Wilson Yang

647-***-****

aczgw9@r.postjobfree.com

EDUCATION

Bachelor of Arts: Honors Economics, with a minor in Sociology, 2015

McMaster University - Hamilton, ON

SKILLS

Schedule management

Licensed(LLQP) Financial adviser

Experienced with reporting individual and self-employed tax

Database management

Experienced with Cantax and Ufile

Fluent in English and Mandarin

45WPM typing speed

Troubleshooting computer problems

Hardware configuration and setting up computers

Strong Computer proficiency (Microsoft Word, Excel, Access, Outlook, PDF)

High level of professionalism Outstanding customer service skills

Proficient with Microsoft Dynamics GP

Proficient with ERP system

Quantifying a Set of Data using R studio and Stata

WORK HISTORY

Accounts receivable clerk

Curtis International

10/2016-12/2016

Execute and verify cash receipt entries

Handling export shipping documents

Company model updating

LC downloading and updating

Make entry onto customer website

Disputing and verify deductions

CPA Exam Assistant/IT Proctor

Chartered Professional Accountants of Ontario

09/2016-12/2016

Provide software support to the students experience difficulties getting access to the files and the information they require while writing their exam.

Locate and access hidden files and information.

Transfer the information and files onto a USB and load into laptop

Accounts Receivables Clerk

Meritrust Financial Group- Mississauga, Ontario

02/2016 – 08/2016 (Contract completed)

Contact delinquent customers via phone to secure payment.

Assist with printing and mailing of statements.

Review account histories with customers, posting payments, credit memos and adjustments.

Process company bank deposits.

Analyze, verify accounts receivable related transactions; reconcile AR accounts, investigate and resolve issues on a timely basis.

Monitor receivables, ensure timely collection, and provide regular analysis/updates.

Maintain and archive paper and electronic files.

Data Entry Clerk

FedEx -Mississauga

11/2015 - 02/2016 (Contract completed)

Calculate the tariffs on the shipments based on its descriptions, category and its country of origin.

Determine which package can be shipped out right away and which one needs to be examined by customs.

Process the invoices for bookkeeping purposes.

Customer Service Clerk and sales associate.

Mertrust Financial Group - Mississauga

05/2014 - 10/2015

Intermediary between the agents and the firm.

Perform up to 200 cold calls a day to generate appointment for the agents.

Make sure all criteria are met before the agents file their insurance policies.

Organize forms, make photocopies, file records and prepare correspondence and reports.

Enter numerical data into databases in a timely and accurate manner.

Marketing Consultant

Hope Innovations - Mississauga

05/2015 - 08/2015 (Contract completed)

Translate business document from English to Chinese. Design marketing brochures.

Prepare investor presentations on PowerPoint and investor documents on Word and Excel.

Evaluating the Status of Individual Businesses within the marketplace

Data Entry Clerk

Inkesale - Mississauga, Ontario

05/2011 - 09/2013

Input the data of the purchase orders and inventory for regular reports.

Monitor expenses to ensure compliance with budget by performing monthly variance analyses. When not compliant, inquire about the reason for discrepancy.

Monitor inventory level and prepare shipping labels and products for shipping orders.

Communicated extensively with customers and manufacturer regarding product and warranty status for individual orders and repairs.

Assist human resource department in conducting staff performance statistical tests.

Conduct market research and find out best option to maximize profitability.

Make sure purchase orders and sales invoices are balanced for tax purposes.

Produce monthly reports using advanced Excel spreadsheet functions.

Sales representative

Eco Energy- Mississauga, Ontario

05/2008- 02/2011

Provide door to door sales service for water heater, furnace and air conditioners.

Checking the installation date of the furnace and recommend for changes if required.

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