Experience

Bench Accounting

• Canada
• Accounting
• 400 - 500 Employee

• Expert Accounting Associate

  • Feb 2022 - Present

  • Assessed tax returns for various business structures to ensure inventory, depreciation & other tax adjustments are free of errors. • Completed peer reviews of annual & monthly financials to identify and troubleshoot bookkeeping errors through client communication to ensure expense and revenue transactions are in the correct ledger. • Posted journal entries, completed payroll adjustments, prepared trial balances and maintained general ledgers efficiently for various clients to… Show more • Assessed tax returns for various business structures to ensure inventory, depreciation & other tax adjustments are free of errors. • Completed peer reviews of annual & monthly financials to identify and troubleshoot bookkeeping errors through client communication to ensure expense and revenue transactions are in the correct ledger. • Posted journal entries, completed payroll adjustments, prepared trial balances and maintained general ledgers efficiently for various clients to prepare annual financial statements and financial reports using the Bench App to meet the tax deadline. • Cooperated with teammates in identifying themes of bookkeeping errors & prepared accounting and instructional reports so as to establish standards to mitigate these errors from recurring. • Collaborated with the team lead and lead associates to aid in the preparation of statistical reports to as to highlight tax and balance sheet affecting situations in clients’ books for external CPAs.

• Accounting Associate

  • Jun 2021 - Jan 2022

  • Assessed tax returns for various business structures to ensure inventory, depreciation & other tax adjustments are free of errors. • Completed peer reviews of annual & monthly financials to identify and troubleshoot bookkeeping errors through client communication to ensure expense and revenue transactions are in the correct ledger. • Posted journal entries, completed payroll adjustments, prepared trial balances and maintained general ledgers efficiently for various clients to… Show more • Assessed tax returns for various business structures to ensure inventory, depreciation & other tax adjustments are free of errors. • Completed peer reviews of annual & monthly financials to identify and troubleshoot bookkeeping errors through client communication to ensure expense and revenue transactions are in the correct ledger. • Posted journal entries, completed payroll adjustments, prepared trial balances and maintained general ledgers efficiently for various clients to prepare annual financial statements and financial reports using the Bench App to meet the tax deadline. • Cooperated with teammates in identifying themes of bookkeeping errors & prepared accounting and instructional reports so as to establish standards to mitigate these errors from recurring. • Collaborated with the team lead and lead associates to aid in the preparation of statistical reports to as to highlight tax and balance sheet affecting situations in clients’ books for external CPAs.



Bench Accounting

• Canada
• Accounting
• 400 - 500 Employee

• Accounting Associate (KPU Co-op)

  • Jan 2021 - Apr 2021

  • Assessed tax returns for various business structures to ensure inventory, depreciation & other tax adjustments are free of errors. • Completed peer reviews of annual & monthly financials to identify and troubleshoot bookkeeping errors through client communication to ensure expense and revenue transactions are in the correct ledger. • Posted journal entries, completed payroll adjustments, prepared trial balances and maintained general ledgers efficiently for various clients to… Show more • Assessed tax returns for various business structures to ensure inventory, depreciation & other tax adjustments are free of errors. • Completed peer reviews of annual & monthly financials to identify and troubleshoot bookkeeping errors through client communication to ensure expense and revenue transactions are in the correct ledger. • Posted journal entries, completed payroll adjustments, prepared trial balances and maintained general ledgers efficiently for various clients to prepare annual financial statements and financial reports using the Bench App to meet the tax deadline. Show less • Assessed tax returns for various business structures to ensure inventory, depreciation & other tax adjustments are free of errors. • Completed peer reviews of annual & monthly financials to identify and troubleshoot bookkeeping errors through client communication to ensure expense and revenue transactions are in the correct ledger. • Posted journal entries, completed payroll adjustments, prepared trial balances and maintained general ledgers efficiently for various clients to… Show more • Assessed tax returns for various business structures to ensure inventory, depreciation & other tax adjustments are free of errors. • Completed peer reviews of annual & monthly financials to identify and troubleshoot bookkeeping errors through client communication to ensure expense and revenue transactions are in the correct ledger. • Posted journal entries, completed payroll adjustments, prepared trial balances and maintained general ledgers efficiently for various clients to prepare annual financial statements and financial reports using the Bench App to meet the tax deadline. Show less



Kwantlen Polytechnic University

• Canada
• Higher Education
• 700 & Above Employee

• Peer Mentor

  • Sep 2020 - Dec 2020

  • Assisted new incoming international students with course and program information, resources available to students (such as academic advising, counselling) and helped with questions regarding course registration/scheduling. • Helped new students with general tips on study skills such as note taking, time management and organization. • Hosted sessions for the purposes of orientation so first year students can speak to each other and get acquainted. • Solved problems… Show more • Assisted new incoming international students with course and program information, resources available to students (such as academic advising, counselling) and helped with questions regarding course registration/scheduling. • Helped new students with general tips on study skills such as note taking, time management and organization. • Hosted sessions for the purposes of orientation so first year students can speak to each other and get acquainted. • Solved problems and concerns new students had by listening to them and increasing their awareness to mental health, academic advising, and other resources available to them through the university.

