Hesam Naghibi

• Conducted in-depth analytical reviews of financial statements to identify significant or unusual fluctuations, ensuring accuracy and reliability.
• Methodically recalculated all computations pertaining to stock options, warrants, share-based compensations, and other relevant assumptions, ensuring precision of financial reporting entries submitted by clients.
• Assisted clients with recommended adjusting entries in preparation of financial statements.
• Executed comprehensive financial, compliance, and operational audits, adhering to stringent auditing standards including ASPE and IFRS.
• Engaged in proactive communication with key management to gather information, discuss audit findings, and resolve issues, fostering collaborative relationships.
• Facilitated improved internal controls for clients to ensure compliance, while meticulously assessing assets, liabilities, and equity to uphold accuracy of financial reporting.
• Maintained currency with evolving regulatory requirements, attending 40 hours of CPA workshops annually to refine professional knowledge.

Maintaining general ledger by making required journal, accrual and adjusting entries

• Preparing and maintaining loans and assets amortization schedule
• GST preparation and filling
• Receivables Management:

- Invoicing insurance companies for the private-insurance covered

charges.
- Periodically invoicing government agencies for MSP covered

charges.
- Conducting bookkeeping and applying payments to outstanding

invoices.
- Reconciling accounts, generating monthly aging reports, and

following up on outstanding balances.

• Payables Management:

- Performing 3-way matching of purchase orders, invoices, and goods

receipt notes.
- Coding and posting vendor invoices and related charges.
- Preparing and processing weekly batch payables via various

payment methods (Check, Credit Card, EFT, and wire transfer).

• Established new customer accounts and advised customers on investment portfolios and mutual funds.
• Researched and resolved customer issues on investment portfolios.
• Managed 20 sales calls and 8 sales meeting per day
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
• Delivered prompt, accurate and excellent customer service.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
• Directed and executed daily schedule encompassing 20 sales calls and 8 sales meetings, ensuring optimal utilization of time and resources in pursuing sales objectives