Ivy Wu
Surrey,BC
Summary
Professional with comprehensive experience in financial accounting. Skilled in financial reporting, budget management, and regulatory compliance. Strong focus on team collaboration and achieving measurable results. Adaptable and reliable, excelling in dynamic environments.
Overview
10
10
years of professional experience
2
2
Languages
Work History
Financial Accountant
Luso Development Corp.
Surrey, BC
01.2026 - Current
- Manage full-cycle accounting and trail balances for multiple entities, ensuring the integrity and accuracy of all general ledger accounts
- Prepare comprehensive monthly and annual financial statements, analysis reports, corporate budgets to support strategic executive decision-making
- Ensure compliance with internal accounting policies, standard procedures and industry regulations
- Monitor and analyze project budgets, partnering with financial manager to provide project managers cost-tracking and variance analysis
- Assist in the preparation of Tax filings and other regulatory reports
- Assist in preparation of supporting working papers for internal and external audits
- Coordinate with external accountants and auditors as necessary
- Other ad-hoc tasks as needed
Financial Manager, Reporting
Solarbank Corporation
Vancouver, BC
07.2024 - 07.2025
- Prepare quarterly and year-end consolidated financial statements, note disclosures and MDA
- Ensure completing and issuing financial statements and MDA within public filing due dates
- Ensure compliance with IFRS and other regulatory requirements
- Lead and manage quarterly and year-end external audits with controller
- Oversee full-cycle accounting and review quarterly and year-end trail balances of all entities
- Review all working schedules for audit purposes
- Draft new working schedules (loan, royalty, lease etc) as needed
- Other ad-hoc tasks as needed
Financial Manager, Reporting
Solar Flow-through Funds
Vancouver, BC
01.2022 - 07.2024
- Prepare quarterly and year-end consolidated financial statements, note disclosures and ensure completion within due dates
- Assist with controller leading external audits and providing supporting documents and analysis
- Ensure compliance with IFRS and other regulatory requirements
- Oversee full-cycle accounting and review quarterly and year-end trail balances for all entities
- Review all working schedules prepared for audit purposes
- Draft new working schedules (loan, royalty, lease etc) as needed
- Other ad-hoc tasks (T2 filing tasks) as needed
Financial Analyst
Solar Flow-through Funds
Vancouver, BC
11.2019 - 12.2021
- Responsible to FIT solar assets which includes quarterly and annually reporting and report production, daily modeling, reporting and reporting of financial analysis
- Responsible to day-to-day general ledger accounting and reconciliation, financial reporting and analysis
- Prepare quarterly, and annually financial statements
- Prepare and provide supporting working schedules for consolidation and audit
- Perform monthly, quarterly and annual solar projects generation analysis reports and compare the data with budgeted data to evaluate performance
- Assist with preparing budgeting and cash planning
- Process invoices, all client miscellaneous payments in a timely manner, verifying accuracy
- Prepare and maintain cheques and pre-authorized payments monthly or as required
- Enter and reconcile cheques cashed to Quickbooks monthly
- Prepare all AP and AR sub-ledger journals for posting to general ledger monthly, and reconcile AP and AR subledger to General Ledger monthly
- Close trail balances quarterly and annually by completing all journals related to all accounts
- GST/HST filing for FIT entities
- Other ad-hoc tasks (insurance claim, T2 etc) as required
Financial Analyst
Abundant Solar Energy
Toronto, ON
10.2017 - 11.2019
- Responsible to day-to-day general ledger accounting and reconciliation, financial reporting and analysis
- Prepare quarterly, and annually financial statements
- Prepare and provide supporting working schedules for audit
- Perform monthly, quarterly and annual solar projects generation analysis reports and compare the data with budgeted data to evaluate performance
- Prepare budgeting and cash planning
- Process invoices, all client miscellaneous payments in a timely manner, verifying accuracy
- Prepare and maintain cheques and pre-authorized payments monthly or as required
- Enter and reconcile cheques cashed to Quickbooks monthly
- Prepare all AP and AR sub-ledger journals for posting to general ledger monthly, and reconcile AP and AR subledger to General Ledger monthly
- Close trail balances monthly, quarterly and annually by completing all journals related to all accounts
- Other ad-hoc tasks (admin) required
Marketing Assistant
Markham Centre Financial
Toronto, ON
12.2016 - 05.2017
- Preparation & execution of daily investment and marketing publishing for the company on all social media outlets
- Updating of the company's client-facing website
- Marketing projects towards RRSP, TFSA and other kinds of insurances
- Assist in the development of marketing collateral, graphic design, copywriting, etc.
- Execute on the plan and design of the layout on a company-developed commercial website, using the internet to research resources related to the website
- Other administration tasks as needed
Education
Chartered Professional Accountants - Near Completion
CPA Western School of Business
Vancouver, BC 05.2001 -
Bachelor of Commerce - Economics And Management Science, Major
Ryerson University
Toronto 05.2001 -
Skills
Thorough understanding of IFRS and ASPE accounting
principles
MS Office Word, Excel, Powerpoint
Quickbooks
Advanced financial reporting
Management skills, teamwork skills
Communication skills
Problem solving skills
Photoshop skills
Digital marketing skills
Timeline
Financial Accountant
Luso Development Corp.
01.2026 - Current
Financial Manager, Reporting
Solarbank Corporation
07.2024 - 07.2025
Financial Manager, Reporting
Solar Flow-through Funds
01.2022 - 07.2024
Financial Analyst
Solar Flow-through Funds
11.2019 - 12.2021
Financial Analyst
Abundant Solar Energy
10.2017 - 11.2019
Marketing Assistant
Markham Centre Financial
12.2016 - 05.2017
Chartered Professional Accountants - Near Completion
CPA Western School of Business
05.2001 -
Bachelor of Commerce - Economics And Management Science, Major
Ryerson University
05.2001 -