Sammi Wang
Surrey,BC
Summary
Focused professional with over 15 years of experience in accounting and administration, complemented over 4 years by local experience in Mortgage Broker industry. Skilled in completing tasks within strict deadlines and adept at prioritizing urgent requirements. Fluent in both English and Mandarin, with strong interpersonal skills to foster trust and build relationships. Experienced in mentoring team members and contributing to collaborative and efficient work environments.
- Exempt Market Proficiency Course
- BCFSA mortgage broker License
- Payroll Compliance Practitioner certification
Overview
5
5
years of professional experience
Work History
CFO Assistant & Accountant
BEGC Holdings Ltd.
06.2023 - Current
- Prepare and analyze monthly, quarterly, and annual financial statements.
- Lead month-end and year-end closing processes, ensuring accuracy and timeliness.
- Manage general ledger activities, account reconciliations, and journal entries.
- Collaborate with external auditors for annual audits and provide required documentation.
- Oversee tax filings (corporate income tax, VAT, sales tax) and ensure compliance with local regulations.
- Support budgeting and forecasting processes; analyze variances and provide insights to management.
- Prepare and analyze monthly, quarterly, and annual financial statements.
- Identify opportunities for process improvement and implement automation solutions.
- Support special CFO-led projects, including fundraising, due diligence, and M&A activities.
Mortgage Administrator
Riorich Capital Ltd.
05.2020 - 06.2023
- Maintained strong relationships with clients, providing ongoing support throughout the mortgage process.
- Streamlined mortgage application processes by implementing efficient tracking and reporting systems.
- Collaborated with loan officers to develop tailored mortgage solutions for clients'' unique needs.
- Efficiently managed pipeline of loans from origination to closing, ensuring smooth transactions.
- Sub-Mortgage Brokers license in BC
- Strong knowledge of mortgages, property appraisals, focus on mortgage compliance
- Ensures due diligence on credit files including the review of documentation has been completed in a timely manner
- Prepares and issues mortgage documents with appropriate disclosures within established service level agreements
- Clients and Fund management.
Education
Bachelor of Arts - Business Administration
Coventry University
Coventry, UK07-2007
Skills
- Cash flow management
- Financial process improvement
- Financial strategy development
- Risk management proficiency
Languages
Chinese (Mandarin)
English
Timeline
CFO Assistant & Accountant
BEGC Holdings Ltd.
06.2023 - Current
Mortgage Administrator
Riorich Capital Ltd.
05.2020 - 06.2023
Bachelor of Arts - Business Administration
Coventry University
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