Management Accounting
Resume:
Alice Wang
Phone: 289-***-****
Email: ******.***@*****.***
SUMMARY OF QUALIFICATIONS
Two years of experience with Full-cycle Accounting Analysis in consulting and financial services industry
Strong understanding of accounting policies and standards: GAAP and IFRS
High proficiency with bank reconciliation, and month-end closing activities with strong analytical skills
Experienced in financial statement analysis including balance sheet, income statement, and equities
Advanced MS Excel skills (VBA, Macro, Pivotable, VLookup, SumIf, etc.); familiar with SQL and Access
Proficient in Simply Accounting, QuickBooks, and experienced with ERP accounting systems
Highly organized and able to prioritize tasks to meet tight deadlines
PROFESSIONAL EXPERIENCE
Junior Accountant Jan 2016 - Present
KE Solutions Inc, Toronto, ON
Prepare monthly and quarterly financial analysis and reporting including variance analysis, identification of key risks and opportunities, revenue and cost drivers and KPIs for management team
Maintain accounts by reconciling bank statements, Account Receivable and Account Payable details; Communicate findings effectively with management team
Work with Operations Director to develop strategic plans in expanding the client market
Maintain client databases and in-house customer relationship management(CRM) applications
Financial Analyst Sep 2013 - Apr 2014
First Ontario Credit Union, Hamilton, ON
Prepared and presented sales and revenue trending, benchmarking, KPI scorecards reports to senior management team to support strategic decision making on a daily, weekly and monthly basis
Budgeted FTE salaries and revenue using Activity Based Budgeting on a monthly and annual basis using Excel PivotTables, PivotCharts, VBA Macros in Excel and Access
Assisted in due diligence activities in merge and acquisition of other credit unions
Automated and streamlined reports for cost allocation, mortgage allocation and credit scores; improved month-end process efficiency by 40%
Worked with upper management to resolve ad-hoc issues and improved internal reporting process
Tax Associate Feb 2013 - Apr 2013
PricewaterhouseCoopers LLP, Toronto, ON
Completed 400 Canadian and United States (1040, 1040 NR, 1040 NREZ) personal tax returns in a timely manner using Taxprep and Go-system
Performed variance analysis and identified inconsistencies in clients’ financial data
Analyzed tax information and calculated credits and claims for both US and Canadian residence
EDUCATION
CPA Candidate (Stage: Core 2) (Est. Completion: Sep 2016)
Honours Bachelor of Accounting (Co-op) Sep 2011 - Jun 2016
Goodman School of Business, Brock University, St. Catharines, ON
Queen Elizabeth II: $3500
Dean’s Honour list 2011: GPA above Grade A
EXTRA-CURRICULAR ACTIVITIES
Vice President, External Affairs Sep 2011 – Sep 2013
Chinese Students and Scholars Association, St. Catharines, ON
Established a board network of various stakeholders and sponsors with local businesses
Persuaded sponsors to donate to and sponsor BUCSSA and raised $5000 for events
Expanded BUCSSA by over 110 members and led a team of 20 members
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