CedarRock Cedar Rock - Oasis for Quality Living | Oliver B.C

Financial/Legal & Investment Advisory Committee

Heather O'Kane, CPA, CA


Core Attributes:
- Dedicated to superior client service (internal and external)
- Committed to excellence in application of accounting and assurance standards
- Skilled in managing and leading multiple projects, teams and responsibilities
- Highly adaptable to dynamic, high pressure work environments, tight deadlines
- Desire to mentor future CPA professionals for success
- Strong inter-personal, written and verbal communicator

Professional Experience:
King & Company, Chartered Accountants – November 2015 to Present
Senior Manager
- Management and preparation of various non-for-profit audits and review engagements for charities, service
clubs and societies along with relevant tax compliance returns
- Preparation of complex review and compilation engagements for a wide spectrum of small to medium sized
entities in the construction, food service, manufacturing and professional industries
- Pursuit and successful obtainment of new small business clients and servicing their needs in compliance
accounting, corporate and personal income tax planning
- Leadership role in firm process updates initiatives
- Review of T1, T2, T4, T5 and other information returns
- Engagement in CPA articling mentorship for employed students
MNP LLP – January 2008 to October 2015
Manager, Assurance Services – June 2010 to October 2015
- Management of various assurance engagements for owner-managed businesses, inclusive of review and
compilation engagements, corporate and personal income tax returns, trust returns,T4/T5/T5013/T5018 and
GST/HST reporting
- First point of contact for a variety of clients to enable partners and senior managers effectively leverage their
- Experience in a variety of industries including professionals, small charities and non-for-profits,
communications, construction, oil and gas services, restaurants, retail and convenience stores
- Provide advisory services to clients including operations analysis, cash flow and income forecasting, growth
strategies, succession and wind up
- Liaison between clients and Canada Revenue Agency regarding information requests, personal and corporate
income tax adjustments
- Supervision and mentorship of multiple articling students, ensuring they have support and direction to
successfully challenge the CFE
- Provide ongoing training through group presentations and individual basis
Engagement File Scheduler – September 2011 to Present
- Oversee and manage the current and long-term engagement scheduling of approximately 20 accountants and
- Ensures the right amount, type and complexity of work is allocated to the right people keeping in mind CPA
work experience requirements
- Effectively manage scheduling conflicts and employs creative scheduling solutions for multiple offices
- Chair weekly meetings with staff and managers to ensure timelines and staff resources are matched
Designated Professional – January 2010 to May 2010
- Preparation and lead of various assurance engagements including non-for-profit audits, review engagements,
compilations, personal and corporate income tax returns, T4/T5 and GST reporting
- Review of small compilation engagements, personal income tax returns
- Attend engagement delivery meetings with partners and clients, providing explanations on key compliance
items and client questions

T1 Coordinator – 2009 Personal Income Tax Season
- Along with senior management and partners, planned, managed, and executed the T1 season for
approximately 3500 personal income tax returns
- Developed specific work flow processes for needs of various partners based while ensuring returns were
completed and filed correctly and timely delivered to clients
- Presented workflow process to preparers, reviewers and partners
- Chaired weekly staff meetings to discuss process, software, and common tax preparation issues
- Managed the incorporation of external preparers to process, ensuring high quality of prepared returns
- Introduced the PDF and email method of delivering T1 packages to clients ensuring the privacy and security of
sensitive information.
Senior Accountant – January 2008 to December 2010
- Preparation of audit, review and compilation engagements with increasing complexity
- Preparation of corporate and provincial income tax returns
- Preparation of complex personal income tax returns
- Review of simple to moderate personal income tax returns
Harris McConnan LLP – January 2004 to December 2007
Articling Student – May 2005 to December 2007
- Preparation of audit, review and compilation engagements
- Preparation of personal and corporate income tax returns
- Various ad hoc analyses and reports at the requests of partners and clients
Co-operative Student – January 2004 to September 2004
- Preparation of compilation engagements and support to lead in audit engagements
- Preparation of personal income tax

- 2010 Chartered Accountant Designation, Chartered Accountant School of Business, ICAA
- 2005 University of Alberta, Bachelor of Commerce Degree, Accounting Major, Co-operative Program
- 2002 MacEwan University, formerly Grant MacEwan Community College, Bachelor of Commerce University
Transfer Program

Other Relevant Experience
- Membership in local chapter of Junior Chamber International
- Highly skilled in the use of CaseWare, CaseView, Profile and MS Office Suite
- Proficient in Quickbooks and working knowledge of Simply Accounting/Sage, Quicken
- Experience using Tax Prep, QuickTax/Turbo Tax, UFile
- Working in a paperless office environment

Personal Pursuits
- Spending quality time with my two young daughters and husband
- Reading and watching television series
- Travel
- Yoga