Sara Dal, Chartered Professional Accountant, Canada

Sara Dal, Chartered Professional Accountant, Canada

Assistant

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location of Sara Dal, Chartered Professional Accountant, CanadaPlacentia, California, United States

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  • Timeline

  • About me

    Senior Manager - Compliance at AECOM

  • Education

    • Concordia University

      2003 - 2006
      BComm Accountancy
    • Concordia University

      2006 - 2008
      Diploma in Chartered Accountancy Accountancy
  • Experience

    • Yakoob Dal, Accountant and Tax Consultant

      Jan 1999 - Feb 2010
      Assistant

      Responsibilities included bookkeeping, data entry, preparing year end notice to reader, preparing personal and corporate income tax returns, filing documents, researching tax legislation, preparing bank reconciliations, and tax consultation.

    • PricewaterhouseCoopers

      Sept 2006 - Nov 2009
      Senior Experienced Associate

      Role as external auditor.Responsibilities included acting as team member, team leader, main contact with clients and managers, coaching and reviewing work of junior staff on various engagements.Experienced with audit, review and compilation engagements, testing and evaluating internal controls, and planning and engagement completion tasks.

    • Sara Dal CPA,CA

      Mar 2010 - Aug 2011
      Sole Practitioner

      Responsibilities included compilation engagements, accompanying corporate tax returns, personal income taxes, estate tax returns, billing, communications with CRA and Revenue Québec, GST/QST filings, payroll tax calculations, bookkeeping and various reconciliations.

    • Standard Life

      Dec 2011 - Jun 2012
      Consultant, Investment Controls and Financial Reporting

      Responsibilities included both fund accounting and real estate property accounting. Fund accounting responsibilities included review of daily report sent out to UK head office, various weekly and monthly reconciliations for investment funds and resulting investigations (e.g. cash reconciliation, margin cash reconciliation, futures reconciliation, fund reconciliation, etc.), reporting to various stakeholders internally and externally, journal entries to ensure fund balances accurate on daily basis, assisting with internal and external audits, internal control testing, FATCA team member, backup for monthly fund distributions, and update team process documentation.Real estate property accounting responsibilities included performing reconciliations, adjusting entries, and update process documentation Show less

    • AECOM

      Feb 2013 - now
      • Senior Manager - Compliance

        Apr 2022 - now
      • Compliance, Manager I

        Jan 2016 - Jun 2022
      • Compliance, Accountant III

        Jan 2014 - Dec 2015
      • Compliance, Accountant II

        Feb 2013 - Dec 2013
  • Licenses & Certifications

    • Chartered Professional Accountant, Chartered Accountant (CPA, CA)

      Order of Chartered Professional Accountants of Quebec
      May 2009