Reviewing documents and data to prepare financial statements and providing financial presentations and forecasts to upper management for clients
Assisting not for profit organizations in filing annual charity information return to Canada Revenue Agency and not-for-profit annual returns to government of Alberta and Industry Canada
Ensured compliance with tax regulations by managing the timely GST returns for clients
Meeting with clients to prepare paper work required in setting up and applications of the provincial and national not for profits
Assisting in all financial related inquiries for new and experienced not for profit organizations.
Team Coordinator - Budget Reporting and Innovation, Finance
SAIT
05.2019 - 05.2021
Preparing and coordinating quarterly forecast and annual budget
Performing ad hoc reports and analysis support
Supervising, mentoring and reviewing the works of the Adaptive budget system team members
Organizing meetings and facilitating discussions with finance partners and senior management to finalize key business processes changes
Preparing and providing analysis on central salary provisions and personnel expenditures for different employee class groups during forecast and budget
Review monthly workforce planning and updated process
Review all external reports to Provincial Ministry and other governments agencies.
Project Manager – Adaptive Insights Budget System Rebuild Project
SAIT
05.2019 - 03.2020
Collaborating actively between Adaptive technical team, Finance Partners and external consultants to accomplish SAIT Adaptive Budget System Rebuild Project in a pressing time period
Lead the design of forecast and budget process with changed business processes
Working with Purchasing team to prepare contract agreements with external consultants
Prepare and present project charter and weekly status report for senior management on the project issues, risks and risk mitigations
Tracking project hours, budget and progress in a timely manner
Design the detail task list for rebuilding adaptive system, assign testers for initial testing and remediation testing
Prepare and review Adaptive training documents on step by step processes in both word and video format.
Institute Manager
Arctic Institute of North America
10.2008 - 05.2019
Developing annual consolidated operating budget, project budget, financial forecasts and analyzing budget/actual variance report to present at the bi-annual Board of Director Meetings
Preparing annual consolidated financial statements and assisting any inquiries from auditors
Setting up, managing, tracking and reporting on various agency-funded grants, contracts, projects, endowments and student scholarships
Managing million-dollar government funded capital projects for Yukon Research Station
Implementing new business and financial policies and procedures
Filing annual charity information return to Canada Revenue Agency and not-for-profit annual returns to government of Alberta, Northwest Territory and Industry Canada
Managing all institute human resource related duties, including hiring, onboarding coordination, job change request, performance review and supervising AUPE administrative staffs
Responsible for institute IT, Legal, Insurance, risk management duties and other office administrative duties
Seeking potential funding and accessing international collaboration opportunities with Pacific Asia researchers and Asia National Institutes
Promoting both short-term and long-term opportunities for Asia students to study and research in UC campus
Organizing institute events including on campus meetings, national and international conferences.
Senior Financial Analyst (Main campus and Faculty of Medicine)
University of Calgary
07.2007 - 10.2008
Prepared quarterly, annual financial reporting and ensure expenditure compliance for funding agencies on university complicated projects
Provided senior administrative and accounting resources to research accounting team
Coached project administrators on any accounting issues
Reviewed and approved daily and monthly Institution, faculty, department general ledgers that were through research projects
Investigated and corrected monthly, hourly and casual payroll errors for university trust employees within tight deadline
Performed revenue analysis and collected aged accounts receivable
Tested system upgrade before going production including eFin, eProj and Project Detail report
Responsible for all faculty and institute inquiries created through university remedy ticket system
Run Cognos queries per faulty and institute requests
Developed a well-established working relationship with different departments including financial reporting, human resources and supply chain management through collaborating in financial information input and financial data investigation.
Project administrator (Faculty of Medicine)
University of Calgary
08.2006 - 06.2007
Set up research projects and responsible for daily researcher’s inquiry
Reviewed project expenditure to ensure compliance with granting agencies
Prepared quarterly and annual financial report for funding agencies
Responsible for billing invoice, general ledger transfers and account reconciliation
Provided administration and financial advice to team lead for the team to run smoothly.
Senior Property Management Accountant
Emerald Management and Realty Ltd.
01.2003 - 08.2006
Supervised a small accounting office
Provided financial analysis, information and support to senior administration and external auditors
Prepared monthly financial statements for over 300 commercial and residential owners
Collaborated with IT department for customization and implementation of new financial tools
Administrated both hourly and salaried payroll.
Accountant
Richardson Management Group
12.1998 - 07.2002
Provided financial resource and operation recommendation to controller and the owner
Administrated Human resources, payroll and benefits
Recorded and processed accounts payable and receivable.
Office Manager
Kang construction
01.1998 - 12.1998
Managed the company daily operation including hiring, office administration and financial operation
Provided forecasting and budgeting for contract job costing
Prepared monthly financial statements.
Education
B. Comm - Accounting
The Haskayne School of Business, The University of Calgary
Calgary, AB
Business Administration - University transfer program
Mount Royal College
Calgary, AB
Skills
Fluency in English and Mandarin
Knowledge of Japanese
Certification
CPA, CGA
Chartered Professional Accountant of Alberta
Awards
Ranked National top 5% on CGA national exam of Advanced Financial Accounting – Business Consolidation (mark: 90/100)
On Dean’s list for 2 years (Mount Royal College)
Volunteer Experience
Executive Director - External Affairs, Calgary Chinese student and scholar's Association (CCSSA), Calgary, AB, 1998 - 2003, Official representative of CCSSA besides the President, Promoted and organized CCSSA events by sending out messages, arranging places and planning activities, Maintained and improved CCSSA’s relationship with government agencies, Consulate General of People’s Republic of China and local Corporations, Developed fund raising proposals and communicate with sponsors
Mandarin tutor, Language Exchange Program, Calgary, AB, 1996 - 2003, Taught Mandarin to undergraduate students who took mandarin as a second language at university of Calgary
References
Available upon Request
Hobbies and Interests
Singing
Traveling
Hiking
Timeline
Independent Financial Consultant
Self Employed
05.2020 - Current
Team Coordinator - Budget Reporting and Innovation, Finance
SAIT
05.2019 - 05.2021
Project Manager – Adaptive Insights Budget System Rebuild Project
SAIT
05.2019 - 03.2020
Institute Manager
Arctic Institute of North America
10.2008 - 05.2019
Senior Financial Analyst (Main campus and Faculty of Medicine)
University of Calgary
07.2007 - 10.2008
Project administrator (Faculty of Medicine)
University of Calgary
08.2006 - 06.2007
Senior Property Management Accountant
Emerald Management and Realty Ltd.
01.2003 - 08.2006
Accountant
Richardson Management Group
12.1998 - 07.2002
Office Manager
Kang construction
01.1998 - 12.1998
B. Comm - Accounting
The Haskayne School of Business, The University of Calgary
Business Administration - University transfer program