Greater Toronto Area, Canada
- Top accounting graduate from Wilfrid Laurier University - Advanced user of QuickBooks and MS Suites (Excel), familiar with lookup, pivot table and VBA - Passed CFA Level I, and enrolled as CPA PEP program candidate - Effective communicator with excellent soft skills from interacting with clients and colleagues - Built strong inter-personal and analytical skills from previous working experience as Tax Officer and Tax Analyst
• Assisted in meeting the Canadian income tax compliance and financial reporting obligations of Sun Life Financial Inc. and its subsidiaries • Assisted in US tax consultation, research and analysis specific topics from recent US tax reforms • Interacted with internal partners to collect data for analysis and resolve difference • Calculated earnings, surplus and FAPI (foreign affiliate property income) for foreign affiliates • Organized information and filled in the T1134 Forms and T106 Forms for foreign affiliates
• Assisted tax director in inspection of corporate tax returns, invoices and financial statements • Answered corporate enquiries and contacted superior for clarification on regulations of rare conditions • Helped regional corporations in activation and cancellation of tax registrations
• Assisted account manager to assess and adjudicate financial statements used for applying loans • Collaborated with colleagues in international department to prepare international banking settlements • Performed data analytics by using spreadsheet to support credit report edits and risk management
• Set up customer’s basic, temporary and general deposit account with efficiency and accuracy • Introduced credit cards to small and medium-size enterprises based on their needs and credit rating • Gave loan advise, introduced financing channels, and provided all the financial information needed to customers