Wenshu Xu
Halifax,Canada
Summary
Friendly and organized, possessing solid grasp of fundamental accounting principles and strong numerical aptitude. Proficient in managing financial records and preparing accurate reports, with competency in using accounting software. Dedicated to ensuring precise financial tracking and contributing to overall efficiency of organization.
Overview
8
8
years of professional experience
Work History
Bookkeeper
Like Frozen Food Limited
11.2022 - Current
- Maintain meticulous records of all financial transactions, ensuring they reflect the flow of goods within the cold chain logistics, including procurement, storage, transport, and sales
- Systematically file and manage financial documents such as bills of lading, freight invoices, and proof of delivery to substantiate the recorded transactions
- Calculate and prepare cheques for payrolls and bills
- Keep the general ledger current with all financial activities related to the cold chain operations, ensuring accuracy and compliance with accounting standards
- Conduct regular account reconciliations to ensure the integrity and completeness of financial records
- Compile trial balances and prepare financial statements, including profit and loss statements, balance sheets, and cash flow statements, to accurately reflect the company’s financial status
- Provide bespoke bookkeeping services that address specific needs within the organization, enhancing the personal service offered to internal and external clients
Accountant
K. Wah Group(Shanghai K.Wah Concrete Co., Ltd.)
03.2019 - 08.2022
- Responsible for the compilation and preparation of monthly East China management report, aiding management with analysis and grasp the important operation and financial status of the East China companies
- Each year, within the precise budget, the annual effective profit growth of the JV company is about 2%
- Prepare annual budget and quarterly rolling forecast; Prepare annual financial 1+3 projections within the strategic plan
- Responsible for coordinating the specific financial work related to the joint venture company, including the preparation of monthly management statements, financial data analysis, forecasting, preparing and updating financial statements
- Responsible for the supervision of financial accounting matters in the operation process of subordinate business units, and provided recommendations on abnormal income/expenditure or accounting treatment
- Once found a cashier in JV company evading taxes, and reported
Specialist of Overseas Property Operations
Shanghai Deyou Property Consulting Co., Ltd.
08.2017 - 03.2019
- Overseas real estate project negotiation, operation, promotion, product integration and optimization; developed cooperation channels for business promotion, negotiate national project channels and implemented them
- Within two years, I independently developed a total of 32 business channels to help me attract customers
- Responsible for the guidance and support of national overseas home purchase theme activities, including planning, promotion and execution
- A total of 65 lectures were held nationwide, and 72 overseas properties were successfully sold, with a total sales price of up to 40 million Canadian dollars
- In-depth understanding and analysis of customer demand characteristics, maintain good communication with customers, and establish extensive customer source channels
Marketing Specialist
Shanghai Leaumer Trading Co. Ltd.
08.2016 - 08.2017
- Tracking industry trends, setting up marketing information collection, processing, communication, and security department
- Responsible for market analysis of new product, including product size, location, nature, characteristics, and market capacity
- Responsible for product development, collating the survey data, analyzing, and submitting the investigation report regularly
- Design and organize the exhibition of international beauty Fair
- And successfully signed 7 order contracts
Education
Master of Finance -
Saint Mary’s University, Sobey School of Business
08.2023
Bachelor of Science - Finance
University of Illinois at Chicago, College of Business Administration
12.2015
Skills
- CFA Level 1 Candidate
- Bloomberg Market Concepts
- Microsoft Word
- Excel
- PowerPoint
- Outlook
- Python
Activities
- National Honor Society
- Table Tennis Club
- Chicagoland’s Next Top Singer, event organizer
- Mayer Lutheran Church, assistant instructor
- UICCSA
- SMUCSA
Timeline
Bookkeeper
Like Frozen Food Limited
11.2022 - Current
Accountant
K. Wah Group(Shanghai K.Wah Concrete Co., Ltd.)
03.2019 - 08.2022
Specialist of Overseas Property Operations
Shanghai Deyou Property Consulting Co., Ltd.
08.2017 - 03.2019
Marketing Specialist
Shanghai Leaumer Trading Co. Ltd.
08.2016 - 08.2017
Master of Finance -
Saint Mary’s University, Sobey School of Business
Bachelor of Science - Finance
University of Illinois at Chicago, College of Business Administration
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