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THE CACEE FORM CPA RECRUITMENT

GUIDEBOOK ASPER CO-OPERATIVE EDUCATION PROGRAM

THE CACEE FORM - WORKBOOK

WHAT IS A CACEE FORM? A CACEE forms is a standardized application form for on-campus recruiting, developed by the Canadian Association of Career Educations and Employers (CACEE).

WHY USE A CACEE FORM? CPA firms use the CACEE form as a standard application form. The CACEE form gives employers the same information that would be presented in a resume and cover letter, but in a standardized format which makes it easier to screen applications. The first and most important purpose of the CACEE form is to answer the question: "Is this someone I want to interview?" The second role of the CACEE form is to give the firm's representatives some questions to ask you in the interview. If you were the captain of the volleyball team at school, for example, they can ask you about that—how did it help you develop team skills? How did you deal with conflict?

GENERAL INFORMATION • • • • • •

Be sure to complete all sections of the CACEE form. Research the firm. Find out their core values. What do they specialize in? Recognize that every CACEE form should be customized for each firm. Don't submit one generic form for every firm. The CACEE form should be typed and not handwritten. Spell check and proof read carefully before submitting Save a copy of each application and label appropriately (ie. “Chris Smith - Deloitte CACEE Form”). Just in case you need to submit an additional copy or you find a last minute error.

Use this workbook as a tool to help get you started on building a draft of the key pieces of your CACEE form. There are examples in this booklet that will help you to start thinking about what to include.

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THE CACEE FORM - WORKBOOK

GENERAL INFORMATION SECTION Approved By Full-time Summer Co-op Internship

CACEE Application for Employment Name of Organization

Position(s) Sought

Spell company name CORRECTLY

Position Title as specified on job posting.

Double click the grey box to receive a “Check Box Form Field Options” pop-up window. Select “default value = checked”.

Name of Educational Institution

University of Manitoba General Information Surname

Given Name(s)

Last Name (*names should match your Career Portal)

First Name

Address until

Permanent Address (if different from above)

No.

Street

123

Anywhere Ave.

Tel.

City

Province/State

Postal Code

E-mail

Winnipeg

MB

R3T 5V4

[email protected]

No.

Street

City

Province/State

(204) 555-5555

Tel. Postal Code

E-mail

Are you legally eligible to accept employment in Canada? Yes No

Would you accept employment anywhere in Canada? Yes No

When are you available to start work?

Preferred Location(s) 1. Cities, Regions or provinces preferred 2. only if you are willing to relocate 3. if company recruiting for any area specifically?

List month and year ie. May 2019

EDUCATION • • •

Include your most current University, college, and high school by their full name (i.e., use “University of Manitoba,” instead of “U of M”) in reverse chronological order (most recent first). For the GPA include your cumulative average and your most recently completed academic term (not including your summer session unless you took more than 1 course over summer session). Be sure to attach a scanned copy of your official transcript to your application. (Order now - fee$, Registrar’s Office)

Examples: Education Post Secondary or other institutions attended. Begin with most recent.

Faculty, Department, Division, or School

Discipline or Program (Major)

University of Manitoba

Asper School of Business

Accounting

Fort Richmond Collegiate

G.P.A. for your most recently completed academic year

University Entrance

Degree/Diploma/ Certificate

B. Comm (Honours) High School Diploma

Date obtained or expected

May 2021 June 2016

3.5 on a scale of 4.5 (Percentage or letter equivalent: B+).

G.P.A. for all courses completed to date (cumulative average)

3.0 on a scale of 4.5 (Percentage or letter equivalent: B ). 3

THE CACEE FORM - WORKBOOK

Education Post Secondary or other institutions attended. Begin with most recent.

Faculty, Department, Division, or School

Discipline or Program (Major)

Degree/Diploma/ Certificate

Date obtained or expected

University of Manitoba

Asper School of Business

Accounting

B. Comm (Honours)

May 2019

University of Manitoba

Faculty of Arts

History

Bachelor of Arts

Feb 2015

High School Diploma

June 2012

St. Paul’s High School

University Entrance

G.P.A. for your most recently completed academic year

3.5 on a scale of 4.5 (Percentage or letter equivalent: B+).

G.P.A. for all courses completed to date (cumulative average)

3.0 on a scale of 4.5 (Percentage or letter equivalent: B ). Education

Post Secondary or other institutions attended. Begin with most recent.

Faculty, Department, Division, or School

Discipline or Program (Major)

University of Manitoba

Asper School of Business

Accounting

Red River College

Business Administration

Accounting

Oak Park High School

G.P.A. for your most recently completed academic year

Degree/Diploma/ Certificate

Date obtained or expected

B. Comm (Honours) Business Admin Diploma High School Diploma

May 2017 June 2013 June 2010

3.5 on a scale of 4.5 (Percentage or letter equivalent: B+).

G.P.A. for all courses completed to date (cumulative average)

3.0 on a scale of 4.5 (Percentage or letter equivalent: B ).

