Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Karen Ojukwu, CPA

Ottawa,Canada

Summary

Accomplished CPA with over 5 years of experience in financial analysis, financial modelling, external reporting, budgeting, forecasting, financial audits, and comprehensive variance analysis. Proven ability to drive insights through data, support investment decisions, and lead cross-functional reporting initiatives. Skilled in interpreting financial results, optimizing business performance, and navigating complex regulatory environments. Now seeking to apply strong financial acumen and analytical rigor in an asset management environment—particularly within portfolio analytics, investment operations, or product strategy.

Overview

6
6
years of professional experience

Work History

Senior Financial Analyst

Minto Group
Ottawa, Canada
10.2022 - Current
  • Lead quarterly and annual external financial reporting, ensuring compliance with IFRS, and coordination with external auditors.
  • Partner with senior leadership and cross-functional teams to deliver insight-driven forecasts, budgets, and variance analyses.
  • Translate financial performance into actionable narratives to support strategic planning and capital allocation.
  • Develop and maintain financial models in Excel to support long-term strategic planning, scenario analysis, and investment decisions.
  • Analyze monthly financial results against budgets and forecasts, delivering detailed variance analysis and actionable insights for senior leadership.
  • Oversee the preparation of quarterly cash flow reports, and collaborate with treasury on cash flow projections, and capital management insights.
  • Preparation of monthly management reporting packages and executive dashboard, highlighting key business trends and risks.
  • Lead the accounting and reporting for complex, non-routine transactions, including share-based compensation, hedge accounting, and lease arrangements in accordance with IFRS

Senior Accountant/ Consultant

KPMG
Ottawa, Canada
10.2021 - 10.2022
  • Led audit engagements for public and private companies across the financial services, insurance, and manufacturing sectors, ensuring compliance with IFRS, GAAP, and regulatory requirements.
  • Gained a strong understanding of investment products, financial instruments, risk disclosures, and fund structures.
  • Performed detailed risk assessments and developed tailored audit strategies to address key business and financial reporting risks.
  • Worked on audit and review engagements with clients reporting in IFRS, ASPE, and ASNPO.
  • Drafted audit reports and technical memos, and liaised with CFOs, controllers, and board audit committees.
  • Supervised and reviewed the work of junior auditors and associates, providing mentorship, performance feedback, and on-the-job training to improve audit quality and team efficiency.

Staff Accountant/Consultant

KPMG
Ottawa, Canada
02.2021 - 09.2021
  • Assessed clients' business controls, identified risks and workflow inefficiencies, and effectively implemented ways to streamline processes and improve efficiency by 50%.
  • Conducted complex analytical procedures, variance analysis, and substantive testing to verify the accuracy and completeness of financial statements.
  • Performed journal entry testing to ensure that financial transactions recorded in the books are appropriate entries and represent valid business transactions.
  • Confirmed client compliance with established internal control procedures by examining their operating practices and accounting procedures.

Staff Accountant/ Consultant (Co-op)

KPMG
Ottawa, Canada
01.2020 - 08.2020
  • Worked on several financial audits of medium-sized companies reporting in ASPE and IFRS.
  • Ensured timely completion of audit engagements within budget, while maintaining compliance with KPMG's audit methodology.
  • Performed process walkthroughs to assess the client firm's internal controls.
  • Performed review engagements for clients in the public sector using Canadian Standards on Review Engagements (CSRE).

Accounting Associate (Co-op)

Kelly Huibers McNeely Professional Corporation (KHMPC)
Ottawa, Canada
01.2019 - 04.2019
  • Assisted in the preparation and filing of corporate, partnership, and individual tax returns, ensuring compliance with tax regulations.
  • Supported senior tax professionals in calculating quarterly and annual tax provisions in accordance with IAS 12.
  • Researched tax legislation and regulatory updates to support advisory work, and respond to client queries.
  • Participated in client meetings to review returns and explain tax positions, strengthening communication and relationship management skills.

Education

Chartered Professional Accountant (CPA) -

CPA Ontario

Master of Accounting (MAcc) -

Sprott School of Business, Carleton University
Ottawa, Canada

BComm (Hons) - Accounting & Finance

University of Ottawa
Ottawa, Canada

Skills

  • Financial & Management reporting
  • Financial Modelling
  • Budgeting & Forecasting (FP&A)
  • IFRS/ ASPE/ Regulatory Reporting
  • Portfolio & Performance Analysis
  • Investment Product Knowledge (ETFs, Mutual Funds, Alternatives)
  • Excel, Power BI, E-Audit, SAP, Oracle, OneStream
  • Stakeholder Engagement and Communication

Timeline

Senior Financial Analyst

Minto Group
10.2022 - Current

Senior Accountant/ Consultant

KPMG
10.2021 - 10.2022

Staff Accountant/Consultant

KPMG
02.2021 - 09.2021

Staff Accountant/ Consultant (Co-op)

KPMG
01.2020 - 08.2020

Accounting Associate (Co-op)

Kelly Huibers McNeely Professional Corporation (KHMPC)
01.2019 - 04.2019

Chartered Professional Accountant (CPA) -

CPA Ontario

Master of Accounting (MAcc) -

Sprott School of Business, Carleton University

BComm (Hons) - Accounting & Finance

University of Ottawa

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Karen Ojukwu, CPA