Terry Lee Chen
St. Albert,AB
Summary
As an organized and dependable professional, I excel at managing multiple priorities with a positive and proactive attitude. I am passionate about embracing the evolving landscape of technology and implementing innovative solutions that drive team and organizational success. With a multidisciplinary background in accounting, finance, and computer science, I bring a unique blend of analytical rigor and technical expertise to every challenge. My experience in financial analysis, reporting, and progressive accounting enables me to deliver insights that support strategic decision-making. Leveraging my technical skills, I seamlessly integrate technology into financial operations to enhance efficiency, accuracy, and scalability. I am eager to contribute to a dynamic financial environment where I can apply my diverse experience to create meaningful impact.
Overview
10
10
years of professional experience
Work History
Corporate Financial Analyst
Covenant Care + Living
04.2025 - Current
- Compiles monthly, quarterly and annual financial and statistical analysis for 10 continuing care sites over 100 million annual revenue.
- Reconcile various AHS funding components total over 65 millions.
- Compile FIRMS and other reports for various sites to ensure accurate reporting to AHS.
- Analyze AHS accountabilities hours for Type A, B, and C sites to ensure it is within compliance.
- Analyzes variances in reporting and investigates underlying reason for variances as directed.
- Collaborated with leadership and site leaders on identified operational risks related to budget and provides recommendations and action plan to increase financial performance.
- Led annual financial forecasting and budgeting processes to align with strategic business objectives.
- Collaborated with cross-functional teams to identify cost-saving opportunities and optimize budget utilization.
- Prepared detailed variance analyses to assess performance against budget and forecast metrics.
- Implemented process improvements that streamlined reporting timelines and enhanced data accuracy.
- Presented financial insights to leadership, facilitating strategic planning and investment strategies.
- Prepared various quarterly and annually government compliance reports.
Finance Analyst II
University of Alberta
05.2024 - 04.2025
- Prepares, signs off and submits complex financial statements to sponsors requiring the application of consolidation principles, foreign currency translation, accrual accounting
- Investigates and resolves financial discrepancies in the accounting records
- Reviews and interprets financial terms and conditions of funding awards to complete financial reporting requirements
- Prepares and submits general ledger journal entries for approval
- Applies internal policies and procedures to ensure proper recognition of revenue that will ultimately be reflected in the financial statements of the University
- Identifies system related errors or issues and recommends solutions
- Develops and implements updates to RSO training/development/presentations for the University community
- Performs detailed analysis and closes research projects once all terms and conditions have been met
- Assesses expenditures for eligibility and adherence to budget
- Championed process improvement projects aimed at increasing efficiencies throughout the entire project lifecycle.
Senior Financial Analyst
ATS Traffic Ltd.
05.2024 - 08.2024
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and capital asset management estimated $50 million.
- Prepare tangible capital asset continuity schedules schedules in accordance under ASPE and timelines required to meet internal reporting requirements.
- Facilitated smooth month-end close processes by efficiently reconciling high cost accounts and addressing it accordance of ASPE.
- Developing streamlining financial reporting processes for better decision-making with clear, concise analysis and presentation.
- Implementing effective internal controls to mitigate risks associated with financial misstatements or fraud incidents.
- Researching and conducting thorough business process analysis to identify inefficiencies and recommend improvements in line with new ERP implementation.
- Served as a subject matter expert between technical teams and business users, ensuring clear communication of requirements, expectations, and progress updates throughout the new ERP implementations.
- Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
- Collaborated with other departments to ensure accurate expense allocation for financial reporting.
Accounting/Finance Roles
MacEwan University
09.2021 - 01.2024
- Budgeted and forecasted over 16 departments within the School of Continuing Education total $30 million.
- Prepare schedules and documentation for capital projects over $500,000 to meet the finance internal reporting requirements.
- Prepared, maintained, budgeted, and forecasted over 4 Government grants totaling over $1.2 million.
- Worked with department financial analysis reports and developed a Power BI visualization reporting system.
- Reviewed departments' strategic plans and ensure departments are meeting the strategic goals.
- Worked in tandem with peers to better understand business processes and initiate improvements, helping departments achieve goals.
- Developed various internal procedures and process for all departments within the school.
- Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
- Provided strategic planning advice and financial oversight for budget owners.
- Collaborated with other departments to achieve accurate and prompt financial reporting.
- Developed and implemented various procedures to improve the accounting process.
- Provided expert guidance to cross-functional teams on matters related to contract terms, conditions, and compliance requirements.
- Taught over 15 students in basic bookkeeping and accounting courses.
- Tracked student progress, frequently checking in with students and identifying opportunities to enhance their learning expereience.
- Observed and adopted new techniques from skilled instructors and lecturers.
- Improved student performance by defining clear goals and communicating performance metrics
- Evaluated and revised lesson plans and course content to achieve student-centered learning.
- Oversee and report on Government grants, ensuring efficient tracking and compliance.
- Reconcile financial reporting information, ensuring accuracy.
- Diligently reconcile financial reporting information, maintaining accuracy and integrity of financial data for 16 departments in School of Continuing Education.
- Support billing processes and contribute to the preparation of detailed reports, streamlining financial operations.
- Analyze financial data and generate precise financial reports, providing valuable insights for informed decision-making.
- Gained extensive knowledge in data entry, analysis and reporting.
Financial Systems Analyst Student
PCL Construction
01.2023 - 04.2023
- Primary developer ad-hoc reports on ReportsNow
- Assisted and planned the migration of 26 JDE (ERP) environments.
