Summary
Overview
Work History
Education
Skills
Websites
Volunteer Experience
Timeline
Generic

Chesna Simon

ON

Summary

Experienced professional with several years of experience providing administrative, clerical and project support to accounting departments. Enterprising, cost-driven and well-organized with good project management skills. Sophisticated understanding of accounting systems and procedures. Motivated student eager to apply classroom knowledge to real-world experiences, with a strong willingness to learn and contribute. Effective communicator with a collaborative mindset, ready to bring fresh perspectives and a strong work ethic to any team.

Overview

11
11
years of professional experience

Work History

Staff Accountant

Bakertilly
, ON
07.2023 - Current
  • Participated in special projects as needed.
  • Reconciled intercompany accounts on a monthly basis.
  • Researched complex transactions to ensure proper classification within the general ledger accounts.
  • Performed month-end close activities such as accruals, amortization, allocations.
  • Preparing personal tax returns for clients taking problem-solving by investigating complex problems, and making sense of the information provided by clients when completing the T2.
  • Solved complex problems and completed the T2 by effectively interpreting client-provided information.
  • I enjoy challenging my personal and professional limits at work when I am handed new projects and handle them with due care.
  • New software was learned such as Zero, Quicken and Wave

Staff Accountant A&A

Deloitte
01.2023 - 07.2023
  • Prepare audits for various types of companies, investigating by picking samples and verifying if the number on the general ledger is equal to what is sale receipt and making sure all the number add up to the right total value
  • Using applications like Omnia, Levvia and EMS to help covey the finding to mangers and using excel analytics and link functions so the manger can see how the working papers are connect the numbers on the leadsheet
  • Have conducted serval inventory counts without supervisors and have conducted both sheet to floor and floor to sheet counts.

Income Tax Preparer

Community Volunteer Income Tax Program
03.2020 - 04.2023
  • Prepared personal tax returns for Trent University students for the 2019 and 2020 tax year
  • Analyzed student information by becoming proficient with QuickBooks
  • Assisted peers who were also volunteering to prepare income tax returns and found solutions to their difficulties with QuickBooks.
  • Answered inquiries from clients regarding their tax obligations.

Junior Accountant A&A

BDO LLP
01.2022 - 11.2022
  • Prepare and complete working papers, financial statements, and notice to reader engagements per regulatory standards
  • Gather evidence for Assurance and Accounting engagements
  • Efficiently utilize technical knowledge from courses to carry out work projects and assignments.

Vice President of Accounting Initiative

Trent Business Student Association
03.2020 - 01.2022
  • Attended weekly meetings with the members of the board, students and professors of Trent University to brainstorm and implement ideas for the school term
  • Organized virtual information sessions led my professors, CPA Ontario and CRA to ensure that the business students felt a sense of community during a global pandemic
  • Effectively managed the timetables for various events to ensure that sessions were conducted efficiently.
  • Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.

Finance Assistant

Peterborough Police service
09.2021 - 12.2021
  • Conduct inventory audit at the police station
  • Conduct financial and accounting duties using excel functions like pivot tables
  • Extrapolate large units' data so that it is easier to understand.

Cash Control Associate

Canada's Wonderland
07.2020 - 11.2021
  • Process and verify cash revenue via interfaced software application, reporting any discrepancies to management
  • Maintain and follow internal policies and controls as established by the Cash control Department and the Park
  • Organize, process, and verify cash receipts envelopes
  • Perform ticket and cash pickups in the park.

Dancer

Swaramudra Dance Academy
01.2014 - 01.2019
  • Mentored and managed younger performers to correct technique and form
  • Worked through difficult dance pieces in groups to ensure proper synchronization.

Education

Candidate for Bachelor's in Business Administration -

Trent University
01.2022

Skills

  • Excellent organizational skills
  • Managing multiple activities and tasks
  • Reliable and hardworking
  • Working well with teams
  • Working independently
  • Proficient with Microsoft Office
  • Proficient with QuickBooks
  • Proficient with CaseWare
  • Proficient with Corporate tax
  • Proficient with Sage 50 (simply accounting)
  • Proficient with Google applications
  • Bookkeeping
  • Financial Reporting
  • Auditing
  • Tax Preparation
  • General Ledger

Websites

Volunteer Experience

  • Peterborough Police service, Finance Assistant, 09/01/21, 12/01/21, Conduct inventory audit at the police station., Conduct financial and accounting duties using excel functions like pivot tables., Extrapolate large units' data so that it is easier to understand.
  • Trent Business Student Association, Vice President of Accounting Initiative, 03/01/20, Present, Attended weekly meetings with the members of the board, students and professors of Trent University to brainstorm and implement ideas for the school term, Organized virtual information sessions led my professors, CPA Ontario and CRA to ensure that the business students felt a sense of community during a global pandemic, Effectively managed the timetables for various events to ensure that sessions were conducted efficiently
  • Community Volunteer Income Tax Program, Income Tax Preparer, 03/01/20, 06/01/20, Prepared personal tax returns for Trent University students for the 2019 and 2020 tax year., Analyzed student information by becoming proficient with QuickBooks, Assisted peers who were also volunteering to prepare income tax returns and found solutions to their difficulties with QuickBooks, Managed portfolio of student files given by updating Excel tracking schedules and contacting students if any additional information was required

Timeline

Staff Accountant

Bakertilly
07.2023 - Current

Staff Accountant A&A

Deloitte
01.2023 - 07.2023

Junior Accountant A&A

BDO LLP
01.2022 - 11.2022

Finance Assistant

Peterborough Police service
09.2021 - 12.2021

Cash Control Associate

Canada's Wonderland
07.2020 - 11.2021

Income Tax Preparer

Community Volunteer Income Tax Program
03.2020 - 04.2023

Vice President of Accounting Initiative

Trent Business Student Association
03.2020 - 01.2022

Dancer

Swaramudra Dance Academy
01.2014 - 01.2019

Candidate for Bachelor's in Business Administration -

Trent University
Chesna Simon