Reza Soltanmohammadi CPA CGA ACCA PMP

- Examining clients’ financial standing by assessing their tolerance for risk and researching their savings, asset allocation and investments as well as their plans for retirement, taxes and their estate. - Tracking clients’ financial situation by examining any changes, formulating financial plans, examining the results of those plans and suggesting helpful adjustments. - Creating breakdowns and reports regarding client financial status. - Monitoring financial health of clients.

- Gathering and assessing securities data including industry-related stocks and bonds. - Analyzing company financial reports to determine the market performance of existing securities. - Assisting with company initial public offerings (IPO), including a stock's value, capitalization, and target price. - Developing and delivering investment reports to the financial manager and the investment team.

- Attending meetings to develop an understanding of business processes. - Evaluating financial documents for accuracy and compliance with local and national regulations. - Identifying accounting and financial record-keeping processes that can be improved. - Preparing reports of audit findings and make recommendations. - Establishing risk-based audit programs. - Conducting audit testing of specified area and identify reportable issues and dimension of risk. - Conducting follow up audits.

- Develop audit objectives, plans, and scope by reviewing available information and conducting research. - Prepare audit findings, write audit reports, and develop recommendations. - Ensure compliance with all applicable plans, policies, and standards. - Help design, implement, and maintain internal audit procedures and risk assessment processes. - Obtaining, analyzing and evaluating accounting documentation, reports, data, flowcharts etc. .

- Prepare business activity reports, financial statements, and forecasts. - Managing and coordinating monthly reporting, budgeting and reforecast processes. - Ensuring the business meets all its statutory and compliance obligations, including statutory accounting and tax issues. - Developing relationships with external contacts (auditors, solicitors and etc.) - Supervising staff.