Ioannis K.

Ioannis K.

Montreal, Quebec, Canada
4K followers 500+ connections

About

As an award-winning CPA, I specialize in consultation in all areas of finance and focusing on business startups. Offering a well-rounded consultation service that elevates action plans for every financial strategy.

My key ability is to guide and ensure that there is a clear direction and structure for a comprehensive path to success. My negotiation expertise is an integral asset that assures that my clients are reaping the ultimate benefits available to them.

I believe that finance is an evolution of circumstances and therefore I highly value my clients and my commitment to follow up once the initial mandate is completed.

If you were to describe my approach and strengths, my attributes are:
Authentic, dependable, trustworthy. resourceful, big picture thinker, and my main strength is my communication skills, strong work ethic, integrity, and ability to pivot when needed.

Activity

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Experience

  • Ordre des CPA du Québec Graphic

    Ordre des CPA du Québec

    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Laval, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

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    New York City Metropolitan Area

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    Vancouver, British Columbia, Canada

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    Saint-Laurent, Quebec, Canada

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    Toronto, Ontario, Canada

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    Vancouver, British Columbia, Canada

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    Vancouver, British Columbia, Canada

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    Montreal, Quebec, Canada

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    Plateau Mont-Royal, Quebec, Canada

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    Plateau Mont-Royal, Quebec, Canada

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    Montreal, Quebec, Canada

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    Laval, Quebec, Canada

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    Montreal, Quebec, Canada

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    Montreal, Quebec, Canada

Education

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    ORGB 601 : Human Interfaces : A-
    BUSI 601 : Business Environment, Strategy & Ethics : A-
    MGMT 601 : Leadership In The Global Context : A-
    RSCH 600 : Research Methods : A-
    ACCT 621 : Accounting For Managers : A
    MRKT 621 : Marketing Management : A-
    HRMT 620 : Canadian Human Resource Management : B
    OPMT 620 : Operations Management : B
    FNCE 623 : Financial Management : A-
    MGMT 640 : Project Management : A-
    BUSI 640 : Consulting Practice : B-
    MGMT 643 : Change…

    ORGB 601 : Human Interfaces : A-
    BUSI 601 : Business Environment, Strategy & Ethics : A-
    MGMT 601 : Leadership In The Global Context : A-
    RSCH 600 : Research Methods : A-
    ACCT 621 : Accounting For Managers : A
    MRKT 621 : Marketing Management : A-
    HRMT 620 : Canadian Human Resource Management : B
    OPMT 620 : Operations Management : B
    FNCE 623 : Financial Management : A-
    MGMT 640 : Project Management : A-
    BUSI 640 : Consulting Practice : B-
    MGMT 643 : Change Management : B+
    MGMT 660 : Leadership & Decision Making : B
    HRMT 622 : Talent Management : C
    BUSI 660 : Small Business Management : A-

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    Passed the PA1 examination in the first attempt.
    Passed the PA2 examination in the second attempt.

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    Made the Honor Roll Twice in Four Semesters.

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Licenses & Certifications

Volunteer Experience

  • Greek Orthodox Church of Evangelismos Graphic

    Community Development Volunteer

    Greek Orthodox Church of Evangelismos

    - Present 10 years 4 months

    Poverty Alleviation

    Weekly church attendance on Saturdays.

  • Ordre des CPA du Québec Graphic

    Ambassador

    Ordre des CPA du Québec

    - Present 2 years 4 months

    Education

  • JVS Toronto Graphic

    Ambassador

    JVS Toronto

    - Present 4 years

    Civil Rights and Social Action

  • Big Brothers Big Sisters of Greater Montreal Graphic

    Ambassador

    Big Brothers Big Sisters of Greater Montreal

    - Present 2 years

    Children

  • Low Entropy Foundation Graphic

    Ambassador

    Low Entropy Foundation

    - Present 1 year 9 months

    Civil Rights and Social Action

  • Héma-Québec Graphic

    Blood Donor

    Héma-Québec

    - Present 10 years 3 months

    Health

    Total of 33 individual blood donations so far.
    Donate blood once every two months.

  • International OCD Foundation Graphic

    OCDvocate

    International OCD Foundation

    - Present 7 years 6 months

    Health

  • Industries Goodwill Renaissance Inc Graphic

    Volunteer Donor

    Industries Goodwill Renaissance Inc

    - Present 7 years 3 months

    Arts and Culture

    Donate several bags of old clothes or used books at least once a year.

  • Big Brothers Big Sisters of Greater Montreal Graphic

    Big Brother

    Big Brothers Big Sisters of Greater Montreal

    - Present 5 years 3 months

    Human Rights

    Full background check and references.
    Got matched with a little Vietnamese boy named David who is 11 years of age on November 27th 2020.

  • JVS Toronto Graphic

    Mentor

    JVS Toronto

    - 4 years

    Education

    Volunteer mentor for immigrants pre-arrival to Canada.
    Mentored between 1 and 3 mentees at a time.
    Left on good terms and found a replacement for my position.
    Got promoted to Ambassador for the Mentorship Program in September 2020.

