Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Valerie Mauti, CPA

Tottenham

Summary

Seasoned finance professional with extensive experience as a Director of Finance and Senior Accountant, adept in financial budgeting, reporting, and analysis. Expertise in compliance and process optimization, with a strong track record of implementing efficient accounting systems and enhancing financial transparency. A detail-oriented and analytical leader committed to professional conduct, financial proficiency and continuous improvement.


Overview

15
15
years of professional experience
1
1
Certification

Work History

Director of Finance

Jake's House for Autistic Children
09.2023 - 02.2025
  • Collaborated with executive leadership team in developing long-term financial goals, ensuring alignment with overall charitable objectives.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Provided insightful recommendations for process and internal control improvements, contributing to increased operational efficiency across the organization.
  • Optimized cash flow management through diligent monitoring of receivables, payables, and cash flow requirements.
  • Prepared cash flow projections, budget to actual cost analysis and quarterly reports for the board of directors and government funders.
  • Checked payroll, vendor payments, and other accounting disbursements for accuracy and compliance.
  • Acted as the primary point of contact for the year-end audit, including preparation of year-end working papers.

Senior Accountant

BDO Canada LLP
01.2022 - 08.2023
  • Efficiently manage year-end engagements and tax return preparation for a diverse client base.
  • Conduct audits and assurance engagements for private companies and non-profit organizations, ensuring compliance with firm and regulatory standards in the preparation of working papers and financial statements.
  • Foster strong client relationships by providing responsive and professional support while addressing client requests and recommendations.
  • Contribute to business development initiatives and identify opportunities to expand services with existing clients.
  • Communicate effectively with team members to provide regular progress updates and address challenges in a timely manner.
  • Mentor and train staff, supporting their professional development and growth within the organization.

Intermediate Accountant

BDO Canada LLP
11.2020 - 12.2021
  • Prepare and finalize working papers, financial statements, and tax returns in compliance with firm and regulatory standards for clients across various industries and non-profit organizations.
  • Effectively and efficiently handle audit tasks independently or within a team environment.
  • Perform audits on a variety of organizations, prepare working papers and financial statements per regulatory standards.

Accounting Technician

BDO Canada LLP
08.2018 - 10.2020
  • Prepare complex personal Tax returns for a variety of clients.
  • Preparation of various corporate and payroll-related tax returns, including GST/HST, T4, T4A, T5, T2, and T3 filings, in compliance with regulatory requirements.
  • Building relationships directly with clients to understand tax history and provide the most value to ongoing tax compliance needs.
  • Communicating with CRA and other government institutions to resolve tax inquiries.

Junior Accountant

JC Professional Corporation
06.2017 - 08.2018
  • Preparation of full cycle accounting for various clients.
  • Prepared journal entries and financial transactions using Caseware.
  • Preparation of personal and corporate tax returns.

Staff Accountant

The Ford Group Professional Corporation
02.2015 - 06.2017
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Prepared personal and corporate tax returns for various clients.

English Teacher

Columbia English Language School
05.2012 - 05.2013
  • Developed innovative lesson plans to engage students in English language learning.
  • Prepared and implemented lesson plans covering required course topics.
  • Assessed student progress and provided feedback to improve performance and establish academic success.
  • Improved classroom management by implementing consistent routines and clear expectations for behavior.

Financial Advisor

Freedom 55 Financial
09.2009 - 04.2012
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Education

Bachelor of Commerce, Honours Program - Management Economics in Industry And Finance

University of Guelph
Guelph, ON
05-2008

Skills

  • Effective Cash Flow Oversight
  • Financial Budgeting, Reporting and Analysis
  • Business Process Improvement
  • Audit Management
  • GAAP Regulatory Compliance
  • Analytical Problem-Solving
  • Detail-Oriented Mindset
  • Adaptability to Change
  • Professional Conduct
  • Effective Time and Task Management

Languages

Certification

Chartered Professional Accountant (CPA)

Timeline

Director of Finance

Jake's House for Autistic Children
09.2023 - 02.2025

Senior Accountant

BDO Canada LLP
01.2022 - 08.2023

Intermediate Accountant

BDO Canada LLP
11.2020 - 12.2021

Accounting Technician

BDO Canada LLP
08.2018 - 10.2020

Junior Accountant

JC Professional Corporation
06.2017 - 08.2018

Staff Accountant

The Ford Group Professional Corporation
02.2015 - 06.2017

English Teacher

Columbia English Language School
05.2012 - 05.2013

Financial Advisor

Freedom 55 Financial
09.2009 - 04.2012

Chartered Professional Accountant (CPA)

Bachelor of Commerce, Honours Program - Management Economics in Industry And Finance

University of Guelph
Valerie Mauti, CPA