- I addressed and resolved service requests efficiently and efficiently.
- Troubleshooting financial systems issues to ensure optimal functionality.
- Developed and updated process, training, and systems documentation.
- Collaborate in the development and enhancement of process, training, and systems documentation, promoting clarity and consistency across the organization.
- Contribute to the creation of comprehensive use cases for requirement analysis, functional design, user acceptance testing, and training materials, ensuring all stakeholder needs are met.
- Actively participate in pilot programs and system rollouts, providing valuable insights and support to ensure successful implementation and adoption.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Contract Software Developer
MacEwan University
09.2022 - 01.2023
- Primary contact for an accounting and software development in educational game for post-secondary accounting course.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Identified software issues, analyzed accounting information, and provided solutions to problems.
Consultant
Tempest Solutions
07.2022 - 12.2022
- On-site and remote response and tech support for clients
- Set up and configure computers, laptops, tablets, printers, scanners, copiers, and VoIP phones
- Create documentation for IT processes and “how to” instructions
- Provide support for general and “How to” questions regarding Office 365 and other software applications
- Inspected equipment, assessed functionality and optimized controls.
- Evaluated project requirements and specifications and developed software applications that surpassed client expectations.
Staff Accountant
Rutwind Brar LLP
10.2018 - 04.2019
- Skillfully prepared financial statements for diverse engagements, including compilations, reviews, and audits, ensuring accuracy and consistency.
- Calculated taxes owed and meticulously prepared tax returns, guaranteeing compliance with government standards for various entity types.
- Produced professional correspondence, in-depth technical reports, and concise summaries/presentations tailored to client needs.
- Thoroughly analyzed clients' financial reporting to ensure accurate and appropriate recording of revenue and expenses, fostering client trust and satisfaction.
- Provided journal entries and performed accounting on accrual basis.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Senior Accountant
MNP LLP
09.2015 - 09.2017
- Expertly prepared financial statements for a range of engagements, including compilations, reviews, and audits, ensuring compliance with accounting standards.
- Diligently calculated taxes owed and prepared tax returns, guaranteeing adherence to government regulations for various entity types.
- Produced professional correspondence, in-depth technical reports, and insightful summaries/presentations tailored to client needs.
- Efficiently reconciled accounts payable and receivables, maintaining accurate financial records.
- Conducted comprehensive audits of corporate and government files, identifying discrepancies and providing recommendations for improvement.
- Audited corporate and government files.
- Leveraged finance knowledge to strengthen controls and improve transparency.
Accounting Tech I
MacEwan University
09.2022 - 09.2023
- Oversee and report on Government grants, ensuring efficient tracking and compliance
- Reconcile financial reporting information, ensuring accuracy
- Diligently reconcile financial reporting information, maintaining accuracy and integrity of financial data for 16 departments in School of Continuing Education
- Support billing processes and contribute to the preparation of detailed reports, streamlining financial operations
- Analyze financial data and generate precise financial reports, providing valuable insights for informed decision-making
- Gained extensive knowledge in data entry, analysis and reporting.
Contract Sessional Accounting Instructor
MacEwan University
09.2023 - 05.2024
- Taught over 15 students in basic bookkeeping and accounting courses.
- Tracked student progress, frequently checking in with struggling students and identifying root causes of problems.
- Observed and adopted new techniques from skilled instructors and lecturers.
- Improved student performance by defining clear goals and communicating performance metrics.
- Evaluated and revised lesson plans and course content to achieve student-centered learning.
Education
CPA Designation - Accounting
CPA Western School of Business
06-2026
Bachelor of Science - Computer Science, Finance (On Hold)
MacEwan University
Edmonton, ABBachelor of Management - Accounting, Business Administration
University of Lethbridge
Lethbridge, AB04.2015
Diploma - Accounting
Lethbridge Community College (LCC)
Lethbridge, AB04.2013
Skills
- Financial Budget and Forecasting
- Preparing Financial Statements
- Auditing Procedures
- Process and Procedure Development
- Capital Budgeting
- Cost-Benefit Analysis
- Cross-Functional Collaboration
- ERP System Knowledge
- Accounting Policy Development
- Financial Analysis
- Project/Grant Accounting
- Accounting Standards Expertise (ASPE, PSAS and ASNPO)
- Internal Control Development
- Reconciliation of Complex Accounting Records
Timeline
Corporate Financial Analyst
Covenant Care + Living
04.2025 - Current
Finance Analyst II
University of Alberta
05.2024 - 04.2025
Senior Financial Analyst
ATS Traffic Ltd.
05.2024 - 08.2024
Contract Sessional Accounting Instructor
MacEwan University
09.2023 - 05.2024
Financial Systems Analyst Student
PCL Construction
01.2023 - 04.2023
Contract Software Developer
MacEwan University
09.2022 - 01.2023
Accounting Tech I
MacEwan University
09.2022 - 09.2023
Consultant
Tempest Solutions
07.2022 - 12.2022
Accounting/Finance Roles
MacEwan University
09.2021 - 01.2024
Staff Accountant
Rutwind Brar LLP
10.2018 - 04.2019
Senior Accountant
MNP LLP
09.2015 - 09.2017
CPA Designation - Accounting
CPA Western School of Business
Bachelor of Science - Computer Science, Finance (On Hold)
MacEwan University
Bachelor of Management - Accounting, Business Administration
University of Lethbridge
Diploma - Accounting
Lethbridge Community College (LCC)
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