  • Movember Graphic

    Grow Moustache

    Movember

    - 4 years 4 months

    Health

    Yearly Event:

    Year 1 Funds Raised: $700.00
    Year 2 Funds Raised: $900.00
    Year 3 Funds Raised: $900.00
    Year 4 Funds Raised: $2,720.00
    Year 5 Funds Raised: $2,881.00

    Total Funds Raised: $8,101.00

  • Canadian Cancer Society Graphic

    Individual & Teams Engagement Coordinator | Corporate Engagement Sponsorships

    Canadian Cancer Society

    - 4 years

    Health

    CIBC Run For The Cure 2020
    Participated in the Thank-A-Thon 2020
    CIBC Run For The Cure 2021
    CIBC Run For The Cure 2022
    CIBC Run For The Cure 2023

  • Centraide du Grand Montréal Graphic

    Volunteer Income Tax Preparer

    Centraide du Grand Montréal

    - 4 years

    Social Services

    Projet P.A.L. Tax Clinics

  • Canada Revenue Agency - Agence du revenu du Canada Graphic

    Income Tax Assistance - Volunteer Program

    Canada Revenue Agency - Agence du revenu du Canada

    - 4 years

    Social Services

    Tax Clinic #1: May 28th 2020 - Projet P.A.L.
    Tax Clinic #2: April 15th 2021 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #3: April 23rd 2021 - Projet P.A.L.
    Tax Clinic #4: April 30th 2021 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #5: March 11th 2022 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #6: March 25th 2022 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #7: April 22nd 2022 - Projet P.A.L.
    Tax Clinic #8: April 28th 2022 - Projet…

    Tax Clinic #1: May 28th 2020 - Projet P.A.L.
    Tax Clinic #2: April 15th 2021 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #3: April 23rd 2021 - Projet P.A.L.
    Tax Clinic #4: April 30th 2021 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #5: March 11th 2022 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #6: March 25th 2022 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #7: April 22nd 2022 - Projet P.A.L.
    Tax Clinic #8: April 28th 2022 - Projet P.A.L.
    Tax Clinic #9: April 29th 2022 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #10: March 3rd 2023 - Projet P.A.L. & Sous Le Toit De P.A.L
    Tax Clinic #11: March 10th 2023 - Projet P.A.L. & Sous Le Toit De P.A.L.
    Tax Clinic #12: March 17th 2023 - Projet P.A.L. & Sous Le Toit De P.A.L.
    Tax Clinic #13: March 24th 2023 - Projet P.A.L. & Sous Le Toit De P.A.L.
    Tax Clinic #14: March 31st 2023 - Projet P.A.L. & Sous Le Toit De P.A.L.
    Tax Clinic #15: April 7th 2023 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #16: April 14th 2023 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #17: April 21st 2023 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #18: April 28th 2023 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #19: March 7th 2024 - Projet P.A.L. & Sous Le Toit De P.A.L.
    Tax Clinic #20: March 14th 2024 - Projet P.A.L. & Sous Le Toit De P.A.L.
    Tax Clinic #21: March 21st 2024 - Projet P.A.L. & Sous Le Toit De P.A.L.
    Tax Clinic #22: March 28th 2024 - Projet P.A.L. & Sous Le Toit De P.A.L.
    Tax Clinic #23: March 31st 2024 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #24: April 7th 2024 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #25: April 14th 2024 - Zornica: Centre Culturel Canadien Bulgare
    Tax Clinic #26: April 21st 2024 - Zornica: Centre Culturel Canadien Bulgare

  • Mensa Canada  Graphic

    Volunteer

    Mensa Canada

    - Present 3 years 11 months

    Education

    I wrote the Mensa Test on September 20th 2020. I got the results 5 weeks later and I scored 30 out of 50 as I was unable to finish the exam in 12 minutes.
    My score means that I am in the 92nd percentile of IQ scores or 122 and higher.
    Writing the Mensa Test for the second time on August 16th 2023.

  • Foster a Child to Excel in Society Graphic

    Board Member

    Foster a Child to Excel in Society

    - 1 year 3 months

    Children

    Volunteer Associate Board Member for the Board of Directors.
    Built a database of political contacts to be used for business development.

  • Doctors Without Borders/Médecins Sans Frontières (MSF) Canada Graphic

    Give With Bing

    Doctors Without Borders/Médecins Sans Frontières (MSF) Canada

    - Present 2 years 5 months

    Health

  • Hellenic Community of Greater Montreal Graphic

    Volunteer

    Hellenic Community of Greater Montreal

    - 1 year 1 month

    Arts and Culture

    Volunteering to help with the organizing and preparations for the Greek Festival occurring in Mid-August every year.

  • CIUSSS du Centre-Ouest-de-l'Île-de-Montréal | CIUSSS West-Central Montreal Graphic

    Geriatric Nursing Assistant

    CIUSSS du Centre-Ouest-de-l'Île-de-Montréal | CIUSSS West-Central Montreal

    - 8 months

    Social Services

    Helped feed patients in the geriatrics department.

  • FP&A Insights Advisor

    FP&A It Forward Ltd.

    - 4 months

    Science and Technology

    Quarterly volunteering tasks includes answering questions of a survey for 10-15 minutes.

  • Collège Stanislas Graphic

    Volunteer Conference Speaker

    Collège Stanislas

    - Present 1 year 6 months

    Education

    Event #1: March 22nd 2023
    Event #2: October 17th 2023
    Event #3: November 2024
    Event #4: TBD 2024
    Event #5: 2025
    Event #6: 2025
    Event #7: 2026
    Event #8: 2026

  • Evertreen Graphic

    Volunteer Donor

    Evertreen

    - Present 1 year 5 months

    Environment

    Started planting 200 trees a year on Earth Day, April 22nd 2023.

Honors & Awards

  • 2022 CPA Volunteer Award

    Ordre Des CPA Du Quebec

    Montreal CPA Group

Languages

  • English

    Full professional proficiency

  • French

    Full professional proficiency

  • Greek

    Native or bilingual proficiency

  • Spanish

    Professional working proficiency

  • Italian

    Limited working proficiency

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