Helen Zhang
Scarborough
M1S
416-335-1081
http://www.geocities.com/helencyzhang
JOB
TITLES
Financial Accountant, Accounting Technician, Account Manager, Financial Information System Implementation Consultant, SAP FICO Consultant, Tax Accountant, Tax Specialist, Tax Associate
KEYWORDS
Finance, corporation tax, individual tax, personal tax, Canadian taxation, SAP functional consultant, application consultant, import and export
LOCATIONS
Scarborough on,
CREDENTIALS
B.A., BA, MBA, Business Administration, Certified Public Accountant, CPA, Certified SAP Solution Consultant, Chinese, Mandarin
SUMMARY
OF QUALIFICATIONS
l 6+ years financial accounting experience
l 3 years tax return preparation experience
l 3 years financial information system consultant experience
l Strong analytic and problem solving ability as well as strong time management and multi-tasking capability
l MBA in Financial Management, Batchelor degree in Accounting, deeply understand GAAP and Income Tax Act
l Certified Illinois CPA and Ontario Certified General Accountant Level 4 equivalent
l Advanced computer skills: SAP FICO, Oracle Financial Module, ACCPAC, Caseware, Profile, MS Office, MS Project, MS Visio
EXPERIENCE
YAN AND PARTNERS
Financial Accountant and Tax Associate
l Conducted bookkeeping, financial report and tax return service for clients in diverse industries, including fast food, high tech, trading, education, retail, professionals, etc
l Prepared more than 2000 cases of tax return for individuals and small businesses, including Income tax, GST and PST
l Explained relative rules in income tax act to clients and provided suggestions to minimize their tax duty
l Assisted clients to prepare documents for CRA inspection
l Assisted clients to register corporations and prepare the necessary documents
KURIN AND PARTNERS CA TORONTO, CANADA (Dec. 04 – May 05)
Coop Student
l Prepared journal entries for all kinds of business transactions
l Reconciled bank accounts with bank statements for clients
l Made adjustment entries for period-end closing and prepared financial reports
l Transferred the accounting data from accounting software to tax software
l Made adjustments from accounting income to taxable income and prepared corporation tax return for clients
l Prepared T4 and payroll for clients
l Prepared personal tax return for more than 500 clients
HAN CONSULTING CO., LTD. GUANGZHOU, CHINA (Mar. 02 – Feb. 03)
Financial Consultant
l Actively participated in Business Processes Reengineering (BPR) and Enterprise Resource Planning (ERP) projects, assisted in building up financial modules, using Oracle Business Suite 11i
l Prepared questionnaires and analyzed the answers to determine the client’s business requirements
l Conducted workshop with financial team and end users to blueprint As-Is and To-Be business processes as well as design organization structure and master data
l Analyzed gap and prepared business process re-engineering proposal
l Reviewed and Finalized To-Be business processes design of financial module
l Prepared configuration plan, configuration document and configured account structure, GL, AP, AR and FA modules
l Prepared test plan and designed unit test case, tested GL, AP, AR, FA
l Prepared end user training documents and conducted knowledge transfer to key users
l Directed key users to prepare master data and opening transaction data for conversion
l Monitored client’s accounting closing activities to ensure the correctness of balance
ANYI ACCOUNTING SOFTWARE CO., LTD. XIAMEN, CHINA (Mar 98 – May 00)
Accounting Software Support
l Assisted more than 100 clients to install and set up Anyi Accounting software
l Directed key users to prepare and input master data and opening data
l Performed regular user trainings once a month
l Provided technical support and trouble shooting
l Conducted software update services
l Provided user training course on cash flow report to meet the requirement of the new regulation
l Prepared the accounting closing sequence document and assisted clients in accounting closing activities
l Assisted clients to reconcile account balance with old system, and made the rounding adjustment
l Presented the functions of Anyi software to potential clients in road shows to assist promotion
SINOWAY INDUSTRIAL CO., LTD. XIAMEN, CHINA (Jul 92 – Mar 98)
International Trade Accounting Clerk
l Compiled sales invoices and purchase invoices according to product categories and filed monthly tax return for value added tax
l Prepared a complete set of documents for each letter of credits and collected accounts receivable from foreign customers
l Negotiated with banks and arranged letter of credits refinancing
l Prepared a complete set of documents for each sales order and applied export tax refund
l Maintained the books for sales, accounts receivable, value added tax and export tax receivable
l Conducted profit and loss analysis according to business department, product line and sales person
l Assisted in developing a computerized accounting information system
EDUCATION
AND DESIGNATION
l CPA certificate of Illinois 2006
l MBA (Business Administration Department, Xiamen University, China) 2000 - 2002
l Bachelor of Economics (Accounting Department, Xiamen University, China) 1988 - 1992
l Certified SAP Consultant (MySAP Financials – Managerial & Financial Accounting 2003) 2006
l Oracle Financial Module Training (Oracle Corporation Shanghai, China) 2002
l CGA equivalent courses (Seneca College, Toronto, Canada) 2004 - 2005
Resume - CV - Vitae
Helen Zhang
Scarborough
M1S
416-335-1081