Zoe Wilkinson Reed
Luseland,Canada
Summary
Highly meticulous, strategic-minded, and result-oriented professional with extensive experience overseeing accounting and financial management operations to drive organizational growth. Efficient in crafting financial/commercial strategies, making impactful decisions, managing consolidation processes, financial analysis, budgeting, and cash flow activities. Skilled in implementing accounting policies to ensure compliance with APAC, GAAP, and PSAB standards. Transformational leader with a deep understanding of financial contracting framework, adept at developing accounting systems and leading finance teams to success. Effective communicator with the ability to build lasting business relationships with clients, executives, and stakeholders to achieve organizational objectives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Production Manager
Competitive Edge Business Solutions Inc.
01.2023 - Current
- Fostered exceptional client relationships and mentored junior staff. Transformed complex tax and accounting challenges into strategic opportunities that drove business growth and client satisfaction. Proficient in preparing individual and corporate tax returns, including those with rental properties, and conducted tax planning analysis to optimize tax strategies. Skilled in preparing financial statements for proprietorships, partnerships, and corporations, ensuring compliance with current tax laws and industry standards.
- Seamlessly partnered with Business Owners/Client Managers to manage client accounts, transition work for final client interactions, and engage in strategic meetings.
- Support in selecting and implementing appropriate business software, offering mentoring to client bookkeeping teams, and providing strategic tax advice.
- Mentor and supervisor to Intermediate and Junior Bookkeepers, ensuring work accuracy, timeliness, and budget adherence.
- Expert in using accounting software like QuickBooks Online, Xero Accounting, and Microsoft Office Suite, with adaptability to learn new technologies.
- Managed accounting records including general ledger maintenance, account analysis, variance reporting, reconciliations, cash flow forecasting, and overseeing accounts payable/receivable functions.
- Participated in the review and analysis of internal controls, ensuring up-to-date policies with tax laws and best practices.
- Deep understanding of depreciation rules, asset management, and capital gains tax calculations.
- Excellent project management and problem-solving skills in a remote work setting.
- Comfortable with high autonomy and adept at multi-tasking in a fast-paced environment.
- Strong communication skills across various platforms, fostering inclusive and effective stakeholder interactions.
Senior Financial Analyst
Centralized Supply Chain Ontario
01.2021 - 01.2023
- Delivered financial services and analytical expertise on financial / operational planning, risk management, budget coordination, financial policy development / interpretation, and financial tracking and reporting. Direct all facets of accounting activities, including preparing and monitoring general ledger entries, bank reconciliations and preservation of banking documentation. Identify issues and operational discrepancies by performing analysis of financial planning initiatives and budget performance. Lead calendar management and forecasting processes to streamline organizational operations. Oversee processing of financial payments and transactions, including payroll administration. Communicate development of financial statements, salary forecasting and HST reporting, for monthly, quarterly and annual financial results with executive leadership. Lead development and implementation of financial policies / processes to attain key milestones. Communicate with executive management on revamping of internal financial policies and processes. Manage financial records and act as key liaison with senior internal, Ministry and third-party employees.
- Established financial models in budgeting / forecasting processes and created financial statements.
- Enhanced timeliness and accuracy in financial processes by implementing process optimization initiatives.
- Increased productivity and operational efficiency by delivering financial expertise on operational / financial planning of organizational operations.
- Streamlined organizational set objectives and tracked expenses by supporting development of annual business plans / multi-year forecasting.
- Developed resources and online tools for internal financial policies by showcasing exceptional financial management skills.
- Ensured compliance with legislation, Public Accounting Standards Board (PASB) / generally accepted accounting principles (GAAP) and internal control standards by revamping and analyzing internal policies / procedures.
- Facilitated SO leadership and Board of Directors by showcasing expertise in interpreting financial data for effective decision-making.
Payroll Specialist
Think Easy
01.2019 - 01.2021
- Assisted customers with internal controls and procedures, such as SAP training. Performed variance analysis of income statement and balance sheet, including Power BI dashboards to streamline accounting operations. Monitored cash flow activities and prepare T4s / T4As for employees, as well as performed balance sheet reconciliations.
- Developed and compiled payroll for 20+ customers by utilizing QB Desktop, QBO, and Clarity & Wage point technologies.
- Facilitated 20+ customers in maintaining Full cycle bookkeeping to Trial Balance by ensuring arithmetical accuracy of the books of accounts.
- Delivered robust financial assistance by preparing documentation related to Statutory Returns; GST, PST, and WCB.
Financial Reporting Analyst
Ivaco Rolling Mills
01.2019 - 01.2019
- Delivered monthly reporting package for the CFO and conducted Reconciliations of Intercompany Accounts. Monitored cash flow and budget management operations with keen focus on achieving organizational goals.
- Enhanced organizational growth by analyzing capital spending and project progress.
- Reduced tax liabilities by preparing and maintaining annual Data Book.
- Supported colleagues with financial analysis and informed on projects progress by collaborating with cross-functional teams.
Contract - Accounting Manager (Operations)
Ashcroft Homes
01.2018 - 01.2019
- Managed team of 6 high performing employees to mitigate financial redundancies in organizational operations. Reviewed and analyzed monthly and quarterly financial statements to achieve organizational shared vision. Created monthly budget vs actual variance analyses for each retirement home / student residences. Collaborated with General Managers to communicate on revamping of financial strategies.
- Delivered financial information to the CFO and Directors by demonstrating expertise in accounting management skills.
