Manager, Operations

• Jan 2023 - Present

Senior Financial Analyst

• Jan 2020 - Jan 2023

• Manage accounts payable process to ensure all expenses are paid accurately, timely, and with appropriate approval.• Ensure financial reporting is prepared accurately and timely.• Manage the provincial licence renewal and report filing process of the subsidiary life insurance company to ensure it is in good standing with all jurisdictions.• Responsible for preparing an accurate annual budget that reflect the operational plan of Assuris.• Ensure annual tax return for Assuris and its subsidiary are filed with CRA appropriately.• Monitor Enterprise Risk Management (ERM) and internal control processes at Assuris to ensure proper risk management.

Financial Analyst

• May 2018 - Jan 2020

Analyst, Accounting

• Aug 2015 - May 2018

• Carried out full-cycle accounting activities, including accounts payable, accounts receivable, reconciliations, monitoring general ledgers and maintaining period-end adjusting entries • Prepared financial statements for internal and external users in accordance with respective regulations • Conducted various analyses including budget variances, cash flows, and program expenses • Supported the annual budget development and quarterly forecasting processes • Assisted in year-end financial statements auditing and other audits such as board inspection, sales tax • Administered and processed all of the organization’s payroll activities in a timely manner • Prepared and reviewed payroll validation reports and payroll exception reports • Generated T4 and conducted general year-end payroll processes • Enhanced internal control by closely monitoring payments and payroll process and ensuring required back-up documents are in place • Maintained accurate and organized files for the Finance Department

Member, Board of Directors

• Jul 2015 - Aug 2015

The OPIRG - Brock work to improve students' lives and fight to make the world a better place. I am glad that I can be one of the Board of Directors of this great not-for-profit organization and I am excited about things we are going to do in the near future! The OPIRG - Brock work to improve students' lives and fight to make the world a better place. I am glad that I can be one of the Board of Directors of this great not-for-profit organization and I am excited about things we are going to do in the near future!

Accounting Clerk (Intern)

• May 2015 - Aug 2015

• Processed accounts payable, accounts receivable, bank reconciliation, payroll and related tasks in an accurate and timely manner • Assisted auditing in accounts payable by gathering background information and providing original invoices as required by the auditor • Managed and maintained an accurate database of donations • Participated in Ride Don’t Hide fundraising event committee and helped with scheduling, promoting, tracking and constant assessing • Processed accounts payable, accounts receivable, bank reconciliation, payroll and related tasks in an accurate and timely manner • Assisted auditing in accounts payable by gathering background information and providing original invoices as required by the auditor • Managed and maintained an accurate database of donations • Participated in Ride Don’t Hide fundraising event committee and helped with scheduling, promoting, tracking and constant assessing

Administrative Coordinator

• Sep 2014 - Mar 2015

• Prepared and maintained registration lists for events, workshops, and other activities • Maintained an accurate database of clients’ information, job postings and event records • Updated job posting data in a timely manner so that students and colleagues could access up-to-date information • Conducted data analysis on feedback collected from students and generated solutions based on defined problems and trends • Prepared and maintained registration lists for events, workshops, and other activities • Maintained an accurate database of clients’ information, job postings and event records • Updated job posting data in a timely manner so that students and colleagues could access up-to-date information • Conducted data analysis on feedback collected from students and generated solutions based on defined problems and trends

Tax Professional

• Jan 2014 - Apr 2014

• Prepared high-quality personal tax returns using tax software and ensured all income, credits, and deductions are taken into consideration • Communicated with clients in a professional and courteous manner to gather information • Researched complex tax issues to ensure compliance and acted for clients’ best interests • Established good working relationships with clients and colleagues, improved clients’ satisfaction rate • Prepared high-quality personal tax returns using tax software and ensured all income, credits, and deductions are taken into consideration • Communicated with clients in a professional and courteous manner to gather information • Researched complex tax issues to ensure compliance and acted for clients’ best interests • Established good working relationships with clients and colleagues, improved clients’ satisfaction rate

Vice President

• Mar 2011 - Dec 2011

•Demonstrated strong leadership in managing financials for the Dance Association; developed new pricing mechanism and promotion program which resulted in converting from deficit to profit status •Established strong relationships with professional dancers off campus and invited them to teach students at school by arranging classes, booking spaces and promoting classes among students •Led the team attending dancing competitions such as KIA World Extreme Games 2011 and won the third place •Demonstrated strong leadership in managing financials for the Dance Association; developed new pricing mechanism and promotion program which resulted in converting from deficit to profit status •Established strong relationships with professional dancers off campus and invited them to teach students at school by arranging classes, booking spaces and promoting classes among students •Led the team attending dancing competitions such as KIA World Extreme Games 2011 and won the third place

Research Assistant

• Nov 2010 - May 2011

•Prepared data analysis and model building to determine the impact of a new grading scheme on study strategies of students and possible application of this scheme to other industry areas •Built models and collected data to explore the Chinese internet censorship situation and its effect on academic research, civil rights and international relationships •Prepared data analysis and model building to determine the impact of a new grading scheme on study strategies of students and possible application of this scheme to other industry areas •Built models and collected data to explore the Chinese internet censorship situation and its effect on academic research, civil rights and international relationships