James M. Owens

Accounting  ·  Western University  ·  Class of 2027

James Matthew Owens

James Matthew Owens
James Matthew OwensToronto, ON

I'm a fourth-year accounting student at Western University, graduating April 2027 and applying to CPA pre-approved roles in Toronto. Three internships and two years running a student organization's books have taught me where the work actually is: clean reporting, reconciled numbers, and processes the next person can pick up without asking me how they work.

Program
Honours Specialization in Accounting, BMOS
Institution
Western University
Graduating
April 2027
Designation
CPA Ontario, with PEP prerequisites complete at graduation
Seeking
2027 CPA pre-approved rotational & assurance roles in Toronto
Available
May 2027
  • Client Engagement Intern

    Summers 2025, 2026

    Jarvis Consulting Group · Toronto, ON

    Two consecutive summer terms supporting the client engagement team, returning in 2026 after earning a return offer.

    • Support 6+ account executives across their client portfolios, working with senior technology leaders
    • Help run the firm's Iteration Lab podcast: interview questions, short-form editing, and scheduling
    • Replaced the manual CEO-to-finance expense submission process with a Power Automate workflow, creating a consistent record of what was submitted and approved
    • Built an Excel relationship-mapping tool covering 500+ client contacts to make disorganized CRM data usable
  • Marketing & Project Management Intern

    2024-Present

    Stirlingshire Investments · Remote

    The main marketing contact for a firm of 40+ financial advisors.

    • Handle website, content, and onboarding requests for 40+ advisors
    • Coordinate 10+ social posts and three articles each week across advisors, compliance, and leadership
    • Work with compliance to review advisor-facing content before publication, reducing revisions and keeping materials accurate
    • Sourced 12 CEO podcast appearances and coordinated 50+ leadership meetings at Web Summit Qatar
  • Marketing Intern

    Summer 2024

    Muskoka Cruises · Bracebridge, ON

    A summer with a Muskoka cruise and tour operator, working on promotions and partnerships that drove bookings.

    • Created and launched a Mother's Day promotion that sold out and generated over $3,000 in revenue
    • Built a healthcare giveaway partnership that reached 4,000+ people and increased website traffic by 18%
  • VP Finance

    2024-2026

    Western for the Elderly · Student organization, Western University

    Elected VP Finance after serving as Director of Finance. I owned the club's budget end to end, and it is the closest thing I have to the actual work of the designation.

    • Managed roughly $3,400 in club funds across 20+ events
    • Reviewed and approved expense claims against budget lines, processing 100+ reimbursements per term
    • Rebuilt the club's budget tracker to improve visibility into where money was going
    • Tracked spending against budget and reported variances to an executive team of 20+
    • Closed my term with a surplus, which the club put toward a $1,000+ karaoke machine donated to Sharon Village Retirement and Long-Term Care
  • Honours Specialization in Accounting

    2023-2027

    Western University · BMOS · London, ON

    • 81.7% cumulative average · 86.8% in third year
    • Dean's Honour List, 2024-25 and 2025-26
    • 100% in Advanced Finance
    • Fourth-year coursework includes auditing and taxation
    • All CPA PEP academic prerequisites complete on graduation

Accounting & Finance

  • Financial accounting
  • Management accounting
  • Financial analysis
  • Budgeting & forecasting
  • Reconciliation
  • Expense review & approval
  • Variance reporting

Systems & Automation

  • Microsoft Power Automate
  • Excel modelling & tooling
  • CRM data management
  • Web development (HTML, Python)
  • Process documentation

Client & Project

  • Account support
  • Project coordination
  • Compliance review workflows
  • Stakeholder reporting

Recruiting for a 2027 start. Let's talk.

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