Luana Lakhani has over 20 years of experience providing indirect tax services including GST/HST and PST compliance support. She currently works as a Tax Specialist for KPMG in Vancouver, where her responsibilities include technical research, account registrations, elections, and appeals. Prior to KPMG, she held roles as a Trust Compliance Officer and Human Resources Clerk at Canada Revenue Agency. Lakhani has a Bachelor's degree in History and Sociology from the University of Alberta and designations in education and accounting.
Summary
Supply Chain Manager and Skilled Negotiator specializing in Chinese cultural intelligence for competitive advantage.
Harvey Justmann is an internationally recognized business leader in supply chain management known for implementing efficient financial systems, premier product design, and production excellence. Harvey is a naturally gifted relationship manager, negotiator, and brings extensive professional experience and deep personal insights into Chinese culture to every trade agreement. Harvey Justmann is a best-of-class supply chain manager, product designer, and respected coach, mentor and trainer.
Personal attributes include: optimism, common sense, responsibility, sense of humor, integrity, time management, motivation, empathy, leadership, communication, and good manners.
Strategic Planning | Global Sourcing | Product Development | Contract Negotiations | Procurement | Production Management | Logistics | Operations Management | Project Planning | Supplier Relationship Management | Customer Relationship Management | Quality Control | Inventory Control | Continuous Improvement Initiatives | Team Development & Leadership | Performance Metrics
Summary
Supply Chain Manager and Skilled Negotiator specializing in Chinese cultural intelligence for competitive advantage.
Harvey Justmann is an internationally recognized business leader in supply chain management known for implementing efficient financial systems, premier product design, and production excellence. Harvey is a naturally gifted relationship manager, negotiator, and brings extensive professional experience and deep personal insights into Chinese culture to every trade agreement. Harvey Justmann is a best-of-class supply chain manager, product designer, and respected coach, mentor and trainer.
Personal attributes include: optimism, common sense, responsibility, sense of humor, integrity, time management, motivation, empathy, leadership, communication, and good manners.
Strategic Planning | Global Sourcing | Product Development | Contract Negotiations | Procurement | Production Management | Logistics | Operations Management | Project Planning | Supplier Relationship Management | Customer Relationship Management | Quality Control | Inventory Control | Continuous Improvement Initiatives | Team Development & Leadership | Performance Metrics
Bank on MeFinance Management TraineeProgram OverviewBank on .docxjasoninnes20
Bank on Me
Finance Management Trainee
Program Overview
Bank on Me, a financial services company based in NYC, is now recruiting a select number of candidates for its Finance Management Training Program. This is a comprehensive, two-year financial training program to provide you with experience in the major financial areas of the bank.
In addition to ongoing classroom training, the Finance Management Training Program gives new associates projects and task force work in one or more of the following:
· Analyzing and reporting on internal operations
· Forecasting financial trends
· Developing models and performing financial analysis of investments
· Supporting the corporation’s internal planning and management accounting functions
· Preparing external reports for shareholders and regulatory authorities
· Providing guidance on accounting policy issues and/or taxation issues
Position Qualifications
· Associate’s or bachelor’s degree
· Financial coursework
· At least one summer of finance-related experience
· Minimum 3.5 GPA
· Demonstrated leadership experience
· Bi-lingual Spanish, a plus
· Microsoft Excel proficiency
· Strong communication skills
· Excellent attention to detail
About Bank on Me
Founded in 1964, Bank on Me offers consumer and commercial banking services in 630 branches throughout the Northeast U.S. We offer personal and business checking accounts, loans, credit cards, and other financial products. We also provide home loans and assistance to commercial property owners and investors. At Bank on Me, we pride ourselves on superior customer service and have won several service awards to demonstrate this commitment.
Contact Information
Please send your cover letter and resume to the following:
Marley Catona
Recruiting Officer
Bank on Me
555 New York Ave.
New York, NY 10022
Bank on Me: Hiring Decision Matrix
for Candidate Interviews
Instructions: Please rate each candidate’s qualifications against the criteria defined in the “Finance Management Trainee” job description. For each criterion, click on “Choose an item” to select a rating from the drop-down list. Write a few comments to explain and support your rating; the box will expand.
