Yolanda Lu

Accountant at MNP
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Location
Mississauga, Ontario, Canada, CA

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Experience

    • Human Resources Services
    • Accountant
      • Oct 2021 - Present
    • Canada
    • Accounting
    • 500 - 600 Employee
    • Accounting Associate
      • Jan 2021 - Apr 2021

      • Conducted first-year audit in a team of five for a construction company, responsible for doing substantive procedures covering sections of Accounts Receivable, Accounts Payable and Operating Expenses, and performed internal control test by analyzing operating process in a flow chart • Completed NTR for over 30 clients across various organization types such as CCPC and Co-tenancy, agreed Leadsheet account balance to supporting document, complied HST payable, entered adjusting entries, prepared draft year end and T2 returns, and recorded cash disbursement and cash receipts bookkeeping for 4 (out of 30) clients and 1 trust • Independently responsible for 38 T3 returns in the team, completed over 260 T1 returns (including T2125, Sch3, T776, T777, T5013, T1D and T1135) and prepared 30 T4 and T5 returns using TaxPrep • Assisted client maintenance by performing analytical work in Excel, and CRA subsidy screening and reported qualified clients to the partner Show less

    • Assurance Internship
      • Jan 2020 - Aug 2020

      • Engaged in an on-site audit engagement for an agency business with senior manager by vouching for the expense invoices with records and inquired the client’s accountant for the reason of differences • Performed substantive audit procedures, including revenue and expenses vouching and liability cut-off testing, operated substantive analytical procedures on financial statements line items to ensure reasonability of the variations, and directly communicated with the client re the reasons for the abnormal variations • Independently completed 20 review engagements for ASPE companies (included industries of services, retail and rental) and NPO organizations Show less

    • Canada
    • Accounting
    • 1 - 100 Employee
    • Audit Intern
      • Jan 2018 - Feb 2018

      • Prepared audit working papers and annual audit report in a team for a real estate holding company and its four subsidiaries, drafted financial statements in Excel • Performed substantive audit procedures, including vouching, inspection, confirmations and inventory cut-off tests • Developed excellent communication skills by interacting with clients and coordinating with team members • Prepared audit working papers and annual audit report in a team for a real estate holding company and its four subsidiaries, drafted financial statements in Excel • Performed substantive audit procedures, including vouching, inspection, confirmations and inventory cut-off tests • Developed excellent communication skills by interacting with clients and coordinating with team members

    • Education Administration Programs
    • 1 - 100 Employee
    • Campus Editor
      • Sep 2017 - Dec 2017

      • Served as an on-call editor, responsible for producing content posted on the online campus magazine as an article or video, focus on the latest news on campus, and recommend books, movies, and food to student • Served as an on-call editor, responsible for producing content posted on the online campus magazine as an article or video, focus on the latest news on campus, and recommend books, movies, and food to student

    • China
    • Banking
    • 700 & Above Employee
    • Bank Clerk Internship
      • Jul 2017 - Aug 2017

      • Directly interacted with the client for answering various questions, directing customers to bank personnel, and processing customer transactions and requirement ranging from deposits and withdrawals to preparation of Bank Confirmations and Bank Statements • Directly interacted with the client for answering various questions, directing customers to bank personnel, and processing customer transactions and requirement ranging from deposits and withdrawals to preparation of Bank Confirmations and Bank Statements

Education

  • University of Toronto
    Master’s Degree, MMPA
    2019 - 2021
  • Dongbei University of Finance and Economics
    Bachelor’s Degree, Accounting
    2015 - 2019
  • Chartered Professional Accountants of Canada (CPA Canada)
    Other, Accounting

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