Psalm 90:1,2,10-12
"Lord, You have been our dwelling place in all generations.
Before the mountains were brought forth, or ever You had formed the earth and the world, Even from everlasting to everlasting,
You are God. The days of our lives are seventy years;
and if by reason of strength they are eighty years, yet their boast is only labor and sorrow;
for it is soon cut off,
and we fly away.
Who knows the power of Your anger? For as the fear of You, so is Your wrath.
So teach us to number our days, that
we may gain a heart of wisdom."
PROFILE
Personal
Strength:
 |
Analytical:
provide accurate monthly financial and budget variance analysis |
|
Multi-task:
complete various tasks requested by management on an ad hoc basis |
|
Deadline
sensitive: the tax return, the financial statement and the statutory report
completion |
|
Professional: Certified General Accountant |
Computer
Skills:
Platform:
Windows, Mainframe
Automation:
Microsoft Office (Excel, Access, PowerPoint, Outlook and FrontPages),
Lotus Notes
Accounting:
ACCPAC, Smart Stream, Cognos, Impromptu, PowerPlay
Taxation: InsurTax, Tax Prep, QuickTax and Taxwiz,
Others:
Recon Plus, PAM
PROFESSIONAL
EXPERIENCE
Financial Reporting Team Leader, 2005 - present
AEGON Canada Inc, Toronto, Ontario
An insurance and investment company provides wealth enhancement, protection and management solution to Canadians
| Co-ordinate the workflow of the function of monthly financial reporting & quarterly regulatory reporting. |
| Analyze the financial resultsReview the output of the other team members |
| Co-ordinate the team efforts in completing the monthly, quarterly, annually industry and government surveys. |
| Provides general accounting functions to other companies under the ACI group |
| Recommend and implement effective work flow and process |
Accomplishments:
|
Responsible for the restructure the chart of account, new business requirement and reporting standard |
Financial
Analyst IV,
2004 –
2005
Assurant
Group, Toronto, Ontario - Headquarter: Miami, Florida
A
marketing company provides specialty insurance and extended service programs
| Responsible for preparation of corporate tax returns for Life, P&C and Warranty companies. |
| Calculate the current and future tax provision for the above companies on a quarterly basis. |
| Determine and prepare appropriate instalments for premium tax, federal and province income tax, sales taxes, GST, Quebec sales tax and other sales taxes through preparation of tax payable reconciliation. |
| Prepare monthly and annual return for provincial and federal sales tax. |
| Renewal for external and internal agent license sponsorship. |
| Support marketing management in understanding the tax implication on the new products or business transactions. |
| Assist in tax and financial audits and answer queries. |
| Investigate and establish new or modify existing tax procedures as required. |
| Correspond with the tax departments for enquiry of tax account balance and audit enquiries |
| Assist in training of new or existing personnel on financial reporting and data extract from financial data warehouse. |
| Co-ordinate the preparation workflow of the quarterly and annually OSFI55 and P&C2. |
Accomplishments:
|
Save $300,000 on corporate tax payment by various investment income allocation approaches according to Income Tax Act |
Financial
Analyst III,
2003 –
200
|
Consolidate & analysis various departments yearly retention plan and expenses budget and prepare summary of corporate expenses for presentation to head office |
| Co-ordinate yearly corporate plan submission from various department heads |
| Prepare business unit status review statement for CFO and business director |
| Develop & train staff in using Cognos, report creating and improvement |
| Review client reporting, journal entries and account receivable reconciliation |
|
Analysis quarterly financial statement fluxes and perform ratio analysis |
|
Analyze variance between monthly actual revenue & expenses with plan |
|
Ensure the completeness and accuracy of month end premium process and expenses in GL |
Accomplishments:
|
Responsible for new report development for company go for public |
Financial Analyst II, 2001-2003
|
Prepare quarterly and annual financial statements |
|
Prepare quarterly and annual statutory reports for the government |
|
Prepare and coordinate audit requests and inquiries for external and internal auditors |
|
Analyze financial results for the management, auditors and government authorities |
|
Prepare the investment schedule for the TAAM calculation |
|
Prepare the amortization schedule of the realized gain or loss on sales of long term investments |
|
Prepare monthly accounts reconciliation |
|
Reconcile the closing account and the Head Office Accounts |
|
Understand and apply new insurance and accounting regulations |
Accomplishments:
|
Responsible for the new accounting system conversion |
|
Efficiently and effectively improve preparation of financial statements by 2 days |
|
Computerize manual reports, shorten the procedure by 6 days |
Accountant (Temp), 2000
|
Prepare monthly bank & investment reconciliation using Recon Plus 5.2 & PAM 6.0 |
|
Generate various account receivable and inter company accounts reconciliation |
|
Generate invoices for reinsurers, profit sharing partners and subsidiaries |
|
Prepare various client reporting |
|
File company compliance, assessment and license renewal |
|
Prepare quarter end financial reporting and book the require accrual entries |
|
Prepare and coordinate audit requests and inquiries for external and internal auditors |
Accomplishments:
|
Clear the 2 years block log entries received from client |
Sales and Cashier, 1993 - 1996
C.T.L. Corporation, Pretoria, Republic of South Africa
A retail store sells gifts, fashion and handbags.
|
Keep track of the product demand for reordering preference |
|
Performing bookkeeping functions |
|
Assist customer in the store |
Accomplishments:
|
Sold 2000 gifts and make $10,000 sales in one day |
EDUCATION
C.G.A. Education Program: 2001 - 2005
Certified
General Accountant Association of Ontario
Certificate of Life Insurance Company Tax Course, 2004
LIIC/KPMG
Bachelor of Administrative Studies, Accounting, 1997 – 2000
York University
|
Advance
Accounting, Advance Auditing, Financial Management, Corporation Income Tax |
AWARDS
|
Academic
Achievement of Honour in C.G.A. Program, 2001 |
|
Graduate with Deans’ Honour Roll, York University |
|
Academic Distinction: University of Pretoria, 1997 |
|
Entrance Scholarship: University of Pretoria, 1997 |
|
Old Mutual Mathematics Olympiad Award, 1995 |
COMMUNITY SERVICES
|
Community School Teacher, 2002 - present |
|
Cell
Group Leader, 2001 – present |
|
Accounting
Clerk on Weekly Charity Collections, 2002 |
|
Student
Zone Workshop
Speaker, 2002 |
|
Summer
Camp Meditation Material Coordinator, 2001 |
|
World Vision 30 hours Famine Executive Committee: Treasurer, 2000 |
|
Summer Camp Handbook Publication co-worker, 2000 |
|
York
Chinese |
|
Summer Camp Executive Committee: Musical Coordinator, 1999 |
|
Macadamia Fellowship Executive Committee, 1998 |
INTERESTS & ACTIVITIES
|
Swimming, Badminton, Reading, Play Chess, Personal Homepage Design |
|
Summer Camp theme song lyric writer, 2004 |
|
Student Zone theme song lyric writer, 2003 |
|
Summer Camp theme song lyric writer, 2003 |
|
Summer Camp theme song lyric writer, 2002 |
|
The
CCFer Ontario Universities’ Publication
Column Writer, 2000 |
|
Jin
Xue York Universities Magazine Column Writer, 1997 – 1998 |
|
Willowridge
High School Chess Team
Captain, 1996 |
REFERENCES
Available
upon request