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Skillful Investment Accountant resume

Robert Turvey, CPA, CA
Professional Summary

Results-driven Chartered Professional Accountant with 5 years' experience in personal and corporate accounting, business valuations, and damage quantification. Highly accomplished in performing complex accounting, valuation, and quantification functions with proven skills in writing comprehensive reports to support ongoing litigation. Demonstrated leadership skills with the ability to work independently while providing guidance to junior staff and co-op students. Seeking to leverage robust financial and business acumen to take my next career step with CPP Investment Board as an Associate.

Skills
  • Business Valuation and Damage Quantification
  • Corporate and Individual Accounting and Taxation
  • Financial Modeling
  • Expert Report Writing and Legal Terminology
  • Project and Case Management
  • Relationship Building and Management
  • Internal Controls and Risk Management
  • Team Leadership and Collaboration
Experience
Senior Associate, 02/2016 to Current
Rudson Valuation Group Inc. Toronto, ON
  • Leverage findings to apply to valuation models and write reports in support of the quantification of value of minority shareholdings prior to, and subsequent to an IPO,  corporate reorganizations, shareholder buyouts, partner and shareholder disputes, economic losses or damages, income tax and estate planning, goodwill impairment testing, commercial litigation and matrimonial litigation.
  • Compile and analyze information from a variety of sources, including financial statements, earnings reports, contracts, and operational reports and author earnings-based and asset-based valuation reports integrating additional analysis on public company data for comparative purposes.
  • Manage business valuation, individual valuation and damage quantification processes from initial client meeting to final report delivery, actively handling up to six cases at a time. 
  • Prepare and review various critique reports, providing feedback to other valuators by uncovering variances and offering professional judgment opinions.
  • Provide recommendations and detailed analysis to President, explaining findings, offering insight into damage quantifications or valuations, and suggesting strategies for litigation.
  • Cultivate relationships with external attorneys, sustaining and maintaining referral pipelines for continued organizational growth and success.
  • Recruit and mentor new associates and co-op students, providing guidance and driving development of critical thinking, analytical, research, and writing skills.
Senior Accountant, 01/2013 to 01/2016
BDO Canada, LLP City of Guelph, ON

  • Oversaw audits for CPA firm of 65, including producing annual reports, audit planning and testing internal controls.
  • Performed complex general accounting functions, including journal entries, account analysis, balance sheet reconciliations and periodic budget and modelling, to forecast monthly cash requirements.
  • Executed private company audits following applicable frameworks and accounting standards for private enterprises (ASPE).
  • Prepared cash flows and analysis for clients, basing calculations on client assumptions and economic conditions.
  • Compiled financial reports for cash receipts, expenditures, income statements and consolidated financial statements for clients' businesses.
  • Maintained fixed asset module, calculated monthly depreciation expenses, determined monthly expense variances and explanations and reconstructed account records from clients' cheques and cash receipts.
  • Made recommendations to senior management to sustain adequacy and effectiveness of internal controls and financial reporting processes.
  • Devised strategies and procedures for custody and control of assets, records, loan collateral and securities, enhancing safekeeping and mitigating risk. 
Education and Certification

Program of Study: Valuations, Current

The Canadian Institute of Chartered Business Valuators (CICBV) – Toronto, ON

Completed all 6 courses, including Advanced Business Valuations and Special Topics in Business Valuation.

Recently wrote the MQE in September 2017 to obtain the CBV designation.    


Program of Study: Finance, Current

CFA Institute

CFA Level I Candidate - June 2018.

Program of Study: Finance, Current

Investment Banking Institute

Enrolled in Financial Modeling and Valuation course - December 2017.

 

Chartered Professional Accountant (CPA, CA), 2015

 

Accounting Training, 2012

Wilfred Laurier University – Waterloo, ON


Bachelor of Commerce: Management Economics and Industry Finance, 2010

University of Guelph – Guelph, ON  


Canadian Securities Certification, Canadian Securities Institute, Ontario, ON, 2011 

Additional Information

https://ca.linkedin.com/in/robertturvey

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Job-winning Investment Accountant resume

