Customer Service Manager
Resume:
JUE WANG, CPA
Phone: 647-***-****
Email: **********@*****.***
SUMMARY OF QUALIFICATIONS
Successfully completed CPA (U.S. Certified Public Accountant) Accounting Designation in 2010, with good knowledge of general accounting theory, principles, practices, procedures such as Canadian and US GAAP. In the process of enrolling in the 4th level of CGA program. Over 5 years of Accounting and finance work experience at CAA South Central OntarioStrong analytical, organizational skills, good team player Self-motivated, resourceful, detail oriented, disciplined and highly organized individual with ability to work both independently and in a teamExcellent oral/written communication and negotiation skills with the ability to make presentations and communicate ideas to senior management, and other colleaguesPossess good understanding of financial, management/cost accounting, financial statements and analysis of large quantities of financial dataAble to multi-task with proven time management and prioritization capability to be able to work effectively and accurately under tight deadlines Have a passion for numbers using a data based approach, huge passion in obtaining new knowledge and challenges, quick learnerAdvanced computer skills in SAP, Oracle, MS Word, PowerPoint, MS Excel (Vlookups, pivot tables, other formulas and functionalities) and Axis with practical experience in writing reportsProvided professional ongoing cross training in Finance Department and HR Payroll DepartmentFluent in English, Mandarin and Cantonese
PROFESSIONAL WORK EXPERIENCES, CAASCO Finance Department June 2010 – September 2012
Non-profit automotive industry, 1000-5000 employees
Size of Finance Department: 60 employees
Responsibilities: financial reporting, financial analysis, financial statements, inter-company accounts, investment, cash flow, bank reconciliations, month-end, year-end
Software used: Groupwise, ClarityPrepared month-end & year-end financial statements and notes for review by the Manager, Corporate Accounting: transferred financial information from Clarity to Excel-based worksheets for final formatting, updated values into the disclosure notes and drafted new disclosure notes appropriate to current circumstances; maintained records for financial statement information under both Canadian GAAP and IFRS standards; and prepared changes to the financial statements based on feedback from the management review.Conducted monthly CAA Services, Travel & Insurance Brokerage analysis of financial results, and ensured accurate and timely completion of all financial information including accruals, credits, re-classes, G/L account reconciliations, inter-company accounts etc. It was an ongoing variance analysis of actual results versus plan and forecasts for management. Analyzed monthly investment for CAA Services: compared forecast to actual investment results, and produced attribution report explaining variances.Monitored cash flow by analyzing liabilities to ATI (our travel booking supplier). Completed annual statutory filings and surveys to various regulators (Statistics Canada) and other stakeholders.Year-end support to external auditors: with the input of relevant stakeholders, updated pertinent business process description documents; prepared and consolidated all working papers to meet with IFRS reporting requirements as support for the notes to the financial statements, including assets impairments, asset useful life, residual values and internal management representation letters; maintained a good working relationship with the auditors.Assisted Travel Marketing department’s Co-op. Produced Productivity reports used in key decision making by 41 stores’ managers and District Managers. Reduced time needed to prepare reports by 50%, improved accuracy of reports by eliminating errors of previous incumbent from 2 per report to zero.Managed commission reports for Member Service Counselors on monthly basis for accuracy and appropriateness before being processed for payments to various store agents.Assisted Travel District Manager with trend analysis and opportunities for improvement on different pay structure. Assisted Human Resources Department with union negotiation.Collaborated with IT department in development of commission calculation automation system – Plan It, and new Travel system – TravCom.Assisted internal auditors to test and approve Plan It implement: reviewed accuracy, reasonableness, consistency and policy compliance; and consolidated all the information and followed up on any correction that may be needed for errors and omissions.
Insurance Accountant, CAASCO Finance Department May 2007 – June 2010
Responsibilities: accounts receivable, reconciliation
Software used: Horizon, Cover all, Axis Monitored and analyzed work processes to develop more efficient procedures while still maintaining accurate and quality work outputs.Analyzed Daily Edit, reconciled Daily Payment Activity Register report, Daily Output Transaction Report etc. Worked closely and followed up with CAA Insurance Claims department, Insurance Sales Center and Insurance Customer Service Department for daily payment processing and corrections. Saved the company approximate $100,000 loss every month.
Jr. Accountant, Co-op, CAASCO Finance Department December 2006 – May 2007
Responsibilities: accounts payable, coding, invoicing, data entry, month-end
Software used: Accounting, AxisProvided a full range of accounting services and related client support to a diverse group of CAA in compliance with accounting standards, corporate policies and procedures, established service level standards and in keeping with best business practices.Processed invoices, expense claims, journal entries, e-billings, transfer payments, grants, and awarded payments. Identified issues and concerns, noted payments that required special handling and forwarded with recommended action for review and approval by supervisor.
EDUCATION
Certified Public Accountant Designation (CPA), completed 2010
Seneca College, Toronto, Canada 2005 – 2006College diploma of Accounting and Finance, expected in Dec 2012
Contact this candidate