Leanne Wu
Halifax
Summary
Dedicated Fund Associate with over a year of experience in the financial services industry. Detail-oriented Auditor with track record of quickly completing complex audit projects. Experienced in public and private accounting, specializing in financial statement audits. Well-versed in managing entire audit process from planning and risk assessment to fieldwork.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Fund Associate
Shenzhen Qianhai Huifu Snowball Fund Management Co., Ltd.
2022.01 - 2023.04
- Conducted industry and company research, collected and analyzed market data, financial statements and other relevant information.
- Maintained and managed relationships with investors, invested companies, advisors, and other stakeholders.
- Prepared and delivered regular investor reports.
- Assisted with expense management, fund allocation and earnings calculations to ensure accuracy and timeliness of financial records.
- Prepared and reviewed the fund's financial statements and supported the annual audit.
- Prepared and maintained accurate investment documentation, ensured record accuracy and completeness.
- Supported fund managers' schedule and travel plans.
Auditor
Shenzhen Ellassay Fashion Co., Ltd.
2021.06 - 2021.12
- Examined key financial data such as revenues, expenses, inventory, accounts receivable, and accounts payable to identify potential errors or non-compliance.
- Reviewed financial statements and their notes to ensure that all information is prepared and disclosed in accordance with accounting standards.
- Prepared and submitted audit reports detailing audit findings, risk assessments, and improvement recommendations, ensuring information is transparent and accurate.
- Audited business departments such as procurement, sales, and inventory management to assess operational efficiency and compliance, ensuring activities align with company policies and standard operating procedures.
- Reviewed supply chain management processes, from supplier selection to product delivery, to ensure operations comply with legal regulations and company policies.
- Analyzed inventory management and logistics processes to identify potential areas for improvement and provided optimization suggestions to reduce inventory costs and increase operational efficiency.
- Conducted special audits on specific areas or projects based on management's needs, such as new equipment procurement, marketing campaigns and vendor selection processes.
- Led the audit for the employee health check-up project tender, ensuring the bidding process was fair, transparent, and compliant with both legal requirements and internal policies.
- Verified the accuracy and completeness of tender documents, reviewed vendor qualifications, and assessed the cost-effectiveness of submitted bids to ensure the company received the best value.
- Analyzed the selection process and contracts to ensure all agreements met industry standards and regulatory requirements.
Auditor Rotational Training: Operations Specialist
Shenzhen Ellassay Fashion Co., Ltd.
2021.04 - 2021.06
- Conducted market analysis, studied competitors and consumer behavior, and formulated strategies to optimize brand performance and market share.
- Participated in pricing, launch strategy, and promotion of new products, ensuring the product line aligns with brand positioning and market demand.
- Contributed to decisions on inventory levels and product assortments to align with market trends and consumer demand.
- Developed and managed the brand's operational budget to ensure all activities and projects were within budget and maximizing return on investment.
Auditor Rotational Training: Sales Representative
Shenzhen Ellassay Fashion Co., Ltd.
2021.02 - 2021.03
- Leveraged in-depth knowledge of the brand's product range, including design concepts, materials, and craftsmanship details, to ensure customers make informed purchasing decisions.
- Built and maintained long-term relationships with customers by staying in touch through phone calls, emails, or social media, inviting them to new product launches or in-store events.
- Assisted in managing in-store inventory to ensure merchandise was neatly displayed, adequately stocked, and replenished as needed.
- Conducted regular inventory checks to ensure data accuracy.
Auditor
Shenzhen WONGGA Partners Certified Public Accountants
2020.07 - 2021.01
- Participated in military procurement audits, reviewing all phases of the acquisition process, from requirements identification to contracting.
- Performed risk assessments to identify and report potential fraud, waste, and abuse.
- Reviewed procurement contracts and vendor qualifications to ensure compliance with Army and government procurement regulations.
- Reviewed the materials submitted by enterprises to ensure completeness of documentation.
- Verified the authenticity of labor costs, direct inputs, depreciation expenses and amortization of intangible assets and review related vouchers and contracts.
- Participated in on-site visits and interviews to confirm the authenticity of the operation, understood the progress of the project, and examined the use of equipment.
- Examined transactions and account balances in financial statements for accuracy and completeness.
- Executed procedures to obtain independent confirmations from third parties to verify account balances.
- Coordinated with clients to resolve audit findings and ensure timely completion of required rectifications.
- Drafted audit reports, detailing audit scope, methods, findings, and recommendations.
Education
Master of Finance - CFA Level I Candidate, IFIC Candidate
Saint Mary's University
Halifax, NS08.2024
Bachelor of Science - Financial Management
Changchun University of Science And Technology
Changchun, China06.2020
Skills
- Customer Service
- Time Management
- Financial Analytics
- Project Reporting
- Audit reporting
- Competitive Analysis
Proficiency
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word).
- Professional working proficiency in English.
- Skilled in understanding client needs and developing tailored financial solutions.
- Proficient in using Bloomberg Terminal for market analysis.
Online Course
University of Pennsylvania, Accounting Analytics, 07/2022 - 08/2022
Utilized ratio analysis and financial models to assess the financial health of companies.
Analyzed company strategies and business models, calculating and interpreting various financial ratios, including profitability and turnover ratios.
Applied Benford's Law and Beneish M-Score in Excel to identify anomalies in financial data.
Volunteer Experience
National Youth Volunteer Project - Social Issue of Missing Children, 05/2022 - 06/2022
Searched publicity illustrations and provided design advice.
Assisted in organizing community lectures and seminars and greeted guests.
Certification
University of Pennsylvania - Introduction to Financial Accounting & Accounting Analytics
Languages
Chinese (Mandarin)
Native or Bilingual
English
Professional Working
Additional Information
Passionate archery enthusiast with a strong focus on precision.
Timeline
Fund Associate
Shenzhen Qianhai Huifu Snowball Fund Management Co., Ltd.
2022.01 - 2023.04
Auditor
Shenzhen Ellassay Fashion Co., Ltd.
2021.06 - 2021.12
Auditor Rotational Training: Operations Specialist
Shenzhen Ellassay Fashion Co., Ltd.
2021.04 - 2021.06
Auditor Rotational Training: Sales Representative
Shenzhen Ellassay Fashion Co., Ltd.
2021.02 - 2021.03
Auditor
Shenzhen WONGGA Partners Certified Public Accountants
2020.07 - 2021.01
Master of Finance - CFA Level I Candidate, IFIC Candidate
Saint Mary's University
Bachelor of Science - Financial Management
Changchun University of Science And Technology
University of Pennsylvania - Introduction to Financial Accounting & Accounting Analytics
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