Open to opportunities

Sam Morzaria

@sammorzaria

Message

Experienced financial accountant specializing in tax planning and analysis.

Canada

Message

What I'm looking for

I am looking for a role that values financial accuracy and offers growth opportunities.

I am a dedicated financial accountant with over 15 years of experience in financial management and bookkeeping. My expertise lies in tax planning, financial analysis, and software implementation, which has enabled me to help businesses save significant expenses. I have a proven track record of reconciling bank statements, balancing transactions, and preparing comprehensive financial reports.

Throughout my career, I have worked with various organizations, where I maintained cash flow, created management reports, and ensured compliance with tax regulations. My proficiency in financial software such as QuickBooks and Sage has allowed me to streamline processes and enhance financial efficiency. I am committed to delivering accurate and timely financial information while prioritizing privacy and confidentiality.

Experience

Work history, roles, and key accomplishments

Current

Financial Accountant

Current

Financial Contracts

Jan 2020 - Present (5 years 4 months)

As a Financial Accountant, I maintain cash flow by monitoring bank balances and cash requirements. I create management, sales, and financial reports, reconcile banks and trial balances, and file all tax returns.

Financial Reporting Cash Flow Management Bank Reconciliation Financial Analysis Excel Financial Statements Management Reporting

Bookkeeper

AXLE Financial

Feb 2009 - Jan 2020 (10 years 11 months)

In my role as a Bookkeeper, I balanced assets and liabilities, created monthly trial balances and financial statements, and managed financial bookkeeping using QuickBooks Online.

Bookkeeping Quickbooks Online Financial Statements Trial Balances Financial Reporting Management Reporting

Financial Bookkeeper

PAXALL MANUFACTURING INC / ALEEDA INC

May 2006 - Feb 2009 (2 years 9 months)

As a Financial Bookkeeper, I managed staff salaries and taxes, filed all tax returns, and produced monthly financial statements and reports.

Bookkeeping Tax Filings Financial Reporting Monthly Statements

Bookkeeper

WIDESCAN INC

Apr 2004 - May 2006 (2 years 1 month)

In my position as a Bookkeeper, I handled staff salaries and taxes, filed GST and HST returns, and prepared monthly financial statements using QuickBooks.

Bookkeeping Quickbooks Tax Filings Financial Statements HST

Education

Degrees, certifications, and relevant coursework

York University

Certified Management Accountant, Management Accounting

CMA Certified Management Accountant Certification from The Society of Management Accountants. This certification focuses on financial management and accounting principles.

Canadian Tax Academy

Tax Certification, Taxation

Tax Certifications including Corporate Tax Introduction, Corporate Tax Advanced, and GST HST Fundamentals, providing essential knowledge in Canadian tax regulations.