Clare Montoya
Laval,QC
Summary
Qualified UK Chartered Accountant and Chartered Tax Advisor with extensive experience.
Quick and eager learner with excellent attention to detail and possessing a consistent track record of delivering quality, accuracy and efficiency to external clients and internal teams.
Recently immigrated to Canada, possesses open work permit, awaiting PR.
Overview
31
31
years of professional experience
Work History
Financial Controller
Estiatorio Milos
Montreal , QC
2023.09 - Current
- Prepare monthly and year-end closing statements, financial documents and invoices.
- Develop and implement financial policies, procedures, and internal controls.
- Establish key performance indicators to monitor progress towards organizational goals.
- Perform variance analysis between actual results and budgeted amounts.
- Identify areas of cost savings or increased efficiency through process improvements.
- Assist in the preparation of tax filings in accordance with local laws.
Tax Manager
Francis Clark
Truro , UK
2021.10 - 2022.12
- Worked with a portfolio of clients, mostly HNW individuals and trusts, offering tax advice and undertaking compliance.
- Skilled in developing and maintaining relationships with these clients.
Tax Manager
Lang Bennetts
Truro, UK
2020.05 - 2021.10
- Serviced a portfolio of clients, undertaking all necessary compliance and providing ad hoc tax advice.
- Provided taxation support for colleagues in other departments
- Produced reports, analyzed financial statements to support tax returns and developed client relationships.
Tax Accountant
The Peloton Chartered Accountants
Penryn , UK
2018.09 - 2020.04
- Developed the firm's new tax department providing compliance services and advice
- Undertook direct and indirect compliance work as required
- Provided tax knowledge support to colleagues
- Prepared financial statements
Accountant
Self employed
UK
2002.06 - 2018.09
- Worked for myself preparing financial statements, running payrolls, bookkeeping & indirect and direct compliance
- Focused on helping clients help themselves.
- Provided budgeting/forecasting services.
Tax Lecturer
BPP
Guernsey , UK
1998.03 - 2002.06
- Lectured accounting and taxation students to prepare them for their professional examinations
- Tailored lectures to meet student needs, emphasizing skills and concepts necessary for professional and academic success.
- Promoted enjoyment among students in classroom through learning.
Corporate Tax Manager
Specsavers Optical Group
Guernsey
1996.03 - 1998.03
- Part of a 12 strong tax team managing the corporate tax compliance function.
- Developed a role advising the different branches of Specsavers throughout the UK. Traveled to the UK frequently to present training to opticians about the UK tax system and its effects on their businesses.
CPA Trainee
KPMG
Guernsey , UK
1993.03 - 1996.03
- UK equivalent to CPA trainee. 3 year training contract.
- Undertook and passed (at each sitting) all professional examinations and fulfilled the training requirements of the Institute.
- Gained practical experience and passed examinations in the following areas -
- Financial Accounting, Auditing and Governance, Corporate Law, Business Finance and Planning, Professional Ethics, Taxation, Business Strategy.
Education
Taxation Professional Qualification - Taxation
Chartered Institute of Taxation
UK11.1998
Accounting Professional Qualification - Accounting
Institute of Chartered Accountants of England
UK01.1996
Finance - Accounting Technician
Association of Accounting Technicians
UK12.1992
Various Subjects. Exams Aged 16 And 18
UK School System
UK06.1988
Skills
- International taxation, accounting experience and foreign exchange reporting exposure
- Regulatory Compliance
- Budgetary Governance and Forecasting Expertise
- Financial Statements
- Accounting Policy and Control
- Operational and Ad-Hoc Reporting
- Extensive taxation software experience
- Skilled at developing a rapport with clients and nurturing these relationships
- Critical, logical thinker
- Well organized and analytical
- Extensive taxation knowledge and experience
- Confident using a wide variety of software, including the Windows environment.
- Excellent verbal and written communication at all levels
Timeline
Financial Controller
Estiatorio Milos
2023.09 - Current
Tax Manager
Francis Clark
2021.10 - 2022.12
Tax Manager
Lang Bennetts
2020.05 - 2021.10
Tax Accountant
The Peloton Chartered Accountants
2018.09 - 2020.04
Accountant
Self employed
2002.06 - 2018.09
Tax Lecturer
BPP
1998.03 - 2002.06
Corporate Tax Manager
Specsavers Optical Group
1996.03 - 1998.03
CPA Trainee
KPMG
1993.03 - 1996.03
Taxation Professional Qualification - Taxation
Chartered Institute of Taxation
Accounting Professional Qualification - Accounting
Institute of Chartered Accountants of England
Finance - Accounting Technician
Association of Accounting Technicians
Various Subjects. Exams Aged 16 And 18
UK School System
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