Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Vidyesh Gopy, CPA

Summary

Dynamic Financial Reporting Analyst with extensive experience in financial reporting, bookkeeping review, and client management across diverse industries. Proven track record in driving operational efficiency through process improvements, ensuring regulatory compliance, and delivering audit-ready documentation. Expert in preparing financial statements, working papers, and regulatory filings while ensuring adherence to IFRS and ASPE. Adept at reconciling complex transactions, providing tailored recommendations, enhancing client understanding, and supporting audits. Strong communicator with a commitment to excellence and problem-solving abilities, thriving both independently and within a team.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Reporting Analyst

Treewalk Consulting Inc.
03.2025 - Current
  • Lead the preparation and coordination of regulatory filings, annual and quarterly working papers, and financial statements, including Management Discussion & Analysis (MD&A) for a variety of companies across Canada and the U.S., with a focus on complex public company client files, ensuring compliance with applicable standards and deadlines.
  • Oversee and review full-cycle accounting prepared by the bookkeeping team, ensuring accuracy and completeness, and provide daily support on complex accounting transactions.
  • Maintain comprehensive, audit-ready working papers and coordinate directly with external auditors to facilitate smooth and efficient audits.
  • Provide technical support to fractional CFOs and clients, including assistance with industry-specific reporting needs, budgeting, forecasting, and ERP implementation.
  • Conduct in-depth research on IFRS and ASPE accounting standards, interpret complex technical issues, and explain financial statement transactions and note disclosures to clients by providing practical, tailored recommendations to enhance their understanding of financial reporting obligations.
  • Drive internal process improvements and identify opportunities to optimize accounting workflows and reporting practices.
  • Contribute to various ad hoc projects, administrative tasks, and internal initiatives, leveraging strong organizational and technological skills to enhance client service delivery with a proactive, solutions-oriented approach.

Junior Financial Reporting Analyst

Treewalk Consulting Inc.
07.2023 - 02.2025
  • Prepared annual and quarterly working papers, financial statements, and Management Discussion & Analysis (MD&A) for companies across Canada and the U.S., ensuring accuracy and regulatory compliance.
  • Reviewed and supported complex bookkeeping transactions, maintained audit-ready working papers, coordinated directly with external auditors, and managed financial statement filings.
  • Assisted fractional CFOs with industry-specific reporting needs, budgeting, and IPO planning..
  • Designed and delivered targeted training sessions to upskill the Bookkeeping team, enhancing overall accuracy and efficiency.
  • Processed and approved vendor payments across multiple client files.
  • Contributed to administrative support and ad hoc projects, demonstrating strong organizational skills and attention to detail.

Intermediate Accountant

Treewalk Consulting Inc.
07.2022 - 06.2023
  • Managed full-cycle bookkeeping for multiple public clients in Canada and the U.S., ensuring compliance with industry-specific requirements.
  • Processed client payments across platforms, ensuring timely, accurate payments in compliance with relevant laws.
  • Handled foreign exchange transactions and managed multi-currency operations for international clients.
  • Filed commodity taxes (GST, PST) in compliance with federal and provincial regulations.
  • Developed guidance documents on accounting policies and organized lunch-and-learn sessions for team development.
  • Supported administrative tasks and day-to-day operations, ensuring efficient workflow.

Accountant

Sanctuary AI
12.2021 - 06.2022
  • Reconciled bank and credit card accounts monthly, ensuring accuracy and completeness of transactions.
  • Coded corporate credit card and banking transactions while liaising with various departments to gather necessary supporting documentation.
  • Prepared month-end, quarter-end, and year-end entries, working papers, schedules, and reconciliations in accordance with respective deadlines.
  • Supported the Financial Controller with internal financial reporting and assisted with interim and year-end audits.

Staff Accountant

Navitas
04.2020 - 12.2021
  • Reconciled tuition revenue, payment bank accounts, and general ledger accounts, ensuring accuracy and timely financial reporting for over 2,200 students.
  • Calculated termly agent commissions under tight deadlines, and managed student health insurance registration and billing on a termly basis.
  • Prepared month-end and year-end working papers, assisted with accruals, and supported audit deliverables while improving systems and processes for greater operational efficiency.

Education

CPA Academic Requirements - Accounting

CPA Western School of Business
Remote
12-2024

BBA - Management Information Systems

Beedie School of Business, Simon Fraser University
Burnaby, BC
08-2019

Skills

  • Financial Reporting and Analysis
  • Technical Accounting Expertise
  • Bookkeeping Review & Oversight
  • Client and Stakeholder Management
  • Operational Efficiency & Process Improvement
  • Financial Transactions & Reconciliations
  • Organizational & Time Management
  • Communication & Interpersonal Skills

Certification

Chartered Professional Accountants of British Columbia (BC, Canada)

  • Designated CPA - March 2025

Languages

English
Native or Bilingual
French
Native or Bilingual
Hindi
Native or Bilingual
Mauritian Creole
Native or Bilingual

Timeline

Financial Reporting Analyst

Treewalk Consulting Inc.
03.2025 - Current

Junior Financial Reporting Analyst

Treewalk Consulting Inc.
07.2023 - 02.2025

Intermediate Accountant

Treewalk Consulting Inc.
07.2022 - 06.2023

Accountant

Sanctuary AI
12.2021 - 06.2022

Staff Accountant

Navitas
04.2020 - 12.2021

CPA Academic Requirements - Accounting

CPA Western School of Business

BBA - Management Information Systems

Beedie School of Business, Simon Fraser University
Vidyesh Gopy, CPA