Corporate Controller

TREVOR TRAN, B COMM., CPA, CGA

** *********** *********, ******** ****, Ontario L4S 1G1

Office (416) 596 – 6443 X 1920 Cell (647) 299 - 0932 **********@*****.***

July 26, 2014

Cherishome Living

1090 Don Mills Road,

North York, ON, M3C 3R6

Dear Sir or Madam:

I would like to express my interest in applying for the Controller as advertised in the Jobinga web site. I

have enclosed my résumé for your consideration.

For the past 9 years, I have been working as a corporate controller at a global architecture and

engineering professional services firm. This hands-on role reports directly to CFO and is responsible for

all activities within the corporate finance department including accurate and timely reporting of

monthly/quarterly consolidated financial/non-financial information, annual budget/forecast, treasury, tax

compliance, partners affairs and various ad-hoc projects. This role also requires guidance/mentoring a

finance team of accounting staff.

In addition, I have held various positions in the financial services industry and public accounting

concentrated in owner manager enterprises where I have gained extensive experience in all aspects of

accounting, taxes, and audit.

I am confident that I have both the working experience and the academic background to succeed as

Controller with your organization. Please call at your convenience to arrange for an interview. Your

consideration is greatly appreciated.

Sincerely yours,

<signed>

Trevor Tran

TREVOR TRAN, B COMM., CPA, CGA

TREVOR TRAN, B COMM., CPA, CGA

93 Devonsleigh Boulevard, Richmond Hill, Ontario L4S 1G1

Office (416) 596 – 6443 X 1920 Cell (647) 299 - 0932 **********@*****.***

PROFILE:

• Over 14 years of managerial experience in Corporate Accounting, Tax, and Audit

• Excellent knowledge of IFRS, CGAAP

• Excellent supervisory, work ethic, interpersonal skills and proven ability to work under

tight deadlines

• Strong time management, analytical and presentation skills

PROFESSIONAL EXPERIENCE:

IBI Group Inc. Aug 2005 – Present

(Global Architecture and Engineering Professional Services Firm-Listed on TSX:IBG )

Corporate Controller, Associate

• Manage monthly and quarterly consolidated financial statements reporting for the Firm

• Review F/S submitted by worldwide reporting units

• Oversee treasury functions, including 17-weeks cashflow, & arrangement of bonds with EDC, banks and

surety co.

• Manage bank credit limits and ensure covenants are in compliance

• Review analysis of accounts to ensure accuracy, compliance and effectiveness of business processes

• Manage and interact with global affiliates to resolve all intercompany billings/issues & process

improvements

• Responsible for annual consolidated budget for the Firm

• Responsible for all tax filings, SRED, transfer pricing, and tax planning

• Liaise with CRA/Revenue Quebec auditors in corporate and commodity tax issues

• Liaise with various US Government agencies on public work overhead rate

• Develop, implement and maintain strong internal controls for all operating areas

• Participate in new business initiative/acquisition of new Firms and other special projects

• Develop and maintain strong relationships with directors from various offices around the Globe

• Performance management activities for team of 10 accounting staff

Accomplishments

• Developed standard reporting process for newly acquired firms to ensure compliance with Toronto

head office

• Enhanced office location financial performance measurement with new GL accounts structure

• Commended by leadership for support, diligence, and work ethic during difficult situations and

transitions

SCOTIA BANK Dec 1999 – Aug 2005

(Chartered Bank, Financial Institution)

Scotia Bank - Corporate Accounting Manager Sep 2004 – Aug 2005

• Ensure timely, accurate and efficient operation of accounting records for 12 subsidiaries

• Review monthly and quarterly account analysis for assigned subsidiaries

• Review non-audited financial statements of assigned subsidiaries prepared by staff

TREVOR TRAN, B COMM., CPA, CGA

• Review quarter/yearend tax provisions and liaise with internal/external auditors, CRA and Ministry of

Finance

• Review corporate, commodity tax filings and tax planning for all assigned subsidiaries

• Monitor cash balance/funding for all assigned subsidiaries

• Interact with management in various departments within the Bank

• Ensure staff & departmental objectives align with Chief Accountant’s objectives

Accomplishments

• Managed to complete all tax filings well in advance of deadline

• Successfully arranged cross-training amongst staff with no business disruption

Scotia Capital Inc. – Acting/Assistant Accounting Manager Dec 1999 – Sep 2004

• Review consolidated F/S for publicly traded Income Trust Funds & Split Share Companies

• Review monthly and quarterly Board of Directors meeting materials

• Review annual budgets, forecasts, regulatory and information filings

• Review tax filings, planning for all companies and liaise with internal/external auditors, & CRA

• Address tax and accounting issues relating to corporate actions, IPO and wind-up of Companies

• Setup new Companies regulatory and management reporting requirements

• Review weekly NAV, Cash management and investor relations

• Review Trustees’ and Directors’ Monthly and Quarterly fees remittance

• Coordinate Annual General Meeting and Investor/Analyst Conferences

Accomplishments

• Two-time recipient of Scotia Capital’s Performance Excellent Program Award – Q3’02 and Q4’00

• Provided in-house tax training and update for the department

KPMG LLP Feb 1997 – Dec 1999

(Chartered Professional Accountants Firm)

Senior Staff Accountant – Financial Institution and Real Estate (FIRE) Unit

• Conduct audit, review and compilation engagements for various clients

• Prepare financial statements, joint ventures, various tax returns, and working papers

• Supervise junior staff in field works

• Co-ordinate assignment scheduling and other client queries

• Research in tax and accounting issues when necessary

Accomplishments

• Promoted to Senior after only 12 months of joining the firm

• Exceed monthly staff utilization rate expectation

AGF Trust Apr 1994 – Feb 1997

(Financial Institution)

Senior Mortgage Accounting Administrator

• Prepare monthly internal financial statements with detail accounts analysis

• Reconciliation of mortgage and GIC accounts from systems to GL

• Monthly "NAV" calculation for Labor Sponsor Fund administered by AGF

• Preparation of OSFI, MFI and other regulatory reports

Accomplishments

TREVOR TRAN, B COMM., CPA, CGA

• Promoted to full time employment within 6 months after joining the company

ACADEMIC ACHIVEMENTS

• Chartered Professional Accountant, Certified General Accountant (CPA,CGA)

1997

• Bachelor of Commerce – Major in Accounting, University of Toronto – Scarborough Campus

1994

TECHNICAL EXPERTISE

Proficiency in software programs including Sage 300 ERP, Quickbooks, Hyperion, Deltek Vision, MS

Office, SharePoint, Taxprep (Corporate, Trust, Partnership and Personal), Caseware/Caseview, and

MPower

Contact this candidate