Anni Li, Cpa, Ca Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Manages the full P&L for the Central region, including month-end close, forecasting and budgeting
• Provides data-driven insights (through PowerBI) to the business to make better operational decisions to increase EBITDA
• Identify and evaluates risk and opportunities for the business in year-to-go months
• Manages a team of 5 high performing individuals

New York, New York

• Managed buy and sell-side financial due diligence projects from deal kick-off to closing for private equity and strategic corporate clients in the financial services industry, including leading management meetings.
• Key responsibilities include leading meetings with Senior Management to understand companies’ business models and financial performances (identifying one-time / non-recurring transactions) to… Show more
• Key responsibilities include leading meetings with Senior Management to understand companies’ business models and financial performances (identifying one-time / non-recurring transactions) to produce a normalized view.
• Reviewed financial models produced by investment bankers for reasonableness of projections by comparing forecast revenue and expenses to past financial performance and bridging the gap with growth assumptions through.
• Coached and developed junior staff by supervising their work and provided constructive feedback for improvements.
• Prepared project proposals, engagement acceptance, fee updates and other administrative tasks for the EY leadership team. Show less

New York, New York, United States

• Led an internal audit of the records management program at a top 5 life insurance provider in the US; analyzed historical employee training data to identify gaps in record management awareness, leading to a refresh of.
• Performed Sarbanes-Oxley testing for a top tier asset manager (US$580B AUM) by reviewing, documenting, evaluating, and testing internal controls within the organizations.

Toronto, Canada Area

• Led audit engagements for various financial services clients include a top Canadian insurance provider; executed engagement planning, interim and year-end audits, and prepared audit findings for the clients’ audit.
• Analysed the historical journal entry data for a leading Canadian asset manager ($65B AUM) by aggregating and visualizing relevant financial data in Tableau; helped the CFO to better understand the month-end reporting.
• Analysed the historical journal entry data for a leading Canadian asset manager ($65B AUM) by aggregating and visualizing relevant financial data in Tableau; helped the CFO to better understand the month-end reporting.
• Guided a client in adopting complex accounting standards (i.e. IFRS 10, IAS 39 – Hedge Accounting) by quantifying the impacts to the current and historical financial statements. Show less