Joseph Levi
@josephlevi
Detail-oriented CPA with extensive auditing experience.
What I'm looking for
I am a detail-oriented CPA with a robust background in public and private sector auditing. My experience spans various industries, including healthcare, education, and manufacturing, where I have successfully conducted value-for-money audits and provided actionable insights to enhance operational efficiency. My strong communication skills enable me to build lasting relationships with clients and collaborate effectively within teams.
Throughout my career, I have demonstrated a commitment to excellence, leading full-cycle audit engagements and managing junior team members to ensure quality service delivery. My analytical skills have been honed through extensive data analysis and compliance audits, resulting in improved processes and increased client referrals. I am passionate about leveraging my expertise to contribute to organizational success and drive positive change.
Experience
Work history, roles, and key accomplishments
Senior Auditor - Value for Money Audit
Office of the Auditor General of Ontario
Aug 2021 - Present (3 years 10 months)
Conduct value-for-money audits of the provincial government in various sectors, providing insights on internal control weaknesses and operational recommendations. Responsible for data analysis and report writing to assess government program effectiveness.
Staff Accountant - Assurance Services
Newman & Sversky LLP
Jun 2020 - Jul 2021 (1 year 1 month)
Led full cycle audit and review engagements across various industries, appraising internal controls and managing junior team members. Researched complex financial reporting and tax issues to provide quality services to clients.
Staff Accountant - Assurance and Accounting Services
MNP LLP
Feb 2018 - Apr 2020 (2 years 2 months)
Performed audits and reviews for clients in various sectors, prepared financial statements and tax returns, and communicated directly with upper management. Achieved client referrals and cross-selling opportunities through performance.
Analyst - Enterprise Risk Services
MNP LLP
Feb 2018 - Oct 2018 (8 months)
Conducted compliance audits for the Government of Ontario, guiding companies through the audit process and providing recommendations for compliance. Completed projects under budget, enhancing firm profitability.
Volunteer - CPA Tax Preparation Assistance Program
CPA Tax Preparation Assistance Program
Mar 2016 - Apr 2016 (1 month)
Assisted seniors and low-income families with personal income tax returns, providing recommendations on deductions and credits to maximize benefits.
Education
Degrees, certifications, and relevant coursework
Chartered Professional Accountants of Canada
Chartered Professional Accountant, Accounting
2020 -
Achieved the Chartered Professional Accountant designation, demonstrating expertise in accounting, auditing, and financial management.
York University
Bachelor of Commerce, Accounting
2014 - 2017
Completed a Bachelor of Commerce with Specialized Honours in Accounting, focusing on financial reporting, auditing, and taxation principles.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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