Summary
Overview
Work History
Education
Skills
Volunteer Experience
Languages
Timeline
Generic

Aziz Akbari

Airdrie,AB

Summary

Demonstrated success in using in-depth strategies to understand and solve business problems. Excellent forecasting, process improvement and project management abilities paired with a resourceful, detail-oriented and persistent nature.

Overview

11
11
years of professional experience

Work History

Finance Partner

University of Calgary
09.2019 - Current
  • Provide expert financial services to Senior Leadership Team and assigned Faculty/Units, including strategic planning, sustainable budgeting, management reporting, variance reporting, forecasting, internal control assessment, process improvement, and development of recommendations for corrective action or innovative opportunities
  • Manage portfolio of Faculty/Business Units with combined operating and internally restricted funds ranging between $50M and $100M.
  • Achieved successful client outcomes by identifying and addressing their unique needs and goals.
  • Facilitated informed decision-making through development of comprehensive financial forecasts and analyses.

Finance Analyst

University of Calgary
  • Collaborate with Senior Finance Partner to advise, coordinate and administer the operational aspect of financial processes within the President Portfolio, VP Research and Werklund School of Education
  • Standardized Excel template for preparing department budget, forecast and year-end reporting all in one spreadsheet
  • Establish effective internal communication processes with stakeholders for review or approval requests during the pandemic.

Budget and Finance Supervisor

University of Alberta
11.2015 - 09.2019
  • Work directly with the senior leadership team to ensure the sound financial management of the UAI finances to enable optimum use of resources
  • Lead the accounting processes as well as the administration of the six departments budget, while ensuring accuracy and integrity of financial information
  • Act as an internal control and ensure compliance to university policies
  • Implement financial process for international development projects funded by outside agencies, tribunal research accounts, etc
  • Create new effective and efficient processes relating to cash handling using online platforms and modernized processes to track cash flows while complying with regulatory requirements for credit card and cash collection.

Finance Analyst

University of Alberta
  • Managed the financial management activities and functions in the administration of research funding within 3 faculties
  • Acting as an internal control on research accounts and signing off financial statements before submitting to sponsors and donors
  • Reviewing and interpreting financial terms and conditions to researchers and research administrators
  • Improved efficiency in preparing claims by removing redundant activities that did not add value and preparing proper tracking spreadsheets
  • Implemented effective internal communication processes to reduce outstanding statements pending the Principal Investigator’s (PI) approval from 30 days to 15 days by working collaboratively with PIs and the department of finance administrators.

Principal/Owner

Triple A Bookkeeping
01.2014 - 03.2015
  • Provided Bookkeeping services to small clients in restaurant, architectural and property management companies
  • Prepared monthly reconciliation of the accounts, performing bank rec and filling GST and source deduction along with processing of biweekly payroll.

Accounting Assistant

Alnoor Virji Prof Corporation
01.2013 - 04.2014
  • Assisting the CA and the accounting manager by inputting client accounting data into the accounting software and preparing year-end statements using software’s such as Simply, QuickBooks, Case Ware, ProFile, and MS Excel.

Education

CPA Professional Education Program (PEP) Candidate -

CPA Western School of Business
Edmonton, AB
07.2024

Master of Accounting (MAcc) -

University of Alberta
Edmonton, AB
05.2023

Certificate in Change Management -

University of Calgary Con't Ed
Calgary, AB
01.2022

Bachelor of Commerce (BComm) -

MacEwan University
Edmonton, AB
06.2014

Skills

  • Financial Operations
  • Budgeting
  • Forecasting
  • Variance Analysis
  • Report Writing
  • Financial statement analysis
  • Debt management
  • Cash Flow Management
  • Internal Controls
  • Data Collection
  • Financial Planning
  • Cost accounting
  • Presentation Skills

Volunteer Experience

  • Airdire Municipal Planning Commission, Board Member, 12/2022, Present
  • Ismaili Council for Prairies, Board Member, 07/2023, Present
  • General Faculties Council at University of Calgary, Member, 07/2019, 02/2023
  • MaPS Executive Committee at University of Calgary, Member, 07/2019, 02/2023
  • Airdrie Municipal Policing Advisory Board, Board Member, 11/2020, 12/2022
  • Knight’s Cabin Retreat, Treasurer, 06/2019, 12/2021
  • Ismaili Council for Edmonton, Board Member, 07/2016, 12/2019

Languages

English
Full Professional
Hindi
Limited Working
Persian
Full Professional
Arabic
Elementary

Timeline

Finance Partner

University of Calgary
09.2019 - Current

Budget and Finance Supervisor

University of Alberta
11.2015 - 09.2019

Principal/Owner

Triple A Bookkeeping
01.2014 - 03.2015

Accounting Assistant

Alnoor Virji Prof Corporation
01.2013 - 04.2014

Finance Analyst

University of Calgary

Finance Analyst

University of Alberta

CPA Professional Education Program (PEP) Candidate -

CPA Western School of Business

Master of Accounting (MAcc) -

University of Alberta

Certificate in Change Management -

University of Calgary Con't Ed

Bachelor of Commerce (BComm) -

MacEwan University

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Aziz Akbari