Implementation
- Team Leadership & Development
- Tax Compliance & Regulatory Adherence
- Financial Process Improvement
- Software Proficiency
Certification
- Certified Professional Bookkeepers of Canada (CPB)
Timeline
Controller / Team Lead
Business Sherpa Group
10.2023 - Current
Consultant, Netsuite Migration
Peerage Capital
09.2023 - 10.2023
Manager, Cloud Accounting Services
Grant Thornton LLP
06.2022 - 06.2023
Senior Accountant
Think Accounting and Consulting PC
07.2018 - 06.2022
Tax Preparer
Liberty Tax Service
01.2018 - 05.2018
Accounts Payable Administrator
Bedessee Imports
10.2017 - 03.2018
Tax Consultant
Deloitte Tax Services India Private Limited
04.2014 - 11.2015
- Certified Professional Bookkeepers of Canada (CPB)
Business Management
Lambton College
Bachelor of Commerce - Accounting
St. Joseph’s Degree & PG College
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