Melissa Li
Vaughan,ON
Summary
Accomplished Senior Financial Analyst with a proven track record at Children's Aid Society of Toronto, enhancing financial performance through strategic planning and financial modeling. Skilled in variance analysis and stakeholder communication, I significantly improved investment returns and operational efficiency. Expert in synthesizing complex data to drive company growth and client engagement.
Influential Senior Financial Analyst eagerly pursuing [Job Title] role within dedicated financial team. Skilled in developing annual budgets and using key performance indicators to evaluate productivity and profitability.
Sharp Senior Financial Analyst skilled in interpreting and analyzing financial data to inform stakeholders and forecast trends. Eager to contribute value to [Company] team by applying unwavering work ethic to [Job Title] role.
Strategic-minded Senior Financial Analyst bringing [Number] years of experience in financial landscape. Well-versed in variance analysis and forecasting.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
Children's Aid Society of Toronto
01.2023 - Current
- Reviewed statistical information to determine financial trends for use in investment planning.
- Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Developed financial models to assess potential investments and identify potential risks.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Reviewed and analyzed project spending throughout project life cycle.
- Created and maintained precise and accurate models, charts and reports.
- Coordinated with financial advisors to develop long-term investment strategies.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Monitored market trends and news to identify emerging opportunities.
- Evaluated performance of existing investments and adjusted accordingly.
- Developed financial projections and forecasts to guide investment decisions.
Financial Planning Analyst
Children's Aid Society of Toronto
04.2022 - 01.2023
- Prepared comprehensive financial reports by collecting, formatting and analyzing key data points.
- Used cost and schedule analysis to measure program performance trends and forecast delivery.
- Recommended financial actions by assessing options in relation to company goals increasing ROI.
- Prepared monthly P&L statements and pro-forma financial models to assess current and projected financial performance.
- Completed variance analysis and quarterly forecast reporting to maintain data integrity and accuracy.
- Prepared financial reports by collecting, formatting, analyzing and explaining information.
- Provided timely business and financial support for key business decisions that increased corporate growth and improved client engagement.
- Participated in monthly, quarterly and annual closing and audit processes, preparation of monthly P&L reporting packages and leading budget vs. actual reviews with department heads
- Assisted in development and analysis of annual budget reporting allowing company to meet federal guidelines.
- Developed monthly variance reports to highlight significant variances in cash flow and capital expenditures.
- Maintained robust technical knowledge by regularly attending educational workshops and reviewing industry publications.
Accounting Analyst
Children's Aid Society of Toronto
01.2015 - 04.2022
- Researched billing and invoice problems and resolved issues in compliance with established standards.
- Prepared quarterly balance sheet reconciliations to obtain accurate picture of organization's financial situation.
- Managed accounting system using Wave Accounting inventory software to enhance reporting and organizational analysis.
- Assisted Director of Finance and Controller with [Type] and [Type] special projects to obtain additional decision-making data.
- Reconciled accounts and resolved both internal variances and discrepancies in external documentation.
- Prepared [Type] and [Type] schedules for year-end audits to comply with accounting standards.
- Delivered reports to company leaders focusing on financial accounting, cost accounting and sales data to guarantee that organizational objectives aligned with daily operations management.
- Liaised cross-functionally with [Type] team to resolve changes or modifications to revenue recognition or invoicing process.
- Leveraged accounting and finance experiences and expertise to identify, propose and implement automated solutions and reduce manual processes.
- Analyzed aging reports to identify trends and patterns causing missed collections.
- Deposited checks and worked with accounting supervisor to determine coding and prepare related entries.
Assistant Accountant
Carbon Computing/ RNA Productions Inc.
10.2008 - 08.2010
- Reviewed general ledger entries and assessed accuracy.
- Facilitated month-end and year-end closing processed to support accuracy and completeness of financial reports.
- Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
- Trained new employees on accounting principles and company procedures.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Diminished outstanding debts by analyzing accounts for issues.
Education
Bachelor of Business Administrative in Accounting - Accounting
Brock University
St. Catharines, None06-2008
Skills
- Budget forecasting
- Financial management
- Planning and analysis
- Financial modeling
- Variance analysis
- Stakeholder communication
- Strategic planning
Languages
Certification
Chartered Professional Accountants (CPA)
Timeline
Senior Financial Analyst
Children's Aid Society of Toronto
01.2023 - Current
Financial Planning Analyst
Children's Aid Society of Toronto
04.2022 - 01.2023
Accounting Analyst
Children's Aid Society of Toronto
01.2015 - 04.2022
Assistant Accountant
Carbon Computing/ RNA Productions Inc.
10.2008 - 08.2010
Chartered Professional Accountants (CPA)
Bachelor of Business Administrative in Accounting - Accounting
Brock University
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