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RESUME WORLD INC, CA

1200 Markham Road


Toronto, ON M1H 3C3
Telephone: (416) 438.3606 / email: info@ResumeWorld.ca

CAREER PROFILE
A Experienced Chartered Accountant with over 15 years of expertise in the areas of Business Review and
Analysis, Tax Planning, Filings, Settlement Negotiation, Corporate Compliance, Project Management,
Government Relationship Management and Submissions to the Canadian and U.S. Tax Authorities.
Proficient in the computation of corporate, partnership, trust and individual taxes, corporate reorganizations,
surplus distributions, debt/equity financing tax issues, cross border issues, etc.

Proven ability to exercise professional judgment in dealing with disclosure of information in financial reporting
of corporate and personal income taxes with a defensible approach to using the Canadian Income Tax Act
and the U.S. Tax Regulations. Highly skilled in researching sources and identifying solutions or alternatives
to tax issues.

A detail-oriented and resourceful individual with excellent communication and interpersonal skills, combined
with an excellent understanding of complex tax issues.

AREAS OF PROFESSIONAL EXPERTISE


Business Review and Analysis
• Review and analyze tax issues, being mindful of key performance factors and short and long term
business objectives
• Scrutinize financial reports and statements in order to identify opportunities and capitalize on savings
through the advantageous use of tax planning
• Utilize computer modelling techniques to evaluate the outcomes of decisions
• Examine the policies established by public companies with respect to employee benefits, relocation,
automobile expenses and accounting for scientific research and experimental development
• Establish audit trails for corporate tax provisions, review working papers prepared by audit staff, and
coordinate and direct junior tax staff to ensure timely and accurate completion
Tax Planning
• Forecast tax issues and outline favourable plans to minimize taxes after identifying existing and
potential tax issues such as tax loss utilization, scientific research and experimental development
• Facilitate business operations by preparing tax plans for the acquisition, divestiture, merger,
expansion, and realignment of company operations
• Investigate complex issues such as setting up an immigration trust for an individual relocating to
Canada, and considering the effect of the U.S. foreign holding company rules for an individual
moving to the U.S.
• Provide expertise to chief executive officers, vice presidents, lawyers, controllers and treasurers
while participating in high profile meetings to discuss company operations
• Perform tax due diligence reviews for mergers and acquisitions of companies involved in
communications (newspapers, cable, broadcasting, and cellular communication), and bottling to
ensure the adequacy of indemnity clauses and holdbacks from the purchase price
• Consider various tax issues of a corporation carrying on business in other jurisdictions
• Detailed understanding of federal and provincial capital tax including methods for reducing this tax
with year end planning
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Tel: 416.438.3606 – email: info@ResumeWorld.ca www.ResumeWorld.ca

Tax Returns
• Prepare corporate and personal tax returns for federal, Ontario, Quebec, Nova Scotia, and the
Western Provinces
• Manage federal and provincial tax audits and prepare Notices of Objection
• Negotiate and secure positive outcomes from various federal and provincial tax authorities on behalf
of clients
• Deal with various types of withholding tax issues involving customized software agreements, and
royalty, interest and dividend payments
• Calculate corporate and individual tax installment payments
• Ensure timely completion of returns and any related elections, or designations
• Review issues involving the Canada-U.S. Income Tax Convention and other treaties

Staff & Project Management


• Plan, organize and lead team members to complete special assignments; provide ongoing
leadership, training and motivation to team members
• Manage and review projects to ensure accuracy and completeness
• Monitor work performance and prepare performance reviews for team members upon completion of
projects as well as annual performance reviews

SELECTED ACCOMPLISHMENTS

• Obtained a $500 million federal tax refund for a U.S. subsidiary company by identifying and pursuing
a tax savings opportunity

• Secured $108 million investment tax credits from Revenue Canada by preparing claims for scientific
research for Communications, Mining, Electronics, Computer Software, Construction, Agriculture
and Publishing companies

• Successfully planned and dealt with the income and capital taxes for various segments of a $2 billion
company acquisition with tax issues involving divestiture of some of the acquired operations and
integrating the companies kept within the acquiring company's corporate structure

