Wisdom Lee
Richmond Hill,ON
Summary
Proactive and Results-oriented accounting professional with more than 10 years of experience in accounting, financial analysis, and audit-related experience. Quick and eager learner with acute attention to detail and a consistent track record of identifying process improvements to drive quality, accuracy, and efficiency. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Accountant
Connex Telecommunications Inc.
10.2023 - Current
- Conduct comprehensive financial planning and analysis to support management decisions and strategic initiatives.
- Analyze project data and financial statements to identify cost variances and trends, ensuring accurate budget management.
- Prepare and submit timely working papers and monthly reports, while reviewing vendor invoices for accuracy.
- Provide essential documentation for external audits and finalize the annual audit, along with performing ad hoc projects like internal control reviews.
Accounting Manager
Gigamind Education Foundation Limited
09.2022 - 08.2023
- Ensure timely preparation and submission of monthly reports, while providing essential documentation for external audits, and finalizing the annual audit.
- Deliver analytical reports and reviews to directors and governance bodies, recommending workflow improvements to enhance operational efficiency and effectiveness.
- Coordinate with the School, Finance, and Accounting departments to streamline processes and ensure accurate financial reporting.
Senior Internal Auditor
Anta Investment Limited
08.2019 - 09.2022
- Collaborated with auditors to ensure compliance with local, state, and federal requirements, successfully completing annual audits.
- Prepared and reviewed financial and consolidated reports, including those for subsidiaries in Hong Kong, China, and Singapore, while managing accounting schedules such as IFRS 16 Leases.
- Developed and analyzed management reports, cash flow forecasts, and budgets, while performing inventory control and ad-hoc projects.
- Designed and implemented internal control policies to enhance audit scores and operational efficiency.
Senior Associate II
BDO Limited
02.2019 - 08.2019
- Conduct audit procedures and deliver assurance services across various industries.
- Mentor and supervise junior staff, providing guidance and support.
- Lead audit teams to ensure thorough and accurate audit execution.
Audit Senior
Roger Kam & Co.
04.2014 - 02.2019
- Supervised and reviewed the work of junior staff, providing guidance and training to ensure high-quality performance.
- Led audit teams and performed taxation services, ensuring compliance and accuracy in financial reporting.
- Assisted supervisors and partners in executing their duties, contributing to the overall success of the audit process.
Auditor
Chan & Kwok CPA Limited
06.2013 - 03.2014
- Conducted audit procedures and provided assurance services, ensuring compliance and accuracy in financial reporting.
- Prepared detailed audit working papers and reports, contributing to thorough and well-documented audits.
- Participated in special projects, including due diligence investigations, and assisted seniors and partners in executing their duties.
Project Management Officer
Lap Sing Educational Charity Limited
10.2012 - 05.2013
- Managed various projects involving funds and subsidies, ensuring efficient allocation and utilization.
- Applied for and secured funds and grants, contributing to the financial growth and sustainability of the organization.
- Conducted internal audits to ensure compliance and improve financial processes.
Junior Accountant
Mansfield Manufacturing Company Limited
10.2011 - 09.2012
- Managed the accounts payable function, ensuring timely and accurate processing of invoices and payments.
- Tested and implemented a new IT accounting system, enhancing financial operations and efficiency.
Education
BBA(Hons) - Accountancy
The Hong Kong Polytechnic University
08.2011
Associate Degree - Business (Accounting & Finance)
Hong Kong Community College (Poly U)
08.2009
HKAL; HKCEE -
TWGHs S. C. Gaw Memorial College
08.2007
Insurance Intermediaries Qualifying Examination -
Vocational Training Council
Skills
Financial Planning and Analysis (FP&A) and Compliance: Provided a comprehensive, proactive approach to accounting and financial management, with expertise in financial statement review, financial reporting, GAAP compliance, fixed asset accounting, month-end closing management, general ledger management, and cash flow forecasting Liaison with external auditors for accounting and tax matters
Team management: Supervised a highly experienced team to achieve a high standard of working quality
Technical Proficiency: Proficient in Miscrosoft Office (Word, Excel, Outlook, OneDrivce, MS Teams), accounting systems (SAP, Quickbooks, ACCPAC/SAGE, Q360)
Language: Fluent in written and verbal English, and Chinese (Cantonese and Mandarin)
Certification
- Certified Public Accountant (CPA)
- Hong Kong Certified Public Accountant
Volunteer Experience
- Finance committee member, The Boys' Brigade, Hong Kong (2019-2020)
- Secretary of Chairman, Rotary Club - New Territories (2012)
- Life mentor, Non-profit organization (2012)
- Youth tutor, Christian Greenfield Church (2007 - 2013)
- Camp organizer, Christian Greenfield Church (2008-2012)
Timeline
Senior Accountant
Connex Telecommunications Inc.
10.2023 - Current
Accounting Manager
Gigamind Education Foundation Limited
09.2022 - 08.2023
Senior Internal Auditor
Anta Investment Limited
08.2019 - 09.2022
Senior Associate II
BDO Limited
02.2019 - 08.2019
Audit Senior
Roger Kam & Co.
04.2014 - 02.2019
Auditor
Chan & Kwok CPA Limited
06.2013 - 03.2014
Project Management Officer
Lap Sing Educational Charity Limited
10.2012 - 05.2013
Junior Accountant
Mansfield Manufacturing Company Limited
10.2011 - 09.2012
BBA(Hons) - Accountancy
The Hong Kong Polytechnic University
Associate Degree - Business (Accounting & Finance)
Hong Kong Community College (Poly U)
HKAL; HKCEE -
TWGHs S. C. Gaw Memorial College
Insurance Intermediaries Qualifying Examination -
Vocational Training Council
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