Summary
Overview
Work History
Education
Skills
Software
Languages
Interests
Timeline
Generic

Aaron L Hartley

Financial Analyst
Ultimo,NSW

Summary

Talented Analyst offering a decade of Financial analysis and compliance experience and dedication to enhance employee satisfaction and business success. Diplomatic and friendly with strong dedication to employee training and satisfaction. Hardworking team player bringing necessary experience and knowledge to tackle any operations demand.

Overview

1
1
Language
7
7
years of post-secondary education
15
15
years of professional experience

Work History

Team Leader

Australian Turf Club
2019.09 - Current
  • Managed a sales team in a fast paced environment.
  • Mentored and guided employees to foster efficient completion of assigned duties.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Consistently met sales targets with the goal of maximizing revenue for all departments.

Wealth Specialist

Self-employed
2018.09 - Current
  • Conducted free portfolio analysis for pre-retirement and retirement age individuals. Specialized in reducing anxiety and moderating cognitive biases around long only equities holdings.
  • Provided pro-bono advice and education regarding portfolio construction, understanding valuation and performance metrics, and effective portfolio management strategies.

Business Analyst Consultant

Hartley And Associates
Edmonton , Alberta
2018.09 - 2019.09

One year consulting position to provide senior management with analytical support during period of transition during negotiations on the sale of resource assets.

Conducted in-depth analysis of potential acquisitions of commodity assets.

Conducted cash-flow management activities, including short-term investing of excess capital into securities markets.

Income Tax Auditor

Canada Revenue Agency
Edmonton
2018.04 - 2018.08
  • Conducted income tax audits on businesses and individuals, focused on high-risk areas with significant risk of understated revenue. Audits included reviews of internal controls, and identifying corporate governance issues. Duties included mentoring junior team members on procedures.
  • Communicated with and assisted taxpayers or representatives regarding filing tax declarations, audits process, audit findings, explaining application of tax laws and regulations.
  • Examined and audited accounting and financial records with regard to compliance with personal property or business taxes as prescribed by law.
  • Prepared audit appointment letters, written audit findings and reports with recommendations.
  • Made on-site visits to inspect business operations, activities and validity of business tax records, examining and assessing locally-situated personal property.
  • Communicated and resolved technical and controversial tax matters with professional judgment.

Business intelligence screener

Canada Revenue Agency
2015.07 - 2018.04
  • Conducted fast-paced data analysis to identify areas of risk for further audit analysis. Conducted structured data analysis on data gathered from various, often contradictory, sources.
  • As no two files were ever the same, flexible ad-hoc analysis was conducted as required.
  • This position required a high level of adaptability, as changing trends, models, risk factors, and tax law required constant refinement of procedures.
  • Led projects and analyzed data to identify opportunities for improvement. Contributed to projects to train more accurate risk detection algorithms.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Conducted research, gathered information from multiple sources and presented results.

Audit, Income Tax Auditor

Canada Revenue Agency
2012.04 - 2015.07
  • Conducted income tax audits on businesses and individuals, with a focus on techinical tax issues. Audits included reviews of internal controls, and identifying corporate governance issues.
  • Communicated with and assisted taxpayers or representatives regarding filing tax declarations, audits process, audit findings, explaining application of tax laws and regulations.
  • Examined and audited accounting and financial records with regard to compliance with personal property or business taxes as prescribed by law.
  • Prepared audit appointment letters, written audit findings and reports with recommendations.
  • Made on-site visits to inspect business operations, activities and validity of business tax records, examining and assessing locally-situated personal property.
  • Communicated and resolved technical and controversial tax matters with professional judgment.

Business enquiries agent

Canada Revenue Agency
2009.06 - 2012.04
  • Inbound contact centre position in a fast-paced customer service focused environment.
  • Provided detailed account reconciliations over the phone.
  • Discussed complex compliance requirement issues with clients..
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Worked flexible hours; night, weekend, and holiday shifts.

Education

Chartered Financial Analyst - Financial Analysis

CFAI
2018.09 - Current

Bachelor’s of Arts - Economics and Psychology

No Degree - Accounting

Grant MacEwan University
Edmonton
2012.09 - 2016.04

Skills

Client Service

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Software

Python

SQL Database anaylsis

Languages

English

Interests

Long/short equity analysis

Timeline

Team Leader

Australian Turf Club
2019.09 - Current

Wealth Specialist

Self-employed
2018.09 - Current

Business Analyst Consultant

Hartley And Associates
2018.09 - 2019.09

Chartered Financial Analyst - Financial Analysis

CFAI
2018.09 - Current

Income Tax Auditor

Canada Revenue Agency
2018.04 - 2018.08

Business intelligence screener

Canada Revenue Agency
2015.07 - 2018.04

No Degree - Accounting

Grant MacEwan University
2012.09 - 2016.04

Audit, Income Tax Auditor

Canada Revenue Agency
2012.04 - 2015.07

Business enquiries agent

Canada Revenue Agency
2009.06 - 2012.04

Bachelor’s of Arts - Economics and Psychology

Aaron L HartleyFinancial Analyst