RAYMOND MARTINEZ
Richmond,BC
Summary
Seasoned financial leader with over 10 years of experience in accounting, financial planning and reporting. Proficient in directing end-to-end accounting cycles, financial reporting and policy and procedure development. Well versed in IFRS, ASPE and other statutory requirements.
Overview
10
10
years of professional experience
Work History
Controller
Aquilini Beverage Group / Aquilini Vineyards
08.2023 - 05.2024
- Managed 2 corporate groups (5 companies total) in the Washington state vineyard agriculture sector and the Canadian and US beverage manufacturing sector
- Successfully navigated the training and management of a brand-new team of four accounting professionals in providing full cycle accounting to produce monthly, quarterly and annual financials
- Operated as a key business partner within the vineyard and beverage manufacturing groups to improve internal controls to ensure compliance with GAAP, company policies and procedures.
- Worked with senior management and business partners in the development of multi-year financial budgets and forecasts for both corporate groups
- Led the annual review engagement process for the vineyard businesses under GAAP and provided comprehensive tax working papers for all corporate and trust reporting
- Collaborated with external insurance partners in the maintenance and renewal of the insurance portfolios of both groups.
Manager - Private Enterprise
Dale Matheson Carr-Hilton Labonte LLP
07.2021 - 08.2023
- Managed a large portfolio of private companies and non-profit organizations in their various accounting and assurance needs
- Extensive experience with preparing financial statements with corresponding note disclosures under IFRS, ASPE and ASNPO
- Expressed effective communication skills through regular client presentations of financial reporting matters and discussion of business advisory needs
- Provided audit and assurance training to junior and intermediate level staff.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Monitored staff performance through online evaluation platform to ensure quality staff development
Assurance Manager
Vohora LLP CPAs & Business Advisors
01.2015 - 07.2021
- Over six years of progressive public practice experience from staff accountant to assurance manager (2.5 years manager role)
- Managed 80% of the firm’s assurance engagements to ensure compliance with applicable laws and regulations
- Extensive experience with preparing financial statements with corresponding note disclosures under ASPE and ASNPO
- Managed a team of 15 junior and senior staff of varying levels of experience across 4 regional offices in the preparation of Audit, Review and Notice to Reader engagements
- Displayed effective communication and client service by the presentation of financial statements in client Annual General Meetings and Finance Committee meetings
- CPA PERT Program Manager of the firm as well as CPA Mentor
- Provided various training to junior staff in assurance related topics through planned training days and lunch and learns.
Accounting Supervisor
Kiwanis Club of Vancouver
09.2022 - 01.2024
- Managed the financial accounting of the four non-profit entities of Kiwanis Vancouver including 2 senior housing entities
- Provided monthly consolidated financial statements to the Board of Directors
- Oversaw the Club’s day-to-day bookkeeper on accounting related matters in Sage
- Led the preparation for the annual external audit.
Accounts Payable Clerk
Key Food Equipment Services
03.2014 - 01.2015
- Responsible for handling the day to day processing of accounts payable transactions to all 8 company divisions
- Accurately processed over 150 electronic and paper invoices on a daily basis from over 400 vendors across Canada and the US
- Produced a weekly check run of over $100,000 to hundreds of US and Canadian vendors ensuring proper terms and discounts are taken.
Education
Chartered Professional Accountant of BC -
CPA Western School of Business, BC
09.2017
Bachelor of Business Administration – Accounting -
Kwantlen Polytechnic University
08.2014
Bachelor of Science - Life Sciences -
McMaster University
04.2008
Skills
- Audit management
- Month-end and year-end closings
- Financial Management
- Budget Preparation and Development
- Internal controls development and implementation
- Account Reconciliation
- Team Oversight
- Balance sheet management
- Cash Flow Management
- ERP Systems Expertise
Hobbies and Interests
- Running Enthusiast
- Hiking and outdoors
- Travelling
Timeline
Controller
Aquilini Beverage Group / Aquilini Vineyards
08.2023 - 05.2024
Accounting Supervisor
Kiwanis Club of Vancouver
09.2022 - 01.2024
Manager - Private Enterprise
Dale Matheson Carr-Hilton Labonte LLP
07.2021 - 08.2023
Assurance Manager
Vohora LLP CPAs & Business Advisors
01.2015 - 07.2021
Accounts Payable Clerk
Key Food Equipment Services
03.2014 - 01.2015
Chartered Professional Accountant of BC -
CPA Western School of Business, BC
Bachelor of Business Administration – Accounting -
Kwantlen Polytechnic University
Bachelor of Science - Life Sciences -
McMaster University
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