Areef Samji, CPA, CGA

North York, Ontario M*J*S* 647-***-****

ac2cyb@r.postjobfree.com

Senior-Level Accounting & Finance Manager

Financial Stewardship Financial Management

Executive leader with expertise in all facets of accounting, financial management, and financial analysis within high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in streamlining and improving processes, enhancing productivity, and implementing technology solutions. Technical proficiency in MS Office, and EPR accounting system such as Multiview, Lawson, Epicor, People Soft, and Accpac.

Variance Analysis

Accounting & Budget Analysis

Strategic Planning & Analysis

A/P & A/R Processing

Management

Financial Forecasting

Financial Planning & Analysis

CPA, CGA

Month-end Process

Financial & Regulatory Reporting

Year-end Statutory Audits

GAAP / IFRS

PROFESSIONAL EXPERIENCE

Worldsource Wealth Management / Guardian, Markham, Ontario 2009 – Present

Financial Manager

Provide strategic direction and variance analysis to senior management; $16B in assets under administration; and $140M in gross sales.

Manage month-end, quarter-end, and year-end closings; coordinated the year-end statutory, accounts payable, general ledger maintenance, and annual planning process.

Define departmental staff responsibilities; minimizing month-end reporting cycles by 33% through staff realignment.

Prepares consolidated financial statements in accordance with IFRS.

Develop and maintain financial models: rolling cash, profit and loss forecasts; advising senior management to support strategic decision making.

Led transition effort from GAAP to IFRS; using these to communicate financial statements to parent firm – Guardian.

Analyze new accounting standards, recommending policy action for business combination, goodwill impairment tests and intangible accounting memos.

Managed monthly regulatory financial submissions to IIROC and MFDA regulators; coordinate year-end statutory audits.

Coordinate GST/HST; reducing potential risks associated with taxes.

Assante Wealth Management, Toronto, Ontario 2000 – 2009

Corporate Finance Manager, 2004 – 2009

Consult with CFO on variance analysis, highlighting risked areas on portfolio with $7B in assets under administration and $200M in sales.

Promoted to corporate finance manager upon successful completion of CSI CFO Certification requirement.

Streamlined monthly close process by 3 days, automating manual reports, entries, and month-end schedules; improving communications with production personnel.

Assistant Manager, 2000 – 2004

Successfully converted Accpac to Lawson and Lawson to EPICOR, designing financial and management reports using FRX.

Realigned department staff and responsibilities, revamping month-end processes that led to reduced preparation times.

Collaborated with departments in respect of information needs, and to provide assistance with financial analysis and expenditure control.

Managed month-end, quarter-end, and year-end closings; coordinated the year-end statutory audits, accounts payable, general ledger maintenance, and annual planning process.

Globenet Communication Group Limited, Toronto, Ontario 1999 – 2000

Finance Manager

Managed day-to-day accounting department staff, activities; couching and providing mentorship.

Analyzed and reported on budget costs for capital projects.

Implemented ACCPAC software, general ledger, accounts payable, and accounts receivable for start-up firm.

Designed and implemented A/P & A/R procedures; analyzed and maintained accounting software models; journalized various month-end complex entries; performed general ledger account reconciliations associated with high level of risk.

Toronto General Hospital, Toronto, Ontario 1985 – 1999

Financial Analyst

Prepared financial statements in accordance with GAAP

Assisted with the annual budget process

Processed various month-end tasks and maintained fixed asset ledger

EDUCATION & CREDENTIALS

Bachelor of Business Management & Finance, York University, Toronto, Ontario (1990)

CPA, CGA, Certified General Accountants Association of Canada (1995)

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