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CGA Caseware Quickbooks Sage Agrinvest Review NSR Budgeting

Location:
Richmond, BC, Canada
Posted:
December 04, 2016

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Resume:

Zelong (Roger) He CPA, CGA

Vancouver, BC *******@***.** 778-***-****

HIGHLIGHTS OF QUALIFICATION

* ***** ** ********** *********** gained through working in accounting firm consulting to independent gas-station clients and as an accounting controller of a start-up food company

Strong analytical and reporting skills developed by researching financial news and data, evaluating information, constructing reports as an accounting controller and working in accounting firm

Proficient in Microsoft Office including Excel, statistical software (Eviews and STATA), financial databases such as Access, programming languages (VBA and Matlab), ERP system such as Accpac, and accounting software (Caseware, Quickbooks)

An experienced team player who has worked with team members in CPA projects and case competitions in school; as an program advisor in Junior Achievement; as an staff accountant in accounting firm; as an accounting controller in start up company

Strong time management skills as demonstrated by managing a stressful full-time job and CPA program at the same time

EDUCATION

CFA Level III Candidate, CFA Program Exam Date: Jun 2017

CFA institute, Charlottesville, VA, USA

Master of Science in Finance (Risk Management) Completion: Nov 2016

Beedie School of Business, Simon Fraser University, Vancouver, BC

Chartered Professional Accountant (Legacy Certificate General Accountant) Aug 2015

Saskatoon, SK

Bachelor of Commerce in Accounting with Distinction 2012

Edwards School of Business, University of Saskatchewan, Saskatoon, SK

PROFESSIONAL EXPERIENCE

Accountant (Part-time) Sep 2015- Now

BC Blueberry Biotechnology Co Ltd, Vancouver, BC

Developed and maintained excellent relationships with suppliers by communicating over the phone and through email to solve various payment issues

Assisted CEO in the preparation of annual budget and presentations by facilitating due diligence and other financial and legal process

Reduced closing time for monthly and quarterly close by 50% by implementing new consolidation process

Investigated and resolved discrepancies in monthly bank accounts while under tight deadlines

Increased business efficiency by preparing costs budget and tracking variance between budget and actual

Staff Accountant (Full-time) Jun 2012-April 2015

Thomas & Associates, Saskatoon, SK

Accomplished more than a hundred corporate tax return annually including entering journal entries, calculating corporate tax, and posting year-end adjustment entries

Successfully resolved cash and inventory loss issue of three independent gas stations by developed and implemented new internal control procedure

Cooperated with various financial professional to save more than two million dollar tax and interest for clients

EXTRACURRICULAR ACTIVITIES

PRMIA Risk Management Challenge Jun 2016

Worked cooperatively with a team of four to complete a case study to help a company to handle currency, reporting and operation challenges, became one of three teams to make it to Vancouver regional finals

Analyzed the case in relation to a variety of risks through researching academic journal and peer cases

Recommended the company build a continuous hedging model by using derivatives and natural hedging and presented to a group of four judges; acknowledged as being the only group to do all the analysis

COMMUNITY INVOLVEMENT

Company Program Advisor 2012 Junior Achievement

Motived a team of ten students to run their own company with my expertise and knowledge in accounting and finance

Assisted students to experience all phases of a business operation; develop critical thinking, speaking and leadership skills

Fostered a positive relationship between youth and the business community

INTEREST AND HOBBY

BADMINTON: Three-time provincial championship between 1999 and 2005

HIKING: Hiked in many places such as Banff, Cypress Hill (in Saskatchewan), and Mount Kailash (6638m in Tibet)



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