HIGHLIGHT RELEVANT SKILLS • •

List your skills that might be important to the position. Some examples may include: knowledge of languages, computer programming experience, and word processing skills. Also be sure to list transferable skills - skills that you have gained and developed through work and volunteer experiences such as: leadership skills, communication skills, organizational skills and team work skills.

Examples: Highlight skills relevant to the position(s) sought.

Computer skills (Microsoft Office Suite) • Proficiency in the use of MS Word, Excel, PowerPoint and Access Languages • Can speak fluently in Cantonese and Mandarin • Currently enrolled in Intermediate Japanese Transferable Skills • Interpersonal Skills: Developed excellent interpersonal and communication skills through work in service industry, academic presentations and extra-curricular activities including captaining a provincial soccer team • Organizational Skills: Established ability to plan in advance before deadlines • Team Player: Worked effectively and efficiently in team settings and project work • Analytical Skills: Strong numerical and analytical skills with an ability to interpret complex information to solve problems that developed through my accounting classes

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THE CACEE FORM - WORKBOOK Highlight skills relevant to the position(s) sought. Strong analytical and decision making skills acquired from constant exposure to customer related problems that needed to be solved quickly and with the most effective solution possible Knowledge in preparing financial statements and budgets from accounting course work Ability to work well independently and in group settings from work experience and school settings that were needed to achieve goals in the most productive manner Proficient in all Microsoft Office Suite Products including Word, Excel, PowerPoint, Access and Outlook Well-developed interpersonal and communication skills gained from experience in retail/customer service environment.

Highlight skills relevant to the position(s) sought.

• • • • • • •

Possess general background knowledge in the principles of financial accounting Proficient in Microsoft Word, Excel, Access, PowerPoint, Front Page and Outlook; understanding of Windows based operating systems, computer hardware, software and the internet Excellent interpersonal, communication and leadership skills developed through community service involvement and extra-curricular activities Able to work well individually under minimal supervision and effectively in diverse groups Strong organizational skills, with the ability to multitask and prioritize while working within strict time frames Extremely flexible, detail oriented, and possess strong mathematical and analytical skills Bilingual in English and French

EDUCATION EXPERIENCES AND ACCOMPLISHMENTS • •

List and describe any courses you have taken and any projects or presentations you have completed that will be beneficial to you on the job. Be sure to highlight the skills you developed such as leadership and time management. Include Awards and Scholarships that you have received from high school and university.

Example Educational Experiences and Accomplishments Describe your relevant courses, project work, theses, publications, and presentations. Include awards and scholarships.

Relevant Courses • Corporate Finance (currently enrolled Fall 2018) • Financial Accounting • Managerial Accounting • Introduction to Communications • Basic Statistical Analysis 1 and 2 Project Work and Presentations Project in Introduction to Communications • Completed research on an organization and conducted an interview with senior management. Worked with four team members to write a business report and deliver it as an effective presentation at an evening gala. Received an A for a great product. Awards and Scholarships • Millennium Excellence Award • Dean’s Honour List (GPA > 3.5) • University of Manitoba Students’ Union (UMSU) Scholarship • Asper School of Business Entrance Scholarship • University 1 Honour List (GPA > 3.5) • Advanced Early University of Manitoba Entrance Scholarship

20__ 20__ –20__ 20__ 20__ 20__ –20__ 20__

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THE CACEE FORM - WORKBOOK

Describe your relevant courses, project work, theses, publications, and presentations. Include awards and scholarships.

Scholarships and Awards 20__ - 20__ Dean’s Honour List, Asper School of Business 20__ - 20 __ Dean’s Honour List, Faculty of Science 20__ Merit Award, Faculty fo Science 20__ - 20 __ Academic Excellence, College Universitaire de Saint-Boniface Management Courses/CPA Program pre-requisites Economics (A+), Intro of Financial Accounting (A), Intro of Managerial Accounting (B+), Intermediate AccountingAssets (B), Cost Accounting (B+) Management Courses in Progress Accounting Theory, Taxation

EXTRACURRICULAR ACTIVITIES Involvement in related non-academic activities is significant to the employer. Tell him/her where your nonacademic and non-work interests lie. Describe your extracurricular involvement, including student clubs, community involvement, volunteer associations, committee work, and sports activities. Highlight the aspects of these experiences that may be most relevant to the employer (e.g., leadership roles, relevant skills developed, etc.) Realize the link between your extracurricular activities and your career goals. This section may be done in point form.

•

• •

Do not underestimate the importance of this section. Many employers place as much emphasis on your interests as on your academic achievements and work experience. This section can really make you stand out from the crowd by highlighting your unique interests. Example Extracurricular Activities Describe your extracurricular activities including class or campus offices held, volunteer experience, memberships in clubs or organizations, leadership roles, sports activities, hobbies, etc. (You are not required to mention the names of organizations that indicate race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, age, marital status, family status, political beliefs or disabilities).

