* Eight years experience in accounting, financial statement preparation, audit of IFRS and US GAAP financial statements.
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* Six years audit experience in Big Four firm (Manager, Assurance Services)
* Client portfolio concentrated in Manufacturing, Retail and Service Firms
* Product cost analysis, managerial reporting, budgeting, internal control review, POS/inventory systems set-up, cash flow management,
* Business establishment, business plan development, investor assistance,
* Quickbooks experience (set-up, journal entry review, financial...
* Financial statement preparation:
Preparing Balance Sheet, P&L, Owners' Equity and Cash Flow statements from accounting records. Service typically include performing bank reconciliations, accumulating documents, performing payroll calculations, posting closing entries. At request, support to clients during company audits is also provided.
* Accounting Systems Installation:
Set-up of accounting software, preparing chart of accounts, linking locations to head-office, online bank statement download set-up, posting initial entries for start-ups, integrating inventory/POS module to financial software, installing add-ons, initial training and 2-month support. Specialized in Quickbooks, can assist in Microsoft Dynamics as team-member.
* Managerial Reporting and Budgeting:
Assist company management/CFO by preparing managerial reports such as Cash flow forecasts, Department/Unit profit analysis, Expenses Analysis, Product profitability. Custom reports can also be developed meeting specific needs of management. Preparation of annual budgets with monthly variance analysis is also provided as additional service. Flexible approach to customer needs is a service priority.
* Cost Management and Cost Reduction Methods:
Review of expense items/ cost components and proposal of cost reduction methods, preparation of cost tracking templates. Allocation of costs to products/services via allocation keys and reporting to management. Specialized in Manufacturing and Retail firms.
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