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Management Sales

Location:
Toronto, ON, Canada
Posted:
September 23, 2013

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Resume:

YUE (JOYCE) REN, CMA

*** ****** ****. ***** ****, Ontario, M2H 2L6

416-***-****(H), 647-***-****(C), ***********@*****.***

A Certified Management Accountant with diverse experience in all-sized businesses to include specialties in financial statement analyses, management reporting, accounting system implementation, Excel modeling, business process improvement, financial reporting, budgeting and planning; Strong business acumen along with solid quantitative aptitude and analysis skills

PROFILE:

• Over 7 years of accounting/finance experience in the industries such as hi-tech, utilities,

sporting goods and miscellaneous private business sectors

• A highly motivated and goal oriented CMA with bachelor of mathematics degree, computer

diploma and business administration diploma

• Strong knowledge of accounting and finance supported by three years experience as a

corporate accountant and over three years experience as a public practice accountant/owner

• Expert in problem solving and financial modeling plus data management skills with high

proficiency in Advanced Microsoft Excel, MS Access and other large database systems

• Demonstrated experience with ERP system

• Ability to multi-task, prioritize and coordinate tasks to meet multiple deadlines

• Superior interpersonal skills with effective business communication at all levels across the organization

SYSTEMS EXPERIENCE:

Advanced Excel, MicroSoft Access, DB2/400, Query/400, SQL/400, AS/400, BPCS(ERP), S2K,

ACCPAC, Great Plains, Oracle Financial, Oracle Hyperion, QuickBooks, Simply Accounting,

SQL Server, Oracle 11g SQL, SAP Crystal Report, MS Project, PowerPoint, Visio, PAS, Misc.

Corporate and Personal Tax Software

PROFESSIONAL EXPERIENCE:

Padgett Business Services (York South), Richmond Hill 2009 – 2013

A full service tax, accounting, bookkeeping, payroll, advisory and information services for small business clients

Achievement: built a start-up from scratch to an accounting/consulting firm with over 35 clients

Management Consultant and Senior Accountant:

• Oversaw more than 35 clients’ compilation engagements including financial statements,

corporation tax return, account analysis, and other small business consulting activities such as cash flow projection, profitability analysis, cost variance analysis and tax planning etc.

• Managed the month-end closing of divisional general ledgers and corporate schedules

• Prepared Balance Sheet account reconciliations, adjusting journal entries, year-end audit working paper, HST/GST returns and act as liaison with external audits from CRA or the third-party auditors

• Implemented business administration process including client management, business flow

management and internal accounting system (QuickBooks)

• Developed business by implementing pricing strategy, marketing promotions and sales

activity

• Analyzed clients acquiring cost, revenue per client and clients acquiring process

VerifEye Technologies Inc. / Springfree Trampoline Inc. Markham, ON 2006 – 2009

VerifEye: a hi-tech company developing the mobile video solutions for the global

marketplace

Springfree: a sporting goods distribution and manufacturing company

Achievements:

• Designed and implemented the company’s consolidated financial model, cash flow and

budgeting model

Corporate Accountant and Financial Analyst:

• Prepared consolidated financial statements, performed foreign exchange analysis, reconciled balance sheet accounts, analyzed P&L accounts and maintained corporate general ledger

• Liaised with two subsidiary units, resolved misc. subsidiary/parent issues such as

unreconciled A/R and A/P, foreign exchange impact on inter-company loans etc.

• Designed budget model and assisted in the process of consolidated master budget as a power user of Sage ERP ACCPAC, Crystal Report and Business Intelligence reporting

• Prepared audit review document including A/R, A/P, inventory and cash reconciliation

• Produced management ad hoc reports; conducted benchmark research and sales analysis

Hydro One Networks Inc. (co-op), Toronto, ON 2005 -2006

System Investment, Asset Management:

• Experienced with business processes associated with expenditure planning, prioritizing and approval as well as with business planning and budgeting

• Assisted in the development of the Investment Plan Proposal (5-year work program)

• Co-ordinated the investment approval process, skills include Access database, SQL queries and maintaining an Access database application (BRPR)

3M China Ltd. Shanghai 2000-2002

Achievements:

• Developed first Sales Statistics E-report System using VBA for Excel and SQL

• Saved average 30 labour-hours per week, 10,000 sheets of paper per month

Business Analyst / I.T ERP Application System Support

• Manipulated and analyzed large volumes of financial data using Excel spreadsheets

• Built queries on daily demand using Query/400 or SQL/400 to filter data, provided ad

hoc reports for senior management, Marketing and Finance Department

• Worked with Billing application of BPCS(an ERP), verified accuracy and completeness

of data transfer from BPCS to local financial system

OTHER EXPERIENCE

Computer Programmer, Radan Systems Pte. Ltd, Singapore 1999-2000

Mathematics Teacher, Jian Ping High School, Shanghai 1994-1997

PROFESSIONAL EDUCATION AND DEVELOPMENT:

CIA in Progress 2013

2013

CPAC Leadership Development Program (TD Sponsored) 2013

CMA Ontario (Certified Management Accountant) – Toronto, ON 2010

Advanced Business Administration Accounting Diploma, Centennial College 2003-2006

Computer Science Diploma, Informatics Computer School, Singapore 1998-1999

Bachelor of Science in Applied Mathematics, East China Normal University 1990-1994



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