Kate Chao
Surrey,BC
Summary
As a CPA since 2015, I offer over a decade of accounting expertise, starting my career in 2010 after graduating from BCIT with a degree in Accounting. Motivated and resourceful, I am dedicated to improving processes and ensuring effective information sharing within the team. With a goal-oriented approach, I consistently go the extra mile to meet objectives and project deadlines. Embracing a collaborative learning mindset, I find fulfillment in both personal and professional development. As a quick learner and supportive team player, I actively contribute to a culture of continuous improvement and success.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Accountant
Clio
08.2022 - Current
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Streamlined year-end audit preparation by proposing adjusting entries, ensuring compliance and accuracy for multiple subsidiaries
- Collaborated closely with both internal and external IT teams to facilitate seamless system migration, ensuring precision and integrity of data throughout process
- Led initiative for Tango SOP automation, overseeing entire project lifecycle to ensure smooth system implementation. Conducted comprehensive training sessions for team, fostering their capabilities and ensuring alignment with project deadlines
- Contributed to budgeting and cost control efforts by performing monthly G&A reallocation, facilitating informed financial decisions
- Developed and implemented standardized procedures for posting intercompany transactions, resulting in improved efficiency and reduced errors
- Collaborated with cross-functional teams, including IT, Marketing, OCEO, and FP&A, fostering effective communication and synergy
- Led process improvement initiatives by reviewing and enhancing accrual and PP&E workflows, resulting in more efficient audit procedures and accurate financial reporting
- Conducted bank reconciliations, accurately accounting for transactions across various subsidiaries and ensuring financial integrity
- Prepared meticulous working papers for accrued liabilities and deferred revenues, ensuring precise period capture and revenue recognition
- Managed credit card transactions, coding, reviewing, and approving over 1,000 monthly transactions, optimizing accuracy and control
- Orchestrated Nexonia credit card transaction reconciliation with multiple bank accounts, ensuring accurate import to accounting system
- Spearheaded PP&E tasks encompassing asset creation, disposal, and amortization, aligning with financial goals
- Recorded monthly interest income and sales tax accrual for diverse subsidiaries, maintaining meticulous financial records
- Ensured compliance and seamless transition during Concur expense tool migrations, enabling efficient expense management
- Proactively identified and resolved missing credit card transactions, collaborating with peers and specialists, successfully addressing system challenges
- Built and nurtured strong relationships with stakeholders, including vendors, project managers, and executive assistants, ensuring accurate accounting
- Demonstrated expertise in system troubleshooting, coordinating with Nexonia specialist to resolve bank account migration issues
- Elevated accuracy and granularity of accounting information by refining working papers for accrued liabilities, balance sheet comments, and deferred revenues
Benefits Processing Officer/Assessor
CRA
09.2018 - 02.2019
- Conducted thorough reviews of deductions and non-refundable tax credits, ensuring accurate and compliant tax returns
- Communicated effectively with taxpayers and representatives to request and validate supporting documentation
- Ensured accurate electronic records by updating information systems promptly.
Controller
ESPRO
12.2016 - 08.2017
- Managed bank, general ledger, and credit card reconciliations, ensuring precise financial records and reporting
- Oversaw accounts payable and receivable processes, optimizing invoice processing, payment collections, and customer relations
- Prepared and analyzed financial statements, facilitating informed strategic planning and budgeting
- Filed GST and PST returns, ensuring compliance with tax regulations and contributing to seamless financial operations
- Expertly processed payroll, benefits, commissions, and employee expenses, maintaining accurate and timely compensation
- Led monthly journal entry processes, including accruals, prepayments, and inventory adjustments, enhancing financial accuracy
- Collaborated with auditors to prepare audit files, supporting comprehensive financial statement reviews
- Orchestrated ad-hoc accounting and analysis projects, contributing to accurate financial reporting and compliance
- Presented management reports for board meetings, enabling strategic decision-making
- Implemented inventory control and accounting procedures, optimizing operational efficiency
- Nurtured productive relationships with China vendors and manufacturers, ensuring smooth invoicing, payments, and reconciliations
- Monitored cash flow and executed fund transfers as needed, contributing to financial stability.
Accountant
Craftsman Collisions
07.2011 - 07.2016
- Managed GST and PST returns, ensuring meticulous compliance and timely submissions
- Analyzed financial data, monitored project expenditures, and provided valuable recommendations to enhance financial policies
- Prepared comprehensive financial and management reports, supporting decision-making and operational efficiency
- Maintained fixed assets schedule and reconciled key accounts, ensuring accurate financial records
- Actively participated in system upgrades and conversions, contributing to streamlined financial processes
- Processed payroll, leave, and regulatory filings, maintaining compliance with employment and tax regulations
- Collaborated with auditors, ensuring smooth year-end audits and accurate financial reporting
- Developed and integrated accounting procedures, enhancing business operations and financial management.
Education
BBA - Accounting And Finance
BCIT
Burnaby, BCCPA - Accounting And Finance
Chartered Professional Accountants Canada
2015
Skills
- Financial Analysis
- Statutory Reporting
- Variance Analysis
- MS Office Suite
- Account Reconciliation Processes
Certification
CPA
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Professional Working
Yoga, Dance, Piano, Read
I find solace and relaxation in practicing yoga, a passion that transcends the physical to nurture my well-being. Reading is a cherished pastime, providing me with a gateway to diverse perspectives and expanding my worldview. Two of my favorite books are The Tipping Point by Gladwell, and The Last Lecture by Pausch. These hobbies not only bring joy but also contribute to my holistic development, forming a vital part of my life outside of professional pursuits.
Timeline
Accountant
Clio
08.2022 - Current
Benefits Processing Officer/Assessor
CRA
09.2018 - 02.2019
Controller
ESPRO
12.2016 - 08.2017
Accountant
Craftsman Collisions
07.2011 - 07.2016
BBA - Accounting And Finance
BCIT
CPA - Accounting And Finance
Chartered Professional Accountants Canada
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