Tanya T.

Experience

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  Bank of China

  Jan 2012 - Feb 2012

  Intern

  Accelerated file processing by collecting original application materials, analyzing clients’ financial position, and making a primary decision on issuing a loanOrganized business meetings with clients focusing on bank’s loan policy and repayment schedule

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  PwC

  Oct 2012 - Oct 2012

  Intern

  Participated in the annual audit of Good Year Inc, including internal control test and preparation of audit working paperInvolved in different audit procedures including sending confirmation letters to clients, preparing bank reconciliations, and recalculating interests and commissions

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  Student Investment Advisory Service(SIAS), SFU

  Oct 2013 - Oct 2014

  Compliance Analyst

  Contributed to daily reports used to ensure the SIAS portfolio is managed with due diligenceAssisted investment team in doing research by providing relevant dataParticipated in drafting an updated version of investment policy statement (IPS) standard, especially for the Canadian market part

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  McCormack Su & Company

  Sept 2014 - Apr 2015

  Accountant

   Perform full cycle accounting such as bank reconciliations, payroll, and government remittances on a timely matter  Performed AP and AR duties, collected bad debt for 2000 dollars Prepared working paper and financial statements for compilation for clients in consulting industry Displayed effective communication and problem solving skills through liasing between clients, partners, and the CRA to resolve complex personal, corporate, and sales queries Deliver high quality results within tight time constraints by using strong technical foundations, identifying areas for efficiencies, and utilizing advanced analytical tools  Provide excellent client service through positive interactions and strong verbal and written communication Show less

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  INETCO Systems Limited

  May 2015 - Mar 2018

   Handle full cycle A/R and A/P functions including billing to clients, processing vendor invoices and employee expense reports, providing A/R and A/P aging analysis, preparing checks, managing client payments, responding to client and vendor inquiries; Calculate and post month-end accruals, amortization, foreign exchange adjustment and closing entries; Work closely with Controller on financial statements preparation and corporate tax return; Perform bank reconciliation and resolve other account discrepancies; Perform payroll and commission account reconciliation and convert ADP report to an in-house system; Assist in preparing managerial accounting reports including sales analysis report, cash flow analysis report, budget vs actual P/L report etc. Submit GST/PST/WCB forms independently and participate in SRED (Scientific Research and Experimental Development) claim and Stats Canada surveys; Provide finance packs and explain variances to external auditors for year-end audit. Show less

  • Accounting Technician

    Jan 2016 - Mar 2018

  • Accounting Clerk

    May 2015 - Dec 2015
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  Pacific Opportunity Capital Ltd.

  Mar 2018 - Oct 2019

  Accountant

  Assist emerging companies (including private companies) through their various growth stages, including IPOs, RTOs, major acquisitions, dispositions, mergers, financing and/or other such specialized transactions;Perform accounting, consolidation, cash management, budgeting and financial administration services for TSX-V listed companies, including meeting quarterly financial statement deadlines, writing management’s discussion and analysis, and assisting with various regulatory filings.

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  ARO Consulting Inc

  Oct 2019 - Aug 2022

  Senior Accountant

   Handling complex accounting issues include acquisition, purchase price allocation, option/warrant valuation, translations and consolidations; Preparing financial statements and the MD&A for quarterly and year end filings for various public traded clients; Assisting clients with financial analysis, annual budget, cost managing, private placement, public offering etc; Standardising accounting procedures and adding different financial modules per request; Training and instructing intermediate accountants and bookkeepers' full cycle accounting work; and  Charging year-end audit planning and liaising with the auditors on behalf of clients. Show less

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  First West Credit Union

  Aug 2022 - now

  • Financial Analyst II

    Jan 2024 - now

  • Financial Analyst I

    Aug 2022 - now