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Professional Experience
Manager, Audit Services – Weaver, LLP, Houston, TX 2006 – curr
nt
• Planned multiple concurrent client engagements including scheduling, deploying o
f resources and utilization of effective project management achieving deliverabl
es.
• Reviewed the work prepared by others for coverage, completeness, accuracy, and t
echnical proficiency.
• Established and maintained positive working relationships and demonstrated effec
tive communication with client personnel at appropriate levels.
• Communicated with team members on a timely basis apprising of engagement and sch
eduling issues.
• Recruited, trained, and mentored staff, actively cultivating an environment that
challenged, encouraged, and fostered learning.
• Monitored and supervised progress of staff with relentless follow through in all
engagement phases providing performance feedback.
• Developed alternate procedures for Gasoline Benzene attestation reporting.
• Presented deliverables to clients through verbal opening meetings and presented
results of procedures through verbal closing meetings and written reports.
• Adhered to company policies, procedures, and philosophies demonstrating their im
portance to others.
• Researched standards and regulation effectively achieving engagement deliverable
s.
• Provided input in procedural changes for future engagements.
• Completed a 12-day management-training program provided by Valant & Company.
• Developed advanced knowledge in Environmental Regulatory Compliance Reporting fo
r energy companies involved with transportation fuels.
Shareholder - Joe Gubic, Certified General Accountant P.C., Winnipeg, MB
2001 – 2006
• Recruited, advised, and trained clients increasing business value and knowledge
of documentation requirements.
• Managed multiple concurrent client engagements utilizing effective project manag
ement skills.
• Advised clients on business matters relating to cash flow, tax, payroll, workers
compensation, inventory, receivables, personnel, acquisitions, and dispositions
.
• Reviewed the work prepared by others for coverage, completeness, accuracy, and t
echnical proficiency.
• Established and maintained positive working relationships and demonstrated effec
tive communication with client personnel at appropriate levels.
• Represented clients on various matters with federal and provincial agency offici
als.
• Communicated with financial institutions of clients on financial related matters
.
• Managed, by third party, an Indigenous reservation of approximately 3,000 people
upon federal agency removal of council members.
• Researched standards and regulation effectively achieving engagement deliverable
s.
• Networked through various organizations advertising available services and exper
tise.
• Communicated with clients the results of procedures performed and advised on are
as of improvement.
• Planned and implemented electronic file retention process.
Auditor - Burke, Cantor & Co., Chartered Accountants, Winnipeg, MB
2000 – 2001
• Performed audit engagements of privately held entities by effectively utilizing
resources to prepare financial statements and corporate tax returns.
• Prepared personal income tax returns.
• Reviewed the work prepared by others for coverage, completeness, accuracy, and t
echnical proficiency.
• Communicated engagement issues with team members and provided input for resoluti
ons.
• Developed professional relationships with client personnel through effective com
munication.
• Communicated documentation requirements with client personnel achieving effectiv
e engagement deliverables.
Controller – Charter House Hotel, Winnipeg, MB
1998 – 2000
• Managed the accounting & finance department involving all financial reporting, r
egulatory compliance, human resources, information technology, and treasury.
• Developed company procedures to ensure consistency of financial reporting and do
cumentation retention.
• Communicated expectations and timelines with staff ensuring consistent and succe
ssful deliverables.
• Reviewed the work prepared by others for coverage, completeness, accuracy, and t
echnical proficiency.
• Provided input on marketing strategies, capital improvements, and menu cost deci
sions.
• Managed consultant inspections and reports for Y2K deliverables.
• Presented to the General Manager and Shareholders the results of operations and
financial position with supporting explanations for variances to budget.
• Developed annual operating budget.
• Performed an accounting system conversion successfully with added reporting feat
ures providing a management dashboard for decision making.
• Executed company agreements with vendors and financial institutions as signing o
fficer.
• Presented the company in networking meetings and luncheons such as Chamber of Co
mmerce.
Operations Analyst, Real Estate, Stocks, & Bonds – Great-West Life Assurance Co.
1996 - 1998
• Analyzed real estate operations managed by third party vendors.
• Communicated with third party managers and financial institutions the results of
operations, acquisitions, and dispositions.
• Reviewed the work prepared by others for coverage, completeness, accuracy, and t
echnical proficiency.
• Reported trades of stocks, bonds, and seed money.
• Presented operational duties to internal audit during organizational structure r
eview.
• Communicated with team members any conflicts or issues to appropriately deploy n
eeded resources effectively achieving deliverables.
• Communicated with inter-departments for requests and provision of company inform
ation achieving operational effectiveness.
Professional Experience Summary
• Ten years experience in public accounting
• Four years experience in industry accounting
• Practice emphasis in audit, review, compilation, attestation and business adviso
ry consulting engagements for clients in the energy, construction, government, u
tility, wholesale, retail, service, and manufacturing industries both publicly a
nd privately held
• Experience with financial statements, tax, acquisition and sale transactions, an
d financing
• Experience with tax authorities, bankers and legal representatives on behalf of
clients
• Experience in performing compliance examinations and agreed-upon procedures in a
ccordance with 40 CFR Part 80 Subpart F - Attest Engagements, 40 CFR Part 80 Sub
part H - Gasoline Sulfur, 40 CFR Part 80 Subpart J - Gasoline Toxics, and 40 CF
R Part 80 Subpart K – Renewable Fuel Standard for refineries, importers, transmix pr
ocessors, butane blenders, oxygenate blenders and renewable fuel providers and t
raders
• Experience in performing laboratory examinations of independent petroleum labora
tories for compliance with ASTM methods and best practices
• Experience in financial monitoring of federal funds
• Experience in forensic accounting relating to a SEC invoked receivership
• Experience auditing employee benefit plans in accordance with ERISA
Education
• Bachelor of Applied Business Administration, Accounting and Information Technolo
gy, with Honors, Southern Alberta Institute of Technology, Calgary, AB
• Associates Degree, Business Administration, Accounting, with Honors, Red River C
ollege, Winnipeg, MB
Professional Awards, Activities and Memberships
• Member, American Institute of Certified Public Accountants (AICPA)
• Member, Texas Society of Certified Public Accountants (TSCPA)
• Member, Certified General Accountants Association of Canada
• Member, Certified General Accountants Association of Manitoba