Summary
Overview
Work History
Education
Skills
Timeline
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Helena He

Calgary,AB

Summary

  • Detail-oriented and methodical financial analytical professional focused on maintaining accurate and compliant records with proficiency in GAAP and IFRS knowledge.
  • A trilingual former salesperson with excellent customer service spirit, driven by an outgoing and friendly personality.

Overview

7
7
years of professional experience

Work History

Property Accountant

FirstService Residential
08.2023 - Current
  • Perform complex accounting functions for financial portfolios of 30 real estate properties accurately and efficiently, including but not limited to preparing monthly financial statements, annual budgets and distribution, special levy, property loan and insurance, bank reconciliation, etc.
  • Coordinate with property managers, treasurers and board members to ensure compliance to all financial procedures, and review all expense ledgers and assist in recovery reconciliations.
  • Monitor cash positions to analyze future cash variance and enhanced financial accuracy by identifying discrepancies in a timely manner.
  • Address questions from external auditors and provide requested documentation to enable issue resolution.

Financial Administrator

CDI College
05.2022 - 07.2023
  • Provided financial calculations to advance efficient campus operations, and analyzed financial data to guarantee responsiveness to student issues.
  • Accounts receivable and accounts payable: exhaust all resources to collect payments and process various refunds every day.
  • Provided financial data for audit and address issues from external auditors.
  • Supported administrative services to enhance students' experience.

Ammolite Jewelry Sales Representative

Korite
10.2021 - 04.2022
  • Provided excellent service to customers through active engagement, direct eye contact, listening skills and customized recommendation to facilitate sales.
  • Promoted Korite Ammolite brand culture, including brand history, craftsmanship heritage, and its significance in gemstone industry to build loyal customer base.
  • Generated monthly sales reports, ordered merchandise when supply shortage occurs, returned defective product to factory for repairing, etc.

Junior Accountant

VeryK Group
05.2020 - 09.2021
  • Assisted the controller to build financial statements, cross check figures and correct discrepancy between physical and digital files.
  • Maintained financial consistency in preparing bank reconciliations and reviewing financial records for accuracy.
  • Maintained full compliance when executing and tracking A/R, A/P, invoicing, billing and collections.

Tax Filing Volunteer

University of Ottawa
02.2018 - 04.2020
  • Helped students complete and submit various tax documents.
  • Provided tax-related services, including answering tax questions, solving problems and following up the results.

Education

Honours Bachelor of Commerce - Accounting

University of Ottawa
Ottawa, ON
05-2020

Skills

  • Full cycle accounting
  • Financial reporting
  • Microsoft Office and ERP systems(SharePoint)
  • Accounting softwares(Quickbooks, Sage300, Sage 50, ProFile Tax)
  • AR, AP, bank reconciliation and cash handling
  • Interpersonal skills and retail customer service
  • Gemstone knowledge and jewelry sales experience
  • Trilingual (English, Mandarin, Cantonese)

Timeline

Property Accountant

FirstService Residential
08.2023 - Current

Financial Administrator

CDI College
05.2022 - 07.2023

Ammolite Jewelry Sales Representative

Korite
10.2021 - 04.2022

Junior Accountant

VeryK Group
05.2020 - 09.2021

Tax Filing Volunteer

University of Ottawa
02.2018 - 04.2020

Honours Bachelor of Commerce - Accounting

University of Ottawa

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Helena He