Information Technology Microsoft Office

PROFILE

Controller/Accountant with extensive experience in mortgage administration, financial statement consolidations, partnership (T5013) returns, CRA audits, cash management, information technology, and mortgage enforcement as well as the following key competencies:

●Able to analyse complex transactions.

●Experience with Canadian tax returns – T1, T2, T3, T4, T5, T5013, HST, NR4, T4ANR

●Some experience with US tax filings and investment accounting and taxation

●Prepare statements for joint-ventures and partnerships

●Knowledge of Tax Acts, Payroll & Sales Taxes.

●Year-end audit file preparation and preparing documents for legal cases.

EXPERIENCE:

Controller 1996 – 2016

FOREMOST FINANCIAL CORPORATION

Responsible for all day to day operations, administration and accounting of mortgage broker/lender. Managed mortgage portfolio over $200 million over 175 mortgage loans. Supervised 4 staff.

● Effectively managed administration of 70-80 construction loans, calculated construction advances and deductions.

● Formulated monthly, quarterly and annual financial statements for the brokerage, rental property, and two mortgage funds on a timely basis.

● Prepared payroll and all required remittances and filings adhering to all strict deadlines.

● Accurately calculated quarterly HST filings including allowed input tax credits.

● Prepared consistent audit files for the corporation and two trusts on a timely basis.

● Maintained accurate records in accordance with the provisions of the The Mortgage Brokerages, Lenders and Administrators Act.

● Successfully maintained a regulated trust bank account with a high volume of transactions (over 3000 per month).

● Oversaw monthly, quarterly and annual investor reporting.

● Analysed construction mortgage progress draws and ensured accurate compliance with mortgage commitments and the Construction Lien Act.

● Collected all monthly interest payments and distribution to investors/lenders.

● Liaised with lawyers during mortgage life cycle (Initial funding, enforcement and discharge).

● Effectively liaised with CRA auditors during various audits.

TECHNICAL SKILLS:

Certified ProAdvisor QuickBooks Desktop/Online, Microsoft Office, Visual tax, Futretax, NewViews.

COMMUNITY VOLUNTEER ENGAGEMENT

North House – Community Volunteer Income Tax Preparer 2017

EDUCATION & PROFESSIONAL DEVELOPMENT

Internet Security - On-Site Help - 2016

Mortgage Enforcement- Harvey Mandel - 2016

Managing Workloads and Priorities Using Microsoft Outlook - Andrew Sherwood &Assoc. Ltd. - 2015

Computer Programming, Accounting, Business, Network administration - Seneca College

Fred Pryor Seminars:

Payroll Law Canada - 2016

Advanced Microsoft Excel – 2016

Project Management Workshop – 2016

Canadian Sales Tax Workshop - 2016

How to Use QuickBooks - 2014

Microsoft Excel 2007/2010 Basics - 2013

Alan Salmon & Associates Inc./K2E Canada, Inc.:

Excel Magic Part II - 2016

Excel Magic Part III – 2016

Excel Magic Part VI – 2016

Accounting Technology Seminar –- 2014

QB Power Hour:

QuickBooks Desktop Payroll Tips – 2016

Common Errors with Quickbooks Payroll – 2016

Budgets, Forecasts, Cash Flow Projections, and Business Planning in QuickBooks Desktop – 2016

Advanced Bank Fees in Quickbooks Online - 2016

Converting Quickbooks Desktop to Quickbooks Online with Payroll -2016

How to fix common errors in Quickbooks Online – 2016

Managing Fixed Assets in Quickbooks Accountant and Enterprise – 2016

New Features in Quickbooks Desktop 2017 - 2016

Batching & Automation in Quickbooks Desktop, Part 1 - 2016

Intuit :

QuickBooks Online Apps Webinar Featuring Hubdoc –2016

Pricing Your Accounting Services with Quickbooks Online and Wholesale Discount - 2016

Contact this candidate