Henry Li
Mississauga,ON
Summary
A seasoned Chartered Professional Accountant with 15+ years of experience in financial planning, analysis, and reporting; controllership and compliance; and business process reengineering. A hands-on detail-oriented team player with a proven track record who can work well with individuals across all organization levels. An organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Research Accountant
McMaster University
05.2022 - Current
- Overseeing compliance, reporting, and administrative aspects of approximately 500 research projects, totaling grants and awards exceeding $150 million across four departments.
- Interpreting and communicating applicable financial policies, procedures and guidelines to researchers and administrative personnel.
Freelance
Freelance
07.2007 - 05.2019
- Prepared XBRL for SEC 10-Q and 10-K reporting with zero errors or warnings according to industry data quality guidelines. (Morgan Stanley, New York; CN, Montreal, 2016-2019)
- Helped improve controllership by reconciling payroll accounts, bank accounts in PeopleSoft with write-offs less than $10,000. (Seneca College, Markham, 2015-2016)
- Performed research and developed accounting policies to ensure that company's accounting records were maintained in accordance with Canadian GAAP, and drafted technical position paper for convergence to IFRS. (Hitachi Construction Machinery, Guelph, 2008-2009)
Professional Services Practice Architect
IBM Canada
04.2010 - 03.2014
- Interpreted SEC rules, FASB pronouncements and updates, and provided guidance to client organizations and peer consultants through direct consultations and webinars.
Senior Financial Analyst
GE Healthcare Canada
07.2004 - 07.2007
- Acted as key liaison between senior finance management and senior management in sales, services, operations and General Manager in annual operating plan and monthly forecast.
Finance Leader
GE Canada
04.2001 - 07.2004
- Partnered with Facilities Operation Manager to successfully meet operating budgets for three consecutive years.
Education
MBA -
International University of Japan
Niigata Prefecture, Japan06.1996
Skills
- Regulatory Compliance
- Grant Management
- Budget Preparation
- Project Accounting
- Process Reengineering
- Customer Relations
Certification
- Chartered Professional Accountant (CPA) (CPA Ontario, 2007)
- Certified Public Accountant (CPA) (State of Delaware, 2003)
- SAP Certified Application Associate - Financial Accounting (ECC6.0 EhP 7, S/4HANA 1809) (SAP, 2019)
technical skills
SAP (FICO, BPC, SAC), Oracle, PeopleSoft, IBM Cognos CDM, Excel VBA
Affiliations
- Counselor of Ontario West Table Tennis Association
- Certified Table Tennis Umpire (Ontario)
Timeline
Senior Research Accountant
McMaster University
05.2022 - Current
Professional Services Practice Architect
IBM Canada
04.2010 - 03.2014
Freelance
Freelance
07.2007 - 05.2019
Senior Financial Analyst
GE Healthcare Canada
07.2004 - 07.2007
Finance Leader
GE Canada
04.2001 - 07.2004
MBA -
International University of Japan
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