Dan Zamora
Brampton,ON
Summary
Proven to enhance operational efficiency and client satisfaction through expert auditing and data analytics skills honed at Deloitte. Excelled in multitasking and quality control, achieving significant improvements in audit accuracy and risk assessment. Demonstrates strong research abilities and a commitment to ethical standards, fostering trust and positive outcomes in fast-paced environments. Insightful Audit Intern with excellent research and analytical skills. Proficient in Excel and highly educated in principles of accounting and risk aversion. Offering impeccable workplace focus and a dedication to facilitating office workflow.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Auditing Intern
Deloitte
10.2023 - Current
- Ensured compliance with regulations by thoroughly examining company policies and procedures during audits.
- Aided in the development of comprehensive risk assessments for various clients, identifying key areas for improvement within their respective industries.
- Contributed to a positive work environment by consistently demonstrating a strong work ethic and willingness to learn new skills.
- Increased client satisfaction by providing timely updates on audit progress and addressing concerns as they arose.
- Proofread audit and tax reports and year-end financial statements to verify accuracy.
- Used Excel to create and manage budgets, balance sheets and other related financial statements.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Trained new employees on accounting principles and company procedures.
- Maintained integrity of general ledger and chart of accounts.
- Collected and reported monthly expense variances and explanations.
- Prepared working papers, reports and supporting documentation for audit findings.
- Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
Bookkeeping Assistant
IBM
09.2021 - 01.2022
- Managed invoices, payments and deposits, maintaining accurate expenditure records.
- Maintained inventory of office supplies and placed orders.
- Supported month-end closing activities, such as reconciling bank statements and adjusting journal entries, for accurate financial reporting purposes.
- Reconciled bank statements and credit card accounts for accuracy and completeness.
- Assisted in timely invoicing for clients, ensuring prompt payments and positive cash flow.
- Maintained strict confidentiality with sensitive financial information, upholding ethical standards in all professional interactions.
- Assisted with payroll processing, including timesheet verification, benefit calculations, and distributing paychecks accurately and on time.
- Processed employee and contractor expense reimbursements quickly.
- Organized digital filing systems for easy retrieval of historical financial documents during audits or annual reviews.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Presented audit findings to accounting manager after reviewing results and paperwork.
Bank Teller
BMO Bank of Montreal
12.2020 - 04.2021
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Counted and packaged currency and coins.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Reconciled cash drawer and resolved discrepancies.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Placed orders for customer checks and verified starting numbers.
University Teaching Assistant
Toronto Metropolitan University
09.2022 - 04.2023
- Served as a reliable resource for students seeking academic guidance, leading to improved confidence and performance in coursework.
- Assisted professors with course preparation, ensuring timely delivery of materials and efficient use of resources.
- Mentored incoming teaching assistants, sharing best practices and strategies for effectively managing classroom dynamics and supporting student success.
- Evaluated student presentations for clarity, accuracy, and depth of understanding, offering constructive feedback for improvement efforts.
- Fostered a collaborative and inclusive atmosphere by encouraging group work and peer feedback during class activities.
- Provided valuable input on curriculum development initiatives, helping shape course offerings that better aligned with departmental goals and student needs.
- Increased student comprehension by utilizing diverse teaching methods tailored to individual learning styles.
- Promoted active learning techniques through hands-on activities designed to solidify key concepts while increasing student engagement.
- Enhanced classroom learning environment through the implementation of innovative and engaging lesson plans.
- Contributed to a significant improvement in overall class performance by providing personalized tutoring sessions for struggling students.
- Facilitated strong communication between faculty and students by promptly addressing inquiries and concerns related to course content or requirements.
- Supported faculty members with research projects, contributing to the advancement of scholarly knowledge within the field.
- Streamlined grading process through the development and utilization of clear rubrics, resulting in more consistent feedback for students.
- Organized guest lectures from industry professionals, broadening student exposure to real-world applications of course material.
- Mentored and advised students to focus on academics and explore career paths and opportunities.
- Built and maintained professional relationships with students and faculty members.
- Checked assignments, proctored tests and provided grades according to university standards.
- Helped students develop diligent study habits and strategies to achieve successful outcomes.
Teaching Assistant For Accounting
University Of Toronto, St. George Campus
09.2023 - Current
- Managed classroom behavior effectively, creating a positive learning atmosphere conducive to academic success.
- Supported classroom maintenance and upkeep, organizing books, and materials.
