Notes from Eric’s Assignment on CPA Program and Career Aspirations

Introduction

• Presenter: Eric, first-year student in Accounting and Finance.
• Personal Interests: Basketball, cars, and video games.

Mentor

• Mentor Chosen: Amy Fearon, Chief Financial Officer (CFO) at Bitso.
• Achievements Admired:
• Growth: Increased revenue eightfold while achieving profitability at Wealthsimple.
• Leadership: Developed strong teams across various industries, including finance and treasury.
• Impact: Key role in IPOs and company sales.

CPA Professional Education Program Requirements

• Educational Background: Requires a four-year undergraduate degree or college diploma.
• Prerequisite Courses: Must complete specific courses in CPA areas.
• Grade Requirements:
• 50% in non-core courses.
• 60% in each core course.

Fit for CPA Program

• Career Goal: Aspires to become a CPA with a specialization in accounting (e.g., auditing).
• Educational Foundation: Strong background in accounting facilitates easier navigation through the program.
• Core Values: Emphasizes trust and ethical decision-making.
• Profession's Standards: CPRs uphold honesty and transparency.

Entry-Level Position: Junior Accountant

• Qualification: Holds a degree in accounting, providing a foundation in financial reporting and auditing.
• Relevant Experience:
• Manage budgets and track expenses independently.
• Prepare financial reports, enhancing financial data management skills.
• Personality Traits: Detail-oriented, adaptable to various responsibilities in dynamic environments.

Future Career Goals (5-10 Years Post-Graduation)

• Target Position: Senior Staff Accountant.
• Education: Aims to complete CPA designation by this time.
• Experience Acquisition:
• Background in bookkeeping, financial reporting, and reconciliations.
• Preparedness for senior accountant responsibilities is supported by past roles.
• Technical Skills: Proficient in accounting software like QuickBooks and Excel, ensuring accuracy.
• Interpersonal Skills: Strong collaboration skills across departments make for a good team player.

Conclusion

• Summary of who Eric is: A first-year Accounting and Finance student with interests in basketball, cars, and video games.
• Considerations:
• CPA Professional Education Program.
• Junior Accountant role.
• Senior Accountant role.
• Contact information provided for further communication.