Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joanne(Chang) Liu

Thornhill

Summary

Passionate accounting graduate and diligent CPA candidate, currently working as assistant controller at a startup Real Estate Development company. Looking forward to new challenges.

Overview

8
8
years of professional experience

Work History

Assistant Controller

Investbuild Inc
06.2021 - Current
  • Prepare and consolidate monthly, quarterly and annual financial statements, including Balance Sheet, Profit and Loss, cashflow statement along with other schedules for all group companies for CFO’s review. Prepare annual budget projection for CFO’s review.
  • Assist CFO in construction financing process, including loan setup and subsequent loan draw. Act as direct liaison for lenders, brokers, inspectors, appraisers and other departments.
  • Assists in monthly project profitability reviews with project managers. Work with CFO on potential impacts to project profitability.
  • Work as liaison among internal management, bank business managers, lawyers, accountants and other external consultants for all group companies.
  • Manage and oversee project compliance with HCRA, Tarion, building departments and Town/City requirements. Manage a portfolio of real estate land/properties prior to new construction plan approved and perform related property accountant tasks.
  • Process HST, payroll and WSIB filings accordingly in a timely manner. Assist in compliance and communication with subcontractors. Manages annual business/property insurance renewals.
  • Compile year end work papers and make adjusting journal entries to trial balances.
  • Develop and implement accounting policies and procedures to ensure accurate financial reporting. Maintain internal control safeguards to ensure process compliance.
  • Takes part in discussions on corporate structure change/formation, new entities’ structure finalization and potential tax imparts. Researching accounting/tax issues where necessary.

Accounting Assistant/bookkeeper

Fern Mittelstaedt, Inc
08.2018 - 05.2021
  • Prepare tax returns for individual and small business clients (including regular and T2 Short return) using ProFile. Prepared responses to CRA audit/review.
  • Reconcile different client bank and credit card accounts monthly using Quickbooks Desktop and Quickbooks Online.
  • Perform daily accounts payable and accounts receivable tasks for small businesses in various industry (property management company, Law firms, Doctors and Construction company)
  • Process payroll bi-weekly; Filing HST and WSIB accordingly in a timely manner
  • Training new employees on various company files; Maintain files and computerize accounting databases.

Tax and Technical Support

Intuit Canada
01.2018 - 05.2018
  • Providing general tax filing instruction to customers using sources from CRA website, Salesforce and company support page;
  • Solving software related computer issues by proving instruction or remoting into customer’s computers within time.
  • Fast-paced and high-volume customer assisting in a call-centre environment.

Education

CPA Candidate - Passed All PEP And CFE Exams

CPA Ontario
Toronto, ON
05-2025

Bachelor of Commerce - undefined

York University
Toronto, ON
08.2017

Skills

  • Month end close and year-end closings
  • Corporate strategic planning
  • Internal controls development
  • Budget preparation
  • Cash flow management
  • Intercompany transactions

Timeline

Assistant Controller

Investbuild Inc
06.2021 - Current

Accounting Assistant/bookkeeper

Fern Mittelstaedt, Inc
08.2018 - 05.2021

Tax and Technical Support

Intuit Canada
01.2018 - 05.2018

Bachelor of Commerce - undefined

York University

CPA Candidate - Passed All PEP And CFE Exams

CPA Ontario

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Joanne(Chang) Liu