Diana Li
Stouffville,ON
Summary
Results-driven finance professional with 10+ years of experience in diverse organizations. Proven leadership skills and a track record of successfully guiding teams to meet financial goals. Collaborates effectively with executive leaders to develop impactful business, financial, and growth strategies.
Overview
15
15
years of professional experience
Work History
Controller II
BGIS Global Integrated Solutions
04.2023 - 07.2024
- Oversee full financial period end close including leading period end review with management team and business leads
- Led the annual budget and quarterly forecast process, aligning departmental budgets with organizational goals and monitoring performance against targets
- Liaise with leads to understand key trends, cost drivers, operational expectations, financial risks, resource planning and delivery of targets
- Provide detailed analysis of both financial and operational KPIs
- Responsible for financial review of all projects to ensure proper revenue recognition is applied and profitability metrics are understood
- Report on cash flow including monitoring and oversight of AR collection
- Facilitated successful internal and external audits, meticulously preparing all necessary documents and reports.
- Led a team of 5 finance professionals. Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
Finance Manager
BGIS Global Integrated Solutions
06.2018 - 04.2023
- Manage full accounting, forecasting, annual and long-range budgets
- Provide variance analysis on actual performance vs plan and forecast and carve out key insights
- Managed multimillion-dollar budgets, ensuring accurate allocation across departments
- Prepare financials in accordance with IFRS. Developed comprehensive financial reports for executive decision-making support
- Liaise with internal and external auditors to support audit of business units and various contracts within it
- Identify and prepare ad-hoc financial analysis and recommendations to internal and external stakeholders
- Increased financial efficiency by streamlining and automating financial reporting processes.
Senior Financial Analyst
BGIS Global Integrated Solutions
07.2016 - 06.2018
- Responsible for three lines of businesses’ full accounting, forecasting, and budgeting cycle
- Review entries prepared by other analysts and ensured timely and accurate financial cycle close
- Conduct project financial close out and reconciliation
- Analyze revenue recognition with supporting documentation and calculations
- Conduct detailed profitability analysis of variances between planned, forecasted and actual results.
External Reporting Analyst
BlackBerry Limited
10.2014 - 07.2016
- Facilitate the financial close process by the preparation and review of quarterly and annual consolidated external financial statements, notes thereto, MD&A, and related disclosures in accordance with U.S GAAP
- Evaluate the financial implications and disclosure requirements of alternative and new accounting policies and guidelines
- Reconciled balance sheet accounts and investigated issues relating to bank reconciliations, investment holdings, stock compensation and FX variances
Financial Analyst – Product Lifecycle Financial Management
BlackBerry Limited
10.2013 - 09.2014
- Prepared business cases for new products using profitability and financial models, identifying risks and opportunities, transfer pricing options, pricing and costing variances
- Hands on experience with preparation of forecasts and budgets and ensure alignment with the demand plans
- Strategically developed quarterly incentive quotas and targets through planning, coordination and consultation with product managers.
Operations Audit Analyst – Risk, Performance and Audit (RPA)
BlackBerry Limited
09.2012 - 09.2013
- Researched best practice materials, and gathered information through discussions with key stakeholders and the engagement team to identify key risks and controls
- Created work plans by designing procedures, identifying and defining key risks, and developing criteria for the assigned section of the audit
- Actively gauged risks within assigned area of audit and adjusted the test plans to evaluate outcomes of the audit work.
Pricing Analyst
RBC Dexia
05.2012 - 08.2012
- Researched and validated price discrepancies, including but not restricted to exchange traded equities, fixed income and warrants using Bloomberg and MS Access
- Ensured accurate and timely delivery of exchange traded instrument prices to various valuation teams.
Operations Analyst – Business Partners Operations
IBM Canada Ltd.
09.2009 - 09.2010
- Prepared and analyzed weekly sales reports for the sales and operations team to provide various business insights such as quota attainment metrics
- Created adhoc reports for the Business Unit Executives using Excel functions.
Education
CPA, CA -
Chartered Professional Accountants of Ontario
Toronto, ON08.2015
Bachelor of Commerce - Accounting (Honors)
Ryerson University – Ted Rogers School of Management
Toronto, ON12.2011
Skills
- Preparing financial statements - IFRS and US GAAP
- MS Excel, Word, Powerpoint, Power BI, Knime, MS Access
- Cash Flow Management
- Staff Management
- Statement Reconciliation
- Accounting Management
- Financial Planning & Analysis
- Project Accounting
Timeline
Controller II
BGIS Global Integrated Solutions
04.2023 - 07.2024
Finance Manager
BGIS Global Integrated Solutions
06.2018 - 04.2023
Senior Financial Analyst
BGIS Global Integrated Solutions
07.2016 - 06.2018
External Reporting Analyst
BlackBerry Limited
10.2014 - 07.2016
Financial Analyst – Product Lifecycle Financial Management
BlackBerry Limited
10.2013 - 09.2014
Operations Audit Analyst – Risk, Performance and Audit (RPA)
BlackBerry Limited
09.2012 - 09.2013
Pricing Analyst
RBC Dexia
05.2012 - 08.2012
Operations Analyst – Business Partners Operations
IBM Canada Ltd.
09.2009 - 09.2010
CPA, CA -
Chartered Professional Accountants of Ontario
Bachelor of Commerce - Accounting (Honors)
Ryerson University – Ted Rogers School of Management
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