Cathy Hong

Freelance Accountant & Bookkeeper

2090
Location:Toronto, Ontario, Canada
Profile:https://www.freelanced.com/cathyhong
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About Me (In Brief):

4+ Years of Accounting Experience in Brief Include (But are not limited to):

• Bookkeeping
• Accounts Payable
• Accounts Receivable
• Payroll
• Source Deductions, WSIB, EHT, Employee Benefits, Vacation Pay, etc.
• Taxation
• GST/HST Remittances
• Credit Card Reconciliation
• Bank Reconciliation
• Journal Entries
• Financial Reporting
• Financial Analysis
• Financial Budgeting
• Job Costing
• Activity Based Costing
• Business Plan

Experience with Computer Softwares in Brief Include (But are not limited to):

• QuickBooks Pro
• Simply Accounting
• Jonas Management
• Full Suite of Microsoft Office softwares (Microsoft Word, Excel, Access, PowerPoint)
• Caseware
• Cantax
• Visual Tax

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About Me (Detailed):

Professional Profile

• Proven leadership skills combined with an exceptional ability to manage multiple projects, tasks and priorities effectively and in a timely manner
• Successfully maintained total customer focus and excellent people skills while proven to be a highly analytical, detail-oriented, innovative problem solver and team player
• Completed CIFC (Canadian Investment Funds Course) and LLQP (Life License Qualification Program) successfully in 2011
• Excellent interpersonal and communication skills with fluency in English and Cantonese
• Possesses high computer skills including proficiency with Microsoft Excel, Word, Access, PowerPoint 2003/2007/2010, QuickBooks Pro, Simply Accounting, Jonas Management, CaseWare, ACCPAC, CanTax, and Visual Tax

Education

Certified Management Accountants of Ontario 2011 – Present
• Currently enrolled in Strategic Leadership Program (SLP) to pursue CMA designation concurrently with Licensed Public Accountant (LPA) designation
• Expected to graduate and obtain CMA certification in 2013

McMaster University 2007 – 2011
• Graduated with B.A. in Economics and Accounting alongside taking relevant coursework in Business and Management Studies

Professional Experience

Forte Fixtures and Millwork Inc. March 2012 – Present
Accountant for Forte Fixture's Group of Companies
• Train and supervise a group of accounting clerks in the accounting departments of the Group of Companies
• Process full accounting cycle procedures (initial transactions, journal entries, general ledgers, trial balance, adjusting entries, financial reporting, and closing journal entries) while dealing with both CDN and US funds
• Prepare and process purchase orders, invoices, payments and receipts using Jonas Management accounting software
• Assist with accounts receivable to ensure prompt payments are made
• Assist with cost analysis to ensure costs are minimized and are free from any error and inconsistency
• Review payroll and other accounts payable
• Prepare and file tax returns, monthly income tax provisions and tax reports for management review
• Maintain inventory and fixed asset records
• Analyze and reconcile tax accounts, month-end and year-end account balances
• Provide tax advice on the interpretation of the income tax act to minimize tax liabilities
• Assist in the preparation and analysis of financial statements
• Prepare quarterly earnings, expense reports, cash flow projections and monitor variances
• Analyze and use the relevant performance management tools within an organization to achieve specific goals
• Provide advice to senior management on financial and management matters
• Assist in developing and improving internal controls and management information systems
• Analyze information systems and recommend improvements
• Work with senior management in developing and updating the company’s business plan
• Analyze new business opportunities, making recommendations to management
• Able to state the mission and vision statement of an organization
• Able to identify an organization’s overall strategy and how it is implemented

Bright Star International Group September 2011 – April 2012
Accounting Co-Op Student
• Work alongside CGAs, CMAs, and CPAs to enhance hands-on experience and skill set in accounting by providing public accounting services for various types of industries including service, manufacturing, retail, wholesale, and professional firms
• Master a full suite of accounting soft wares
• Deal with full-cycle accounting procedures, reconciliations, bookkeeping, accounts receivable and accounts payable, remittances, payroll, taxation (for both personal and corporate), financial reporting, cost analysis, budgeting and forecasting
• Process invoicing payment for deposit, verify invoices payable and issue payments
• Prepare bank and cash disbursements and with transfers
• Prepare and analyze internal expense reports
• Draft month-end and year-end trial balances and financial statements
• Adjust month-end and year-end files based on resource of company during the fiscal year
• Draft accounting documents and organize original documents using Microsoft Excel, bookkeeping and financial reporting using QuickBooks, Simply Accounting, and CaseWare, Prepare and file tax returns using CanTax T1 (personal tax), T2 and CT23 (corporate tax), and review payroll using Payroll Software
• Practice creative thinking and work techniques to develop reasoning skills to analyze financial statements and to respond appropriately and accordingly to a variety of work situations using real cases for different types of businesses and industries
• Strategize in multiple ways to improve efficiency and effectiveness of business operations
• Complete other accounting tasks under intensive coaching and tutoring

Investors Group August 2011 – February 2012
Financial Consultant
• Plan and implement business development approaches to get clients with mid to high net worth and small to mid business enterprises
• Help clients focus on personal and corporate tax planning, investment planning, estate planning, cash flow management, risk management, debt management, wealth management, business succession planning, and corporate practice management
• Conduct in detail client's reviews concerning financial circumstances and future objectives
• Lead and supervise a team of CFPs, CFAs, CAs, securities specialist, and other financial consultants in creating a personalized financial plan for clients
• Study and provide information to clients to introduce them with their options and assist them assessment on the relative advantages of different plans
• Generate, execute, and constantly review a plan which includes approaches designed to assist clients pursue their short-term and long-term goals

Best Deal Graphics and Printing May 2008 – February 2012
Staff Accountant / Financial Analyst
• Prepare and process purchase orders, invoices, payments and receipts using QuickBooks
• Assist with accounts receivable to ensure prompt payments are made
• Assist with cost analysis to ensure costs are minimized and are free from any error and inconsistency
• Review payroll and other accounts payable
• Prepare and file tax returns, monthly income tax provisions and tax reports for management review
• Maintain inventory and fixed asset records
• Process full-cycle accounting procedures (initial transactions, journal entries, general ledgers, trial balance, adjusting entries, financial reporting, and closing journal entries)
• Analyze and reconcile tax accounts, month-end and year-end account balances
• Provide tax advice on the interpretation of the income tax act to minimize tax liabilities
• Assist in the preparation and analysis of financial statements
• Prepare quarterly earnings, expense reports, cash flow projections and monitor variances
• Analyze and use the relevant performance management tools within an organization to achieve specific goals
• Provide advice to senior management on financial and management matters
• Assist in developing and improving internal controls and management information systems
• Analyze information systems and recommend improvements
• Work with senior management in developing and updating the company’s business plan
• Analyze new business opportunities, making recommendations to management
• Able to state the mission and vision statement of an organization
• Able to identify an organization’s overall strategy and how it is implemented
Skills (2) Rating
Accounting
Bookkeeping