• Recognized by the Chairman and CEO for outstanding work performance and diligence with
quarterly and annual bonuses on a regular basis

• Authored a policy manual for taxable benefits including tax issues relating to employee relocation,
housing and automobile benefits

• Developed and maintained excellent client relationships with Fortune 500 companies resulting in
repeat business and referrals

• Established a corporate-wide reputation of being proficient, engaging and thorough in staff training
and project management

Continues...
Tel: 416.438.3606 – email: info@ResumeWorld.ca www.ResumeWorld.ca

EMPLOYMENT
PRIVATE PRACTICE, Toronto, Ontario 2007 – Present
Tax Advisor to publicly traded corporations

LEADING ACCOUNTING FIRM, New York & Toronto 1990 - 2006


Senior Tax Advisor

FORTUNE 500 ACCOUNTING FIRM, Delaware & Quebec 1985 - 1990


Staff Accountant/Auditor

PROFESSIONAL LICENSES/ASSOCIATIONS
CANADIAN TAX FOUNDATION, Toronto, Ontario1990 - Present
Member

CANADIAN INSTITUTE OF CHARTERED ACCOUNTANTS, Toronto, Ontario 1990


CA Designation

PROFESSIONAL DEVELOPMENT
CANADIAN IN-DEPTH TAX COURSE 1990 - 1992
Level One, Level Two

EDUCATION
UNIVERSITY OF TORONTO, Toronto, Ontario 1985
B.A. in Commerce

COMPUTER SKILLS
• Corporate and Individual Tax preparation programs
• Tax research databases
• Advanced Excel; Lotus Suite
• Ability to learn new computer applications quickly and independently

REFERENCES
• Available upon request

For more Resume Samples and Templates visit www.ResumeWorld.ca


Curriculum Vitae

Personal details

Mr Joshua Smith Email: joshua.smith@yahoo123.com

Education and membership of professional bodies

1976 – 1979, Warwick University, B.A International Business and Economics, Degree class 2.1
Associate Member, Chartered Institute of Management Accountants (CIMA),1983
Fellow, Chartered Institute of Management Accountants (CIMA), 1992
Member of the Chartered Management Institute (CMI)

Work experience

Financial Controller (Head office) - ABC Furnishings Ltd, Oxford (08/2008 – present)

ABC Furnishings has been trading since1998 and has three offices nationwide. The head office is based
in Oxfordshire and supplies office furnishings to trade, having 25 employees and a £4.3 million turnover
end Q4 2009.

Responsible for the day to day management of financial services including bought ledger, financial
and capital accounting, income, credit control, Accounts Payable, Accounts Receivable and other
financial controls. Treasury management and Trust funds, statutory accounts and audit. Management
of the paymaster function and transaction processing SLA’s. Ensuring all financial statements are
accurate, complete and in accordance with generally accepted accounting principles (GAAP) and
other industry standards.
Responsible for risk and contingency analysis and identifying areas of potential risk threatening
assets, earning capacity and organisational success.
Setting and meeting targets for organizational growth.
Monthly preparation of financial reports, budgets, cost reports and financial forecasts to aid strategic
decision making. Ensuring all financial data is well documented within the department and all records
are accurate and up to date. In 2007 I introduced a new strategic growth initiative that that increased
ABC Furnishing competitive standing. Profitability was up by 11% and 15% in 2008 and 2009
respectively.
Overseeing a team of ten accounting staff and four financial analysts to ensure their accounting
duties meet organisational objectives.
Working across departments to enable joined up decision making based upon financial data.
Ensuring that the decision makers in the firm understand the financial implications of the missions
they set for their company in a specific period.
Training and coaching accountants for purposes of ensuring that their accounting and analysis duties
are done well.
Senior Financial Analyst - Brookes and Brookes Haulage Ltd, Oxford (02/2006 – 08/2008)

Brookes and Brookes Haulage Plc was established in 1976. It has a fleet of 35 trucks that distribute fast
moving consumer goods nationally and internationally. It has approximately 180 employees with an
annual turnover of around £7.6 million.

