Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Maria Dizon

Toronto,ON

Summary

  • Exhibit exceptional communication proficiency in both written and verbal forms.
  • Versatile, attentive, trustworthy, and professional.
  • Ability to work in a fast-paced environment, independently or as a team.
  • Skilled in Microsoft Office (Word and Excel).
  • Fast learner, and hard worker.
  • Knowledge of CaseWare Working Papers, Suralink, I-Firm, Adobe, Tax Prep, Mercury, DocuSign, RightSignature, Canvas, and GEAR.

Highly motivated individual with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

16
16
years of professional experience

Work History

Operations Supervisor

Yale PGC LLP
Richmond Hill, Ontario
05.2024 - 05.2025
  • Supervise team of administrative assistants
  • Develop guide and reference tools for onboarding new staff
  • Guide admin team in proper formatting of financial statements
  • Allocate responsibilities to admin team through Ifirm
  • Prepare T4/T5 Slips
  • Revise roles and responsibilities of admin team
  • Review admin teams work
  • Review processes and suggest changes and implementation steps
  • E-filing tax returns and slips
  • File Ontario Annual Returns and UHT

Senior Audit Assistant

EY
Toronto, Ontario
11.2023 - 04.2024
  • Assist partners, senior managers, and staff with daily requests.
  • Setting up new client files or rolling forward in CaseWare/Canvas.
  • Drafting engagement and representation letters.
  • Import TBs and mappings.
  • Prepare bank, A/R, A/P, and inventory confirmations.
  • Updating and formatting financial statements, and making adjusting entries.
  • Preparing and balancing financial statements in CaseWare.
  • Finalizing financial statements, ensuring files have required sign-offs, and archiving.
  • E-filing tax returns, if required.

Operations Coordinator

ADAMS + MILES LLP
Toronto, Ontario
06.2019 - 11.2023
  • Schedule audits and Annual General Meetings (AGM) for Condo Corporations. Allocate audits to staff.
  • File audit preparation - Importing trial balances and budgets, update CaseWare templates, extract PDF files and save in placeholders, update CaseView documents, balancing funds in financial statements and reclassifying entries.
  • Rolling forward, locking down and creating new CaseWare files.
  • Preparing Engagement letters and Questionnaires to send to clients.
  • Sending Suralink invites to clients - Suralink is the online portal we use to exchange documents between us and the clients.
  • Set-up Suralink files and monitor documents received by clients.
  • Follow-up on audit materials and Notice to Reader packages.
  • Arrange couriers to pick up audit materials from clients.
  • Train new administrative hires.

Production Administrative Assistant

ADAMS + MILES LLP
Toronto, Ontario
12.2016 - 05.2019
  • Provide administrative support to Partners, Managers and staff.
  • High-volume production of financial statements, client packages, tax/information returns and letters. Responsible for e-filing and ensuring that all required documents are produced and retained.
  • Communicate with CRA regarding file-related queries.
  • Record firm cash receipts and ensure accuracy/balancing of accounts.
  • Process client invoices, proofreading to ensure accuracy of wording and WIP capture. Process write-offs and adjustments in time & billing system.
  • Train new administrative hires.

Audit Assistant

CROWE SOBERMAN LLP
Toronto, Ontario
02.2011 - 11.2016
  • Provide senior level administrative support to team Partners, Managers and Professional staff.
  • Keep track of upcoming client year ends for tax planning and monitor deadlines.
  • Print/assemble various tax returns and process e-returns.
  • Conduct quality review (accuracy, completeness, appearance) of outgoing correspondence.
  • Generate & monitor invoices and reports.
  • Organize and coordinate internal & external meetings.
  • Speak on behalf of our clients with Canada Revenue Agency.
  • Act as a frontline contact with clients when Partners are not available.
  • Assist partners and managers with client meeting presentations as required.
  • Prepare T4 and T5.
  • Format financial statements.
  • Photocopy documents for permanent & working paper files, bind loose papers in folders.

Executive Assistant

EVANSMARTIN LLP
Toronto, Ontario
01.2009 - 09.2010
  • Assist Partners, Managers and Associates.
  • Responsible for financial statement preparation and assembly and submission of corporate and personal income tax returns.
  • Prepare correspondence letters.
  • Create and post invoices in the system and process payments from clients.
  • Liaise with clients.
  • Resolve client issues with Canada Revenue Agency.

Education

Some College (No Degree) - Office Admin Executve (Accelerated)

Seneca College of Applied Arts And Technology
North York, None
12-2007

Skills

  • Team leadership
  • Financial statement preparation
  • Workflow enhancement
  • Tax preparation
  • Client communication
  • Document management
  • Time management
  • Attention to detail
  • Team Training
  • Task delegation
  • Administrative procedures
  • Scheduling audits
  • Tax return e-filing
  • CaseWare proficiency
  • Data entry
  • Administrative support

References

References available upon request.

Timeline

Operations Supervisor

Yale PGC LLP
05.2024 - 05.2025

Senior Audit Assistant

EY
11.2023 - 04.2024

Operations Coordinator

ADAMS + MILES LLP
06.2019 - 11.2023

Production Administrative Assistant

ADAMS + MILES LLP
12.2016 - 05.2019

Audit Assistant

CROWE SOBERMAN LLP
02.2011 - 11.2016

Executive Assistant

EVANSMARTIN LLP
01.2009 - 09.2010

Some College (No Degree) - Office Admin Executve (Accelerated)

Seneca College of Applied Arts And Technology

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Maria Dizon