Summary
Overview
Work History
Education
Timeline
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Ying Li

Waterloo,,ON

Summary

  • Proficient in QuickBooks and Taxprep, Excel(Pivot table, vlookup, data validation) Google Office.
  • Time-management: Efficient and effective at balancing academic, professional, and social extracurricular activities. (Alpha Omicron Pi(Women’s Association), UW Chinese Student Association, Rowing Club)

Overview

4
4
years of professional experience

Work History

Accountant Associate

Grewal Guyatt LLP
Richmond Hill, Ontario
01.2024 - 04.2024
  • Prepared financial statements(balance sheet and income statement) and related journal entries for corporation activities based on the bank statements provided(version without bookkeeping).
  • Reconciled company credit cards, expense accounts and other expenses to ensure accurate financial records. Investigated any discrepancies or irregularities identified during the reconciliation process and make notes for manager to review.
  • Ensured compliance with corporate tax filing requirements meet the CPA standards.
  • Prepared 160+ T2s using CaseWare and TaxPrep.
  • Leverage speed of filing T4s and T5s by utilizing CSV to import data into TaxPrep.

Accountant

MKP Professional Corporation
Ottawa, ON
01.2023 - 04.2023
  • Worked on bookkeeping for clients: recorded their daily transactions; did reconciliation for their credit card and other bank accounts.
  • Utilized professional tax software to accurately file more than 150 clients' personal tax returns.
  • Self-taught by independently reviewed clients' previous year tax filings to gain practical tax preparation experience.
  • Took notes and accumulated a database of key questions to ask my mentor, facilitating my professional growth in the field
  • Assisted as a receptionist, addressing client inquiries, and supporting document organization.

Marketing Intern

Procter & Gamble
Beijing
08.2020 - 10.2020
  • Developed strong team communication skills through collaborative project work, effectively seeking clarification, updating team and managers on progress. Researched and crafted innovative website content to boost brand visibility. Identified suitable celebrity brand ambassadors and presented marketing campaign proposals.
  • Earned trust by quickly adapting and displaying a strong work ethic to complete tasks efficiently. Contributed to product marketing through involvement in advertisement, sales promotions, and package innovation.

Education

Accounting And Financial Managment -

University of Waterloo
01.2026

Timeline

Accountant Associate

Grewal Guyatt LLP
01.2024 - 04.2024

Accountant

MKP Professional Corporation
01.2023 - 04.2023

Marketing Intern

Procter & Gamble
08.2020 - 10.2020

Accounting And Financial Managment -

University of Waterloo

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Ying Li