Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Erin Guo

Richmond,BC

Summary

Diligent professional accountant with solid background in tax, audit and financial reporting under both ASPE and IFRS. Proven track record in maintaining accurate financial records and supporting CRA audits and Year-end closing procedures. Demonstrated expertise in general ledger management and proficiency with multiple accounting and ERP software.

Overview

5
5
years of professional experience

Work History

Staff Accountant

James McCallum & Associates Ltd.
05.2024 - Current
  • Prepared and maintained reconciliation and working papers for balance sheet and P&L accounts.
  • Experienced in GST/HST filings, CRA audit, and tax planning for individuals and corporations.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Reviewed and maintained fixed asset records and depreciation schedules to establish accurate calculations.
  • Prepared Notice to Reader (Compilation) financial statements and working papers for a wide range of private entities.
  • Performed review engagements by preparing working papers, conducting analytical procedures, and drafting financial statements in accordance with ASPE and assurance standards using CaseWare and CaseView.
  • Facilitated better understanding of financial policies among non-finance staff through comprehensive training sessions.

Staff Accountant

Peter Wu & Associates Ltd.
06.2020 - 04.2024
  • Reviewed year-end AP and AR details and summary and recommended YE adjusting journal entries.
  • Played pivotal role in identifying and mitigating financial risks by conducting regular financial health assessments.
  • Conducted variance analysis on clients' files to identify reasons behind budget & forecast discrepancies
  • Completed bookkeeping for 100+ clients across different industries such as retail(fashion), real estate, and law firms.
  • Helped one client to increase SR&ED refund by approximately $100K in 2023.

Education

PEP Program

CPA - Western School of Business
Vancouver
05-2026

BBA - Accounting

Simon Fraser University
Vancouver
04-2020

Skills

  • Bank reconciliation
  • Monthly account / bank reconciliation
  • Accounts receivable & payable
  • Monthly journal entries
  • Accounting software: QBO, Caseware, MS office, Dynamics D365 Business Central (ERP)
  • Year-end audit
  • Payroll processing
  • GST/HST, PST; T1 & T2 preparations and filing
  • ASPE & IFRS
  • Data analysis

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Timeline

Staff Accountant

James McCallum & Associates Ltd.
05.2024 - Current

Staff Accountant

Peter Wu & Associates Ltd.
06.2020 - 04.2024

PEP Program

CPA - Western School of Business

BBA - Accounting

Simon Fraser University

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Erin Guo