Senior Accountant

• Sep 2022 - Present

Intermediate Accountant

• Oct 2021 - Aug 2022

Junior Accountant

• Feb 2021 - Oct 2021

1. Audit: Assisted in a group audit of a rental management corporation in Cash, Expense and A/P sections. Independently vouched sample expenses from G/L to bank statements and expense invoices. Independently performed analytical procedures in the expense section. Completed cash cutoff schedule, expense testing schedule and search for unrecorded liabilities schedule.2. Compilation: Independently completed Notice-to-Reader engagement, including booking adjusting entries, drafting financial statements and preparing T2 returns.3. Tax return preparation: Independently completed and assembled T3, T4, T5, T5013 for 30+ trust and corporate clients. Independently filed T1 tax returns for 120+ individual clients. Filled in forms such as Rental Income (T776), Foreign Income (T1135), Self-employment Income (T2125), Home Office Expense (T777, T777S). Communicated with client regarding outstanding tax info.

Cooperative Education Student

• Jan 2020 - Mar 2020

1. Compilation: Booked adjusting journal entries, agreed Leadsheet account balances to supporting documents, drafted financial statements and corporate tax returns for 20+ clients. Handled working papers such as Capital Asset Continuity, HST Analysis, Payroll Summary, Mortgage Loan Statement. 2. Tax Return Preparation: Independent completed 50+ T1 returns. 1. Compilation: Booked adjusting journal entries, agreed Leadsheet account balances to supporting documents, drafted financial statements and corporate tax returns for 20+ clients. Handled working papers such as Capital Asset Continuity, HST Analysis, Payroll Summary, Mortgage Loan Statement. 2. Tax Return Preparation: Independent completed 50+ T1 returns.

Cooperative Education Student

• Jan 2019 - Apr 2019

1. Audit: Dealt with basic sections for day care organizations including Cash, A/P, Expenses. Assisted in vouching to deposit slips, bank statements, expense invoices. Completed vouching test tables. 2. Compilation: Performed basic steps in Notice-to-Reader engagement, including importing trial balance, booking simple adjusting journal entries, drafting financial statements and T2 returns. 3. Bookkeeping: Recorded cash receipts, cash disbursements, investment addition and disposal based on bank statements, investment summaries for 4 corporate clients. Performed reconciliation at each period end. 4. Tax return preparation: Independently filed T4 and T5 returns for 30+ corporate clients. Independently filed T1 returns for 120+ individual clients. Filled in forms such as Rental Income (T776), Foreign Income (T1135), Self-employment Income (T2125), Home Office Expense (T777).

Consultant Intern

• Dec 2017 - Dec 2017

Yuexiu Construction Group Strategic Consulting Project 1. Assisted consultants in industry research and drafted interview summary with the executives and management 2. Analyzed the operating patterns of strategic businesses units within the group company and prepared PowerPoint deliverable 3. Performed benchmark analysis between Yuexiu Construction Group and Shandong High-speed Group Yuexiu Construction Group Strategic Consulting Project 1. Assisted consultants in industry research and drafted interview summary with the executives and management 2. Analyzed the operating patterns of strategic businesses units within the group company and prepared PowerPoint deliverable 3. Performed benchmark analysis between Yuexiu Construction Group and Shandong High-speed Group

Analyst Intern

• Aug 2017 - Oct 2017

Non-bank Financial Group 1. Assisted researchers to conduct in-depth research on insurance industries, including benchmark analysis between foreign insurance giant and Chinese insurance companies 2. Provided research support on data collection and report writing, including compiling government regulation documents, plotting PEV trendline and company news monitoring 3. Released an in-depth analytical report of Zhong Guo Ping An Insurance Company (the largest insurance company in China) on WIND (Chinese Bloomberg), with an accurate forecast of the stock price (40% growth within 3 months)