MIKEL WISDOM
Scarborough,Ontario
Summary
Educated graduate of Accounting & Finance, willing to take on new tasks and eager to expand knowledge in new environments. Considered valuable and gifted team member, able to stay poised and calm in fast-paced environments. Innovative and analytical thinker with excellent project management skills. Excel at project prioritization and able to multi-task effectively to achieve project goals. Eagerness to learn and apply strong work ethics in any given environment.
Overview
5
5
years of professional experience
Work History
Tax Coordinator, Volunteer Income Tax Program
CRA-CVITP, Seneca Student Federation
01.2018 - 06.2023
- Oversaw team of 12 tax professionals handling up to 500 clients per year.
- Reorganized services to virtual filing format and supervised online services.
- Analyzed and processed client data to complete returns and access tax liability and benefit claims.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Contacted CRA or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Offered clients recommendations to reduce tax liabilities.
Student Financial Analysis
Fidelity Canada
01.2023 - 04.2023
- Partnered with various teams to provide reports to support Sales Team KPI objectives.
- Prepare financial analysis and operational data on sales to outline key variances and trends.
- Ad-hoc financial analysis of data to Identify issues, analyze information, and provide solutions to ad-hoc tasks.
- Participated in team projects, focused on Mutual fund industry to identify key trends.
- Cultivated interpersonal skills by building positive relationships with others.
Market Risk & Model Development-Summer Associates
TD Bank Group/ TD Securities
05.2022 - 08.2022
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Ad-hoc analysis and Daily risk investigations and operational controls for Volcker Reporting and VaR Analysis.
- P&L analysis and commentary on Business and market drivers. ( MR, VaR, P&L breaches, Intern. Volcker Reporting).
- Escalated and resolved breaches and reported following Risk policies.
- Process documentation and reporting documentation analysis and updates, training for new hires.
- Conducted in-depth research and investigations and recommended strategies
Student Financial Reporter
Fidelity Canada
01.2022 - 04.2022
- Corporate Treasury and Controllership responsibilities
- Processing spreadsheets for daily, weekly, and monthly reporting
- Preparing written communications, reports, and documents
- Completing expense audits and addressing discrepancies
- Inputting financial data and producing reports using MS Excel and other software
- Reconciling account information and comparing figures to bank account statements daily
- Verifying entry, calculation, and billing code accuracy
- Conducting T&E expense audits and ensuring compliance with company policy
- Auditing expenses for major events and employee outings
- Handling monthly year-end closing, taxation, and monthly closing
- Providing risk assurance and analyzing past statement periods
- Reporting data and analyzing databases sizing discrepancies and promptly addressing them for resolution.
Education
Bachelor of Arts - Advanced Accounting And Finance
Seneca College of Applied Arts And Technology
North York, ON04.2022
Advanced Diploma - Accounting and Finance
Seneca College of Applied Arts And Technology
North York, ON04.2020
Skills
- Report Preparation and Analysis
- Tax Software Experience
- Hard Worker
- Deligent and Accurate
- Quality Assurance
- Microsoft Office
- Excel-Vlookup, Macros, Picot Table
- Honesty and Integrity
- Complex Problem Solving
- Research and Analysis
- Communication
- Financial Management
- Staff Management
- Time management aptitude
Websites
Affiliations
Seneca West Indian and African Association (S.W.I.A.A.) 2017-2019
Vice President Club Secretary-Treasurer
Student Leaders of Accounting and Financial Services (S.L.A.F.S.) 2018-2020
Timeline
Student Financial Analysis
Fidelity Canada
01.2023 - 04.2023
Market Risk & Model Development-Summer Associates
TD Bank Group/ TD Securities
05.2022 - 08.2022
Student Financial Reporter
Fidelity Canada
01.2022 - 04.2022
Tax Coordinator, Volunteer Income Tax Program
CRA-CVITP, Seneca Student Federation
01.2018 - 06.2023
Bachelor of Arts - Advanced Accounting And Finance
Seneca College of Applied Arts And Technology
Advanced Diploma - Accounting and Finance
Seneca College of Applied Arts And Technology
Similar Profiles
MANN BHAROLIYAMANN BHAROLIYA
Event staff member at Seneca Student Federation, Seneca CollegeEvent staff member at Seneca Student Federation, Seneca College
Uday KakUday Kak
Event Staff Member at Seneca Student FederationEvent Staff Member at Seneca Student Federation
Toe Myat NaingToe Myat Naing
Campus Staff Supervisor at Seneca Student FederationCampus Staff Supervisor at Seneca Student Federation