SALEH OMAR BINHIDARAH
PROFESSIONAL SUMMARY
Skilled and professional financial controller adept at increasing work process efficiency and profitability through financial analysis, strategic planning and staff motivation. Areas of expertise include financial reporting according with IFRS, VAT implementation, financial analysis, cost allocation, internal control, future operating & financial budgeting, opex and capex. skilled in communicating effectively and persuasively with senior colleagues and clients alike.
SKILLS
  • Financial reporting and IFRS compliance
  • VAT implementation experience
  • Financial statement analysis
  • Budget forecasting expertise
  • Cash flow analysis
  • Financial modeling capability
  • Creative thinker
  • Strong interpersonal skills
  • Experience in Microsoft Dynamics GP
  • Strategic and financial planning expert 
  • Costing and integration planning
  • MS Excel expert
  • Staff leadership and development
  • Experience in hotel programs
  • Good experience in SAP
ACHIEVEMENTS
  • IFRS 16 Transition Plan and Impact assessment. (Project Manager)
  • IFRS 9 & IFRS 15 adoption and Impact assessment. (Project Manager)
  • VAT implementation and impact assessment (Project Manager) 
  • IFRS transfer project ( from Saudi GAAP to IFRS) 
  • Financial due diligence requirements for Alandalus REIT.
  • Prepared the Opining, Quarterly, and Ending FS 2016-2017 according with IFRS Alandalus Property Co.
  • Financial due diligence requirements for Hayat REIT
  • Pre opening, financial and accounting requirements , Staybridge suites Alandalus Mall, IHG.
  • Reduced annual operating costs by implementing budget control and brea-keven point analysis.
  • Prepare the future operating budget & feasibility study for new Hotel Apartments.
PROFFESSIONAL CERTIFICATES & MEMBERSHIP
  • Certified Financial Consultant (CFC), from IFC.
  • International Certified Valuation Specialist (ICVS), IACVA.
  • SOCPA VAT Specialist, SOCPA.
  • IFRS Expert Certificate, (IASCA).
  • Certified Accountant Technician (CAT), IAT.
  • Member of the American Institute of Certified Management Accountants (IMA).
  • Member of the Saudi Organization for Certified Public Accountants (SOCPA).
  • Member of the International Association of Consultants, Valuators, and Analysts (IACVA)
  • Member of the American Institute of Certified Financial Consultants (IFC).
WORK HISTORY
Group Financial Controller, 10/2016 to Current
Al ANDALUS PROPERTY COMPANY- Listed Company Riyadh, Riyadh Province
  • Managed high volumes of financial and accounting activity in a fast-paced environment.
  • Introduced and managed IFRS technical accounting policies and best practices.
  • coordination, monitoring and verifying the daily operating and financial result for the hotels, malls and strip. as well as prepare the necessary adjusting for the forecasting targets.
  • Review and approve the monthly and quarterly VAT return.
  • Preparing the financial statements and other disclosures and notes for the parent and subsidiaries.
  • Analysis the quarterly financial statements and prepare the important reports for the audit committee and BOD as alike.
  • Publishing the financial statements and related analysis (annual- interim) to the public through Tadawul-IFSAH.
  • Modified accounting systems to comply with VAT and GAZT requirements.
  • Dealing with the external auditor regarding financial statements and IFRS treatments , to issuing both interim and annual financial statements report.
  • Developed annual budgets in collaboration with the financial director.
  • Analyzed budgets, financial reports and forecasted operating costs for scheduled projects by strategizing with other departments.
  • Synthesized financial and budgetary information to solve problems and develop alternative solutions.
  • Created an analytical framework for identifying and developing financial growth opportunities.
  • Evaluated mortgage loan by creating financial model and decide the right treatment for deferred financial charges.
Financial Controller & Budgets Supervisor, 03/2012 to 09/2016
AL-AUDAN HOLDING COMPANY Riyadh Province
  • Developed and implemented efficient accounting, financial and operational systems.
  • Recommend changes that will improve the company's financial performance and financial controls.
  • Verify that transactions comply with financial policies, procedures and accounting standards.
  • Created executive analysis reports for highlighting business issues, potential risks and profit opportunities.
  • Researched market trends and surveys and used information to stimulate business and revenue growth.
  • Preparing and control the future budgets for company.
  • Identified and investigated variances to financial plans and forecasts by interpreting financial results.
  • Developed annual budgets in collaboration with the financial section.
  • Forecasted operating costs for scheduled projects by strategizing with other departments.
  • Synthesized financial and budgetary information to solve problems and develop alternative solutions.
  • Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
  • Created an analytical framework for identifying and developing financial growth opportunities.
Management Accountant, 08/2008 to 02/2012
AL-AUDAN HOLDING COMPANY Riyadh Province
  • Designed and created weekly and monthly spending reports.
  • Executed and reported variance and gap analysis.
  • Analyzed utilization and capacity against performance goals.
  • Created monthly PowerPoint presentations illustrating business performance and goals.
  • Analyzed pricing and sales for all business products.
  • Developed financial analysis reports and presentations by applying acquired financial principles.
  • Created financial plan covering one year and projecting a certain percentage of growth.
  • Provided reliable and timely project by project expense, capitalization, amortization and spend data for all departments.
  • Worked with management to document and offset unusual expense variances in their respective areas.
  • Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.
  • Analyzed costs and revenues to project future trends.
Receivable Accountant, 01/2004 to 10/2004
UNITED TECHNOLOGY FOR TRADING
  • prepare the accounting entries for sales and cash receipt.
  • monitor customer account details for non-payments, delayed payments and other irregularities.
  • Ensuring that all revenue was handled in a timely manner.
  • Evaluate customers by examining customer payment plans, payment history, credit line, coordinating contact with collections department.
  • Composed effective accounting reports summarizing accounts receivable data.
  • Posted receipts to appropriate general ledger accounts.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Reconciled discrepancies between accounts receivable in general ledger account and accounts receivable in assistant ledger account.
Education
Master of Science: Accounting, 2008
Amman Arab University - Amman, Jordan
  • Rating Excellent [3.99-4] GPA
  • I was graduated with the first ranking on the accounting department.
  • Published scientific research: Presented research to conference (Change Management and Knowledge Society) under the title "The Effect of the Use of Batch Processing Systems on the External Audit Process",Al-Zaytoonah University, Amman-Jordan.
Bachelor of Science: Accounting, 2003
Al Al -Bayt University - Al-Mfrq, Jordan
  • Rating Excellent.
  • I was graduated with the first ranking on the accounting department.
  • I was honored three times during my academic career.
Training Courses
  • Attend several conferences and seminars in Accounting, auditing and risk assessment in recent years.
  • Advanced Strategies: Accounting, Financial Control and Appraisals, London Training for Excellence.
  • SOCPA VAT Specialist course, Riyadh, Saudi Arabia.
  • Next Generation Excel - Advanced Business and Financial Reporting Training, BMC , UK Training provider, Dubai, UAE.
  • IFRS course, Saudi Organization for Certified Public Accountant, Riyadh, Saudi Arabia.
  • SAP Finance Specialist, 1 Solution Institute, online course.
  • Certified Budgeting Professional (CBP), New Way Training Center, Riyadh, Saudi Arabia.
  • International Accounting Standard No.7 "Statement Of Cash Flows”, Accounting and Auditing Organization for the Gulf States, Riyadh, Saudi Arabia.
  • Certified Valuation Analyst (CVA), Money Experts Institute ,Riyadh, Saudi Arabia.
  • Financial and cash planning course, and skills to prepare planning budgets, Qualifiers Training center, Riyadh, Saudi Arabia.
  • The preparation of financial statements under International Accounting Standards and International Financial Reporting Standards, Jordanian Accountants Association, Amman-Jordan.
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Experienced Investment Accountant resume

