EXPERTISE

• FORENSIC ACCOUNTING: worked on net worth and source and use of funds analysis, as well as other specialized indicators of fraudulent and criminal activity.
• FINANCIAL REPORTING: worked with private and public organizations.
• ASSURANCE: performed audit, review and notice to reader engagements.
• IT, COMPUTER, CONTROL SYSTEMS: worked with accounting/audit/tax software such as Vantage, Asset, QuickBooks, Simply Accounting, QuickTax, TaxPrep T1, T2 and T3 programs, Caseware, Caseview; word processors such as Word, Lotus SmartSuite and WordPerfect; spreadsheets including Excel and Quattro Pro and presentation creation software such as Presentation 3.0 and PowerPoint. Working knowledge of: Access, Acrobat, T-value, FTP, Telnet, PACSwin, Internet Explorer, Outlook and many other programs.
• MANAGEMENT: involved in training, supervising and mentoring staff and performing reviews of both employees and their work.
• ACCOUNTING: performed multi-level consolidations subject to foreign currency considerations and researching and performing other high-level accounting functions.
• BUSINESS ANALYSIS: performed both micro and macro level analysis of organizations and their processes.
• PROMOTION: preparation and presentation of lectures; creation of training and promotional CDs and DVDs; creation of brochures and websites.
• PROJECT MANAGEMENT: managed large projects, including financial audits, with and without supporting staff.
• FINANCE: prepared reports and analysis of finance measures including work with leasing, other bank instruments and preparation of budgets, forecasts and projections.
• TAX: prepared and reviewed corporate, personal and trust returns.
• OTHER KEY SKILLS: well developed and intuitive problems-solving skills; quick adaption to new computer and client environments; superior organizational skills; great macro-level planning; willingness to take on additional responsibilities; exception skills in client relations, excellent understanding of the flow of accounting information and systems; well developed supervisory and team-building skills and terrific time management skills.

ACHIEVEMENTS

• Overhaul of processes/schedules to cut monthly processing time significantly including the creation of various excel spreadsheets using macros and add-ins to streamline the financial reporting process, reducing the time on some tasks from a few days to less than 30 minutes.
• Creation of new forensic accounting intake forms; data-entry/processing templates and reports for OPP.
• Creation of training/reference databases and online reference libraries at various organizations.
• Implementation of additional quality assurance measures and controls at various organizations.
• Creation of scheduling tools in order to better allocate work at various organizations.
• Lectures given at various high schools, universities and colleges regarding many different business and accounting topics including multiple lectures at the Ontario Police College with respect to forensic accounting.