customer service, Tax Preparation,Time Management, Accounting Proced

Finance and Accounting

Analytical, driven and detail-oriented Accounting Professional with Master’s degree in Finance and Bachelor’s in Accounting offering hands-on knowledge and experience in all facets of Finance and Accounting emphasizing general accounting, financial planning, financial reporting, sales and tax analysis and preparation. Skilled in development of key methods for organizations to strengthen financial performance, improve controls, and mitigate tax liabilities. Solid interpersonal skills with the ability to contribute as a team player and interface with professionals on all levels. Responds to operational and financial challenges with confidence, determination and focus.

Areas of Expertise

Financial Planning

Accounting Procedures

Time Management

Communication Skills.

Tax Preparation

GAAP

Compilation and Reviews

Tax Planning

Tax Mitigation

Strategic Planning

Report Preparation

Efficiency Improvements

Education

Saint Mary’s University • Halifax, NS Sep 2014 - Jan 2016

MASTER OF FINANCE

Courses: Financial Reporting & Analysis, Financial Statement Analysis, Corporate Finance

Project: Forecasting Stock Prices

oCalculate changing stock prices in various industries through the use of past statistic data and ratios

oAnalyzed the economy as a whole and determined process of stock allocation in different industries, utilizing top-down strategy

oDetermined company’s performance by calculating and analyzing financial ratio (profitability and return, operational efficiency, liquidity and solvency, price to earning)

oCollaborated with a team of 4 in mitigating risk in stock prices for different industries and companies to determine how to obtain most benefits

oIntroduced a Microsoft excel spreadsheet to create charts, set up lists,, organize and filter large amounts of data, and simplify familiarization with the program that will automatically calculate ratio of 10 years of data

oSuccessfully achieved a 5% differential from the calculated target price and actual price

Saint Mary’s University • Halifax, NS Sep 2010 - Jun 2014

BACHELOR OF COMMERCE, MAJOR IN ACCOUNTING

Courses: Taxation, Management Accounting Seminar, Intermediate Financial Accounting

Core Competencies

Strong sense of responsibility. Excellent track record of dependability. Outstanding ability to juggle many tasks yet delivers huge business results. Consistently recognized by colleagues for cross-discipline talents in needs analysis, troubleshooting and problem resolution in fast-paced environments

Creative problem-solver. Proven ability to troubleshoot and develop creative, innovative solutions to business challenges; successfully manage change for improved performance and efficiency

Dynamic communication/interpersonal skills. Exceptional interpersonal and communication skills with proficiency to promote confidence and build and maintain strategic business/client relationships, while interfacing positively with people of diverse backgrounds and culture. Bilingual proficiency in Mandarin and English language

Computer proficiency. Proficient in computer operations and applications including Microsoft Office Suite including (Word, Excel, PowerPoint and Outlook), and DTmax software

Professional Experience

H&R Block - Quinpool Office • Halifax, NS Jan 2014 - May 2014

TAX PROFESSIONAL (Part time)

Accountable for providing client service and tax return solutions to 30+ customers in downtown Halifax area. Daily duties encompassed interfacing customers, setting up tax accounts, tax filing, handling customer issues, processing client information, and updating database records.

Effectively dealt with customers of different background; acquire client information, update database records, conduct interview and resolve problems on setting up the account.

Resolved customer problems, issues and complaints by identifying and analyzing the problem, developing strategies and solution, explaining the process, and collaborating with supervisors on handling irate customers.

Performed tax report filing while proactively searching for options to maximize clients’ benefit; interface with clients and communicate the deals and information to customers such as helping families with medical expenses, tax payment in common law families, and important tax matters.

Worked closely with senior tax professionals on handling higher level cases and performing delicate transactions such as setting up common-law files and customer account set-up for taxes using DTmax software.

Highly entrusted and recognized by the supervisor for exceptional rate of positive feedback from clients.

Played an instrumental role in increasing sales by selling 30 credit cards through building positive rapport with customers and providing excellent customer service.

Increased sales from Chinese students by the help of Mandarin language fluency; effectively communicate with customers and provide excellent customer service.

Saint Mary’s University - Patrick Power Library • Halifax, NS Sep 2011 - Apr 2012

ASSISTANT LIBRARIAN (Part time)

Helped in managing daily operation of the largest library of Saint Mary’s University. Performed duties including providing custom services to 40+ students on a daily basis, monitoring records of borrows and returns, shipping from libraries to libraries, maintaining codes and records, organizing and sorting books, setting up print credits, handling till, and operating printer and photocopier.

Handled cashier transactions, answered queries, and resolved complaints while providing excellent customer service.

Maintained organized records by recording transactions on database, and maintaining book records in organized and clear fashion.

Worked collaboratively with librarians to organize, arrange and categorize 2500+ books on a daily basis.

Professional Certification

Certificate of Accomplishment of Income Tax Preparation • H&R Block 2013

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