Elie Lauzon-Rivest, CPA, CA
(M) 415-***-**** • ****.******@*****.***
*** ******* ******, *** *********, CA 94110
WORK EXPERIENCE
Frank Rimerman + Co, San Francisco, CA
Senior Manager – Audit 2020 – Present
Manager – Audit 2018 – 2020
Senior Associate – Audit 2017 – 2018
Managed a portfolio of clients and delivered high quality audit and assurance service by managing multiple teams through budgeting, planning, fieldwork and report issuance.
Client base: Pre revenue up to $250M in Revenue in Technology, Professional services, Biotech, SAAS.
Areas of Expertise: Revenue Recognition (ASC 605/606), Consolidations, Equity related issues including Stock Compensation Expense, Warrants Valuation and Foreign Currency Translations.
Assisted clients with multiple non attest services such as financial statement preparations, stock based compensation, warrant valuation, complex borrowings and beneficial conversion features, tax provisions, revenue recognition consulting.
Managed project financials, including budgets, pricing, costs, timely billing and collection.
Leader in coaching, training and development initiatives. Redesigned and optimized audit department training and audit approach to increase efficiency of our teams due to our firm doubling in size. Laurentian Bank, Montreal, Canada
Account Manager Commercial banking 2016 2017
Responsible of the underwriting of complex loan applications.
Support the major accounts group (three general managers with a total annual funding objective of 75 millions).
Review new loan applications and establish their acceptability for the Bank depending on the financial situation of the client. Work closely with the major accounts group to negotiate the loan terms and conditions with the client, in order to meet the Bank’s policies.
Work closely with the major accounts group of the Bank for the prospection of new clients. PricewaterhouseCoopers, Montreal, Canada
Senior Associate Audit 2013 2016
Provide audit services under IFRS and Canadian GAAP for public and private clients in the following sectors: financial, mining and manufacturing.
Supervision of teams of 2 to 6 people and delegate tasks according to their performance and level of understanding. Responsible for weekly feedback that allowed analysts to adapt and improve work efficiency throughout the mandates.
Communicate directly with senior executives to review and resolve accounting matters on a timely basis.
Analysis and preparation of financial statements. Areas of expertise: Pricing of Investments (fair value), Equity related issues including Stock Compensation Expense, Consolidations, Foreign Currency Translations, Revenue Recognition. EDUCATION & CERTIFICATIONS
Chartered Professional Accountants of Canada (CPA) Chartered Accountant 2013 Specialized Graduate Diploma 2013
Public Accounting, HEC Montreal
Bachelor of Business Administration 2011
HEC Montreal (accreditation AACSB, international, ESQUIS, AMBA)
Three awards of excellence
SOFTWARE SKILLS AND INTERESTS
Proficient in Excel, Word, PowerPoint, Access, One Note, Photoshop, Illustrator and Carta.
Basic Knowledge of Quickbooks, Netsuite, Expensify, Bill.com, Shareworks and Bloomberg.
Running (completed 5 half marathons), Soccer, Travelling, Motorcycle License.