Preparation of financial analyses and models to assist in the evaluation of business initiatives, capital
investments, new services and programs within Brookes and Brookes business units. Analysis
includes pricing, cost-benefit analysis, forecasting and expense analysis based on identifying
expense drivers and allocations, net present value analysis.
Produce timely and effective financial analysis of SME, Corporate and Institutional customers to
support the credit decisioning process.
Pricing for new and existing products and services. Selecting and create appropriate pricing models
based on client's desired asset mix, selection of plans, fee schedules, payroll services and size.
Whilst there I developed new and effective techniques for financial planning which rendered better
service to the clients and contributed to key client management and retention.
Development of financial and non-financial measures of business performance for evaluation and
control of projects and investments.
Assisting business units in their budgeting and planning process.
Preparing and disseminating timely and accurate financial information to allow for efficient use and
control over financial resources of a business unit, project or service.
Cross train as back-ups for other staff in the case of emergencies

Finance Manager– Boots Ltd, London (05/2000 - 01/2006)

Boots Ltd, London has a finance department of 20 staff. It is divided into small teams who manage the
finances of particular products and services.

Managing a team of four accountants in the finance department for Boots healthcare range. Develop
financial reports for trending, forecasting and results analysis. Providing financial advice and support
to the Director of purchasing and sales to enable sound business decisions.
Ensuring all financial practices are in line with all statutory legislation and regulations and formulating
strategic and long term business plans.
Reporting to the Head of Finance with the responsibility to review the monthly management accounts
ensuring they are delivered in an accurate and timely fashion. Fully responsibility for both the budgets
and forecasts and working closely with the Cost Controllers and General Managers.
Taking the finance lead in ad-hoc projects and project managing one major project in particular to
identify cost reduction activities. The project was delivered on time and under budget and the final
result saved Boots an average of 50K per annum.
Recruiting, training and conducting staff appraisals.
Core competency

Financial accounting, business planning and budgeting


Staff management (up to and including middle management level)
Implementation of financial systems and controls
Management of internal / external auditors
Project management / project finance
Cost reduction

I.T skills

Microsoft Office, Access and PowerPoint (competent user). Advanced Excel skills (pivot tables, Vlookups
and spreadsheet creation).

Business in house accounting systems (Sage, SAP)

SPSS statistical analysis software

Courses / training undertaken

Developing team management skills, Boots Plc, 2005

PRINCE2 Project Management, Intouch Media, 1995


CURRICULUM VITAE

VAMSHI KRISHNA REDDY.P


Flat No # 8520, Janapriya Metro Polis,
Erragadda, Phone: 960-3117-555
Hyderabad-500 038. E – Mail: cavamshikrishna@gamil.com
________________________________________________________________________

OBJECTIVE

To establish a professional firm which is competitive, dynamic and much


focused towards areas of its operations, providing the best opportunity to
progress and grow to all those who are associated with it and also serving
the best interests of the clients with excellence, Integrity & Independence.

EDUCATIONAL QUALIFICATIONS

Sl.No Academic/Professional University/Institution Passing Maximum Secured Percentage


details Year Marks Marks
Academic Details
1 SSC SSC Board 2000-01 600 413 69%
2 Intermediate Board of Intermediate 2001-03 1000 843 84%
3 B.Com Kakatiya University 2003-06 1500 968 65%
4 M.Com Kakatiya University 2006-08 500 310 62%
Professional Details
1 CA
CA Foundation ICAI May'04 400 253 63%
CA Inter ICAI Nov'05 600 312 52%
CA Final ICAI May'08 800 458 57%
2 ICWA
ICWA Foundation ICWAI Dec'04 400 252 63%
ICWA Inter ICWAI June'06 800 432 54%
ICWA Final ICWAI June'08 800 440 55%

ACHIVEMENTS
Ø Secured All India 43rd Rank in ICWA Final
Ø Awarded with C.V.Chandra Mouli All India Best Paper Award in Mathematics in
CA Foundation
Ø Completed CA final and ICWAI final in single sitting
Ø Secured more than 60 % Marks in Accounts paper in C.A Foundation (83), C.A
Inter (63) & as well in C.A Final (65) examination too
Ø Secured 78% Marks in Management Accounting & Financial Analysis in CA
Final which is one of the critical & deciding subject for CA Final students
Ø Secured 60% marks in Direct Taxes in CA Final which one also the critical &
deciding subject for CA Final students
Ø Secured third prize in public speaking competition conducted by SIRC
Vijayawada Br

