JACOB MARKEL, CPA, CA
Personal Data:
514-***-**** 80 Canterbury, D.D.O., P.Q., Quebec, H9B 2G6
E-mail: *****@********.***
Languages: English, French
Employment History:
****-******* ****ulting
Tembec Inc. Sarbanes Oxley systems testing
Varied Computer consulting and development projects,
2010-2012 Paradox Security Systems Ltd.
Type of Company: Manufacturer and Distributor of Alarm Systems
($50-$100m privately owned company)
Position: Corporate Controller
Duties: Principal duties include analysis and review of all financial
reports of Canadian manufacturing entity, as well as
analysis of reports of foreign owned related companies.
Responsible for all government tax reporting, including
preparation of corporate tax returns. Supervision and
training of finance staff. Support of finance department
for international operations.
Preparation of Research and Development tax claim. Implementation of
transfer pricing model, as well as a restructuring of
global corporate structure to facilitate and streamline
intercompany activity.
Cash management and foreign exchange/hedging strategies
2004-2010 Consulting
Nokia Inc. Interim controller, monthly financial reporting and analysis,
corporate tax reviews, financial system integration to SAP,
special projects,
Mitec Telecom Interim Corporate-Controller, Review and analysis of
operating results, Systems analysis and implementation,
Consolidation and public reporting, C-198 certification
Domtar Inc. Sarbanes Oxley consulting, systems documentation and review,
compliance testing,
Bombardier Sarabanes-Oxley consulting, systems documentation and review
Birks Jewellers Year-end file review and analysis, US/Canadian GAAP
reconciliation,
SNC Lavalin Inc. Budget review and analysis,
Standard Life C-198 compliance analysis study, process review evaluation
and improvement
JACOB MARKEL, CPA, CA
1998-2004 Stiefel Canada Inc
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Type of Company: Pharmaceutical Manufacturing ($50-$100m -division,
reporting to US
Parent Company)
Position: Controller
Duties: Principal duties included analysis and review of all financial
reports to the US parent company, as well as the
development and enhancement of the corporate reporting and
accounting systems. Responsible for all government tax
reporting, including preparation of corporate tax returns,
Preparation of annual budgets including review and analysis
with department heads to help determine and control costs,
including budget tracking,
Research and Development credits, transfer pricing
implementation and review, overseeing of all tax audits,
tax planning, cash management, including investing and long
range cash forecasting. Working with sales and marketing
departments, to analyze profitability reports by brand and
product lines, assist in sales forecast preparation and
integration with inventory planning functions
Additional responsibilities included supervision of finance department
staff including accounts payable and invoicing personnel, maintenance and
review of the general ledger systems, development and implementation of a
fully integrated Electronic Funds Transfer and document archiving system,
review of year-end audit file, and liaising with external auditors
1997-1998 Consulting
Duties Computer consulting and development projects, Accounting/Audit
file preparation
1993 - 1996 Chateau D'Argent Inc
Type of Company: Jewelry Manufacturer - Manufacturer/Distributor ($10-$25m
Privately Held Company)
Position: Controller
Duties: Primary duties included analysis and preparation of financial
information including monthly financial statements and cash
flows, evaluation and implementation of internal controls.
Dealings with corporate bankers, hedging currency and
precious metals positions
JACOB MARKEL, CPA, CA
1992 - 1993 Queenswear Industries Ltd
Type of Company: Clothing Importer ($50-$100m Privately Held Company)
Position: Controller
Duties: Primary responsibilities included the implementation
of various accounting and financial statement
packages on the IBM system 36, preparation and review
of annual and quarterly financial statements.
1986 - 1992 Ptack Schnarch Basevitz
Type of Company: Chartered Accountancy firm (Mid-Sized firm - 65 Employees)
Position: Audit Supervisor
Duties: Primary responsibilities included the supervision of
financial statement audits and the
preparation and review of personal and corporate tax
returns for a diverse group of clients, in the
manufacturing, retail and wholesale sectors.
Software
-Hyperion Essbase, Analyzer, Reports
-Taxprep Corporate and Personnel, Research Libraries,
-AS400 Data extraction, including ODBC utilities (automated financial
reporting-tied to Excel)
-Excel Macros, Pivot Tables,
-Demand Solutions Forecasting and Planning software
Education:
-Hyperion Reports - September 2003
-Taxation of Intellectual Property - Infonex, February 2001
-Managing People for Maximum Performance - Harvard, July 2000
-Transfer Pricing Course - Canadian Institute, November 1998
C.A. designation obtained 1987
University:
Institution: McGill - 1987 Chartered Accountancy
Concordia - 1985 Bachelor of Commerce
References: Available upon request