Summary
Overview
Work History
Education
Skills
References
Timeline
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Shan Shergill

Surrey,Canada

Summary

CPA candidate (enrolled in Core 1) with proven expertise at Clearline CPA Corp in tax preparation and financial reporting. Adept at managing multiple engagements, delivering precise tax filings, and fostering strong client relationships. Recognized for exceptional attention to detail and effective team collaboration, ensuring timely and accurate financial outcomes.

Overview

8
8
years of professional experience

Work History

Staff Accountant

CLEARLINE CPA CORP
Surrey, British Columbia
09.2024 - Current
  • Successfully managed multiple engagements simultaneously, meeting strict deadlines and consistently delivering accurate tax filings.
  • Prepared corporate tax returns for a diverse clientele, including sole proprietorships, partnerships, and small to medium-sized corporations.
  • Collaborated closely with clients to gather necessary documentation and answer tax-related inquiries for personal tax returns.
  • Collaborated with colleagues to ensure accurate data exchange, streamline processes, and collectively achieve precise and timely financial reporting.

Junior Accountant

BERMANFALK HOSPITALITY GROUP
Langley, British Columbia
05.2024 - 09.2024
  • Prepared accurate and timely sales orders for clients, ensuring adherence to contract terms and specifications.
  • Generated purchase orders for suppliers, facilitating seamless procurement processes and maintaining optimal inventory levels.
  • Managed accounts receivable by issuing invoices promptly and following up on outstanding payments to maintain healthy cash flow.
  • Handled accounts payable duties by verifying and processing invoices, ensuring timely payments to suppliers and vendors.

Patient Screener

LANGLEY MEMORIAL HOSPITAL
Langley, British Columbia
09.2022 - 04.2024
  • Providing patient centered care.
  • Ensuring seamless flow of work on the busy hospital unit.
  • Communicate courteously and effectively with individuals presenting at site to identify if their access to the site is essential.
  • Screening patients accessing the site by following established protocol.
  • Attend site safety meetings and follow current direction and criteria for usage.

Accounting Intern

CLEARLINE CPA CORP
Surrey, BC
01.2023 - 05.2023
  • Processed invoices, payments, credit memos, and other accounting documents.
  • Compiled and prepared journal entries to ensure accurate general ledger records.
  • Ensured compliance with generally accepted accounting principles while preparing financial statements.
  • Generated financial reports for management review including income statement, balance sheet, cash flow statement.

Front Desk Receptionist/Administrative Assistant

TBC INDOOR RACING
Richmond, British Columbia
04.2022 - 08.2022
  • Ensuring all customer information provided is accurate.
  • Processed payments for services.
  • Answering telephones, scheduling bookings, providing information appropriately.
  • Greeting customers and communicating with track marshals to ensure customer races were on time.
  • Experience with multi-line switchboard.
  • Providing excellent customer service.

Sales Associate

POLO RALPH LAUREN
Tsawwassen, British Columbia
12.2020 - 02.2022
  • Increasing company growth to ensure product sales are being met.
  • Helping customers identify and purchase products they require.
  • Accurate POS and cash handling ability.
  • Dealing with currency exchanges.
  • Resolve customer complaints in proactive manner.
  • Ability to train new staff members.
  • Ensuring customer satisfaction.

COACH

B.C. Tigers Soccer Club
Surrey, British Columbia
05.2017 - 08.2019
  • Coached youth aged 6-8 years old.
  • Developed and implemented practice plans.
  • Interacted with parent’s regularly regarding their child’s overall progress and performance.
  • Maintained a collaborative and supportive relationship with the children.

Education

Bachelor of Business Administration - Accounting

Kwantlen Polytechnic University
Surrey, British Columbia
04.2024

Skills

  • Tax preparation
  • Financial reporting
  • Client communication
  • Time management
  • Attention to detail
  • Customer service
  • Team collaboration
  • Microsoft office
  • CaseWare
  • Tax Prep

References

Available upon request.

Timeline

Staff Accountant

CLEARLINE CPA CORP
09.2024 - Current

Junior Accountant

BERMANFALK HOSPITALITY GROUP
05.2024 - 09.2024

Accounting Intern

CLEARLINE CPA CORP
01.2023 - 05.2023

Patient Screener

LANGLEY MEMORIAL HOSPITAL
09.2022 - 04.2024

Front Desk Receptionist/Administrative Assistant

TBC INDOOR RACING
04.2022 - 08.2022

Sales Associate

POLO RALPH LAUREN
12.2020 - 02.2022

COACH

B.C. Tigers Soccer Club
05.2017 - 08.2019

Bachelor of Business Administration - Accounting

Kwantlen Polytechnic University

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Shan Shergill