Evan B. Farrell, CPA, CMA

acxq9z@r.postjobfree.com

acxq9z@r.postjobfree.com

**** ********* *****, ***** *********, BC V7J 3R1

Voice: 604-***-**** Cell: 778-***-****

Profile

Detail-oriented, resolution focused Controller with demonstrated expertise resolving problems in corporate accounting, taxation, trusts and personal taxation. Capable and experienced in broad range of management functions and processes, including all aspects of business administration, finance, marketing, human resources and internal and external audit and control. Key strengths include:

Accounting reorganizations

Financial statements

Audit preparation & review

Business Planning

International Accounting

Risk Assessment

Financial Reconciliations

Effective Presentation,

Marketing and Negotiation

Skills.

Professional Experience

Public Practice 1992 – Present

Evan B. Farrell Ltd. North Vancouver, BC

Specializing in public accounting, personal, corporate and trust, including related taxation issues and all aspects of business administration:

Built practice from 0 to about 250 clients.

Served as controller for resident and non-resident corporations.

Organized mergers, acquisitions and divestiture, capital expenditures payroll processing, inventory management, location selection and other operational issues.

Conducted tax analyses to quantify risk and dollar exposure of various tax planning alternatives and business management strategies.

Instituted effective financial and cost control systems.

Developed effective research skills to implement necessary accounting and regulatory compliance matters.

Set up and managed accounting systems for new small and medium sized businesses of up to $8 million (M) in annual revenue.

Controllership services to reorganized accounting systems for Vancouver retail chain enabling company to maintain credit facility and remain in business. Created business plan, cash flow projections and prepared list of potential equity participants.

Complete management of audit and review working paper file.

Supervision of staff, coordination of projects and daily administrative functions.

Created, implemented and managed cash flow and budgeting complete with variance analysis.

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Created systems of internal control for management and protection of corporate resources.

Streamlined accounting procedures; routinely reducing monthly closing times as well as accounting and tax compliance costs.

Effectively negotiated various insurance and credit facility agreements for clients ranging from small to $1.5 million, reducing credit costs and increasing cash flow.

Mentored clients’ staff members into more senior positions through instituting professional development programs.

Instituted profit sharing, retirement planning and savings programs to increase client employee clientemployee retention and attract more qualified employees.

Challenged tax compliance regulation resulting in saving of $3.5M in claimed taxes.

Reduced tax compliance costs by effective resolution with CRA; in one case tax assessment was reduced by 66% by settling valuation dispute on charitable donations.

Converted 85 - 95% of prospects to repeat clients with effective marketing and communication skills.

Education & Professional Development

Society of Management Accountants of British Columbia Certified Management Accountant

The Canadian Securities Institute

The Canadian Securities Course

Northern Alberta Institute of Technology Edmonton, AB Diploma of Applied Arts – Accounting and Finance

Certifications & Volunteer Activities

Certified Management Accountant

Chair – BC CMA Practice Review Committee

BC Accounting Standards for Public Practitioners

CMA Professional Conduct Committee

Oversight on Professional Conduct of CMA Members in Province of BC

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