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<pre>Array ( [var] => cut_url ) </pre> Resume for Kathy L. for Accountant / Bookkeeper / Accounting & Auditing in Toronto, Canada. Search More Resumes for Accountant / Bookkeeper on #WUW7RRPK7

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Resume for Kathy L. for Accountant / Bookkeeper / Accounting & Auditing in Toronto, Canada

Occupation: Accountant / Bookkeeper Industry: Accounting & Auditing
Country: Canada City: Toronto
State: Ontario ZIP: M5E 1W5

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Kathy L.

The Esplanade • Toronto, Ontario • ME W

Cellular: • Email:

  • Acquired more than three years of highly successful experience as a Senior Accountant with a Toronto Chartered Accounting firm and a Winnipeg Chartered Accounting firm.
  • Recognized as the most productive accountant amongst my peers with consistent top performance.
  • Gained experience in accounting, tax preparation and auditing in varied client organizations including public sector government and school divisions, manufacturers, transportation industry, nonprofit organizations, real estate companies and professional services.
  • Demonstrated excellent interpersonal and communication skills while providing financial consulting services to clients. Receive ongoing client commendations for exceeding expectations.
  • Skilled in training, supervising, coaching and mentoring accounting staff.
  • Accustomed to working in a demanding position that requires the ability to manage activities of multiple clients. Utilize exceptional prioritization, time management and organizational skills to meet client and corporate objectives while ensuring quality of work.
  • Skilled in Caseware, Profile, Excel, Word, PowerPoint, Simply Accounting and QuickBooks. 
  • Academic Qualifications  

    Chartered Accountant CA, Canadian Institute of Chartered Accountants,

    Bachelor of Commerce Hons. Degree, Majors: Accounting/Marketing, University of Manitoba,

    Professional Background  

    Senior Accountant, ChimSeto Chartered Accountants LLP, September – Present

  • Perform financial statement audits for varied private sector clients:
  • Review the audit work of a Staff Accountant. Provide feedback and delegate duties to the Staff Accountant on audit engagements.
  • Conduct engagement planning including assessment of significant risk areas.
  • Develop customized audit procedures and review audit sections.
  • Prepare engagement planning documents, engagement budgets, management letters and notes of the financial statements.
  • Provide income tax planning to assist individual and corporate clients with complex returns.
  • Prepare estate plans for individual clients.
  • Advise corporate clients on setting up holding companies and trusts.
  • Completed training program on ASPE, personal and corporate income tax preparation.

    Staff Accountant, Bulat & Poustie Chartered Accountants, March – May

  • Planned and performed financial statement audits for nonprofit, private and public sector clients. 
  • Supervised, mentored and trained junior Staff Accountants during audit engagements. Acted as a resource on accounting and taxation matters to other staff.
  • Analyzed and resolved clients’ accounting issues. Provided recommendations. 
  • Wrote management letters to improve clients’ internal controls, business processes and accuracy. 
  • Advised clients on strategies to improve their accounting efficiency.
  • Prepared corporate, personal, trust and charity tax returns.
  • Prepared Audit, Review and Notice to Reader Financial Statements. Skilled in preparing complex financial statements for government clients in accordance with PSAB requirements.
  • Responded to queries on accounting, auditing and taxation requiring strong communication skills.
  • Performed daily, monthend and yearend accounting for clients including bank and account reconciliations, preparing general journal entries, accounts receivable/payable and payroll.
  • Completed training programs on PSAB, personal and corporate income tax preparation.
  • Fanyu Kathy L.


    Professional Background continued  

    Customer Service Representative promoted to Quality Control Specialist, SR & J Group,

    January – July

  • Conducted outbound sales calls and client surveys via telephone.
  • Responded to customers’ inquiries in a professional manner.
  • Demonstrated the ability to deal with problematic situations including defusing client issues.
  • Promoted to quality control specialist within three months.  Reviewed calls of staff to verify their compliance with standards and procedures.

    Volunteer Experience

    Peer Advisor, University of Manitoba, / – /

  • Acted as a resource to students and staff on University resources and provided referrals.
  • Attended weekly training programs focusing on topics related to communication, counseL.g, and crisis intervention techniques.
  • Assisted students experiencing stressful situations related to their personal and academic life.
  • Supported students with disabilities in note taking and explaining assignments/exam questions.
  • Provided reception for the Disability Department including scheduL.g appointments and responding to inquiries on services.

    Volunteer Customer Service, University of Manitoba Students’ Union, / – /                             

  • Provided information to students on upcoming events and sold tickets.
  • Organized setup and participated in campus events and orientations.
  • Orientated new students by providing information on campus locations and services.

    Volunteer Tax Return Assistant, University of Manitoba, /

  • Attended training sessions held by the University of Manitoba.
  • Prepared and filed students’ income tax returns.
  • Gained familiarization with basic Canadian income tax system.

    Interests and Activities

  • Dancing, cooking, singing, reading, puzzles, basketball, ping pong and curL.g.

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