Bella Shapiro
Professional Summary
Innovative accounting professional with extensive experience in full life-cycle of general accounting and proficient in extracting financial data from various reporting systems and suggesting key operational initiatives.
Skills
  • Project management
  • Bilingual in Ukranian and English
  • Government contracts compliance
  • Process implementation
  • Budget development
  • Cash flow analysis
  • Risk management processes and analysis
  • Proficient in SAP and Sage MIP Fund Accounting
  • Familiar with MMARS, EIM and COMMBUYS systems
Work History
Senior Division Analyst 01/2014 to 02/2019
South Middlesex Opportunity Council (SMOC) Framingham, MA
  • Served as the Primary Financial Liaison for all assigned Division Directors and Program Mangers and provided assistance in all fiduciary matters.
  • Assisted the Director of Finance in overall grants and contract administration compliance; created and interpreted reports utilized for financial and operational management.
  • Recruited, managed and evaluated Division Analyst staff by providing timely mentoring and performance management objectives.
  • Proactively recommended revenue enhancing and cost decreasing strategies based on in-depth analysis of financial trends and bench-marking.
  • Initiated monthly meetings to review the financial performance of each division with the respective Division Directors and Program Managers.
Division Analyst - Grants and Contracts 06/2008 to 12/2013
South Middlesex Opportunity Council (SMOC) Framingham, MA
  • Served as the primary liaison with funding agencies, to include: federal, state, private, and local funding sources.
  • Supported and assisted Division Directors and Program Managers with grant applications, Requests for Resources (RFRs), and monthly financial reviews.
  • Prepared and presented annual budgets and quarterly forecasts, as well as approved all accounts payable invoices relative to division assignment.
  • Engaged and serviced all internal customers and clients by understanding and addressing their needs whether within or outside the scope of my specialty.
Grant Accountant 01/2004 to 05/2008
South Middlesex Opportunity Council, Inc Framingham, MA
  • Analyzed financial statements and prepared monthly executive notes of actual versus budgeted revenue and expenses.
  • Prepared monthly, quarterly and annual invoices and reports as required by funding sources.
  • Reconciled all assigned general ledger accounts monthly; prepared journal entries including accruals and deferrals, and performed all necessary adjustments, as required.
  • Participated in program and contract related audits and assisted with annual financial audit.
Accounting Manager 2000 to 2004
Hudson Lock, LLC Hudson, MA
  • Supervised accounts payable and receivable clerks.
  • Evaluated new customers Credit Applications.
  • Completed Financial Statements and IRS Reports.
  • Managed accounting functions and vendor relations.
  • Prepared Weekly Cash Flow Analysis and ACH Debit Transfers.
Accountant 1999 to 2000
Worcester Insurance Company Worcester, MA
  • Processed invoices for payments.
  • Completed Financial Reports.
  • Prepared Monthly Tax fillings.
  • Reconciled Monthly Bank Statements.
Accounts Payable Clerk 1998 to 1999
Staff Builders Home Health Care Springfield, MA
  • Processed Invoices and issued checks.
  • Handled Vendor Relations.
  • Prepared and reviewed Accounts Payable Reports.
Education
Master of Science: Business and Industrial Economics Institute of National Economy - Sofia, Bulgaria
Bachelor of Science: Business Administration Assumption College - Worcester, MA
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