1. William Wharton
2, Everridge Villas SW, Calgary, AB, T2Y 4Z1 | (403) 831-5165 | william.r.wharton@gmail.com
https://www.linkedin.com/in/william-wharton
Profile
An accountant with over 7 years of experience including month-end reporting and financial analysis for private
companies to joint venture accounting and reconciliations for a Oil & Gas company. Currently, I am enrolled in
the CPA Professional Education Program, with expected designation as a Chartered Professional Accountant in
2017.
Key skills and knowledge include:
• GAAP and IFRS knowledge: Excellent knowledge of IFRS accounting and Canadian GAAP standards, and their
applications on financial statements through education and professional experience.
• Financial Reporting: Prepared month and year-end reporting requirements including analysis of financial
reports, executive management reporting packages, and providing working documents for yearend review.
• Reconciliations: Over 7 years of experience preparing various bank, inventory, and account reconciliations.
• Budgeting and Forecasting: Performed budgets and forecasts that include creating and building templates,
analyzing and reconciling variances, and preparing presentations.
• Information Technology: Advanced proficiency in Microsoft office including Excel (filters, conditional
formatting, look-ups, pivot tables, macros) and Word, PowerPoint and Office, as well as extensive
experience with Qbyte and AFE management program (NAMP)
• Teamwork and Collaboration: Resolved group conflicts by listening to all parties, and providing objective
solutions that clarify the team’s goals and objectives ensures the team’s goal is achieved.
•Communication: Demonstrated strong communication skills by answering queries from stakeholders at all
levels, and confident responding to queries through email, telephone, or face-to-face interaction.
•Organization and Prioritization: Maintained master files, inventory records, organized communication
provided by employees, prioritized work based on deadlines and project size.
Professional Experience
Accountant Oct. 2013 – Present
Goliath Group of Companies
• Analyze and prepare monthly financial statements for CEO to review, for 4 companies.
• Organize working papers for the annual audit for 4 companies.
• Prepare bank reconciliations for 7 companies as a part of month-end process.
• Managed annual inventory count in 2015, the inventory balance was $1.5 million.
• Upgraded payroll master files to refine processes and improve efficiency; the process required 3 days prior
to the upgrade, and now it requires a single day.
• Prepare and submit semi-monthly payroll for an average of 60 employees while effectively communicating
with all staff on any potential queries that arise.
• Facilitated the implementation of direct deposit for payroll for over 80 employees.
• Audit employee timesheets and contractor invoices to verify accuracy.

2. William Wharton | (403) 831-5165 | william.r.wharton@gmail.com
Accountant Oct. 2012 – March 2014
Walt Healy Motorsports
• Prepared monthly bank reconciliations and monthly vendor cheque runs totaling $15,000.
• Reconciled daily cash transactions from the sales floor to the general ledger.
• Reviewed, coded and inputted 50-75 vendor invoices daily.
• Created and analyzed monthly income statements for ownership, and answering queries from management.
• Managed bank deposits for the company that varied from $500 - $20,000.
Business Analyst May 2008 – Sept. 2012
Paramount Resources Ltd.
• Forecasted monthly results based on trends and operational estimates.
• Prepared monthly operational summary reports for a corporate operating unit.
• Performed annual equalizations for properties, and reviewed/approved equalizations from partners.
• Created and maintained a new internal equipment rental process, which in turn reduced overhead and
allowed for better tracking of inventory.
• Prepared interim and final statements for acquisitions and dispositions.
• Performed monthly bank reconciliations for 10 bank accounts
• Conducted annual physical inventory counts and completed annual inventory valuation adjustments.
Education and Professional Development
Candidate enrolled in the CPA Canada Professional Education Program (PEP) 2013 – Present
Chartered Professional Accountants Western School of Business (CPAWSB)
• Successfully completed the C.F.E. in May 2016, and expected completion of the program in summer of 2017.
Bachelor of Applied Business Administration, Accounting
Mount Royal University
• Recipient of the Jason Lang scholarship for the fall 2004, winter 2006, and fall 2006 semesters