Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Julia Kuzmenko

Toronto,Canada

Summary

Results-driven Finance Specialist with 8+ years of progressive experience in financial oversight, project leadership, and client relationship management across Big Four firms. Skilled in leading cross-functional initiatives, improving financial processes, and delivering actionable insights through precise budgeting, forecasting, and reporting. Proven ability to manage high-volume portfolios, drive process improvement, and deliver client-focused solutions in fast-paced environments.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Management Associate – Tax

EY
Toronto, Canada
02.2022 - Current
  • Act as strategic partner to Client Service Executives (CSEs), supporting planning, pricing, and engagement metrics.
  • Manage client financials including billing, collections, and revenue adjustments.
  • Analyze engagement economics and inventory aging; present findings to leadership to support revenue forecasting.
  • Coordinate invoicing strategies and streamline collection activities, improving cash flow and reducing outstanding balances.
  • Collaborate cross-functionally to maintain accurate and timely financial data across projects.

Finance Specialist – Assurance /Tax

Price Waterhouse Coopers Canada
Toronto, Canada
01.2021 - 02.2022
  • Managed large portfolio of client accounts, overseeing financial performance and operational efficiency.
  • Held regular strategy meetings with Partners/Directors to deliver insights and drive profitability.
  • Analyzed monthly financials and delivered customized reports via iPower, enabling real-time performance monitoring.
  • Coordinated with offshore delivery teams and internal stakeholders to meet project timelines and budgets.

Associate – eDiscovery

Price Waterhouse Coopers Canada
Toronto, Canada
02.2020 - 01.2021
  • Led data processing and analysis for litigation projects, ensuring timely and accurate deliverables.
  • Managed document review platforms, provided client training, and upheld stringent confidentiality protocols.
  • Delivered insights from large data sets, contributing to case strategy and compliance.

Finance Specialist - IFS

Price Waterhouse Coopers Canada
Toronto, Canada
02.2019 - 02.2020
  • Oversaw partner portfolio performance; provided monthly reporting and financial guidance to engagement leads.
  • Forecasted revenue trends and developed financial strategies to maximize margins.
  • Partnered with cross-functional teams to align project delivery with budgetary expectations.

Client Account Executive

Price Waterhouse Coopers UK
London, UK
11.2017 - 02.2019
  • Managed multi-million-dollar client accounts; oversaw budgeting, forecasting, and client acceptance processes.
  • Conducted risk management procedures, including AML and global independence checks.
  • Presented financial performance data to leadership and advised on optimization strategies.

Community Banker

Barclays
London, UK
05.2017 - 11.2017
  • Delivered personalized banking services; supported complex transactions and resolved escalated issues.
  • Built strong client relationships through proactive communication and needs analysis.
  • Adhered to KYC and compliance protocols in all financial interactions.
  • Followed regulatory activities and guidelines as part of the KYC process.

Financial Advisor

Scotiabank
Barrie, Canada
11.2015 - 02.2017
  • Managed portfolio of 700+ clients, offering advice on investments, borrowing, insurance, and mortgages.
  • Achieved $13M in annual sales (2016); consistently exceeded performance targets.
  • Led compliance efforts across AML, FCAC, and KYC frameworks.

Customer Representative

Scotiabank
Brandon, Canada
09.2014 - 01.2015
  • Handle deposits, withdrawals, money orders, and credit card advances.
  • Responsible for the transfer funds and acceptance of loan payments.
  • Adhering to compliance with regulatory activities and guidelines as part of the sales process, including (AML)/Anti-Terrorist Financing, (FCAC), Know Your Customer (KYC), and (CDIC).

Office Manager (Youth Engagement Leader)

Manitoba Government
Carberry, Canada
05.2014 - 09.2014
  • Coordinated payroll and admin operations; matched youth with suitable employment programs.
  • Fostered relationships with local employers, partners, and agencies to improve hiring outcomes.
  • Oversaw scheduling, reporting, and daily office management activities.

Education

Bachelor of Arts Degree - Business Administration, Psychology

Brandon University
Brandon, Manitoba
01.2014

First year of study - Business Management

University of Ottawa
Ottawa, Ontario
01.2011

Skills

  • Financial analysis
  • Revenue forecasting
  • Budget management
  • Data analytics
  • Client relationship management
  • Team leadership
  • Office administration
  • Multitasking

Certification

- Mutual Funds License (IFSE)

- CIFP Registered Financial and Retirement Advisor Designation (RFRA)

References

References available upon request.

Timeline

Financial Management Associate – Tax

EY
02.2022 - Current

Finance Specialist – Assurance /Tax

Price Waterhouse Coopers Canada
01.2021 - 02.2022

Associate – eDiscovery

Price Waterhouse Coopers Canada
02.2020 - 01.2021

Finance Specialist - IFS

Price Waterhouse Coopers Canada
02.2019 - 02.2020

Client Account Executive

Price Waterhouse Coopers UK
11.2017 - 02.2019

Community Banker

Barclays
05.2017 - 11.2017

Financial Advisor

Scotiabank
11.2015 - 02.2017

Customer Representative

Scotiabank
09.2014 - 01.2015

Office Manager (Youth Engagement Leader)

Manitoba Government
05.2014 - 09.2014

Bachelor of Arts Degree - Business Administration, Psychology

Brandon University

First year of study - Business Management

University of Ottawa

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