CPA, CMA

Xurong (Sherry) Gu, CPA, CMA

**** ******** **** **, ********, AB T6W 0X2

Cell: 780-***-**** Email: ************@*******.*** PROFILE

• Professional accountant with over 10 years of progressive accounting and reporting experience with extensive expertise in financial analysis and financial reporting

• Strong knowledge of full accounting cycle of business operations

• Self-motivated, detail oriented & performance driven leading to creative problem solving and completing detailed work within specified timelines

• Strong leadership demonstrating strong interpersonal, analytical, organizational and communication skills as well as the ability to function effectively under time constraints in either individual or team environment

• Exceptional attention to detail with proven ability to prepare complex and diverse financial statements and reports with a high degree of accuracy

• Strong critical thinking, time management and prioritization skills as well as the ability to take initiative, think logically, and problem solve independently in a fast paced environment

• Ability to develop and maintain working relationships with personnel at all levels within the organization

• Ability to identify and assess opportunities for process improvement and implement accordingly as well as the ability to collaborate with others

• Technically sound with knowledge of professional accounting standards and concepts including advanced working knowledge of Microsoft Office Suite – Excel (Pivot, VLOOKUP, formulas etc.), Word, SAP, Outlook, PowerPoint, Quickbooks and G Suite

(Gmail, Sheets, Docs, Drive, Slides, Hangouts etc.) PROFESSIONAL EXPERIENCE

ATB Investor Services - wealth and investment subsidiary of ATB Financial which currently has $17 billion assets under management.

Accountant 2013 – 2017

Reporting to Manager of Accounting and responsible for the financial support and analysis for internal and external stakeholders.

Achievements:

• Contributed to team achieving a clean 2016 audit where auditors found no errors or anomalies

• Assisted with year-end audit and reduced auditing time by 1 week compared to previous year by providing data that resulted in less follow-up questions from the auditors

• Reduced number of inter-team queries by preparing easy-to-follow and concise working papers / schedules to support and guide other team members

• Completed financial statements, working papers, schedules and full notes disclosure with high accuracy within deadlines

• Completed monthly and yearly variance analysis & detailed variance analysis (budget to actual) within deadlines

• Built, reviewed and maintained financial models for management fees and lapse provision

• Delivered reconciliations in a timely manner with a high degree of accuracy

• Prepared monthly commission statements accurately resulted in correct amounts paid to contractors on time

Commissions Administrator 2011 – 2012

• Prepared monthly compensation statements for Financial Advisors (FAs), Senior Financial Advisors (SFAs)

• Coordinated with FAs, SFAs, business analysts, insurance companies and external stakeholder to ensure employees are being correctly compensated

• Processed Wealth Management transaction reports and commissions into the server

• Updated monthly GIC, Leveraging, chargeback and quarterly clawback information

• Worked with the Finance to ensure policies and procedures are followed

• Assisted senior accountant to complete financial statement and notes

• Reconciled bank accounts

UMC Financial Management Inc., Edmonton

Banking & Accounting Technician 2006 – 2010

• Organized and completed investor trust account spreadsheet for all investors on a monthly basis in a precise and accurate manner

• Reconciled investors’ accounts and bank statements

• Prepared investment fund reports and financial statements PROFESSIONAL MEMBERSHIPS

CPA 2015

Chartered Professional Accountants Alberta

CMA 2014

Certified Management Accountant (CMA) Program

Certified Management Accountants of Alberta

EDUCATION

Bachelor of Business Administration (Specialization in Accounting) 2006 Acadia University, Wolfville, Nova Scotia, Canada

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