Freelancers : Rocklin, California

0 Kudos

4.5 2 Skills

$30 Rate/Hr

SUMMARY OF QUALIFICATIONS • Certified Chartered Accountant (CA) designation • Strong communication, leadership, interpersonal and organizational skills • Strong knowledge of auditing and accounting standards • Several years of experience in providing quality customer service • Computer literacy in Windows 98, 2000, XP, and Microsoft Office 2000 • Software literacy in Caseware, TaxPrep and DT-Max • Awarded several academic scholarships throughout college and university studies AUDIT, REVIEW AND COMPILATION MANDATES • Planning, leading, executing and finalization of audit, review, and compilation engagements for companies in various industries (manufacturing, real estate, investments, information technology, service and retail) - Planning of engagement from risk assessment to formulating appropriate procedures to be executed on each mandate - Ensure proper execution of procedures for balance sheet and income statement items in an efficient and effective manner - Supervise to ensure lower-level staff in the proper execution of planned procedures as agreed on each mandate and provide on the spot training and guidance as needed - Review work performed by lower level staff on each engagement and provide staff with constructive feedbacks on their performance on a timely basis - Perform analysis of financial statements using various techniques such as performing analytical analysis (ratio analysis, vouching to backups, studying trends, etc.) and discussion with management - Identify risky/problematic financial areas according to the analysis of the company’s financial performance and notify managers/partners of the engagement - Provide timely solution and recommendation as needed during the engagement process - Produce accurate financial statements, ensuring correct financial accounting policy is applied and adhere to accounting standards - Produce and organize information needed for client’s year-end meetings - Ensure client’s satisfaction by providing information requested by them on a timely basis • Provide training and mentoring for new/old staff • Participate in the training of new staff in company standards, software usage, mentor-mentee program • Provide other ad-hoc services as request by clients TAXATION • Provide corporate tax services to small and midsize businesses - Prepare annual tax return and ensure correct tax balances are calculated - Provide informational tax resource as requested by clients - Communicate with government agencies for information as needed • Provide personal tax services to individuals - Prepare personal tax return to ensure correct tax balances are calculated EDUCATION 2009 – present Certified Chartered Accountant (CA) 2007 - 2009 Graduate Diploma in Chartered Accountancy John Molson School of Business Concordia University, Montreal, Quebec • Financial Accounting Theory in Practice • Contemporary Issues for Accountants 2002 - 2006 Bachelor of Commerce (Major in Accounting; Minor in Professional Writing) John Molson School of Business Concordia University, Montreal, Quebec • Awarded Concordia’s Loyola Alumni Association Inc. Educational Grant 2005-2006 • Awarded Concordia’s Loyola Alumni Association Inc. Educational Grant 2004-2005 • Taxation I (personal) & II (corporate) • Intermediate Accounting I & II • Cost and Management Accounting • Financial and Managerial Accounting 1999 - 2002 Diploma of Collegial Studies (D.E.C.), Computer and Digital System Technology Vanier College, Montreal, Quebec • Awarded Nortel Networks Scholarship Award • Awarded Bursary for Collegial Studies • Awarded Entrance Scholarship