MaRS Discovery District Staff Accountant Resume Example

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MaRS Discovery District Staff Accountant Resume Example (Textversion)

Douglas Whitfield

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Phone number: 555-555-5555

Profile

A CPA candidate seeking a full time opportunity to fulfill the experience requirements to earn my designation. I have successfully passed the CFE and am currently enrolled in Big Data and Advanced Analytics Certificate program at Ryerson University. Currently a Financial Systems and Reporting Analyst with MaRS Discovery District.

Work experience

02/2019 - present, Sr. Bookkeeper (Part Time), Flow CPA, Toronto, Canada
07/2018 - present, Analyst, Financial Systems and Reporting, MaRS Discovery District, Toronto, Canada

Full cycle accounting for programs within MaRS.

Development of automated reports to be used for financial reporting using SQL queries.

Seeking to find efficiencies in current processes.

11/2017 - 07/2018, Lead, Billings, Goodmans LLP, Toronto, Canada

Team Lead for the Billings Dept. responsible for overseeing the accurate and timely processing of invoices, identifying, improving and implementing operational efficiencies and assisting with financial reporting.

05/2016 - 11/2017, Client Consultation Associate, Edward Jones, Mississauga, Canada

Associate on the Client Consultation Team responsible for providing tax efficiency strategies to Edward Jones' affluent clients. Strategies designed to help clients achieve their financial goals with regards to transfer of wealth, estate planning, tax efficient investing and general tax related questions.

Also responsible for reporting financial information with regards assets consulted on, net new assets and team key performance indicators.

10/2013 - 05/2016, Operations Associate, Client Administration, Edward Jones, Mississauga, Canada

Managed clients' tax basis of investments, client account reconciliation and transaction posting. Responsible for reporting of operational efficiency identifying and implementing operational efficiencies.

Recipient of the 2014 "Rookie of the Year" award for Edward Jones Canada. Recipient of the 2015 "Client Service Excellence" award.

Education

09/2009 - 05/2012, Bachelor of Arts, Sir Wilfrid Laurier University, Waterloo, Canada
2013 - 2017, CPA, Accounting, Chartered Professional Accountant, Canada

Successfully passed CFE in September 2017. Currently working to satisfy experience requirements to earn designation.

2018 - present, Big Data & Advanced Analytics, Ryerson University, Toronto, Canada

Skills

Accounting
Taxation
IFRS
ASPE
Financial Analysis
MS Office
Xero Accounting Software

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