Summary
Overview
Work History
Education
Skills
Timeline
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Chi Zhang

Etobicoke,ON

Summary

  • Two years of experience in accounting, specializing in bookkeeping, AR/AP, payroll, and financial reporting.
  • Extensive tax expertise with T1, T2, T3, T5, and HST filings.
  • Master's in Accounting; actively pursuing CPA and ACCA designations with 9 exams cleared.
  • Highly proficient in QuickBooks, CaseWare, Taxprep, Wave Accounting, and Excel.

Overview

2
2
years of professional experience

Work History

Staff Accountant

SJ Chartered Accountants
Mississauga, ON
02.2023 - Current
  • Record and reconcile financial transactions in QuickBooks, thoroughly analyze client files, and pass adjusting entries to ensure accuracy.
  • Manage AP/AR functions: verify and process vendor invoices, resolve discrepancies, obtain payment approvals, and generate detailed expense reports; make customer invoices, ensure timely customer payments, and reconcile sales accounts.
  • Process payroll for multiple clients, verifying hours, calculating salaries, payroll taxes, and WSIB contributions; generate pay stubs and ensure timely payments to employees, WSIB, and CRA.
  • Retrieve trial balances from QuickBooks, import them into CaseWare, and expertly format financial statements in CaseView.
  • Leverage Taxprep for T1 and T2 filings, ensuring full compliance, while managing T3, T5, and HST filings. Successfully completed over 250 T1 and 50 T2 returns in the past two years.
  • Assist in auditing duties by meticulously reconciling supporting documents with clients' bank and credit card records.

Accounting Administrator

Miracle Stone
Etobicoke, ON
09.2022 - 02.2023
  • Recorded transactions in QuickBooks Online and Excel, generating monthly income statements and sales reports.
  • Managed payroll: verified hours, calculated salaries, payroll taxes, and WSIB, and issued paystubs.
  • Processed employee reimbursements, ensuring timely payments, and created detailed expense reports.
  • Handled accounts payable: verified invoices, resolved discrepancies, secured payment approvals, and processed payments, generating cost analysis reports to enhance operational effectiveness.
  • Managed accounts receivable: generated customer invoices and statements, ensured timely payments, and reconciled sales accounts with Zoho CRM.
  • Prepared financial statements, including balance sheets, income statements, and statement of cash flows.

Staff Accountant

Anda Accounting
Mississauga, ON
04.2022 - 09.2022
  • Conducted bookkeeping duties as assigned
  • Performed cost analyses at month end for multiple clients.

Education

Post Graduate Certificate - Marketing Management - Financial Services

George Brown College
Toronto, ON, Canada
12.2022

Master of Accounting - Professional Accounting (ACCA Studies)

Macquarie University
Sydney, NSW, Australia
12.2021

Bachelor of Public Finance - Taxation

Shandong University of Science and Technology
Qingdao, Shandong, China
06.2015

Skills

  • Bookkeeping
  • AR/AP/Payroll
  • Financial Statements
  • Tax Preparation

Timeline

Staff Accountant

SJ Chartered Accountants
02.2023 - Current

Accounting Administrator

Miracle Stone
09.2022 - 02.2023

Staff Accountant

Anda Accounting
04.2022 - 09.2022

Post Graduate Certificate - Marketing Management - Financial Services

George Brown College

Master of Accounting - Professional Accounting (ACCA Studies)

Macquarie University

Bachelor of Public Finance - Taxation

Shandong University of Science and Technology

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Chi Zhang