HIHGLIGHTS

-Six years' experience in accounting and financial reporting, account reconcilia

tion and analysis, management consulting and corporate and personal taxes
-Proficiency in various accounting packages and standard PC software
-Excellent time management, organization and communication skills, and ability t
o work well both independently and in coordination with other people

EDUCATION
CGA, Toronto, Ontario, Mar 2008
MBA, Rotman School of Management, University of Toronto, Nov 2003

ACCOMPLISHMENTS AND ACHIEVEMENTS

Accounting and finance:
-Prepared financial statements and ensured accuracy and compliance to GAAP
-Performed bookkeeping and controllership services and developed strong working
relationships with appropriate client personnel
-Prepared analytical reports regarding client accounting systems and provided ac
counting and financial advice concerning treatment of transactions
-Performed financial analysis of key ratios and account balances and analyzed an
d documented reasons for major changes
-Obtained First Prize in CIBC Integrative World Market Case Competition and KPMG
Accounting Award for academic performance, and was the finalist in Rotman Audit
File Contest
Tax:
-Prepared corporate and personal tax returns, and provided owner managers with a
dvice regarding remuneration choices to achieve tax planning
-Prepared continuity schedules for income taxes, capital dividend, RDTOH, etc.,
and effectively liaised with CRA regarding account balances
-Researched complicated tax issues and documented findings to support technical
conclusions
-Handled taxes for trusts and partnerships
Communication:
-Developed a line of questioning to determine client needs and coordinated with
client to gather information and answer questions
-Maintained accurate time records and descriptions of work performed for client
billing
-Coordinated and responded to clients' and CRA's enquiries regarding income taxe
s, commodity taxes and tax slip filings of T3, T4, T5 and NR4 forms and ensured
all filings were completed accurately and on time
-Effectively used all available methods for communication (i.e., one-on-one, voi
ce mail, email, etc.) with staff, managers and partners
Time management:
-Met or exceeded chargeability, profitability and realization goals
-Consistently met tax filing or clients required deadlines
-Communicated work status on a regular basis to managers or partners and dealt w
ith conflicting priorities in an efficient and professional manner
Supervisory and coaching:
-Supervised and reviewed working paper files prepared by junior staff and perfor
med on-the-job staff training
-Mentored new students at University of Toronto
-Coached classes of 20 adult ESL students and increased the passing rate of nati
onal English language proficiency test from 40% to 70%

RELEVANT EXPERIENCE
-Senior Staff Accountant, Fuller Landau LLP, May 2006 - May 2010
Financial reporting & analysis, bookkeeping, management consulting, and corporat
e and personal tax
-Staff Accountant, Yoannou & Associates, CA, Apr 2004 - Apr 2006
Financial reporting & analysis, bookkeeping, corporate and personal tax, payroll
and commodity taxes
-Accountant, Walsh & Company, Jan 2004 - Apr 2004
Bookkeeping, auditing, and personal tax
-Accountant (co-op), Bulmash & Cullemore LLP, Jan 2003 - May 2003
Personal tax, bookkeeping, corporate tax
-Tax Specialist (co-op), KPMG, Feb 2002 - Apr 2002
Cross-border personal tax

OTHER SKILLS
-Proof-reader of translated documents (English-Chinese and visa versa while work
ing as an ESL teacher)
-Co-author of English textbooks and accompanying tests (while working as an ESL
teacher)
-Excellent Teacher award (while working as an ESL teacher)
-Excellent Translator award (national translation award obtained while working a
s an ESL teacher)
-Excellent Writer award (while studying at university)
-Excellent Calligrapher award (while studying at university)