Simon Udell is an Assurance Manager at Clearline CPA, where he oversees audit and review engagements and works closely with clients throughout the engagement lifecycle. His role includes managing engagement progress, communicating key matters, and liaising with Principals to ensure files are delivered efficiently and to a high standard. Simon enjoys tackling complex assurance issues and approaches problem-solving as a puzzle, bringing a thoughtful and analytical mindset to his work.
Simon holds a Bachelor’s degree from Simon Fraser University with a major in Economics and a minor in Business, and has completed CPA PREP and CPA PEP. His educational background and assurance-focused experience equip him to navigate technical requirements while maintaining a practical, client-focused approach.
He values the opportunity to learn continuously at Clearline and appreciates working directly with Principals in an environment that emphasizes open communication and collaboration. Outside of work, Simon enjoys staying active through golf, hockey, tennis, and skiing, as well as relaxing on a patio with friends.