Vertical CPA

www.verticalcpa.ca

We help Small Businesses solve all their bookkeeping, accounting, and tax problems.

Founder & CEO

Apple

Finance lead and advisor to the Canada Carrier sales channel

Structure demand generation programs, assess strategic initiatives, and business case development

Carrier Finance Route-to-Market Lead

BMO Capital Markets

Sector: Media & Telecom

Coverage: Rogers Communications (RCI-B.TO), BCE (BCE.TO), TELUS (T.TO), Shaw Communications (SJR-B.TO), Quebecor (QBR-B.TO), Cogeco (CCA.TO), Cineplex (CGX.TO), and others

Equity Research Associate

Macquarie Group

Sector: Oil & Gas 

Coverage: ARC Resources (ARX.TO), Crescent Point Energy (CPG.TO), Baytex Energy (BTE.TO), Peyto Exploration (PET.TO), Tourmaline Oil (TOU.TO), and others

Deloitte Canada

Financial Advisory - Valuations and Corporate Finance / M&A

Senior Associate

KPMG

Financial Institutions & Enterprise Audit

In 2021, during the height of the COVID 19 pandemic, I decided to leave a well-paying corporate job to start an accounting firm…

Why did I do something so crazy?

Before leaving my job, I learned that my dad who was working with his accountant of 5 years never filed his corporate tax returns. 

After doing some digging, we found out that although my dad paid his accountant every year, it was his accountant in fact who never submitted his tax returns. It wasn’t my dad’s fault – it was the accountant’s fault! 

Determined to fix this wrong, I helped my dad get his past-due tax returns filed. 

Soon after that, I learned that many of my friends who were business owners had a similar experience. Most accountants are smart but don’t take the time to (1) explain, (2) provide proactive advice, and (3) respond to their customers on time (in my dad’s case, nothing was done…)

We at Vertical CPA are determined to change this.

Most well-run corporations don’t accept mediocre service and it’s about time that small businesses are treated the same way

If you feel like you’re not getting the service you deserve from your accountant or bookkeeper, reach out to our team 

Get in touch today: info@verticalcpa.ca

Ali Ladha

Amrock

• Oversee the modernization efforts of Data Warehouse using latest cloud technologies.
• Built the strategy to decouple monolithic analytical platform into micro-services and led the team through execution and successful migration of services to cloud.
• Championed the team playbook around People, Product, and Process to strengthen cross-team and department collaboration and development.
• Partnered with cross-functional stakeholders and partners, including Product, Engineering, Strategy & Analytics, and functional operation teams, to align on data teams’ dependencies, roadmap, priorities, engagement model, and key processes.
• Developed long term and quarterly roadmap to drive business forward and enhance existing data and analytical platform's sustainability and performance. 
• Responsible for all Data Engineering and analytical platform for the enterprise.

Director of Engineering

Rocket Mortgage

• Owned and drove the vision, strategy and roadmap for next generation of analytical cloud-based SaaS product to empower nearly 5,000 bankers and lead the team to execution.
• Implemented an approach for holistic prioritization to ensure resources are aligned to the highest impact and highest value initiatives.
• Built and mentored the team from a group of three to two teams of twelve
• Created Personal Development Plans for individuals with varying skills by identifying opportunities for impactful growth. 
• Leading projects outside of team to craft the next generation of our data platform by advising senior data intelligence leaders and vendors on current platform and future needs.

Team Leader, Engineering

StockX

Wanted to go back to engineering then Covid happened 🤷🏽‍♂️

Data Engineer

JACK Entertainment

Helped implement strategic vision and provide technical expertise; bring alignment and enhance communication between business intelligence team and marketing goals; lead cross-functional teams in implementing solutions.

• Led the continuous enhancement and the execution of multiple property loyalty campaign:
     - Contributes approximately $300MM yearly in revenue.
     - Connects directly with over 150,000 customers nationwide via direct mail and digital
communications monthly.
• Increased efficiency in the department by automating various projects and campaigns:
     - Freed up thirty to forty labor hours per week to be reutilized on enhancing customer experience.
     - Identified and developed an automated reward process to keep customer engaged through customer lifecycle; currently adopted by vendor as a key system feature.
• Recognized a strategic opportunity to align customer and senior executives’ perception by utilizing Google Maps APIs to geocode customer information. Collecting this precise and accurate data resulted in:
     - Catapulted the opportunities to conduct various behavioral tests on customers to gain deeper insights on customer’s commute.
     - Transformed senior executives’ tactical thinking from drive distance to drive time resulted in refined distribution of investment dollars.

Senior Manager of Database Marketing

Promoted to Senior Engineer to serve as the resident data expert; lead the architecture of business intelligence and SharePoint farm; explore and implement new technology to accelerate business growth. 

• Led the design and deployment of multi-server business intelligence platform
• Built multi-dimensional models that allowed rapid creation of ad-hoc analysis by
marketing, finance and operations team.
• Persuaded senior leaders to adopt and advocate new technology to ensure successful adoption.

Senior Enterprise Data Warehouse Engineer

Greektown Casino

Persuaded by the CIO to join a new initiative to empower the organization by transforming data into a powerful force; served as a liaison between newly created data team and the business; joined as a level I engineer and got promoted to level II within a year.

• Engaged senior leaders to identify business requirements around reporting and analytics
• Developed near real-time reports to assist the operations team to reduce labor hours. 
• Led the efforts to ensure the availability, upgrades and performance enhancements of the DW / BI ecosystem.

Data Warehouse Engineer I/II

Recruited by previous manager to join and build the analytical foundation; identify and implement enhancements to processes and campaign strategies; got swiftly promoted to senior analyst.

• Led all of database marketing operations during a critical management change
• Identified and led the initiative to remove costly software by automating its key features resulting in cost savings over $300K annually.
• Increased profit margin of the loyalty campaign by four percent by uncovering opportunities in reinvestment strategy.

Senior Database Marketing Analyst

MGM Grand Detroit

• Conceptualized and led development of new marketing campaign to target patrons around their birthday.
• Analyzed pre and post marketing promotions data and proposed suggestions to help increase revenue, improving effectiveness of the promotions.
• Developed various tools and procedures to increase communications efforts with senior executives as well as front line team members.

Database Marketing Analyst

US Steel

Intern

As a technologist, my passion lies in building both people and products. I bring a wealth of expertise to the table, from developing data platforms to relentlessly advocating for technology and spearheading innovative, yet practical, ideas.

As an innovation-driven leader, I have a proven track record of achieving the impossible, driving revenue, and mitigating risk. With over a decade of experience in the data space, I have honed my skills as an analyst, engineer, architect, and marketing and tech leader, building platforms and intelligent automation systems.

My experience spans across start-ups, midsize, and large enterprise environments. I have a natural affinity for building and scaling tech teams, delivering value, and creating productive work environments that foster growth and innovation.

My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style - Maya Angelou

taplio

The Battle

Ali Ladha

Jhakir A. Miah

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