Aaron Wang, CPA, CA

Aaron Wang, CPA, CA

Corporate Income Tax Assessor

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location of Aaron Wang, CPA, CACalgary, Alberta, Canada

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  • Timeline

  • About me

    Senior Controller at Calbridge homes

  • Education

    • Member of Institute of Chartered Accountants of Alberta

      2011 -
      CA CPA chartered accountant
    • The University of Lethbridge

      2004 - 2008
      Bachelor of Management Accounting
    • The University of Lethbridge

      2004 - 2008
      Bachelor of Management Accounting
  • Experience

    • Alberta Finance Tax and Revenue Administration

      May 2007 - Sept 2007
      Corporate Income Tax Assessor

       Processed, validated, and verified Annual Corporate Income Tax returns.  Developed effective skills in communicating with clients at different levels of the corporation from CFO, owner/operators to accountants of the corporation. Demonstrated professionalism in a highly confidential environment. Commended by the supervisor for my ability to learn and adapt quickly during the peak tax return filling season.

    • Kenway Mack Slusarchuk Stewart LLP

      May 2008 - Dec 2011
      Chartered Accountant

      , Calgary, AB 5/2008 ­ PresentChartered Accountant, Key team member performed audit engagements on various public oil and gas companies: o Originated discussion and walk-through with CEO regarding companies' fiscal year operation; o Determined risks associated on the engagements and designed relative audit procedures to help us gain sufficient audit evidences; o Drafted memoranda to board of directors/audit committee of the companies and provided recommendations on internal control weakness; o Prepared/reviewed clients' financial statements and disclosure notes; o Provided researches on new accounting standards (IFRS) and identified implications associated to the engagements. Acted as team lead on various audit engagements of private companies and not-for-profit organizations (NPOs): o Supervised junior staff members on the engagement team; o Coordinated between engagement members and managers to resolve file issues and help manage workflow. Prepared, and reviewed other level of engagements including: o Instructed clients to perform various accounting reconciliations (cash, marketable securities, payroll and general ledger reconciliations) and provided analytical supports; o Designed different strategies on behalf of clients' interest (minimize income tax payable and maximize income, set up family trust for income split purpose); o Prepared corporate income tax returns; Show less

    • Crew Energy Inc.

      Dec 2011 - Dec 2014
      Senior Financial Accountant

      • Preparation of monthly, quarterly, and annual consolidated financial statements under IFRS including variance analysis, accounting research and the implementation of new accounting standards;• Assist in the compilation and review of quarterly and annual external financial statements and MD&A;• Participate in CSOX compliance and internal controls;• Ad-hoc reporting and analysis;• Maintain relationships with auditors and preparation of the working papers for the external audit process for the organization;• Provide support for and review of public disclosure documents Show less

    • Calbridge Homes

      Jan 2015 - now
      Senior Controller

      Directs the preparation of all financial reports, including income statements, balance sheets, reports to shareholders, and corporate tax returns;Oversees accounting and finance department, budget preparation, and audit functions;Meets regularly with department heads to keep informed and to offer direction;Reviews reports to analyze projections of sales and profit against actual figures, budgeted expenses against final totals, and suggests methods of improving the planning process as appropriate;Direct reports to President and CFO, and work closely with stakeholders from other departments of the company, coordinate and prioritize planning;Work with management to ensure that the Company's quality control and processes operate effectively;Monitor and direct the implementation of strategic business plans;Develop, implement & manage financial and cash strategies, monitor / forecast cash balances;Maintain relations with external auditors and investigate their findings and recommendations;Understand and mitigate key elements of the company's risk profile, report issues to the shareholder group;Working closely with financial institutions and other lenders to ensure proper covenants and reporting are met and satisfied;Perform complex pro-forma analysis to secure finance/funding for special projects;Work extensively with financial institutions to secure finance funding and long term take out mortgage on commercial, multi-family, and land development projects; Review and recommend cost-effective benefit plans and other remunerations that the organization may offer employees and potential employees with the goal of attracting and retaining qualified individuals; (Manage and Oversees the implementation of ADP system, Initiate, Review and Execute company's RRSP match plan) Show less

  • Licenses & Certifications

    • CPA

      Chartered Professional Accountants of Canada (CPA Canada)
      May 2011