PASS - CFE case marker
Edmond Ho CPA,CA
Senior Financial Analyst
Maple,ON
Summary
Experienced CA with over 10 years of experience in financial reporting. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Senior Financial Analyst (FPM)
Bank of Montreal
Toronto, ON
11.2020 - Current
- Provide the forecasting model for Global Asset Management by working directly with the CFO to develop key assumptions
- Review and adapt complex modelling structures used for planning and key decision making purposes.
- Prepare key performance indicators and presentation material to be used for internal and external stakeholders.
- Correspond with business partners in the preparation and delivery of key reporting impacting multiple lines of business
- Provide ad-hoc analysis of performances and provide proposals on business decisions impacting GAM.
Senior Financial Analyst (Financial Reporting)
Bank of Montreal
Toronto, ON
11.2016 - 11.2020
- Prepared monthly financial statements and analytical reports (legal entity and management results) for the CFO in the month-end process, and attestation reports for the Chief Accountant’s Group.
- Draft board slides for the lead financial officer for the purpose of board of directors meetings
- Draft board slides for the lead financial officer for the purpose of board of directors meetings
- Wealth management lead for adapting the new IFRS 16 lease standards to the affected lines of business.
- Team champion for the EPIC (Empowering Process Improvement Community) initiative, identifying, coordinating, and completing process improvements implemented in the wealth management group, and organization-wide for significant ongoing time savings and control implementation
Senior Accountant/Manager, Assurance & Accounting
BDO Canada LLP
Waterloo, ON
01.2014 - 11.2016
- Prepared/reviewed audited and reviewed financial statements under ASPE, IFRS, and accounting standards for pension plans for all financial accounts, and prepared consolidated financial statements in accordance with ASPE standards
- Managed and trained multiple staff in the audit team for completion of the engagements while meeting time budgets and client deadlines accordingly
- Developed excellent client relationships through understanding client needs, expectations, and timelines, and timely communication with senior management
- Acting CPA mentor to multiple CPA students, providing general guidance, and specific advisement on issues of technical skills, CPA training requirements, and general issues
- Represented BDO Canada LLP at industry events, including meeting existing, new, and potential clients
- Coordinated with National team to identify, trouble-shoot, and implemented a new engagement template firm-wide with estimated time savings of 1,900 hours annually, and led the pilot program within the firm
Senior Accountant
Dube & Cuttini Chartered Accountants LLP
Kitchener, ON
01.2012 - 12.2014
- Prepared audited and reviewed financial statements under ASPE, IFRS, and accounting standards for pension plans for all financial accounts, and prepared consolidated financial statements in accordance with ASPE standards, and US GAAP.
- Completed Canadian and U.S. personal, corporate, partnership, and charity returns, as well as tax elections relating to cross-border interaction.
- Perform extensive self-study of all ongoing changes in accounting and audit standards, and present all relevant updates to the office on a monthly basis.
- Identified weaknesses in client accounting or controls systems and provide constructive feedback on options for improvements.
Education
Bachelor of Mathematics/Chartered Acountancy - Chartered Accountancy, IT Systems
University of Waterloo
09.2006 - 12.2010
Skills
Excellent knowledge of IFRS and ASPE through preparation and audit of financial statements under each framework
Exceptional leadership and teamwork abilities through coordinating with large teams for close process, and leading audit teams in mid and large assurance engagements
Strong oral and written communication skills through extensive senior management and client correspondences in controllership and assurance engagements, marketing events, and hosting learning sessions
Dependable time management skills in coordinating and completing engagements ahead of deadlines and budget
Proficient with Microsoft office (Word, Excel, PowerPoint, and Outlook), and accounting systems (CODA, S4 Hana, SAP, Financial Consolidation, Quick Books, Simply Accounting)
Certification
Chartered Professional Accountant, Chartered Accountant
Interests
Long distance runner, outdoor camping, enthusiastic fan of professional basketball Where time is available, review the various sections of the handbook and relevant CPA updates for accounting and audit standards, and various professional development opportunities
Timeline
Senior Financial Analyst (FPM)
Bank of Montreal
11.2020 - Current
Senior Financial Analyst (Financial Reporting)
Bank of Montreal
11.2016 - 11.2020
Senior Accountant/Manager, Assurance & Accounting
BDO Canada LLP
01.2014 - 11.2016
Chartered Professional Accountant, Chartered Accountant
01-2014
Senior Accountant
Dube & Cuttini Chartered Accountants LLP
01.2012 - 12.2014
Bachelor of Mathematics/Chartered Acountancy - Chartered Accountancy, IT Systems
University of Waterloo
09.2006 - 12.2010