Tobey Ho
CPA, CMA
Victoria,BC
Summary
Dedicated accounting professional offering more than 5 years of expertise in controllership & financial management. Skillful in leading financial operations such as accounting, and reporting. Certified Management and Financial accounting . Skilled in uncovering opportunities to improve financial growth, risk management and internal controls when managing all accounting functions. Prepared to bring talent and expertise to organization offering opportunities for advancement.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Controller
Plexxis
Victoria, BC
02.2021 - Current
- Created and distributed reports on internal and external finances, audits and budgets.
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Introduced internal controls to monitor critical areas of financial control and devised [Type] corrective actions to address risks or deficiencies.
- Worked with [Number] executives to create annual budget and track actual expenses against projected expenses.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Updated and reviewed financial reporting packages and managed financial reporting processes.
- Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
- Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
- Managed payroll data entry and processing for 65 employees to comply with predetermined company guidelines.
Controller
Plexxis Software Inc.
Brampton, ON
06.2018 - 02.2021
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Managed payroll data entry and processing for 65 employees to comply with predetermined company guidelines.
Financial Controller
Plexxis Software Inc.
Bolton, ON
12.2016 - 06.2018
- Posted daily receipts and payments in accordance with corporate protocols.
- Established Plexxis accounting system to reflect accurate financial records.
- Identified accounting errors when cross-referencing documents and database information.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Education
CPA, CMA - Management & Financial Accounting
Chartered Professional Accountant
Toronto, ON 01.2015 - 01.2015
Bachelor of Administrative Studies - Business Administration
York University
Toronto, ON 06.2006 - 04.2010
Skills
Accounting management
Processing payments
Account Reconciliation
Financial Management
Budget administration
Financial planning
Risk management
Finance
Budgeting
Staff Management
Budget development
Bookkeeping
Financial statements expertise
Internal control management
Timeline
Controller
Plexxis
02.2021 - Current
Controller
Plexxis Software Inc.
06.2018 - 02.2021
Financial Controller
Plexxis Software Inc.
12.2016 - 06.2018
CPA, CMA - Management & Financial Accounting
Chartered Professional Accountant
01.2015 - 01.2015
Bachelor of Administrative Studies - Business Administration
York University
06.2006 - 04.2010