• Peer Tutor

  • Jan 2020 - Aug 2020

  • Hosted classroom workshops for groups of 15-20 students to help with course material, time management, organization, and exam preparation strategies. • Developed learning plans unique to student needs that helped students better comprehend challenging concepts. • Assisted students with course material, learning skills and note taking in accounting courses so they can better understand the course concepts of the class they are taking. • Assisted students with… Show more • Hosted classroom workshops for groups of 15-20 students to help with course material, time management, organization, and exam preparation strategies. • Developed learning plans unique to student needs that helped students better comprehend challenging concepts. • Assisted students with course material, learning skills and note taking in accounting courses so they can better understand the course concepts of the class they are taking. • Assisted students with recommendations on course timetables (when applicable) so they can better manage their workload. • Provided students with resources available to them such as professor office hours , library resources and student advising/counseling provided by the university. • Spoke to students about personal issues such as anxiety and depression, stress management and guided them to resources available to them such as counseling available at and provided by the university.



J.Wang, CPA

• Vancouver, British Columbia, Canada

• Junior Accountant

  • Nov 2019 - Dec 2019

  • Processed invoices to ensure client books are ready for month-end financials. • Utilized quickbooks to reconcile statements to ensure opening and closing balances match. • Processed invoices to ensure client books are ready for month-end financials. • Utilized quickbooks to reconcile statements to ensure opening and closing balances match.



Baker Tilly

• United Kingdom
• Accounting
• 700 & Above Employee

• Junior Audit Associate (KPU Co-op)

  • May 2019 - Jul 2019

  • Assisted with the analysis of financial records to ensure accurate accounting standards are followed. • Assisted CPAs in the audit team with verifying documentation and workpapers during field audits. • Created GL linked audit workpapers efficiently on MS Excel that aided the team during fieldwork. • Communicated with and assisted the team in completing audit files and solving trial balance anomalies for clients. • Assisted with the analysis of financial records to ensure accurate accounting standards are followed. • Assisted CPAs in the audit team with verifying documentation and workpapers during field audits. • Created GL linked audit workpapers efficiently on MS Excel that aided the team during fieldwork. • Communicated with and assisted the team in completing audit files and solving trial balance anomalies for clients.



Dometic (Formerly SeaStar Solutions)

• Richmond, British Columbia, Canada

• Junior Accountant (KPU Co-op)

  • Aug 2018 - Jan 2019

  • Utilized Dynamics GP ensuring invoices are processed ahead of time to avoid late payments. • Communicated with intercompany buyers confirming three-way invoice matching is free of price discrepancies. • Batched, entered, and posted a huge volume of purchase orders for accounts payable in a timely manner. • Maintained physical filing of already processed documents in a filing cabinet for easy reference, printed cheques and helped the team with photocopying documents. • Utilized Dynamics GP ensuring invoices are processed ahead of time to avoid late payments. • Communicated with intercompany buyers confirming three-way invoice matching is free of price discrepancies. • Batched, entered, and posted a huge volume of purchase orders for accounts payable in a timely manner. • Maintained physical filing of already processed documents in a filing cabinet for easy reference, printed cheques and helped the team with photocopying documents.



Kwantlen Polytechnic University

• Canada
• Higher Education
• 700 & Above Employee

• Peer Tutor

  • May 2018 - Aug 2018

  • Assisted students with understanding course material, classroom concepts and tutored them on study skills. • Hosted sessions for groups of 3-5 students to help with course material, time management, organization, and exam preparation strategies. • Developed learning plans unique to student needs that helped students better comprehend challenging concepts. • Provided students with resources available to them such as professor office hours, library resources and student… Show more • Assisted students with understanding course material, classroom concepts and tutored them on study skills. • Hosted sessions for groups of 3-5 students to help with course material, time management, organization, and exam preparation strategies. • Developed learning plans unique to student needs that helped students better comprehend challenging concepts. • Provided students with resources available to them such as professor office hours, library resources and student advising/counseling provided by the university. Show less • Assisted students with understanding course material, classroom concepts and tutored them on study skills. • Hosted sessions for groups of 3-5 students to help with course material, time management, organization, and exam preparation strategies. • Developed learning plans unique to student needs that helped students better comprehend challenging concepts. • Provided students with resources available to them such as professor office hours, library resources and student… Show more • Assisted students with understanding course material, classroom concepts and tutored them on study skills. • Hosted sessions for groups of 3-5 students to help with course material, time management, organization, and exam preparation strategies. • Developed learning plans unique to student needs that helped students better comprehend challenging concepts. • Provided students with resources available to them such as professor office hours, library resources and student advising/counseling provided by the university. Show less



Baker Tilly

• United Kingdom
• Accounting
• 700 & Above Employee

• Accounting Intern

  • Jul 2017 - Aug 2017

  • Assisted with filing, photocopying, typing, and printing documents for high quality client service. • Communicated with management on client concerns, emails and requests and solved any issues clients had. • Assisted with filing, photocopying, typing, and printing documents for high quality client service. • Communicated with management on client concerns, emails and requests and solved any issues clients had.