Experience

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  The Fifteen Group // Full-Service Hospitality Consulting Agency

  • Toronto, Ontario, Canada

  • Senior Accountant

    • Dec 2021 - Present
    • Toronto, Ontario, Canada

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  In2ition Realty

  • Toronto, Ontario, Canada

  • Senior Accountant; Controller Assistant

    • Aug 2018 - Apr 2019
    • Toronto, Ontario, Canada

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  Bob's Your Uncle (BYU Agency)

  • Toronto, Canada Area

  • Accounting Coordinator

    • Jan 2018 - Jul 2018
    • Toronto, Canada Area

    • Creating estimate and making budget• Accounts Receivable: Creating invoices, deposit and post payment from clients, and so on.• Accounts Payable: Assist on issuing cheques, credit card payment, posting payment, and so on. • Bank statement reconciliation• Assist with closing account• Journal entries reconciliation• Administrative Assistant: Timesheets filing, Vacation tracking, Setting up meetings, and so on.• Payroll Assistant• Paperwork prepare for auditing purpose• Other duties requested by Manager

• 

  GRILLO BARRISTERS Personal Injury Lawyers

  • Toronto, Canada Area

  • Staff Accountant/Legal Assistant

    • Jun 2017 - Dec 2017
    • Toronto, Canada Area

    • Posting and paying invoices• Cheque requests• Trust accounts• DAS and disbursement for lawyers and paralegals• Accounts Payable & Accounts Receivable• Settlement Account (Accident Benefit & Tort)• Review and maintain billing information• Assistance on file and documents for lawyers, paralegals, and law clerks• Other accounting related duties• Other duties as assigned with PC Law and Amicus Attorney

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  Investors Group

  • Toronto, Canada Area

  • Financial Consultant Assistant (Volunteer)

    • Nov 2016 - Jan 2017
    • Toronto, Canada Area

    Worked for a senior financial consultant who had 200 clients with around 15 million investment in total.• Enhanced work efficiency by identifying 20 clients' fixed incomes, variable incomes, expenses, loans, line of credit, and mortgages and building Data Worksheet to help develop and update clients' financial plans.• Searched and mined resumes from Career Builder, Workopolis, Monster, and etc. • Created databases and lists of perspective clients • Shadowed Director on preparations for meeting with clients • Filled in forms, including Investment Instruction, Transfer In/Out, RRSP Solution Banking Loan, andPre-Authorization Contribution.

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  SUNY Plattsburgh

  • United States
  • Higher Education
  • 700 & Above Employee

  • Tutor of Learning Center

    • Sep 2012 - Dec 2014

    Work for learning center of SUNY Plattsburgh as a tutor.Tutoring courses:English: College Writing I, English Grammar Finance: Introduction to Macroeconomics, Principles of Finance, Corporate FinanceAccounting:Introduction to Financial Accounting, Introduction to Managerial Accounting, Intermediate Accounting I, Cost AccountingOthers: Piano II

  • Mentor of Accounting and Finance Department

    • Sep 2012 - Dec 2014

    Mentor program on Accounting major. Help mentees on their accounting study and communicate with other Mentors or their mentees about career in accounting major.

  • Voting Member; Board Member; Accountant of Financial Department

    • Jan 2013 - Dec 2013

    Made decisions and monitored on allocations of annual SA budget ($1.1 million) to all clubs at SUNY Plattsburgh by giving in-depth considerations and collaborating with other members.

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  Dalian Dahua Certified Public Accounting Firm (intern)

  • Dalian, Liaoning, China

  • Auditor Intern

    • May 2013 - Aug 2014
    • Dalian, Liaoning, China

    -Helping auditor with financial audit work of listed company-Verifying company's financial statements-Tabling reasonable suggestions for company's development

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  Dongbei University of Finance and Economics, Dalian, China

  • Education Administration Programs
  • 100 - 200 Employee

  • Vice President of Academic Department

    • Sep 2010 - Jan 2012

    Organized and led academic activities between different schools on campus.Created and held a program named "Advisers' advisees" twice, which invited famous professors to give speeches about their experience to the students. Organized and led Academic Experience in Communicating twice, which created an opportunity to connect excellent alumni and upper level students communicate with new students.

  • Vice President of Sports Department

    • Sep 2009 - Sep 2010

    Organizer, leader and referee for basketball and volleyball matches on campus.

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  Slender (Hong Kong) International Group

  • Dalian, Liaoning, China

  • Regional Sales Manager Assistant

    • Sep 2011 - Nov 2011
    • Dalian, Liaoning, China

    Promoted company image and corporate brand through the building of a relationship with local product agencies and direct interactions with customers. Assisted Western medical experts in communicating with clients. Conducted research concerning general market trends and produced detailed sales proposition based on the analysis of market conditions and industry environment.