CPA candidate looking to build an accounting/finance career . Accomplished and result-oriented professional with sound business acumen and critical mindset who consistently meets deadlines and successfully manage multiple priorities. Fast learner with a great ability to adapt to changing policies and procedures.
Overview
12
12
years of professional experience
Work History
HR Specialized Analyst
TD BANK
04.2023 - Current
Administer deferred compensation award of executives, liaising with the external tax consultant partner KPMG regarding the tax treatment of special handling transactions
Provide specialized HR related research, evaluation, operations and reporting to support and advise businesses, analyzing and supporting the development and design of HR solutions
Conduct analysis, evaluation, assessment and review of business initiatives related to HR
Liaise with internal/external partners, organize meetings/events or facilitate learning sessions/presentations for dissemination of information
Identify and implement opportunities for improvement to process, tools, fine-tuning forms, tracking, reporting, etc
For the functions supported
Develop and/or prepare applicable HR standards and metrics within the area of specialty, in collaboration with partners and stakeholders for assigned businesses
Support the development of enterprise HR policies, programs or the delivery of these programs via specialized HR functional areas or program administration units
Coordinate and lead policy-related meetings and address any implementation concerns.
HR COORDINATOR III
TD BANK
11.2017 - 03.2023
Administer stock option exercised by executives, liaising with the external tax consultant partner KPMG regarding the tax treatment of special handling transactions
Review internal account and conduct required monthly accounting activities (accruals, reconciling GL entries) to ensure the full representations of financials for each reporting period
Efficiently process manual calculation of pension contributions for TD and TDI employees and those on Expatriate assignments, while adhering to established department Service Level Agreement
Effectively support employees with general Pension inquiries; liaising with our business partners and vendors as required
Ensure prompt and thorough resolution of complex issues by engaging partners and stakeholders as required, escalating as necessary, and ensuring closure of issues or escalations in a timely manner
Act as a subject matter expert for Employee Programs for the enterprise in partnership with the HR Contact Centre, Centres of Expertise, and business partners
Strive for operational excellence by identifying and executing process improvements within the department
Responsible for providing monthly reports to management regarding every HR department's employee capacity and team's initiatives
Develop productivity and work in progress tracker to easily monitor the department's efficiency and volume
Assign and monitor the team's workflow and ensure that all core tasks are processed within SLA.
LEAD OPERATION OFFICER
TD BANK
04.2017 - 11.2017
Supports a team of 15 employees and is responsible for maintaining operational effectiveness to ensure business objectives, Service Level Goals and CEI targets are met
Address operational issues to support performance management and process improvements
Assign and monitor the overall workflow ensuring all the required processing is completed
Works closely with both internal and external partners to manage, support and provide prompt resolution on escalations as well as provide additional guidance and knowledge as needed
Perform ad-hoc reporting/analysis as required
Demonstrate TD's Guiding Principles and Leadership Profile in day-to-day activities.
REGULATORY COMPLIANCE OFFICER
TD BANK
10.2015 - 04.2017
Review new Small Business Banking accounts documents and signing authority changes for accuracy
Ensure that all information required adhere to AML/KYC/KYB compliance, inclusive of internal and external legal documentation, and provincial/jurisdictional requirements
Ensure all required processing and inquiries are fulfilled meeting Service Level Agreements
Ensure work volumes are processed accurately and effectively on a day-to-day basis minimizing risk to the Bank and negative impact to customers.
OPERATIONS SERVICING OFFICER
TD BANK
09.2012 - 09.2015
Responsible for investigating customers for Canada Revenue Agencies and Social Services
Retrieved information from different sources and making sure that all documentations are accurate
Support the team by assigning Production Orders and Requirement for Information files and escalating any concerns
Responsible for training new hires on all the processes within the department
Able to prioritize, multi-task and adhere to deadlines while working efficiently both independently and as part of the team
Extensive use of MS Excel for client account statements and transactions.
Education
CPA PROFESSIONAL EDUCATION PROGRAM -
CHARTERED PROFESSIONAL ACCOUNTANT ONTARIO
03.2024
CGA PROGRAM -
CERTIFIED GENERAL ACCOUNTANT
08.2014
COMMERCE DEGREE -
UNIVERSITY OF TORONTO MISSISSAUGA
06.2010
Skills
Successfully passed 2022 CPA CFE exam
Detail-oriented, focused and self-motivated
Team player with leadership skills
Strong interpersonal skills
Proficient with Microsoft Word, PowerPoint and Excel