Zak Ali

1-343-***-****

adjoc3@r.postjobfree.com

Summary of Qualifications

In depth knowledge of tax concepts with solid critical thinking and problem-solving skills

Successfully completed an accounting community college diploma and a Bachelor’s degree in accounting

Extremely high computer literacy with experience in QuickBooks preparing invoices, payroll, and bill payments

Ability to prepare budgets as well as ability to work in a fast-paced environment, with attention to detail and accurate, high quality work

Excellent functionality in accounts payable and accounts receivable

Superior communication skills, strong business acumen with superb organizational skills and strategic management skills

Extensive experience in financial accounting and currently entering enrolment into CPA (PEP) and a CFA Level I Candidate

Proficient in Microsoft Office with advanced skills using Access, Power Point, Word, Excel as well as income tax software including Profile and TurboTax

Education

Bachelor of Commerce (B.comm.), Accounting 2013-2016

Ted Rogers School of Management, Ryerson University

Key Courses:

Canadian Business Taxation I

Personal Financial Planning

Strategic Management

Intermediate Accounting I & II

Business Administration, Accounting 2009-2012

Algonquin College

Relevant Projects:

During a project for strategic cost management, outlined a financial analysis plan for Toyota Motor company by assessing the need to reduce their high rate of recalls for 2014 fiscal year by analyzing its qualitative factors such as PESTEL, internal financial ratios including liquidity, and activity ratios, Porter’s 5 forces,0 and as well as comparing competitors varieties and price in a strategic group map

While taking a Managerial Finance course at Ryerson University, learnt how to examine how firms decide to finance projects to assess whether they are worthwhile by looking at decisions surrounding the capital structure, dividend policy, financial instruments, risk-return trade-offs, financial planning and cost of capital

While taking a Financial Management II course, valued a company project for Tesla Motors through providing advisory services based on their stockholders decision making to choose whether they should hold, sell or buy their current stock in Tesla. Also analyzed historical and financial data to come up with a reasonable stock valuation for the company

Used accounting software such as Simply Accounting in class to acquire knowledge and to enter bills, income, and expenses for small to medium sized businesses

Work Experience

Retail Store Merchandiser January 2019-Present

Premium Retail Services

Ottawa, Ontario

Lowered client costs by reducing service order completion time by 10%

Proliferated increase in sales for Premium Retail clients by exceeding completion rates by one week

Created higher brand awareness by building in-store custom displays

Helped the company achieve greater client exposure through sales pitches and in store displays

Bookkeeper January 2019-March 2019 Aquatopia Conservatory

Ottawa, Ontario

Handled full cycle bookkeeping individually by accurately recording journal entries, bank runs, running Visa reconciliations, and accounts payable and receivable

Improved quality of Aquatopia financial records by utilizing QuickBooks Online to record quarterly, monthly, and year end book closures

Created a new method of improving the chart of accounts through adding and removing accounts so that they more accurately reflect products and services provided by the company

Created a new method for the company to keep up with staff absences and vacation time in Excel templates

Quickly caught up and maintained three months of books that were lagging behind

Processed payroll through Ceridian for thirty full time staff members

Tax Service and Support Representative October 2017-November 2018

Intuit

Toronto, Ontario

Proven track record of success working with high net worth clients and being awarded the highest rated employee on customer surveys throughout entire employment period

Saved costs by reducing call wait times down to 9 minutes from 15 minutes

Helped resolve customers inquiries by utilizing multiple avenues of communication simultaneously such as phone, chat, and email

Elevated the company’s database by recording dozens of conversation interactions using CRM, Word, Outlook and Excel

Prevented fraudulent activity on sensitive client data by implementing Salesforce to verify dozens client product keys

Created a user friendly work environment for each client through warm calling on software functionality and correcting errors on their T1, T2, T3, and FX Tax returns

Provided advice to clients on how to enter input tax credits and income tax deductions such as Investment tax credits and allowable expenditures for SRED in Profile

Tax Specialist January 2017-May 2017

Tax Partners

Newmarket, Ontario

Exceeded expectation on a daily basis by preparing over 30 personal tax returns per day using Profile Intuit tax software in a fast-paced work environment throughout tax season

Achieved and exceeded weekly targets by ensuring tax returns were prepared within three-day deadline

Ensured client satisfaction by taking initiative to follow up with clients on their notice of assessments

Exceeded high quality of expectations by reviewing other employees tax returns for errors

Demonstrated analytical skills by performing bookkeeping services to create a higher profit margin for the company

Restored the faith in clients and retained loyalty by ensuring customers are well educated on the upcoming tax changes

Sales Associate September 2016-December 2016

The Source

Toronto, Ontario

Awarded “rep of the month” for attaining highest warrant sales in the branch

Contributed to the team success through attending monthly meetings by exceeding sales targets through selling electronics, wireless and residential services

Provided an unforgettable experience to customers through relationship-building

Demonstrated products at store location to help build The Source’s brand loyalty

Attended training to maintain up to date knowledge

Competitively prospected new clients to wireless and home bundled service

Telemarketer January 2011-December 2012 Nutri-Lawn

Ottawa, Ontario

Actively cold called potential clients to get a foot in the door

Exceeded weekly sales targets by hitting the top leads for the final year of employment

Ensured that samples were prepared to help generate leads post cold calls

Reduced call wait times by reviewing and altering marketing scripts

Accounting Volunteer Experience

Tax Volunteer for international students (CVITP) 2015 & 2016 Tax Seasons

CRA, Ryerson University

Toronto, Ontario

Surpassed managers anticipations through quick and responsive answers face to face

Awarded Certificate of Appreciation providing excellent service to over 20 international students while maintaining a full time study schedule during attendance at University

Created a positive work environment while working with clients who had complex tax situations

Enhanced students comprehension by introducing student to new tax changes in the tax act

Created new ways of communication through educating clients on how to stay in with CRA regarding their tax returns

Other Volunteer Experience

Community Volunteer September 2015-September 2016

Best Buddies Canada, Ryerson University

Toronto, Ontario

Provided a heart-warming experience to Best Buddies clients by communicating with 8 disabled individuals

Consistently exceeded expectations by volunteering time while juggling a full course load at Ryerson University

Delivered a unique and customized experience by organizing tasks to individuals needs

Certificates/Training

CFA Level I Candidate

Licensed Security Guard, Province of Ontario--2020-Present

CPR/AED Level C Certificate, Red Cross Canada—2020-Present

First Aid Certification, Red Cross Canada—2020-Present

Driver’s License (Full G)

Google IT Support Professional Certificate –2020-Present

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