
Wasundara Bopage
Trainee

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About me
ACA (Sri Lanka) | BBA in Finance | CSC® | LLQP®
Education

Sri Lanka Institute of Taxation
2017 - 2018Diploma in Taxation Taxation Pass
Visakha Vidyalaya Colombo 5
2013 - 2015G C E Advanced Level Business/Commerce, General
Centennial College
2024 - 2024Postgraduate Certificate AccountingStrategic Management Accounting Specialization

University of Colombo
2016 - 2020Bachelor of Business Administration - BBA Finance GPA 3.58 (First Class Honors)Activities and Societies: Leo Club of University of Colombo (Volunteer service)

Centennial College
2023 - 2023Postgraduate Cerificate Financial Planning and Services
Institute of Chartered Accountants of Sri Lanka
2015 - 2020Member Accounting
Centennial College
2024 - 2024Postgraduate Strategic Management
Experience

Central Industries PLC - National PVC
May 2015 - Jan 2016Trainee• Computed commission to sales representatives.• Prepared monthly revenue/cost statements and fund statements.• Checked the accuracy of additional discounts provided to dealers.

T&D Associates
Mar 2018 - Sept 2020Audit Senior• Conduct statutory audits by analyzing financial statements, journals, ledgers, and other reports, ensuring compliance with International Financial Reporting Standards, company-related laws, tax laws, and regulations.• Document audit evidence and prepare reports, including management letters outlining findings and recommendations for improvement.• Assist in preparing financial statements for private companies.• Compute direct and indirect taxes, submit tax returns, and engage in corporate secretarial practices.• Supervise audit teams and train audit trainees in audit procedures, tax and accounting workflows, and company secretarial practices. Show less

Richard Pieris & Company PLC
Sept 2020 - Oct 2021Audit Executive• Perform and supervise risk-based internal audits as per the annual internal audit plan.• Lead and supervise junior team members on audit assignments and provide training and guidance as required. • Engage in audits related to the companies’ internal controls while reviewing their effectiveness and submission of detailed reports outlying findings and recommendations.• Engage in financial audits by examining and evaluating the management accounts, ledgers, journals, and other reports of the Group of companies and preparation of detailed reports, outlying findings, and recommendations related to financial reporting and compliance with accounting standards and other applicable laws.• Participating in annual/monthly inventory counts of the Group.• Understanding the business processes and policies within the manufacturing and trading sectors of the Group and documentation of the current business processes.• Conducting ad-hoc investigations and identifying any risks.• Involve with company special investigations and submission of detailed reports depicting the findings and recommendations to upper management.• Communicating with a variety of stakeholders across the Group. Show less

Acuity Knowledge Partners
Oct 2021 - May 2023Associate - Commercial LendingSupported the front office of the wholesale lending function of a large European bank in the Energy Sector as a contingent worker. During my tenure, I played a pivotal role in the commercial lending sector by engaging in regular covenant monitoring and validations, ensuring stringent compliance with lending agreements, annual reviews etc. Following points out my duties as an Associate at Acuity,• Engaged in covenant monitoring and validations on a regular basis.• Analyzed financial statements, industry reports, and other financial publications of private and public companies as a part of credit appraisals.• Conducted narrative written credit reviews and internal company risk ratings.• Performed sector-specified quarterly portfolio reviews and annual reviews.• Carried out quality checks of the deliverables prepared by the team. Show less

Scotiabank
Jan 2024 - Apr 2024Wealth Management, Tax AnalystEmbarking on a career at Scotiabank presents an exceptional opportunity to deepen my expertise in financial services, especially in the realm of tax returns and fund management. I am excited about the prospect of contributing to Scotiabank by supporting the reconciliation of investor tax slips, preparing precise distribution calculations, and undertaking various ad hoc projects. This role not only aligns perfectly with my career aspirations but also offers a platform to contribute to a dynamic and forward-thinking team.During my internship I was able to contribute to the team in following ways;• Assist in preparing annual tax returns for trust funds and mutual funds corporations.• Support in reconciling various investor tax slips and filings with CRA (e.g., T5s, T3s, T4RSPs, NR4s, etc.).• Prepare distribution calculations for funds on a monthly, quarterly, and year-end basis.• Update distribution model and rates in the distribution system.• Prepare various distribution summary reports and daily administration tasks.• Gather and summarize data using Excel.• Undertake ad hoc projects as assigned by the Manager. Show less
Licenses & Certifications
- View certificate

Canadian Securities Course (CSC®)
Canadian Securities InstituteDec 2023 
Life License Qualification Program (LLQP- Common Law)
IFSE InstituteAug 2023- View certificate

QuickBooks Online Certification
IntuitNov 2025
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