Arjun Gulati, CPA

Experience

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  The Source

  Jul 2009 - Feb 2011

  Assistant Manager

  Promote the sale of products and services to customers as per targets set & within the corporate guidelines. This included engaging the customer, identifying their needs, suggesting alternative products & explaining the features of each and assisting them in making an informed decision about their purchase. Further assisting them with set up & operations of technology based complex operations, as required.Performed duties of Assistant Manager: ensuring the store was run efficiently. This included merchandising & display, inventory management, performance reporting to corporate office, Oversee Point of Sale transactions, daily bank deposit & reconciliation, tallying sale records etc.Attend to various customer queries and complaints, researching details and finding acceptable resolutions for them. Able to find information for customers’ even if it was not available at The Source. For example: had a customer that required a product but was only available in the United States. Was able to find the product online, and show the customer how to order it. Show less

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  DECAU University of Guelph-Humber

  Apr 2011 - Apr 2013

  VP of Finance

  Responsible for managing finances for university student group. Accountable for large amounts of money that accumulated from membership fees, fundraising, and provincial completion fees. Prepare & present the financial reporting related to DECAU activities including tabulation of charts etc.Collaborate across teams to ensure the activities of DECAU are carried on in a seamless manner ensuring clear communication of ideas and decisions and follow up action items for effective execution.

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  University of Guelph-Humber

  Jun 2011 - May 2012

  Student Transition and Resource Team (START) Leader

  In charge of setting up orientation events, giving student tours, answering emails & queries and promoting the school to prospective students Providing useful feedback to school management on the new student orientation process to assist in increase in student enrolment Responsible for helping new students adjust to university lifestyle – offer assistance on campus navigation, student programs & extracurricular activities and encouraging participation.

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  Tax Plan - A Complete Tax Solution Inc

  May 2012 - Mar 2013

  Junior Accountant

  Enter client accounting transactions & data, including purchase & sales orders, in Simply Accounting software. Enter bank transactions, run month end reports, assist with reconciling control accounts and prepare accrual entries.Prepare support schedules in excel to back up GST/HST filings for clients ensuring details of collectibles and credits are matched accurately to records.

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  Collins Barrow

  Jul 2013 - Apr 2014

  Analyst, Enterprise Governance

  •Performed CSAE 3416 and CSAE 5025 audit engagements of small to mid-sized clients. Supported the planning stage by gathering background materials, collaborated with team members on audit tasks, performed fieldwork during execution, created and discussed deficiency and remediation list with clients, and supported the senior manager on preparation of final reports. •Participated on a consulting engagement to assess the IT and Business processes of an organization in the packaging industry. Analyzed & recommended improvements in the processes to make them more efficient & aligned with the growth goals of the organization. •Conducted process reviews and developed flowcharts that identify control points for clients. Developed risk control matrices to help assess risks at control points, and recommended steps to mitigate those risks. •Developed appropriate audit work programs for different clients in accordance with COSO and COBIT standards.•Provided support to Engagement Partner on fraud and forensic engagements by conducting data analytics on large data sets. •Familiarity with Bill 198, and Sarbanes-Oxley.•Setup audit engagement files, prepared adjusting entries, and financial statements. •Prepared personal tax returns with moderate complexities.•Conducted research for client engagements, client presentations and Partner speaking/training presentations. •Provided support in writing proposals, engagement letters, and responses to RFPs and RFIs.•Collaborated with diverse groups in the firm to ensure engagements were completed efficiently and effectively. •High level of interaction with Partner, and clients. Show less

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  BDO Canada

  Jan 2015 - Jan 2018

  Senior Accountant

  -Primary experience in external accounting providing audit and assurance services to private and not for profit organizations.-Experience in various industries: construction, technology, manufacturing, retail and various not for profit organizations. -Clients ranging from small to large with revenues of $5 Million to $200 Million and above.-Preparation of financial statements as per ASPE, IFRS and NPO standards. -Performed audit tests on various assertions and prepared audit working papers to support testing.-Preparation of personal and corporate tax returns.-Preparation of tax provisions and tax continuity schedules. Show less

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  KPMG Canada

  Jan 2018 - Oct 2019

  Senior Tax Specialist
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  Farnham and Company

  Nov 2019 - Jun 2020

  Tax Supervisor
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  Vikram Gulati Professional Corporation

  Feb 2021 - now

  Director