Associate Accountant
Legacy Advantage CPA
01.2018 - 01.2018
- Facilitated clients in maintaining CPA level book-keeping and preparing financial statements. Assigned tasks to junior associates for bank reconciliations, accounts receivable, and accounts payable. Prepared, filled, and paid GST, PST and HST returns for clients by leveraging in depth knowledge of accounting documentation.
- Accomplished financial goals and set future targets by preparing and reviewing organizational budgets.
- Supported clients in payroll processing across Ontario and British Columbia by utilizing Pay works.
Tax Accountant
Sanford & Associates Chartered Professional Accountants
01.2017 - 01.2018
- Executed Notice to Reader and Review Engagements by coordinating with clients in fishing, automobile, medical, and startup industries. Separated organizational assets from liabilities by preparing financial statements in Caseware and Caseview. Gathered client information, forecasted predictions, developed financial models, and identified future business acquisition opportunities. Attended AC Group conferences and contributed to learning activities.
- Developed and cultivated robust client relationships by showcasing exceptional client relationship management skills.
- Increased organizational tax IQ by completing T2 and HST tax returns.
Internal Controller
Contract
01.2016 - 01.2016
- Conducted testing and field internal control activities within timeframe and ensured quality specified by the Head of IC. Identified process discrepancies and devised corrective action plan. Coordinated yearly Internal Controls campaign with the company executives to maintain process documentation and ensured compliance of organizational standards / policies. Attended Danone Audit Committee and drive internal controls awareness through regular communications / animations. Implemented best practices to resolve operational hindrances.
- Established and implemented protective financial measures to safeguard company’s shared vision.
- Promoted and ensured adherence to regulatory rules and policies to streamline flow of organizational operations.
Financial Accountant
Devon Partnership NHS Trust
01.2015 - 01.2015
- Collaborated with senior finance / non-finance colleagues regarding the documentation for LTFM. Performed complex statistical analyses and reported findings to senior finance team. Established and implemented capital monitoring model, as well as trained colleagues on functionality.
- Developed Long-term Financial model (LTFM) by coordinating and compiling financial documentation.
- Supported financial accounts team by delivering technical accounting assistance.
- Enhanced organizational efficiency and streamlined financial operations by coordinating with systems team.
- Embraced substantial responsibility by acting as deputy for Senior Financial Accountant.
Lead Accountant
Contract, Treasury Management & Capital, Plymouth City Council
01.2014 - 01.2015
- Led, train, and supported team of 6 accountants to streamline flow of accounting operations. Created and distributed strategic reports on Treasury Management and Capital to City Council Boards and Committees. Collaborated with project managers and budget holders to ensure acceptable capital expenditures and appropriate revenue projections. Directed borrowing and investment decisions, while communicating with brokers and analysts.
Management Accountant
Contract, NHS Property Services Ltd
01.2013 - 01.2014
- Provided accurate information for reporting to executive management and month end turnaround of 4-5 days. Prepared budgets, projected forecasts, and conducted variance analyses for 58 properties. Maintained regular contact with budget holders and collaborated with procurement, estates, suppliers, customers, finance / non-finance colleagues on all levels.
- Chaired budget-holder meetings and served as main point of contact for properties across Oxford and West Berkshire region of the UK.
Education
Association of Chartered Certified Accountants - Accounting And Finance
ACCA
UK09-2016
Chartered Professional Accountant - Accounting And Finance
CPA Canada
07-2017
BSc (Hons.) - Psychology
University of Devon
Skills
- Preparing Financial Statements
- Cashflow Management
- Budgeting & Forecasting
- Stakeholders Engagement
- T1, T2 and T5 preparation & filing
- Accounting Systems Software
- Costing & Pricing Models Development
- Financial Analysis & Modeling
- Strategic Planning & Implementation
- Business Processes Transformation
- Operations Management
- Revenue & Business Growth
- Revenue Recognition Principles
- Treasury Management
- Team Training & Leadership
- Financial Management
- Operational Capital Management
- Risk Assessment & Mitigation
- Cross Functional Collaboration
- Regulatory Compliance
- Statutory Documentation & Reporting
Languages
English
Native or Bilingual
Certification
- Syft Pro Advisor
- Xero Pro Advisor
- Advanced Quickbooks Online
Timeline
Senior Production Manager
Competitive Edge Business Solutions Inc.
01.2023 - Current
Senior Financial Analyst
Centralized Supply Chain Ontario
01.2021 - 01.2023
Payroll Specialist
Think Easy
01.2019 - 01.2021
Financial Reporting Analyst
Ivaco Rolling Mills
01.2019 - 01.2019
Contract - Accounting Manager (Operations)
Ashcroft Homes
01.2018 - 01.2019
Associate Accountant
Legacy Advantage CPA
01.2018 - 01.2018
Tax Accountant
Sanford & Associates Chartered Professional Accountants
01.2017 - 01.2018
Internal Controller
Contract
01.2016 - 01.2016
Financial Accountant
Devon Partnership NHS Trust
01.2015 - 01.2015
Lead Accountant
Contract, Treasury Management & Capital, Plymouth City Council
01.2014 - 01.2015
Management Accountant
Contract, NHS Property Services Ltd
01.2013 - 01.2014
Association of Chartered Certified Accountants - Accounting And Finance
ACCA
Chartered Professional Accountant - Accounting And Finance
CPA Canada
BSc (Hons.) - Psychology
University of Devon
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