Yun Luo
Toronto,ON
Summary
Accurate bookkeeper known for high productivity and efficient task completion. Specialize in financial reporting, data entry, and reconciliation processes. Excel in time management, problem-solving, and organizational skills, ensuring accuracy and reliability in managing financial records.
Overview
10
10
years of professional experience
Work History
Bookkeeper
Jiangxi Maofeng Gear Co., Ltd
Yichun, Jiangxi
02.2020 - 11.2024
- Journal Posting: Posted journal entries to the general ledger system accurately.
- Expense Reporting: Reviewed employee expense reports for compliance with company policies.
- Financial statements preparation: Prepared financial statements, including balance sheets, income statements, and statements of cash flows.
- Auditing preparation: Collaborated with external auditors during annual audits of the company's finances.
CPA Trainee
Shannon & Buffett Charted Professional Accountants
Fredericton, New Brunswick
11.2019 - 10.2020
- Auditing: Assisted the accounting firm partner in completing audit tasks, collecting audit evidence, and preparing audit working papers and reports for government agencies in surrounding cities.
- Taxation: Prepared personal and corporate taxation for existing customers.
- Compilations: Conducted financial statement compilations to ensure accuracy and compliance, following Canadian accounting standards (IFRS) or Accounting Standards for Private Enterprises (ASPE).
Customer Service Representative
Bank of Montreal
Fredericton, New Brunswick
08.2014 - 06.2019
- Retail banking customer services: assisted customers with product selection, ordering, billing, returns, exchanges, and technical support. Promoted high customer satisfaction by resolving questions promptly.
- Branch accounts reconciliation: Review transactions on the bank statement, such as interest, deposits, and transfers, to ensure they are reflected in the branch's ledger.
Education
BBA - Accounting
University of New Brunswick
Fredericton, NB05-2014
Skills
- General ledger maintenance
- Account reconciliation
- Invoice processing
- PC law
- Microsoft Office
- AI Software
Timeline
Bookkeeper
Jiangxi Maofeng Gear Co., Ltd
02.2020 - 11.2024
CPA Trainee
Shannon & Buffett Charted Professional Accountants
11.2019 - 10.2020
Customer Service Representative
Bank of Montreal
08.2014 - 06.2019
BBA - Accounting
University of New Brunswick
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