Mary Li
Calgary,Canada
Overview
26
26
years of professional experience
1
1
Certification
Work History
Independent Financial Consultant
Self Employed
05.2020 - Current
- 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, ABBusiness Administration - University transfer program
Mount Royal College
Calgary, ABSkills
- 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
Mount Royal College
- CPA, CGA
- Chartered Professional Accountant of Alberta