Experience

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  Western university

  Sept 2015 - Apr 2016

  -Worked with a group of 10 first year students and provided academic support to help them achieve their first year academic goals-Stay connected with the 10 first year students via cell phone, emails and meetings with other peer mentors to ensure that these first year student are on the right track because they are new to the university environment • Assisted Dr. Qingping Feng with fetal heart sample preparation for histological and gene expression analysis• Recorded research data and observed experimental equipment for journal publication purposes• Implemented quantitative techniques to analyze experiment observations with sample and control studies

  • Peer Mentor in the Leadership and Academic Mentorship Program (LAMP)

    Sept 2015 - Apr 2016

  • Research Assissant in the Department of Physiology at Western University

    Sept 2015 - Jan 2016
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  Ey

  Jan 2019 - Mar 2019

  Research assistant internship

  • Performed in-depth research on the industry and labour-force evolution of China over the past 10 years• Utilized official statistics and published papers to identify potential industries facing labour shortage threat by 2025• Performed econometric analysis on time series of labour demand/supplies to identify risk drivers and opportunities• Implemented an Excel model to project and report trends and qualitative measures of future labour market • Complied decks and delivered presentations to senior management on talent gaps across various dimensions• Excellent research and analytical skills evidenced by completing the independent research to receive positive feedbacks from the management team Show less

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  Wealth intelligence alliance

  May 2019 - Jun 2019

  Summer internship

  • Optimized office expenditures by identifying efficiencies in vendor contract terms and pushing for more favorable contract terms over the previous arrangement; realized 15% of general and administrative cost savings over the previous quarter• Advised on new financial service product launch by building training presentation deck for the Sales and Marketing teams and delivering trainer note package to ensure smooth execution of training day

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  Rbc dominion securities

  Jun 2019 - Aug 2019

  Summer internship

  • Revamped layout of the daily market insights memo sent to Investment Advisors and received 100% satisfaction in feedback gathered from all the Investment Advisory teams • Liaised with Investment Advisory and Client Success teams during client onboarding to ensure completeness in documentation of all submitted applications• Performed quantitative and qualitative research on labour market statistics over the past 10 years and constructed an excel model to forecast future key metrics• Analyzed financial statements of companies in the insurance and asset management industry and proactively constructed master ratio analysis excel to facilitate knowledge-share across different Investment Advisory teams Show less

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  Chs business solutions

  Jul 2020 - Nov 2021

  Accounting intern

  • Learned various accounting software (e.g. QuickBooks, Sage 50, Tax Prep, Caseware) within one week of onboarding and performed the following tasks with 100% accuracy• Prepared financial statements and adjusted entries for accrual accounts and fixed asset maintenance• Prepared daily banking transaction and account reconciliation for 15 entities • Processed payroll data and created pay cheques for 50 employees in 2 entities• Filed government returns (HST, Payroll), T1 and T2 returns and liaised with the CRA Show less

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  Hagarliao cpa professional corporation

  Dec 2021 - Mar 2022

  Junior staff accountant
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  Mac llp

  Jul 2022 - Feb 2023

  Staff accountant

  • Accurately and efficiently prepared tax returns and year ends for customers using attention to detail • Accomplished team objectives using planning and delegation skills with other team members• Met required deadlines by performing time management skills while preparing various engagements for clients• Adapted to different challenges presented by different corporate tax returns

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  Kanish and partners

  Mar 2023 - Apr 2023

  Staff tax accountant

  • Prepared, filed, and maintained effectively and efficiently annual T1 personal tax returns for 300+ individual clients in a fast-paced tax department• Generated and updated tax project tracking reports and transferred updates to software• Participated in weekly tax meetings and collaborated with tax team on streamlining processes• Provided excellent customer services by answering inbound & outbound calls with client’s tax questions and maintained the integrity and security of personal information obtained from clients Show less

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  Aic global holdings inc.

  Jul 2023 - Jan 2024

  Accountant

  • Monthly account reconciliations for multiple companies-fixed assets, prepaids, AP sub-ledger, gain loss on mark-tomarket• Journal entries – multicurrency, including but not limited to petty cash, monthly foreign currency revaluation of loan balances and related parties• Aided with audit requests, analyzed and audited financial statements by pulling required documentation, also downloading and saving information from GP for audit queries

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  True light cpa professional corporation

  Jan 2024 - now

  Staff accountant

  • Prepared spreadsheets, reports and monthly account reconciliations for multiple clients• Assisted in the preparation of year end financial statement, T4 and payroll remittance filing on a monthly basis• Completed subsidy application forms both in Excel and online to determine the eligibility of both wage and rent subsidies for clients by reviewing and verifying all relevant data and information