A strong work ethic, quick learner, and a passion for teamwork drives exceptional performance in dynamic environments.
Overview
3
3
years of professional experience
Work History
Associate
Heming & Heming CPA Professional Corporation
09.2023 - Current
Contributed to team that prepared tax returns and tax planning strategies for corporate and personal purposes.
Collaborated directly with firm’s partners on financial compilations, corporate year-end preparation, bookkeeping, and income statement preparation.
Responsible for analyzing tax implications for client’s investment portfolios, involving monthly analysis in investment statements and capital gains taxes.
Research Financial Planning and Operations Co-op
Hospital for Sick Children
05.2022 - 08.2022
Played an essential part of in a large project dedicated to tracking, forecasting, and reconciling over $100 million in grants provided to SickKids from the University of Toronto and related institutions
Participated in meetings with senior hospital executives and finance partners to learn about various forecasting and analysis processes
Tasked with updating and rolling forward forecasted financial statements for multiple grants and departments
Finance Summer Associate
Cade Management Ltd
05.2021 - 08.2021
Worked directly with company CFO and assisted in the financial management of various investments including real estate, small corporations, such as restaurants and construction entities, as well as holding companies.
Responsible for accounting tasks to support a multi-million-dollar portfolio, including bank statement reconciliation, and payment and payroll processing.
Maintained accurate records and confidentiality of library book and periodical inventory.
Education
Bachelor of Management and Organizational Studies - Finance & Consumer Behaviour
Western University
London, Ontario
05.2023
Skills
Hard-working and dependable individual with developing leadership abilities, a strong commitment to contributing to a team
Wide range of experiences included a major Canadian bank, retail stores, Not-For-Profit organizations, multiple tax accounting firms, a private wealth office, and one of the largest hospitals in Canada
Strong academic performer, recipient of the President’s Academic Scholarship at Calvin University, and most recently a member of the Ontario University Athletics All-Academic Team
Languages
English
Native or Bilingual
French
Professional Working
Pitching Coach at Ontario Blue Jays
responsible for organizing and developing some of Canada's top high-school aged arms
tasked with developing practice plans, rotational plans, and creating a positive and team-centered environment
Timeline
Associate
Heming & Heming CPA Professional Corporation
09.2023 - Current
Research Financial Planning and Operations Co-op
Hospital for Sick Children
05.2022 - 08.2022
Finance Summer Associate
Cade Management Ltd
05.2021 - 08.2021
Bachelor of Management and Organizational Studies - Finance & Consumer Behaviour
Western University
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