Yani Li
Waterloo
Summary
Dedicated Accounting and Financial Analyst with Mathematics degree. Generated numerous complex financial statements for corporation without errors. High-level skills and excellent attention to detail enabled optimum outcomes. Willing to learn new things about more financial knowledge.
Overview
2
2
years of professional experience
Work History
International Large Business Auditor
Canada Revenue Agency
09.2023 - 12.2023
- Followed established auditing processes to meet internal and regulatory requirements.
- Communicated with auditee staff to obtain necessary information for audits.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Analyzed data and findings to prepare reports detailing financial information.
Accountant
C.C.L. Chartered Professional Accountants
01.2023 - 04.2023
- Preparing compilation engagement statements and complete corporate income tax returns.
- Went out for an audit work trip and did revenue and expense transaction test for an audit company.
- Preparing T4s for existing clients and some T3s.
- Preparing T1s for both paper and E-filed clients.
- Providing business and management suggestions to clients regarding to their auditing outcomes and income tax result.
Accounting Analyst
Williams & Partners LLP
01.2022 - 05.2022
- Collect the trial balance, balance sheet from the clients and balance the financial statement for companies
- Help filing the corporate tax return T2 using Caseware (an accounting software) and generate the notice to reader statement to clients
- File personal tax return from the documents provided by clients and complete a tax return estimate
- Utilized Quickbooks and Excel to extract the bank statements and create separate spread sheet if needed
Education
Undergraduate - Mathematics
University of Waterloo
Waterloo, ON08.2025
Skills
- Flexible and Adaptable
- Active Listening
- Multitasking Abilities
- Analytical and Critical Thinking
- Written Communication
- MS Office
- Self-Motivated
- Bilingual
- Accounting and tax return knowledge
- Planning and Coordination
- Organization and Time Management
- Financial Statement specialist
Language Learning Lover
Attended Japanese language course in high school, learned some Cantonese in my previous work experiences. And I am currently taking Korea courses in University of Waterloo as a spare time hobby. Also love to communicate with people from different background and countries.
Timeline
International Large Business Auditor
Canada Revenue Agency
09.2023 - 12.2023
Accountant
C.C.L. Chartered Professional Accountants
01.2023 - 04.2023
Accounting Analyst
Williams & Partners LLP
01.2022 - 05.2022
Undergraduate - Mathematics
University of Waterloo
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