Detailed Accountant with 7 years of experience maintaining financial records and reviewing financial activity. Polished in tax preparation, spreadsheet creation, report preparation and data analysis. Quick and accurate to meet strict deadlines and manage multiple tasks.
Prepare excel spreadsheets to summarize financial and project information for input into corporate tax returns for Scientific research and experimental development claims
Communicate with clients and government agencies to address client tax compliance issues, follow up on claims filed, and respond to requests for information as well as, prepare packages/responses to CRA
Learn and apply knowledge of the Canadian Income Tax Act, related legislation, and SR&ED Tax Policy as needed
Support managers / partners with: review and manage upcoming deadlines and work requirements with team; manage the flow of work to the team / clients such as documents for review/signature, invoicing, support new template development, assist in the creation of presentations and e-filing tax returns with CRA
Work jointly with top SR&ED leaders and technical / financial prepares to complete files and engagements and contribute to the development of new ideas and approaches to improve work process.
Accounting Associate
Union Benefits Plans Services Limited
Waterloo, ON
05.2017 - 01.2019
Maintain various financial spreadsheets designed to record and monitor financial information relating to the trust funds
Perform banking duties, including printing and importing of cheque’s; sending transaction data files to the bank; using our proprietary contractor remittance/data collection tool
Assist with entry and posting of monthly journal entries to record financial activity and related general ledger account reconciliations
Generate monthly account receivable statements and balance accounts receivable report to general ledger
Work collaboratively with other departments at the Company’s main Waterloo office and regional Halifax office to ensure financial information accuracy.
Accounting Assistant
BWXT Technologies
Cambridge, ON
02.2014 - 09.2014
Provided timely assistance to Engineers and Financial Managers with confidential tasks
Managed financial statements and coordinated all financial documents systematically
Organized confidential files according to specific requirements and maintained them in the company safe room.
Education
Business Administration-Accounting -
Conestoga College
04.2017
Bachelor's of Business Administration (BBA) -
Yorkville University
Skills
Bank Reconciliation
Budget Preparation
Cash Flow Management
Cost Accounting
Variance Analysis
Auditing Procedures
Financial Planning
Accounting and Bookkeeping
Report Preparation
Tax Preparation
Credit Analysis
Fund Accounting
Technology Integration
Budget Analysis
Payment Reconciliation
Awards Certificates
House of Commons – Emblem of the Platinum Jubilee, created for this occasion by the Canadian Heraldic Authority, features the Royal Crown and the Royal Cypher (EIIR) as personal symbols representing the Queen Elizabeth II.
Canada Revenue Agency – Certificate of Tax Preparation Excellence from CRA
Skills And Core Competencies
Records Management
Attention to Detail
IFRS, US GAAP
Reporting and documentation
Client Focus
Documentary Credit
Time Management
Profitability and Cost Analysis
Internal Controls
Microsoft Office / Excel
Tax Softwares & Programs
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Volunteer Experience
Executive Committee Member, Cambridge Muslim Society, Cambridge, ON, 03/2019, 03/2021, Orchestrated strategic planning initiatives in the capacity of an Executive Team Leader volunteer for a non-profit organization., Implemented innovative strategies to streamline volunteer recruitment processes, resulting in a 20% increase in volunteer participation., Established partnerships with local businesses and community organizations, expanding the non-profit's reach and resources., Successfully managed budgets and allocated funds effectively, maximizing the impact of limited resources on program outcomes.
Tax Preparer, Canada Revenue Agency, Kitchener, Ontario, 02/2017, 04/2019, Prepared tax returns according to Canada Revenue Agency guidelines, ensuring accuracy., Assisted clients with tax inquiries, explaining tax laws and procedures clearly., Worked with a team to solve complex tax issues and optimize tax strategies for clients.