Josh Taylor, CPA

Experience

• 

  Collins Barrow

  Jan 2011 - Dec 2014

  Staff Accountant (Co-op)

  • Completed personal and corporate income tax returns• Audited financial statements for compliance with accounting standards• Prepared audit working papers for audit engagements• Developed and performed audit procedures• Worked independently or as part of a team• Prepared outgoing communications such as engagement letters• Pursued opportunities to learn and develop professional skills• Applied professional judgement and critical thinking skills• Researched accounting issues by looking up relevant CPA Handbook criteria Show less

• 

  Deloitte Canada

  Jan 2015 - Oct 2015

  Accountant

  • Worked primarily with owner managed businesses• Prepared review and compilation engagement reports• Prepared corporate tax returns and NPO information returns• Organized work schedule to manage multiple files• Analyzed budget variances and obtained supporting explanations• Demonstrated attention to detail by ensuring financial reports were accurate• Managed time efficiently to meet deadlines• Analyzed and solved problems for clients• Responded to client queries in a timely and professional manner Show less

• 

  BDO Canada

  Nov 2015 - Feb 2016

  Staff Accountant

  • Audited financial statements for compliance with ASPE and ASNPO• Analyzed and interpreted financial information to prepare financial reports• Prepared outgoing communications such as engagement letters• Worked independently and as part of a team

• 

  Kelly Services (Canada), Ltd.

  Mar 2016 - May 2016

  Accountant

  • Provided accounting services to clients in need of temporary staff• Reconciled credit card receipts to ensure proper general ledger account coding• Prepared journal entries to maintain general ledger accounts• Assisted with accounts payable processes• Organized financial information using Microsoft Excel

• 

  Meridian Credit Union

  Jun 2016 - now

  > Work effectively as a team with relationship managers, directors, and other analysts to manage commercial banking portfolios > Underwrite applications for commercial credit in various sectors including land development, construction, hospitality, and general industries > Review project monitor reports for land servicing and construction financing deals, ensuring that conditions of credit are met before funds are disbursed > Prepare discussion papers for prospective members > Identify and address risks and mitigating factors as part of credit application process Show less > Analyze and interpret financial information to assess overall financial strength of accounts as partof annual review process or new financing requests > Monitor irregularities report (RIL) and follow up with Members and relationship managers to correctdeficiencies > Interact directly with Members to resolve Member concerns and obtain information required toproceed with funding commercial loans > Identify referral opportunities such as equipment leasing and cash management Show less

  • Manager, Commercial Credit

    Nov 2020 - now

  • Senior Commercial Analyst

    Sept 2018 - Nov 2020

  • Commercial Analyst

    Jun 2016 - Sept 2018