WORK EXPERIENCE:

From Jan 2011 to till date: In Full Time practice worked as Partner & Associate of M/s
Mahesh, Virender & Sriram Chartered Accountants, Involved in handling Internal audits,
Statutory Audits, Tax Audits, Project Finance and tax representations for varios clients
before various tax authorities. Few Major clients handled are given below:

Statutory Bank Audit:

Ø Union Bank of India – Nalgonda Branch

Concurrent Audits of Bank:


Ø The Karur Vysya Bank Limited
Ø Indian Overseas Branch

Private Sector Companies:

Ø Euroflex Transmissions (India) Private Limited


Ø Deepika Infratech Private Limited
Ø MLR Motors Private Limited
Ø Sri Aditya Homes Private Limited
Ø Satva Infratech Private Limited
Ø Siva Swathi Constructions Private Limited
Ø Sri Shanthipriya Minerals Private Limited
Ø Hygro pharmatech Private Limited
Ø Corsendonk Consultants Private Limited

Societies & Trusts:


Ø JB Institute of Technology

Govt. Bodies:
Ø Andhrapradesh Roads & Buildings Development Corporation
From Aug 2008 to Dec 2010: Working with Indian Immunologicals Limited.,
Hyderabad

Responsibilities handled:
I have worked in as SAP environment and handled the following areas:

Ø Monthly closure of books of account


Ø Preparation of Monthly MIS
Ø Finalizing monthly Internal Audit Reports
Ø Preparation of monthly Statutory Compliance Report
Ø Preparation of agenda items for the Audit Committee & Board meetings
Ø Preparation of CMA data for working capital loan proposals & term loan proposal
Ø Compilation of various data required by the banks
Ø Finalization and annual closure of books
Ø Audit Coordinator for the Financial Year 2009-10
Ø Independently handled tax audit for the Assessment Year 2008-09, 2009-10 &
2010-11
Ø Online filing of Income Tax returns, handling assessments and appearing before
Income Tax authorities
Ø Preparation of commercial viability of the projects – Profitability workings for
new projects
Ø Preparation and Submission of data to Crisil for credit rating
Ø Coordinating with the statutory auditors & internal auditors

Nov. 2005 to Aug 2007: Worked as Articled Assistant with B.SRINIVASA RAO & CO,
Chartered Accountants, Hyderabad.
Responsibilities handled

ACCOUNTS

Ø Preparation of Company Accounts


Ø Verification of purchase bill, Cash payment Vouchers.
Ø Checking of debtors and creditors outstanding statements monthly
Ø Verification of sub-contractor works
Ø Preparation of Bank reconciliation statement
Ø Finalization of Accounts

AUDIT

Ø Attending to various types of bank audits namely


ü Concurrent Audit and Statutory Audit
ü Stock audit
ü Information System Audit
ü Surprise visits on behalf of banks
Ø Preparation of reports for all above audits
Ø Worked as an audit assistant for doing Internal Audit of AP TRANSCO

BANKING

Ø Preparations of working capital loan proposals for clients.


Ø Submission of stock statements for clients.

INCOME TAX

Ø Preparation and Filing of returns of individual, partnerships and Companies


Ø Payment of advance tax
Ø Collection of TDS from different type of works
Ø Tax planning for clients
Ø Experience in doing Tax Audit.

COMPUTER KNOWLEDGE

Ø End User Knowledge of FI and SD module in SAP 4.7 and MY SAP ver 6.0
Ø Working Knowledge of Tally
Ø MS-OFFICE

PERSONAL DETAILS

Name: P.VAMSHI KRISHNA REDDY

Father’s Name: VASUDEVA REDDY

Mother’s Name: VIJAYA LAXMI

Sex: Male

Date of Birth: August 5, 1985

Marital Status: Single

Language Known: English, Hindi & Telugu.

I do here by confirm that the above stated information is true and correct.

SD/-
Place: Hyderabad. P.Vamshi Krishna Reddy
Date:

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