Chartered Professional Accountant - Baker Tilly WCR - Red Deer, Alberta
(2023-12 - 2024-05)
Manager - Olsen Joly LLP - Red Deer, Alberta
(2022-11 - 2023-02)
- Review financial statements as a standalone product for compliance with standards
- Review and prepare compilation, review and audit engagements; for-profit, not-for-profit and partnerships
- Review and prepare corporate tax returns and personal tax returns (including agriculture, charity, partnership)
- Review and prepare AgriStability and AgriInvest applications and supplementary schedules and responses to AFSC questions
- Review and prepare T4's and T5's tax information summary slips and GST returns
- Manage client relationships and advise them on their personal and corporate matters
- Present financial statements and tax returns to clients and address their concerns
- Present financial statements at client's Annual General Meetings
- Co-create presentations for lenders, bookkeepers and other external parties for their agriculture clients
- Create and organize training on agriculture topics and required filings and standards for personal and corporate tax, AgriStability/Invest presentations
- Present and arrange discussions on agriculture topics and current market trends
- Mentor staff in CPA and their career
- Assist staff in managing their schedules
- Working knowledge of ASPE, ASNPO, IFRS, PSAB, and limited experience in US GAAP
Manager - RSM Alberta LLP - Red Deer, Alberta
(2018-11 - 2022-10)
- Review financial statements as a standalone product for compliance with standards
- Review and prepare compilation, review and audit engagements; for-profit, not-for-profit and partnerships
- Review and prepare corporate tax returns and personal tax returns (including agriculture, charity, partnership)
- Review and prepare AgriStability and AgriInvest applications and supplementary schedules and responses to AFSC questions
- Review and prepare T4's and T5's tax information summary slips and GST returns
- Manage client relationships and advise them on their personal and corporate matters
- Present financial statements and tax returns to clients and address their concerns
- Present financial statements at client's Annual General Meetings
- Co-create presentations for lenders, bookkeepers and other external parties for their agriculture clients
- Create and organize training on agriculture topics and required filings and standards for personal and corporate tax, AgriStability/Invest presentations
- Present and arrange discussions on agriculture topics and current market trends
- Mentor staff in CPA and their career
- Assist staff in managing their schedules
- Working knowledge of ASPE, ASNPO, IFRS, PSAB, and limited experience in US GAAP
Senior Staff Accountant - Collins Barrow LLP - Red Deer, Alberta
(2017-03 - 2018-10)
Joined RSM Alberta LLP (above firm).
- Similar experience to an Assistant Manager/Vice-Controller position, duties included preparation and review of month and quarter-end information for the financial statements, as a contractor at a Financial Institution
- Specific procedures audits including law society trusts, real estate trusts, and property management
- Supervise and train junior staff and students
- Assist in managing staffing levels and assigning jobs to other staff members
- Review compilation engagements; for-profit, not-for-profit, partnerships
- Review corporate tax returns and personal tax returns (including agriculture, charity, partnership)
- Review AgriStability and AgriInvest applications and supplementary schedules and responses to AFSC questions
- Prepare compilation, review and audit engagements; for-profit, not-for-profit, partnerships and municipalities
- Manage client relationships and advise them on their personal and corporate matters
- Present financial statements and tax returns to clients and address their concerns
- Present financial statements at client's Annual General Meetings
- Create and organize training, present and arrange discussions on agriculture topics and required filings and standards
- Research and distribute current market trends for agriculture
- Municipal Financial Information reporting preparation
- Evaluate and improve internal controls for entities
- Mentor CASB and UFE students
- Working knowledge of ASPE, ASNPO, IFRS, PSAB
Senior Staff Accountant - BDO Canada LLP - Red Deer, Alberta
(2009-05 - 2017-03)
- Similar experience to an Assistant Manager/Vice-Controller position, duties included preparation and review of month and quarter-end information for the financial statements, as a contractor at a Financial Institution
- Specific procedures audits including law society trusts, real estate trusts, and property management
- Supervise and train junior staff and students
- Assist in managing staffing levels and assigning jobs to other staff members
- Review compilation engagements; for-profit, not-for-profit, partnerships
- Review corporate tax returns and personal tax returns (including agriculture, charity, partnership)
- Review AgriStability and AgriInvest applications and supplementary schedules and responses to AFSC questions
- Prepare compilation, review and audit engagements; for-profit, not-for-profit, partnerships and municipalities
- Manage client relationships and advise them on their personal and corporate matters
- Present financial statements and tax returns to clients and address their concerns
- Present financial statements at client's Annual General Meetings
- Create and organize training, present and arrange discussions on agriculture topics and required filings and standards
- Research and distribute current market trends for agriculture
- Municipal Financial Information reporting preparation
- Evaluate and improve internal controls for entities
- Mentor CASB and UFE students
- Working knowledge of ASPE, ASNPO, IFRS, PSAB
Office Administration Manager - Sobeys - High River, Alberta
(2005-05 - 2009-04)
- Full-cycle accounting while going to University
- Cross-trained as the receiver for vacation
