Sofia Phuong Dao, CPA,CGA, MFAc

Experience

• 

  Mazars in Vietnam

  Sept 2006 - May 2008

  Senior Auditor

  Job Description• Act as team leader of audit practice to allocate tasks, review working papers of lower lever staff, and prepare audit reports• Overall responsibility for conducting of audit ensuring that professional standards are adhered to • Work with clients in designing, NGO and feed manufacturing industry.

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  PwC Vietnam

  Jun 2008 - Aug 2012

  Job Description• Plan budget and timing for each assignment• Perform business processes review (purchasing & payable, cash management, budgeting & forecasting, financial reporting, etc.) of clients in Oil & Gas, Not-for-profit industry…• Identify, perform walkthrough test and evaluate underlying internal controls of clients• Draft reports which include structured and concise issues and recommendations• Coach, review working paper and assess performance of lower level staff • Prepared proposals including scope of work, timing and staffing for new engagements Show less Job Description• Perform financial due diligence including analyses such as price-volume analysis, KPI benchmarking, trend analysis, ratio analysis, etc. of all items in financial statements and operating information on target companies • Gain experience in the following industries: media, real estate, hydropower, telecommunication, drug manufacturer, construction, advertising, hospitality, securities, beverage• Develop critical thinking to identify key deal issues• Draft issues-focused due diligence reports for managers to review• Research information to get understanding about market, industry and companies Show less

  • Assistant Manager

    Jul 2011 - Aug 2012

  • Senior Associate

    Jun 2008 - Jun 2011
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  PwC Canada

  Jan 2014 - Apr 2014

  Senior Auditor

  • Involve in Asset Management audit team • Perform audit of investments, realized/unrealized gains/losses, management and performance fees of funds• Review Financial Statements and Management Report of Fund Performance consistency• Coach lower levels staff in completing their work• The main clients: TD Asset Management, NEMO funds, Delaney Fund

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  Drive Clean Office - Ministry of the Environment and Climate Change

  Aug 2014 - Nov 2015

  Finance Officer

  • Perform monthly variance analysis and forecasting. • Develope revenue reconciliation procedure which was not in place before and performing reconciliation between automated system generated revenue and bank statements• Develop process maps for financial procedures including the refund process and out of province payment process, based on communication and input from people involved• Identify control weaknesses based on the process maps, compared with government financial policy, and provided recommendations for improvement.• Coordinate with other ministries in processing journal entries, ensuring correct code applied and appropriate Delegation of Authority approval.• Calculate and update EURIG compliance data. Prepare information note including background, analysis and recommendation.• Perform procurement activities including invoices verification, payment and making sure transactions completed and uploaded on IFIS.• Support the development of process maps for operations procedures. Show less

• 

  Ministry of Community and Social Services

  Nov 2015 - Jul 2017

  Controllership Analyst

  • Lead Certificate of Assurance (CoA) process including preparing timeline, toolkit, templates, providing training sessions, progress tracking, preparing deliverables and presentation slides for senior management.• Participate in controllership assessment to review regional offices in compliance with Transfer Payment Accountability Directive and cash management.• Ensure the compliance with Delegation of Financial Authority Framework in eDA. • Participate in ministry entity level controls review and ministry internal control framework development.• Develop internal control review criteria for Pcard/Tcard computer assisted audit tool.• Research best practices, developing and streamlining executive expenses review process.• Apply risk-based approach in reviewing and disclosing executives’ expenses claims.• Provide financial expertise and business advice to executives’ assistants and junior co-workers. Show less

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  Ministry of Municipal Affairs and Housing

  Jul 2017 - Sept 2023

  • Assistant Controller

    Jan 2020 - Sept 2023

  • Senior Financial Consultant

    Jul 2017 - Jan 2020
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  Ministry of Citizenship & Multiculturalism | Ministère des Affaires civiques et du Multiculturalisme

  Oct 2023 - now

  Team Lead - Accounting and Reporting