Cru Smith
Toronto,Ontario
Summary
Results-orientated accounting professional with broad experience in a deadline-driven environment. Proven track record in consistently and effectively delivering accounting services that enhance the company's purpose and profitability.
• Computer-literate with extensive software proficiency including, Quickbooks, Quickbooks Online, Simply Accounting, Sage 50 Accounting, Microsoft NAV, DT Max, Microsoft Windows, Excel
• Excellent analytical and verbal skills with a talent for applying logic in high-stress situations and fast paced environments using generally accepted accounting procedures (GAAP).
• Highly adaptable, positive, resilient risk-taker who is open to new ideas
• Knowledge of relevant provincial and federal laws to understand the nature of individual and corporate income tax and business ethics
• Strong problem solving and decision-making skills, enjoys working as part of a team
An experienced team player committed to improving overall business processes and building a cohesive business environment.
Overview
11
11
years of professional experience
Work History
Accounting Technician
Imperial Wealth Management
Oakville
09.2021 - 04.2024
- Enhanced financial accuracy by diligently reconciling accounts, identifying discrepancies, and resolving issues promptly.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Reduced errors in financial reporting through meticulous attention to detail and thorough review of financial statements.
- Organized general ledger with accuracy and within time constraints.
- Optimized tax preparation procedures by maintaining accurate records, ensuring compliance with regulations, and collaborating with tax professionals for timely filings.
- Enabled more informed investment decisions by conducting thorough risk assessments for potential acquisitions or projects.
- Strengthened decision-making processes by providing key stakeholders with accurate financial reports on a timely basis.
- Streamlined accounting processes by implementing efficient software solutions and organizational methods.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Established QuickBooks accounting system to reflect accurate financial records.
Accounting Administrative Assistant
Stephano Group Ltd.
Toronto, ON
02.2020 - 11.2020
- Create and distribute invoices, review aged accounts, receive monies, compare incoming invoices, maintain vendor accounts, make adjustments to the inventory database.
- Review aged accounts and communicate respectfully with clients to collect outstanding payments after consulting management on plan of action
- Receive monies via cheque, EFT or bank wire and record transactions appropriately in accounting software as well as deposit in bank
- Compare incoming invoices against materials received before entering into the system
- Maintain vendor accounts so that payments were on time and production could run flawlessly
- Made adjustments to the inventory database manually on a weekly basis to reflect an accurate cost of goods as well as assist in the planning of production
Accounting Technician
Advantageous Accounting
St. Catharines, ON
11.2016 - 01.2020
- Use accounting software to prepare financial statements, submit payroll and remittances, review accounts receivable, inform clients of past due accounts, prepare tax returns, maintain communication with clients.
- Submit payroll, source deductions and remittances in a timely manner to avoid penalties
- Review accounts receivable for clients to ensure customers are not past due and have cashflow
- Inform clients of vendor accounts going past due so their business does not get interrupted
- Submit record of employment and prepare T3/T4/T5 tax slips for employees
- Prepare individual and corporate tax returns for a variety of clients with DT Max
- Maintain a professional line of communication with clients to ensure optimal service
Tax Preparer
H&R Block Canada Inc
St. Catharines, ON
01.2013 - 05.2016
- Manage client control, maintain office common areas, develop tax strategies, file tax returns accurately.
- Help organize and maintain office common areas with the filing system
- Develop tax strategies for clients and prepare tax forecasts for planning and estimated payments
- Make sure each tax return is filed accurately through high attention to detail and extensive double checking
Education
Diploma - Business Accounting
Niagara College
Niagara-on-the-Lake04.2012
Skills
- Maintain Multiple Clients
- Expense Tracking
- Bank Reconciliations
- Tax Preparation
- Accounting and bookkeeping
- Data Entry
- A/P and A/R management
- Payroll Administration
- Financial Statements
- Critical Thinking
- Business Knowledge
- Interpersonal Skills
- Time Management
Timeline
Accounting Technician
Imperial Wealth Management
09.2021 - 04.2024
Accounting Administrative Assistant
Stephano Group Ltd.
02.2020 - 11.2020
Accounting Technician
Advantageous Accounting
11.2016 - 01.2020
Tax Preparer
H&R Block Canada Inc
01.2013 - 05.2016
Diploma - Business Accounting
Niagara College