Q

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.