Finance Coursework
Finance Experience
Leadership Experience
Degree and GPA
Communication Skills
Proficiency in Excel
Spanish Language
Organizational Fit
Candidate
Ranking
(1 = highest,
5 = lowest)
Marcus Benini
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Catherine Lin
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1. Luana Lakhani
7646 Blaydon Court, Vancouver, BC, Canada V5S 3Y3
T: (604) 430-5096 E: luanadl@me.com
Experience
KPMG LLP, Vancouver BC: Tax Specialist, Indirect Tax Services Dec. 2000 - Present
Duties
• Provide technical advice by researching issues in Excise Tax Act and relevant databases
• Responsible for providing GST/HST compliance support on the following:
o Account registrations, elections, amalgamations, voluntary disclosures, desk audit responses
o Applications for charity, hospital, and municipal designations
o Filing appeals, Notices of Objection, and Ruling requests
• Perform PST compliance for new account registrations, elections, and assessment appeals
• Analyze accounts payable and non-accounts payable transactions for tax law compliance
• Reconcile general ledger to the trial balance, sales tax remittances, and various payable entries
• Prepare advisory letters, memos and refund claim forms for clients and external auditors
• Prepare and ensure accuracy of billings to clients
• Provide training and support for interns, co-op students, and new colleagues
Accomplishments
• Identified in excess of $75K in potential sales tax recoveries by identifying issues and researching
compliance with various legislations; for private and public sector clients, including energy,
mining, and forestry
• Prepared and presented sessions to other KPMG service groups and to client groups on Indirect
Tax offerings resulting in numerous Indirect Tax opportunities
• Demonstrated leadership ability by motivating others to achieve goals, providing the team with
training, and collaborating on process improvements
Customs and Excise / Canada Revenue Agency, Vancouver BC
Trust Compliance Officer / Human Resources Clerk Jul. 1991 – Dec. 2000
Duties
• Reviewed client files regarding problem issues in response to client queries; determined and
implemented corrective courses of action
• Reviewed and prepared first line responses to client fairness requests
• Processed payroll audits; contacted clients regarding outstanding GST and Payroll filings
• Liaised with other program areas (i.e. Collections, Audit, and Business Window)to assist them in
dealing with their account problems/issues
• Prepared training manual for Trust Compliance for national usage
Contract Teaching Positions, Vancouver BC: Instructor 1991
• Vancouver School Board: Substitute teacher (K – 7)
• Vancouver Community College: English as a second language
• Capilano College: English as a second language
2. A.Debs, Japan: Account Manager, International Textile Sales Jul. 1988 – Jul. 1990
• Managed accounts for international clients
Marist Brothers International School, Japan: Instructor Jul. 1986 – Jun. 1988
• Pre-kindergarten and Kindergarten teacher
OTC, Japan: English as a Foreign Language Instructor Oct. 1985 – Jun. 1986
• English as a foreign language instructor for corporate clients (i.e. Mitsubishi, Sanyo, Asahi, Osaka Gas,
Ciba-Geigy, etc.)
Department of Fisheries and Oceans, Vancouver, BC Jul. 1984 – Jul. 1985
• Training and development assistant
Education
Simon Fraser University, Vancouver BC 2000
Technical writing
Certified General Accounting Program, Vancouver BC 1994
Financial Accounting
University of British Columbia, Vancouver BC
Teaching English as a Second or Foreign Language 1985
Professional designation in Education (K - 7) 1984
Ryerson Polytechnical Institute, Toronto ON 1983
Fashion design and merchandising
University of Alberta, Edmonton AB 1980
Bachelor of Arts (History / Sociology)
Volunteer Experience
• Salvation Army: Soup Kitchen, Vancouver, BC Nov. 2014
• Vancouver Food Bank, Vancouver, BC 2009 - 2011
Skills Summary
• Exceptional organizational and analytical skills
• Adept at assessing needs, prioritizing, multi-tasking, problem solving and initiating effective and
creative courses of action
• Strong interpersonal skills; excellent communication, writing and presentation skills; creative and
innovative
• Able to work under high pressure and with a high volume of data
• Proficient in MS Excel, Word and Access
• Experience using SAP, Oracle and Navision
• Excellent knowledge of GST/HST and BC PST; proficient in researching and interpreting legislation
• Good knowledge of PST in SK and MB, QST in Quebec and exposure to VAT in the UK