CRYSTAL LIU
Experienced Financial Coordinator
Toronto,Canada
Summary
Self-motivated Financial Coordinator proudly offering over 3 years' accounting experience in a fast-paced labor and expense department and working with computerized financial reporting software packages (e.g., PeopleSoft, Oracle and Net Suite). An accomplished accounting professional capable of achieving financial and administrative tasks with relative ease, including preparing expense payment, monitoring and reconciling accounts, preparing financial reports, responding expense inquiries and assisting finance teams with variance analysis efforts. Proven ability to fulfill objectives by providing high accuracy performance, monitoring resources, using initiative, and giving sound recommendations. Demonstrated success in maintaining a very low error level in work performance and sustaining positive customer relationships.
Overview
6
6
years of professional experience
Work History
Financial Processing Assistant
York University
TORONTO, Ontario
08.2022 - Current
- Review and assess financial petition submissions. Calculate and process adjustments to student accounts. Send relevant standard communication(s) to students on the petition process.
- Process refund requests following review and approval by Manager.
- Maintain the accuracy of student account balances by conducting relevant data integrity checks such as reconciliations. Generate journal entries to reflect charges, cancellations, or other adjustments.
- Process full-time and part-time financial aid applications in accordance with the Ministry of Education and defined York policies, processes, procedures, and guidelines.
- Review numerous sections of financial aid applications, such as personal, academic, income information, and residency to ensure data integrity and completeness and accurate system-generated assessments.
- Actively contribute and support the transfer of knowledge to colleagues and team member across SFS.
- Stay up to date on changes to relevant policies, procedures, and regulations.
- Advise and assist specific staff members to support understanding of changes and implementation of streamlined processes.
- Support special projects upon request from department manager.
Accounts Payable Clerk
York University
Toronto, ON
01.2022 - 08.2022
- Applying GAAP and institutional financial policies for projects and services
- Monitoring, recording, assigning and categorizing emails with invoices and inquiries
- Checking that documents' sufficiency and proper approvals are obtained prior to processing transactions
- Identifying, researching and resolving invoice-related inquiries
- Optimizing and enforcing new processes to support service excellence
Financial Coordinator
BGIS
Markham, ON
10.2018 - 12.2021
- Reviewed and entered timecards for payroll records, followed up on missing information to ensure timely processing
- Reviewed and maintained the accuracy of expense reports, checked supporting documents for audit purpose, entered and validated journal entries of expenses
- Prepared routine weekly reports, identified and resolved discrepancies for both payroll and expense reports
- Replied to all expense related inquiries of team members, by identifying the issue and giving solutions or recommendations
- Gathered audit supporting documents upon request
Education
BBA - Accounting
China Women University
Beijing, China07.2006
MBA -
York University
Toronto, ONSkills
- Solid Accounting Knowledge and Experience in Accounts Payable, Accounts Receivable and Journal Entries in a Computerized Information System
- Proficient in MS Office Excel, Word, Outlook, PeopleSoft and Oracle
- Quick Learner with the Ability to Quickly Master New Skills
- Professional Approach and Seasoned Communication Skills to Deliver Great Customer Service
- Brilliant Organizational Skills with the Ability to Effectively Prioritize Tasks to Meet Tight Deadlines
- Excellent Collaborative Team Player and Demonstrated Ability to Effectively Work Independently
- Strong Research and Analytical Skills to Solve Problems
- Superior Accuracy with Detail Orientation
Hobbies
Calligraphy – Gold medal of youth group – Practice calligraphy like meditation
Sudoku – Medium to hard level – Improve analytical and problem-solving skills
Badminton – Amateur – Working out the body and practice reaction
Movie – Especially like detective movies – Exercise logical thinking and reasoning ability
Timeline
Financial Processing Assistant
York University
08.2022 - Current
Accounts Payable Clerk
York University
01.2022 - 08.2022
Financial Coordinator
BGIS
10.2018 - 12.2021
BBA - Accounting
China Women University
MBA -
York University