Punny Adler
Kingston,ON
Summary
Goal-focused Accountant with record of accurate reporting and budget management. Offering 10 years of experience handling finances for more than 50 clients. Processed payroll, budgets, reports, audits, journals, expenditures and payments. Diligently maintains latest training on tax regulations and legal issues impacting financial operations.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Staff/Senior Accountant
Hall & Associates Cpas
09.2021 - Current
- Completed and managed over 50 compilation engagements.
- Prepared accounts for industry audits and supported audit process.
- Developed and implemented effective accounting systems.
- Calculated tax owed, prepared, and submitted returns and upheld compliance.
- Reviewed compilation files and oversaw accounting team.
- Utilized tax software and tools to accurately prepare and submit tax returns.
- Contributed to hiring, training and development of accounting teams
- Assisted team members in transitioning to new system through extensive training and one-on-one support.
Accountant Technician
Hall & Associates Cpas
09.2020 - 09.2021
- Handled day-to-day accounting processes to drive financial accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Input financial data and produced reports using accounting software.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Resolving client's issues with CRA.
- Introduced and provided data migration service using online accounting software ,increased revenue by 10%.
Accountant Technician/Senior Bookkeeper
Wilkinson & Company LLP
08.2018 - 08.2020
- Handled day-to-day accounting processes to drive financial accuracy for over 20 clients.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Utilized tax software and tools to accurately prepare and submit tax and HST returns.
- Prepared personal income tax return T1 over 200 returns each year.
Board Treasurer
Cygnets Preschool
09.2009 - 09.2011
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
- Prepared and presented financial reports to inform senior management and board of directors.
- Planned and managed annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
- Drafted treasury reports to support management decision-making needs.
Education
CPA - Accountant
Certified Professional Accountants (CPA) Ontario
Ontario, CA09.2026
Bachelor's Equivalent - Accounting
University of Toronto
Toronto, ON09.2002
Bachelor of Arts - Accounting
Ramkhamhaeng
Bangkok, Thailand 05.2002
Skills
- Recordkeeping
- Self-Directed
- Organization and Time Management
- Microsoft Word
- Problem Resolution
- Analytical and Critical Thinking
- Multitasking
- Computer, Accounting Software, and Tax Software Skills
- Self-Motivated
- Multitasking Abilities
- Training and Development
- Teamwork and Collaboration
Languages
English
Full Professional
Certification
- Certified QuickBooks Online ProAdvisor
- XERO Certified Advisor
Timeline
Staff/Senior Accountant
Hall & Associates Cpas
09.2021 - Current
Accountant Technician
Hall & Associates Cpas
09.2020 - 09.2021
Accountant Technician/Senior Bookkeeper
Wilkinson & Company LLP
08.2018 - 08.2020
Board Treasurer
Cygnets Preschool
09.2009 - 09.2011
CPA - Accountant
Certified Professional Accountants (CPA) Ontario
Bachelor's Equivalent - Accounting
University of Toronto
Bachelor of Arts - Accounting
Ramkhamhaeng
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