Financial Team Lead– 06/2024 to Present
Government of Canada, Canada Revenue Agency, Toronto, Canada
- Direct a specialized team of eight Financial Risk Compliance Officers, providing guidance on complex case assessments and ensuring consistent application of compliance standards.
- Oversee and prioritize a high-volume portfolio of financial risk files, evaluating potential compliance breaches and implementing targeted resolution strategies.
- Lead a national Special Task Force compliance initiative, identifying recurring risk patterns, intercepting high-risk cases, and enhancing the accuracy of assessments for audit teams.
- Collaborate with inter-agency partners and cross-provincial teams to address case-specific inquiries and align resolution efforts.
- Partner with technical experts to analyze complex claims, interpret applicable tax laws, and confirm adherence to compliance regulations.
- Coordinate with multiple tax centres to address escalated queries, streamline communication, and expedite case resolutions.
- Monitor team performance, deliver ongoing coaching, and foster a high-performance culture focused on accuracy, timeliness, and compliance integrity.
- Implement process improvements that reduce the recurrence of compliance-related breaches and strengthen overall risk management practices.
Tax Auditor – 01/2023 to 06/2024
Government of Canada, Canada Revenue Agency, Toronto, Canada
- Assessed and audited Scientific Research & Experimental Development (SR&ED) claims for individuals and corporations, collaborating with accountants, consultants, and major advisory firms to validate eligibility and compliance.
- Examined financial statements and supporting documentation, ensuring adherence to Income Tax legislation and issuing penalties where breaches were identified.
- Led end-to-end audit processes, including reviewing technical aspects with subject matter experts, requesting and analyzing relevant records, and preparing comprehensive audit reports with actionable recommendations.
- Managed claims ranging from $500K to $5M, administering applicable tax credits across all Canadian provinces and coordinating with processing centres for assessments, credit issuance, and disbursements.
- Partnered with national workload management teams, headquarters, and parliamentary stakeholders to align claim allocation and uphold SR&ED program objectives.
- Delivered taxpayer education through webinars, seminars, and community outreach, offering guidance to first-time claimants on SR&ED policies and compliance requirements.
- Maintained efficient case turnaround times while providing a high standard of service to claimants, ensuring timely access to entitled benefits and fostering trust in the review process.
Technical Accountant – 06/2022 to 01/2023
Munich Re-insurance Group, Toronto, Canada
- Managed a high-value portfolio of global reinsurance clients across North America, GCC, Europe, and Asia, overseeing contract renewals, negotiations, and finalization to ensure timely execution.
- Analyzed and reconciled treaty accounts, processed disbursements through SAP, and coordinated with corporate finance, operations, and third-party institutions to maintain compliance with contractual terms.
- Monitored incoming funds, investigated variances, and liaised with client finance teams to obtain supporting documentation and resolve outstanding payment issues.
- Led IFRS 17 reporting transition initiatives by collaborating with corporate finance, designing updated reporting layouts, and providing training to both local and international teams.
- Produced monthly journal entries, executed month-end closings, and prepared variance analyses with actionable commentary for internal stakeholders.
- Delivered contract and financial guidance to clients, maintained accurate active treaty listings, and ensured correct recording and payment of commissions in coordination with Munich Re’s global offices.
Corporate Accountant – 01/2020 to 06/2022
NFP Canada Corp., Toronto, Canada
- Administered full-cycle accounting for multiple entities, including one independently managed subsidiary, overseeing payables, receivables, reconciliations, and financial reporting.
- Collaborated with major insurance carriers to resolve commission and payment discrepancies, ensuring accurate allocation of revenues across five business lines.
- Produced monthly, quarterly, and annual financial reports, including profitability analysis by entity and business line, and provided executive-level commentary on performance trends.
- Designed and implemented process maps, templates, and data integration workflows between internal systems, Microsoft CRM, Salesforce, and corporate accounting platforms to maintain data integrity.
- Led the migration of the accounts payable function to a third-party provider, streamlining invoice processing and enhancing operational efficiency.
Accounting Analyst – 03/2019 to 06/2019
Greentec., Cambridge, Ontario
- Managed full-cycle accounts receivable and payable, including invoicing, account reconciliations, HST filings, and timely vendor payments in compliance with company procedures.
- Processed and validated financial transactions in both manual and computerized systems, ensuring ledger accuracy and alignment with business records.
- Coordinated purchasing activities, sourced competitive supplier quotes, issued purchase orders, and oversaw warehouse inventory, including PPE and equipment requirements.
- Collaborated with senior leadership to perform data analysis, prepare financial reports, and develop standardized operating procedures for training and operational consistency.
Accounting and Finance Associate – 11/2018 to 03/2019
Reid’s Heritage Group, Kitchener, Ontario
Accountant – 06/2018 to 08/2018
Quadro Engineering IDEX Corporation, Waterloo, Ontario
Accounts Payable Accountant – 04/2017 to 06/2018
Skyline Group of Companies, Guelph, Ontario