- Supported classroom activities, tutoring, and reviewing work.
- Helped with grading assignments and tests, providing constructive feedback to students based on results.
- Provided additional support for students with special needs, ensuring they received appropriate accommodations and resources.
- Collaborated with fellow teaching assistants to create a consistent and supportive learning environment for students.
- Partnered with teacher to plan and implement lessons following school's curriculum, goals, and objectives.
- Facilitated activities in small groups to reinforce concepts taught by class teacher.
- Tutored struggling students individually and in small groups to reinforce learning concepts.
- Evaluated student performance through regular assessments, tracking progress and adjusting instructional strategies as needed.
- Provided one-on-one tutoring sessions for struggling students, leading to increased understanding and improved grades.
- Worked with teacher to optimize learning plans based on student test grades and evaluations.
- Served as a mentor to new teaching assistants, providing guidance on effective strategies for classroom management and instruction.
Lot Attendant
Costco
09.2020 - Current
- Assisted with maintaining an organized and clean lot, contributing to a positive dealership appearance.
- Assisted in managing key check-in/check-out system, ensuring that all keys are properly tracked and accounted for throughout daily operations.
- Performed regular maintenance tasks such as battery charging or tire inflation checks, reducing downtime due to unexpected issues during peak business hours.
- Built positive relationships with customers through friendly and professional interactions while providing exceptional service during their dealership visit.
- Contributed to a professional atmosphere through courteous communication with customers, staff, and vendors.
- Followed safety protocols for personal, guest and automobile safety.
- Adjusted vehicle placement on the lot based on seasonal promotions or special events, maximizing visibility and accessibility for potential buyers.
- Coordinated with service department on vehicle pick-up and delivery, ensuring timely completion of maintenance or repairs for customer satisfaction.
- Enhanced customer satisfaction by efficiently parking and retrieving vehicles in a timely manner.
- Supported overall cleanliness of facility through light custodial duties including trash removal, sweeping walkways, or cleaning windows when necessary.
- Conducted regular spot checks to verify appropriate and safe parking of all vehicles.
- Participated in regular department meetings to stay informed about company policies, promotions, and best practices for customer service excellence.
- Trained new employees on front end procedures, contributing to increased staff efficiency and productivity.
- Resolved customer complaints in a timely manner, ensuring a positive shopping experience for all patrons.
- Completed daily opening/closing tasks promptly while adhering to company protocols.
Education
BBA - Advanced Accounting And Finance
University of Toronto
Toronto, ONSkills
- Microsoft Excel
- Internal Auditing
- Data Analytics
- Audit Planning
- Accounting Principles
- Microsoft Excel proficiency
- Analyzing data
- Quality Control
- Research abilities
- Software Applications
- Multitasking
Accomplishments
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 6 staff members.
- Collaborated with team of 8 in the development of Auditing Boeing, Starbucks, and Microsoft
Certification
- CPA Training
Proficient in Music (Primarily Piano& Violin)
playing music, especially the piano and violin, because it allows you to express your emotions and creativity in a unique and fulfilling way. The process of mastering a piece and the sense of accomplishment that comes with it are deeply rewarding. Music provides a mental escape, helping you to relax and focus, while also sharpening cognitive skills like memory and coordination. It also brings joy and connection, whether playing solo or sharing music with others, enriching your life both emotionally and intellectually.
Timeline
Auditing Intern
Deloitte
10.2023 - Current
Teaching Assistant For Accounting
University Of Toronto, St. George Campus
09.2023 - Current
University Teaching Assistant
Toronto Metropolitan University
09.2022 - 04.2023
Bookkeeping Assistant
IBM
09.2021 - 01.2022
Bank Teller
BMO Bank of Montreal
12.2020 - 04.2021
Lot Attendant
Costco
09.2020 - Current
BBA - Advanced Accounting And Finance
University of Toronto
- CPA Training
Similar Profiles
Albert Laurentiu IonAlbert Laurentiu Ion
Junior Information Technology Consultant at DeloitteJunior Information Technology Consultant at Deloitte
Sai Rekha SuradaSai Rekha Surada
Solution Advisor - Manager FCC Investigations Team at DeloitteSolution Advisor - Manager FCC Investigations Team at Deloitte
Sai Ramesh VattiSai Ramesh Vatti
Sr. UIUX Consultant at DeloitteSr. UIUX Consultant at Deloitte