Olivia Plain
Edmonton
Summary
Experienced CPA successful at cultivating effective working relationships at all levels with solid foundation in accounting principles and auditing standards. Well-versed in financial statement preparation and internal control evaluation, with advanced skills in Excel and financial software. Committed to ensuring accurate financial reporting and contributing to organizational success.
Overview
11
11
years of professional experience
4035
4035
years of post-secondary education
Work History
Senior Accountant
ATCO Gas
11.2021 - Current
- Deliver high-quality business planning and forecasting including annual forecasting, 3-year planning and current year forecasting.
- Provided timely and accurate financial reporting to senior management, enabling informed decision-making based on reliable data.
- Optimized month-end closing procedures by streamlining workflow processes by utilizing PowerBI without compromising accuracy or detail level achieved.
- Ensured regulatory compliance with IFRS standards by staying current on updates and integrating changes into accounting practices as needed.
Senior Accountant
BDO
05.2021 - 11.2021
- Managed multiple concurrent engagements, prioritizing tasks effectively to meet client expectations and deadlines.
- Identified potential risks and provided recommendations for improved internal controls and processes.
- Streamlined audit procedures for increased efficiency and reduced time spent on engagements.
- Facilitated client tax compliance by preparing income tax returns for individuals and businesses.
Senior Associate
PwC
10.2019 - 05.2021
- Supervised and developed associates and oversaw and reviewed auditing activities
- Identified audit risks, prepared budgets and coordinated with manager and partner preparing related reports
- Prepared working papers, reports and supporting documentation for audit findings
- Obtained experience in auditing financials under IFRS, ASPE and US GAAP including areas such as PPA, IFRS conversions, Goodwill and intangibles, impairment, and stock compensation
- Prepared reports of SOX testing status, audit findings, and remediation plans
Accountant
MNP
01.2017 - 10.2019
- Completed various engagements for clients including tax returns, compiling financial statements, reviews and audits
- Prepared correspondence, technical reports, analyses, client summaries and presentations outlining findings, facts and highlights resulting from the client engagement
- Improved client financial reporting by preparing accurate and timely financial statements in accordance with ASPE, PSAS, GAAP and IFRS.
- Demonstrated a strong code of ethics while adhering to and protecting client privacy
Senior Financial Services Representative
CIBC
08.2015 - 12.2016
- Planned business activities to meet weekly sales, service and referral targets for personal and small business clients
- Proactively initiated phone calls to book appointments with clients to discuss their needs and to offer financial solutions
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Worked with clients to provide competitive commercial banking solutions and retail financing plans
Office Manager
Belfor Property Restoration
01.2014 - 08.2015
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving
- Reviewed monthly financial statements with Canadian controller to determine areas to be focused on in upcoming periods
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities
Education
CPA -
CPA Western School of Business
Bachelor's of Commerce - Finance
University Of Windsor
Windsor, ONSkills
- Financial Reporting Expertise
- Excellent time-management skills
- Strong analytical skills
- Experience with IFRS, ASPE and GAAP
- Proficient with Oracle, MS Office, and G Suite
- Well-developed problem-solving skills
- Experienced in financial statements preparation
- Review of Financial Statements
Timeline
Senior Accountant
ATCO Gas
11.2021 - Current
Senior Accountant
BDO
05.2021 - 11.2021
Senior Associate
PwC
10.2019 - 05.2021
Accountant
MNP
01.2017 - 10.2019
Senior Financial Services Representative
CIBC
08.2015 - 12.2016
Office Manager
Belfor Property Restoration
01.2014 - 08.2015
CPA -
CPA Western School of Business
Bachelor's of Commerce - Finance
University Of Windsor
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