Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Allan Mai, CPA

Surrey,British Columbia

Summary

Strategic professional in business operations known for high productivity and efficiency in task completion. Specializing in process optimization, project management, and data analysis, ensuring streamlined workflows and enhanced operational efficacy. Excel in communication, problem-solving, and leadership, leveraging these soft skills to drive team success and achieve organizational goals.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Team Lead, Accounting

O2E Brands
Vancouver, British Columbia
01.2024 - Current
  • Supervised two direct reports by mentoring them on accounting concepts and leveraging technology in the business.
  • Investigate complex reconciliation issues, prepare working papers, and communicate the outcome to stakeholders. Prepared a working paper to provide auditors with assurance that the trial balance amounts from prior accounting software translate to the current software. The project covers 15 interrelated entities.
  • Led initiatives to improve the reporting team's efficiency by training them on leveraging Excel and data to improve their month-end close efficiency

Senior Accountant

O2E Brands
Vancouver, British Columbia
01.2022 - 01.2024
  • Implemented process improvement initiatives by reviewing current workflow, analyzing manual processes, and leveraging Excel or other applications to automate a task. Created a template that reviewed thousands of jobs for rebate eligibility, reducing the process from 1 hour to 10 minutes.
  • Reviewed and improved working papers by enhancing workflow and the presentation of information to stakeholders.
  • Managed the month-end and year-end close process for the 1-800-GOT-JUNK group under ASPE, U.S. GAAP, and AASB. Includes preparing, adjusting journal entries, and a full set of audited financial statements.

Accountant

O2E Brands
Vancouver, British Columbia
03.2020 - 12.2022
  • Coordinated with external auditors during annual audits, providing requested PBC documents and variance commentary.
  • Completed month-end and year-end financial reports under U.S. GAAP and ASPE for WOW 1 Day Painting and Shack Shine. This includes Balance Sheet, Income Statement, Shareholder Equity, Cash Flow, and accompanying notes.
  • Led process improvement initiatives that enhanced product quality while reducing delivery time for stakeholders. Created a reconciliation sheet to automatically pull information from multiple sources to ensure that actual-to-budget variances are investigated promptly. High-impact project, as the investments are in the millions.

Junior Accountant

O2E Brands
Vancouver, British Columbia
10.2018 - 03.2020
  • Reduced processing time for accounts receivable and payables by developing Excel templates with VBA to automate processes. The largest improvement reduced processing time from 4 hours to 30 minutes.
  • Enhanced department efficiency by analyzing workflow and leveraging technology to automatically record transactions through Microsoft GP, G Suite, and Excel.
  • Prepared comprehensive month-end binders, schedules, and adjusting journal entries per ASPE standards for WOW 1 DAY Painting

Junior Accountant

EMC Business Solutions LLP
West Vancouver, British Columbia
11.2016 - 10.2018
  • Designed Excel templates to reduce monthly closing time and minimize data entry errors.
  • Executed full cycle accounting, recording assets, liabilities, revenues, expenses, and adjustments.
  • Assisted in the preparation of monthly and annual financial statements by reconciling accounts, and performing variance analysis.
  • Managed accounts receivable process while communicating outstanding balances to clients.

Education

BBA - Accounting

Simon Fraser University
Burnaby, BC
09-2016

Skills

  • Data analysis
  • Excel automation
  • Programming languages: VBA, Python, C
  • Workflow optimization
  • Training and mentoring
  • Team leadership

Certification

  • Chartered Professional Accountants - BC

Accomplishments

  • CPA: Passed finance module with distinction (Top 5% of the cohort)

Timeline

Team Lead, Accounting

O2E Brands
01.2024 - Current

Senior Accountant

O2E Brands
01.2022 - 01.2024

Accountant

O2E Brands
03.2020 - 12.2022

Junior Accountant

O2E Brands
10.2018 - 03.2020

Junior Accountant

EMC Business Solutions LLP
11.2016 - 10.2018

BBA - Accounting

Simon Fraser University

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Allan Mai, CPA