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Carol Wong is a seasoned CPA and CGA with 20+ years of experience in financial analysis, budgeting, and process improvement. She has held various roles, including Project Accountant, Senior Financial Analyst, and Accounting Supervisor, and has worked with clients such as Loblaw Inc. and Ericsson Inc. Wong holds a Bachelor of Business Administration degree from York University and is a Chartered Professional Accountant of Canada (CPA Canada) and Chartered General Accountant (CGA).

Experience

  • Ca-TECH Systems Ltd
    • Markham, Ontario, Canada
    • Project Accountant
      • Nov 2020 - Present
      • Markham, Ontario, Canada

  • BGIS
    • Marham
    • Senior Financial Analyst
      • 2011 - Aug 2020
      • Marham

      Prepare consolidated financial statements on quarterly and annual basis. Participate and lead resolution of complex technical accounting issues, including operating platforms. Coordinate with business units in preparation of forecasting and business planning process.• Budgeted active and proposed projects by accurately determining pricing, margins, and risk factor s for cashflow projection.• Improved reporting processes; developed forecasting tools and Microsoft PowerPoint slide decks and dashboards for senior directors and Vice President of Finance, improving analysis of revenue and profit variance, business pipelines, and risks and opportunities trends.• Oversawandapprovedallmonthlyaccountingentriespreparedbyjuniorfinancialanalysts.• Answered internal and external financial questions from auditors, ensuring all accounting records were recorded with IRFS compliance. what happened because you answered questions?• Led budgeting and forecasting process with various business operation managers for business growth while minimizing costly inefficiencies

    • Accounting Reporting Manager
      • Jan 2008 - Dec 2010

      • Gathered information, redesigned financial models, and determined strategic and financial impacts, providing recommendations for management and improving business analytics and reporting processes.• Strengthened internal controls and accounting documentation, ensuring compliance with Sarbanes-Oxley (SOX) reporting.• Identified and monitored areas of risk in control environment to reduce internal cost deficiencies. • Worked on special projects, including standardizing and streamlining vendors work order process within organization; delivered project requirements on time.• Recorded journal entries and maintained and reconciled general ledger to job cost and other sub-ledgers.

    • Operations Accountant
      • May 2003 - Jan 2008

      • Dedicated to client accounts (Loblaws Inc. and Ericsson Inc.); validated supplier invoices cost against cost centre, invoiced client on monthly basis and completed monthly accruals and general ledger entries.• Prepared financial reports for internal management and maintained client reporting packages.• Reduced overdue accounts receivables by analyzing outstanding balances and identifying appropriate solutions

    • Corporate Accountant
      • Feb 2002 - May 2003

      • Analyzed monthly balance sheet accounts reconciliation files for corporate reporting.• Prepared daily bank deposit entries for all corporate bank accounts, funding transfer, bank reconciliation, and capital asset depreciation schedules.• Completed consolidation financial reports for monthly results across different business units and lines of business, supporting company growth

  • Jade Tours
    • Toronto, Canada Area
    • Accounting Supervisor
      • Mar 1999 - Mar 2001
      • Toronto, Canada Area

      Supervise accounting team with 5 accounting assistants for weekly and monthly journal entries.Review weekly & monthly sales revenue and cost journal entries prepared by accounting assistant in each sale region. Review monthly journal entries for revenue and cost accrual prepared by accounting assistance.Review& sign off bank reconciliation statement prepared by accounting assistant.

Education

  • Chartered Professional Accountants of Canada (CPA Canada)
  • York University
    Bachelor of Business Administration (B.B.A.), Accounting and Finance

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