W. Andrew Jones, CGA - Manager

Business Experience

• Rich Rotstein Chartered Accountants - 1986 - Present - Manager
  • Preparation of client financial statements and income tax returns primarily for small to medium sized businesses. The nature of the client base worked on is diverse and includes:
    • Retailing;
    • Food services;
    • Manufacturing;
    • Self-employed professionals;
    • Real estate development and property management; and
    • Pension and Welfare trust funds.
  • Provision of sundry corporate and personal income tax consultancy services, and
  • Responsible for file review, maintenance of professional standards, staff supervision and scheduling


• Anthony, Jones, Foulds & Associates - Controller, 1983 - 1986
  • Performed all facets of the firm's financial operations, including maintenance of accounting system, collections, and banking relations, as well as assisting in research work as needed.


• Bank of Montreal - Branch Administration Manager, 1978 - 1983
  • Responsible for all branch accounting related functions, staff training, customer relations and assistance in provision of consumer and commercial loans. Employed in Cobourg, Oshawa and Toronto area branches.

Education

• Bishop's University - 1978 - Bachelor of Business Administration, majoring in Accounting/Finance
• Certified General Accountant - 1987 - Member of Ontario Certified General Accountants Association
• Participation in numerous educational programs including:
  • completion of all courses in the Chartered Business Valuation Program; and
  • enrolment at Ryerson's Computers in Business degree program

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