Math, CMA
Summary of Qualifications
30 Years of extensive experience in Accounting, Bookkeeping, Auditing, Tax Planning, Tax Preparation, and Financial Administration gained through both self-employed contracts, and as an employee for both private companies, and public C.A. Firms
• Maintained bookkeeping records through to Trail Balance including Accounts Receivable, Accounts Payable, Payroll,
Financial Statements, & relevant Tax Returns.
• Maintained computerized accounting records with Quickbooks Pro, Sage 50 (Simply) Accounting, New Views, Business Vision, AS400, SAP.
• Generated & reviewed monthly, quarterly, and year end Financial Statements as well as Responsibility Reports.
• Prepared Personal and Corporate Tax Returns – Canadian and U.S. clients.
• Prepared yearly Audit and Budget Working Papers.
• Fluent with Microsoft office products including Word and Excel. Education
Co-op Bachelor of Mathematics Degree, C.A. Option- University of Waterloo - 1982
C.M.A. Designation – Society of Management Accountants of Ontario - 1988
Relevant Skills and Experience
Accounting and Tax Experience
• Maintained computerized Accounting Systems with Simply Accounting, Quickbooks Pro, AccPac Plus, New Views, AS400, SAP
• Prepared daily cash deposits, cash position reports, and banking documentation
• Maintained accounts receivable, accounts payable, payroll bookkeeping systems
• Prepared Bank Reconciliations, Inventories, HST/GST, PST, QST, New York Sales Tax and Employee Deduction Reports
• Analyzed accounts, prepared journal entries, posted them to General Ledger
• Generated monthly and year end Financial Statements with Quickbooks Pro & Sage 50 (Simply) Pro and Premium Accounting
• Prepared computerized personal and corporate tax returns for Canadian clients and U.S. clients
Auditing Experience
• Conducted financial and comprehensive internal audits, financial external audits
• Interviewed, drew up system flowcharts and narrative descriptions
• Completed audit tests, and audit reports including audit recommendations and follow up
Financial Administration Experience
• Administered benefit, pension savings plans
• Completed Ontario Pension Commission Reports
• Prepared annual T4’s, T5’s, Worker Compensation billings, and statement of payroll
• Researched, evaluated, and implemented changes to company benefit plans. Communication and People Skills
• Motivated, intelligent, well organized, versatile, responsible, leader and team player with good multi-tasking abilities
• Effective written and verbal communications skills.
• Detail oriented Big Picture person
• Good problem solving & trouble shooting skills
• Good memory
• Articulate
Contract Experience
Client businesses include:
• Web Hosting
• Computer Maintenance
• Construction Contracting
• Electrician
• Weld Training School, Welding
• Home/Office Renovation & Maintenance
• Cleaning
• Catering
• Trucking/Delivery
• Rentals
• Signs
• Contract Taxi Drivers
Employment History
Bookkeepeer Harvey Beam Excavating Stevensville, ON 2010- 2011
Accountant/Manager R. St.Catharines, ON 2002
Accountant John VanderVelde, C.A. Stoney Creek, ON 2001
Accountant Fantom Industries Welland, ON 2001
Accountant/Bookkeeper MBB Power Services St.Catharines, ON 1998-2000
Delivery Driver/Bookkeeper Swiss Chalet Niagara Falls, ON 1998
Bookkeeper/Tax Preparer CIS Tax Services Niagara Falls, ON 1997
Senior Accountant Casino Niagara Niagara Falls, ON 1996
Bookkeeper/Tax Preparer Allen Ballett, CA St. Catharines, ON 1996
Plant Accountant Ronal Canada Stevensville, ON 1995 - 1996
Bookkeeper Daimler Properties Ltd. Welland, ON 1994
Controller Thurston Machine Co. Port Colborne, ON 1992 - 1993
Controller Premier Fabricators Port Colborne, ON 1992 – 1993
Senior Accountant Colortron Photo Services Stoney Creek, ON 1991 – 1992
Internal Auditor Chedoke-McMaster Hospitals Hamilton, ON 1988 – 1990
Bookkeeper Conlin Engineering Ltd. Welland, ON 1987
Bookkeeper LiftLine Machinery Ltd Welland, ON 1984 – 1985
Tax Preparer Tax Time Services Oakville, ON 1984
Staff Accountant Beale and Chan, C.A. Toronto, ON 1982 – 1983
AWARDS
Society of Management Accountants of Ontario Chapter Award 1985
INTERESTS
Travelling, Driving, Meeting New People, Piano, Tennis, Walking, Jogging, Dogs & Cats
REFERENCES AVAILABLE UPON REQUEST
