BAL HEER, CPA
807-689 Abbott St. Vancouver
Summary
Detail-oriented professional with exceptional communication and management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for reliable collaboration with teams and adaptability to changing needs. Strong background in accounting, financial analysis, and regulatory compliance.
Overview
9
9
years of professional experience
Work History
Senior Accountant
Appnovation Technologies
03.2024 - Current
- Engage in full-cycle accounting processes while working towards month-end and quarter-end close deadlines.
- Assist in developing, implementing, and maintaining corporate accounting policies and internal controls.
- Prepare and review monthly journal entries and reconciliations.
- Prepare and review financial reports and account variance analyses.
- Support and mentor junior staff members, review and provide feedback on their work.
- Assist in internal audits by preparing necessary documentation and responding to auditor inquiries.
- Assist with various projects as required.
Intermediate Accountant
Appnovation Technologies
05.2021 - 03.2024
- Review and prepare weekly and monthly bank reconciliations.
- Collaborate with other internal departments and external stakeholders.
- Set-up new projects upon review of signed contracts and correspondence with delivery team members to track and forecast revenue accurately.
- Reduced discrepancies in accounts receivable by diligently reviewing invoices and ensuring timely follow-up with clients.
- Prepared working papers, reports and supporting documentation for audit findings.
Intermediate Accountant
Preston Mobility
09.2019 - 05.2021
- Managed full-cycle accounting duties such as bank reconciliations and posting month-end journal entries.
- Gathered data from various sources and provided the executive team with monthly financial statements and analysis.
- Review and prepare weekly and monthly bank reconciliations
- Executed various filings such as GST, PST, EHT, and WCB.
- Managed accounts payable process and paid vendors in a timely manner.
- Managed invoicing and accounts receivable process and followed up with clients.
- Worked with administrative team to provide support and reviewed data entry to ensure accuracy.
- Ad-hoc reporting and analysis as required by the executive team.
Senior Associate
Deloitte/Legacy Advantage CPA Ltd
10.2017 - 09.2019
- Company Overview: Legacy Advantage CPA was acquired by Deloitte in December 2018.
- Managed bookkeeping duties for a portfolio of clients in industries including, but not limited to, technology, construction, and not-for-profit organizations.
- Performed monthly bank reconciliations.
- Reconciled accounts payable and accounts receivable to ensure accurate balances.
- Delegated tasks to Junior Associates and performed file reviews for quality and accuracy.
- Managed and processed payroll for clients through platforms such as Payworks, ADP, Ceridian, and Wagepoint.
- Filed sales tax (GST and PST) returns in a timely manner to ensure clients remained compliant.
- Filed WCB, T4, T5, and T5018 returns.
- Ad-hoc reporting as required by clients.
Accounting Associate
Bench Accounting
03.2016 - 10.2017
- Managed portfolio of approximately 50 clients simultaneously.
- Compiled records using cash basis accounting method.
- Processed invoices and receipts uploaded by clients and matched them accordingly to the appropriate transactions.
- Completed monthly bank reconciliations for every client.
- Communicated with clients frequently via email or phone to give updates on the status of their books.
- All clients are US Based, followed IRS rules and standards.
Education
CPA Designation - Chartered Professional Accountant
CPA Western School of Business
Vancouver09.2021
Diploma in Accounting - DAP
University of British Columbia
Vancouver04.2017
Bachelor of Business Administration -
British Columbia Institute of Technology
Burnaby, BC08.2015
Marketing Management Diploma -
British Columbia Institute of Technology
Burnaby, BC05.2014
Business Management Diploma -
Kwantlen Polytechnic University
Surrey, BC05.2012
Skills
- Strong analytical and problem solving skills
- Well organized and able to keep accurate and timely records
- Excellent attention to detail and accuracy
- Strong written, verbal communication and team skills
- Strong knowledge of accounting procedures and financial reporting practices
- Proficient with Microsoft Office Suite, FinancialForce, Tableau, NetSuite, Google Workspace and QuickBooks Online
Timeline
Senior Accountant
Appnovation Technologies
03.2024 - Current
Intermediate Accountant
Appnovation Technologies
05.2021 - 03.2024
Intermediate Accountant
Preston Mobility
09.2019 - 05.2021
Senior Associate
Deloitte/Legacy Advantage CPA Ltd
10.2017 - 09.2019
Accounting Associate
Bench Accounting
03.2016 - 10.2017
CPA Designation - Chartered Professional Accountant
CPA Western School of Business
Diploma in Accounting - DAP
University of British Columbia
Bachelor of Business Administration -
British Columbia Institute of Technology
Marketing Management Diploma -
British Columbia Institute of Technology
Business Management Diploma -
Kwantlen Polytechnic University
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