Volunteer Experience •

•

Folklorama o Volunteered at the Pavilion of Scotland throughout Folklorama, assisting patrons in the gift shop and helping serve supper to volunteers. Fundraiser, Canadian Cancer Society 20__

20__

School Activities • • •

Member, Asper School of Business Accounting Association (ASBAA) Student Leader, University 1 Orientation President, High School Graduation Committee

20__ - Present 20__ 20__-20__

Sports Activities • •

Manitoba Marathon Curling, Fort Garry C.C. Mixed League

20__ - Present 20__ - Present

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THE CACEE FORM - WORKBOOK Describe your extracurricular activities including class or campus offices held, volunteer experience, memberships in clubs or organizations, leadership roles, sports activities, hobbies, etc. (You are not required to mention the names of organizations that indicate race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, age, marital status, family status, political beliefs or disabilities).

Member, Asper School of Business Accounting Association, 20__ Volunteer, Shinerama, Asper School of Business, 20__- 20__ Student Relations Officer, St. Paul’s Student Council, 20__- 20__ • Organized the largest fundraiser of the year; liaised with administrators and student groups. Promoted school events. Emceed school assemblies. Member, St. Paul’s High School Maroon and White Society, 20__- 20__ • Volunteered for various community and school events. Acted as an ambassador of the school at alumni and promotional settings. Member, St. Paul’s High School Improv Team, 20__-20__ • Worked insightfully with a team to perform and adjust to new and unexpected situations in order to develop a coherent storyline Member, Provincial Championship Rugby Team, St. Paul’s High School, 20__-20__ Developed outstanding team and leadership skills while working towards a common goal •

WORK EXPERIENCE Most recent experience first – list in reverse chronological order. List what you did for the company as well as the skills you acquired. Use action verbs to describe your duties. Highlight skills developed if your duties are not directly relevant, but always link skills to an activity or responsibility where you developed or improved them. Illustrate the kinds of skills and achievements that are noteworthy.

• • • •

Example Work Experience Describe all work experience (paid and unpaid) starting with most recent. Position Name of Organization

Bookkeeper/Receptionist

Eastview Travel Agency Summer

City

Province/State

Dates

Winnipeg

Manitoba

April - August 20--

Duties:

• • •

•

Organized various forms and documents for filing and recording purposes. Gained bookkeeping experience by entering the company’s monthly earnings were entered into company designed DOS software. Developed interactive skills and provided informative customer service. Answered telephone, providing customers with informed answers.

Position

Name of Organization

Server and Supervisor

Boston Pizza Polo Park

Part-time (# of hours/wk 16) Co-op Internship Volunteer Full-time Other: (specify) Summer Part-time

City

Province/State

Dates

(# of hours/wk 20

Winnipeg

Manitoba

October 20--- May 20--

Co-op Internship

Duties:

• • • •

Professionally dealt with customers and ensured they received excellent and consistent service Acted as a leader to fellow employees assisting to guarantee that the team functioned efficiently and positively to provide an outstanding experience to customers Accurately and quickly arranged previous day sales reports and prepared bank statements and deposits Handled large amounts of cash ensuring a balanced float

Volunteer Full-time Other: (specify)

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THE CACEE FORM - WORKBOOK

Position

Name of Organization

Cashier

Superstore

City

Province/State

Dates

Winnipeg

MB

September 20__ - Present

Summer Part-time (# of hours/wk 15) Co-op

Duties:

• • •

Provided efficient customer service, responded to customer inquiries and concerns Accurately handle cash, debit and credit card transactions in a fast paced environment Assist customers in the self-serve checkouts

Internship Volunteer Full-time Other: (specify)

When writing your skill statements, briefly cover your responsibilities and skills developed and focus on your accomplishments and the contributions you made in the role. Accomplishments showcase potential. If you added value through your actions at one organization, it is likely you will do so at your next position. Recruiters love to see a pattern of solid performance. Use numbers, percentages, and dollars whenever possible to quantify your statements. For example: BEFORE: Organized a university social. AFTER: Organized the 10th annual Commerce Halloween Social for 3,000 students with an operating budget of $65,000. Build in your success whenever you can. If you don’t tell them how successful you are they may never know. “Successfully managed the largest volunteer drive for…………….” Avoid starting your statements with “responsible for” and never use “I” or “my” in your skill statements.

SUMMARY • • • •

•

Many employers will read this section first and screen applications based on the information you provide here. This section acts as your cover letter. Show you are the right person for the job and that you have a real interest in both the job and the company. Outline your qualifications for the position, as well as your interest in the company. Bring together your academic and /or employment skills and experiences with your abilities, interests, preferences and achievements. Make sure you research the company before you complete this section. Include some positive references to the company here. (i.e. I found speaking with Mr. Recruiter at the ASBAA Wine & Cheese last week very interesting. The CPA student training program at ABC appeals to me a great deal……..) Discuss why you want to work for this company and what you know about the employer. (i.e. I read a recent article in the September issue of the “Manitoba Business Magazine” where ABC company was featured as one of the top companies in Manitoba…….) 8

THE CACEE FORM - WORKBOOK

Example Summary Demonstrate your suitability for position(s) sought, by outlining your career objectives and elaborating on the factual material already presented. Show how your experience (educational, extracurricular and work) is relevant to the position(s), organization, and/or field of work for which you are applying.

Here is a rough outline of ho...