Financial analyst, accounting

WILLIAM WU

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TARGETTING OPPORTUNITIES AS A:

FINANCIAL ANALYST

Skilled professional with over 5 years of diverse experience in a corporate environment. Chartered Professional Accountant (CPA), with a concentration in Finance and Managerial Accounting. Demonstrated record of success in utilizing analytical tools and productivity software to analyze and present complex financial information. Proven self-motivator who works well independently and in team-oriented environments with dedication, knowledge and ambition to realize challenging goals and produce high-quality work. Strong attention to detail and accuracy.

CORE STRENGTHS

Financial Analysis and Modeling Achievement & Results Oriented Advanced Excel

Strong Initiative & Work Ethic Oral & Written Communication Collaborative Team Player

Problem Solving Complex Research GAAP

CAREER SYNOPS I S

Corporate Accountant PlaceSpeak Inc. May 2011 - Present Provide accurate and efficient accounting and administrative support to the Chief Officer and Project Manager Key Accomplishments:

Analyze monthly sales pipelines and account variances; prepare accurate cash flow analysis and forecast to the management

Update financial models for better tracking key performance indicators; recommend and implement tools and templates to support project accounting and reporting

Apply appropriate cost classification and cost management for ongoing operation; identify opportunities to improve cost tracking and recommend procedure to reduce costs

Perform month-end activities, including bank and credit card reconciliations, maintenance of fixed-asset ledgers, and cash flow analysis, and ensure timely delivery of financial information

Supported the project team by providing sound judgment, knowledge and support on all project accounting and financial reporting requirements to ensure accuracy and completeness in the financial reports

Take initiative to research financial reporting requirements and tax compliance for foreign subsidiaries in UK, and Australia

Accounting Assistant Bang-On Retail Oct 2010 - Jan 2011 Provide accounting support in a high-volume, deadline-driven retail environment; processed over 100 invoices per day in a team of 5 other coworkers in the financial department, reporting to the Account Manager Key Accomplishments:

Improved processes for invoices by checking customers' credit references and building a document trail that keeps track of requested changes regarding invoices, which reduced timeframe for receiving payments

Prepared and delivered accurate monthly financial reports to management under strict deadlines

Managed accounts payable and accounts receivable; verified amounts and codes on various forms and ledgers

Regularly took on additional responsibilities involving inventory management and business filing WILLIAM WU

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Personal Financial Advisor Trainee (Co-op) Grandtag Financial Group, May - Oct 2010 Provided appropriate financial plans and solutions to a variety of clients based on their needs and goals Key Accomplishments:

Actively contacted clients and established meetings; gathered information from clients such as annual income, expenses, insurance and expected rate of return; conducted in-depth review of client’s needs and goals

Successfully educated numerous individuals the necessity of financial planning; assisted financial advisor to monitor customers’ investment portfolios in order to achieve and exceed set financial objectives

Exceeded customer service expectations by prioritizing the needs of customers before other non-urgent tasks which minimized client wait time

Effectively communicated complex financial information to make sure clients were aware of their options and to help them assess various plans; helped clients make informed decisions based on current market data

VOLUNTEER EXPER I ENCE

Volunteer Community Connect Program - CPA Canada 2015 - Present Educate small and medium-sized business owner and/or entrepreneur on a series of key business financial literacy topics, from the basics of financial statement through the tools of effective financial management LOT Member Government Budget and Finance Committee - Vancouver Board of Trade 2013 - 2014 Research government annual report and other fiscal matters; provide statistical analysis to support Board recommendations to the federal, provincial and local governments' annual budgets Key Accomplishments:

Research finding regarding federal administrative expenses over recent years was incorporated in the recommendation letter to Ministry of Finance as they prepare 2013 budget Income Tax Volunteer Canada Revenue Agency 2008 – 2012 (Seasonal) Provided assistance to hundreds of individuals to efficiently and accurately file their tax returns Key Accomplishments:

Recommended various tax-saving strategies to taxpayers to maximize their benefits

Personally trained and instructed a new volunteer on the electronic filing system EDUCAT ION

CPA Candidate CPA School of Business 2014 - 2016 Canadian Securities Course (CSC) Canadian Securities Institute 2013 - 2013 Canadian and Practices Handbook (CPH) Canadian Securities Institute 2013 - 2013 Bachelor of Business Administration Degree (Accounting) Langara College 2010 - 2012

Received 1st place in the Langara Business Investment Strategy Competition in 2011 Diploma in Accounting Langara College 2007 - 2010 ASSOC IAT IONS

CPA Chartered Professional Accountant of BC 2017 - Present Company of Young Professional Vancouver Board of Trade 2014 - Present Selected Participant Leader of Tomorrow Mentorship Program, Vancouver Board of Trade 2012 - 2013

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