Phillip Bocse, CPA, MBA

Executed T1 & T2 tax returns, compilations, and review engagements for small to mid-sized clients Planned and executed audit engagements, ensuring compliance with ASPE & US GAAP standards Executed complex tax filings including T106s and T1134s for multinational corporations and T3010 for registered charities Key contributor to the full reporting lifecycle for 500+ asset management entities, executing both quarterly and annual financial statements; hand-picked for on-site deployment to Toronto to provide critical support and ensure deadline compliance during a peak crunch period Partnered with the Debt Solutions team to conduct on-site physical asset verification during liquidation; performed forensic inspections to identify and mitigate risks of asset concealment

Partnered with software developers to re-engineer the Accounting Information System (AIS) to eliminate systemic revenue leakage; engineered an automated tracking and reconciliation module for driver receivables that captured previously "missed" billings and ensured 100% recovery of funds owed to the organization Directed the rigorous audit and reconciliation of driver compensation for a 200+ truck fleet, overseeing standardized controls that eliminated payment discrepancies and protected company margins Accelerated month-end and year-end closing cycles by orchestrating complex multi-currency intercompany reconciliations and precision accrual analysis; utilized AR/AP aging metrics to optimize working capital and ensure reporting integrity across diverse entity structures Oversaw full-cycle payroll and statutory filings (EHT, WSIB, Source Deductions) for 50+ employees, ensuring 100% regulatory compliance and modernizing internal protocols for rapid inquiry resolution

Created user-friendly instructional videos for customers on how to use the TMS software Maintained a customer support webpage using HTML Participated in group meetings to plan future features and programs

Classes: MSCI-2020 & MSCI-3310 Managed the evaluation process for assignments and exams, utilizing standardized marking guides to ensure grading consistency; maintained a high-speed turnaround to meet strict departmental deadlines for student grade releases

International Student Centre (ISC). Planned and executed a large social event open to all students in the middle of campus Managed various social media accounts Created posters for various events using computer software Took part in making various information initiatives for international students who live off-campus Helped provide guidance to international students at the front desk Reviewed resumes for potential candidates at the ISC Created contests to help increase school pride Created work schedules for other employees