Jaskaran Sidhu, CPA

• Deliver actionable insights into financial risks and opportunities through detailed variance analysis to support informed decision-making.
• Develop dynamic financial models, sales forecasting methodologies, and budgeting frameworks that are adaptable to changing economic conditions.
• Lead and optimize forecasting processes, collaborating closely with the COO and business directors to align sales performance and growth strategies, with a focus on profitability.
• Create and maintain multi-year financial plans to support strategic decisions, and ensure alignment with long-term business objectives.
• Manage accounting and treasury operations, including month-end and year-end closing processes, and prepare financial statements, reports, and tax returns for Canadian and U.S. entities compliant with ASPE, US GAAP, and other regulations.
• Coordinate with external accountants on compilations and reviews, while implementing and maintaining internal controls to ensure financial accuracy.
• Evaluate new business opportunities by conducting cost-benefit analyses that incorporate cost of capital and risk premiums to assess financial viability.
• Improve CRM workflows and leverage APIs to integrate accounting, CRM, project management, and commission platforms, automating workflows from lead generation to delivery and invoicing.

In addition to the responsibilities of my previous roles:

• Managed review engagements from planning through to performing procedures and concluding.
• Maintained direct client communication throughout engagements, fostering strong relationships.
• Coordinated with the tax team on complex client matters to ensure the best overall outcome for associated entities.
• Assisted managers with engagement economics and budgeting of staff resources.
• Anticipated client needs and proactively planned for scheduled engagements.

• Prepared compilation and review engagements (ASPE) along with related tax filings.
• Acted as the T-Slip coordinator for the Toronto region over two tax seasons, ensuring all T-slips were filed by their respective deadlines. Liaised with Senior Managers and Partners, maintained control sheets to track information, and delegated files based on staff skillsets and file complexity.
• Prepared financial statements under ASPE, including full note disclosures.
• Completed tax compliance and reporting for T1, T2, T3, T4, T5, T5013, HST, and other related slips.

• Prepared compilation engagements and associated tax filings.
• Prepared basic financial statements under ASPE, including required note disclosures.
• Conducted pre-engagement work and planning activities.
• Identified and resolved technical accounting issues and advised on potential tax planning strategies.

• Assisted the Senior Accountant (CPA) with core accounting functions, including accounts receivable/payable, payroll, and HST remittances.
• Reconciled general, subsidiary, and intercompany accounts for internal reporting purposes.
• Supported the creation and administration of internal controls and procedures.
• Prepared credit applications, statutory declarations, WSIB certificates, and certificates of insurance.

• Built rapport with customers and maintained long-term relationships.
• Identified financial needs, including secured lines of credit, mortgages, and investment products.
• Filled in as customer service manager, making decisions on behalf of representatives.
• Reviewed and approved credit extensions up to $50,000.
• Closed the branch as senior closer, ensuring vault and branch security, including alarm and locks.
• Resolved disputes and de-escalated customer complaints.

• Served customers efficiently and accurately.
• Cleared cheques using judgment based on customer history.
• Recommended financial products aligned with customer needs.