Brian Liu Email & Phone Number

Calgary, Ab, Ca

• Prioritized accuracy in managing full-cycle accounts payable processes, maintaining a 99% accuracy rate while processing 1,000 invoices monthly to meet auditing standards required of a crown corporation.• Maintained the integrity of financial data within complex spreadsheets and databases, entering and validating over 1,000 line items monthly in Excel prior to uploading into Microsoft Dynamics.• Processed 500 employee expense reports per month, ensuring all expenses were categorized correctly in internal accounting software.• Performed 100+ monthly reconciliations, analyzing journal entries, reclassifying to correct accounts, and deleting redundant entries to maintain accurate financial records.• Analyzed procurement contracts to ensure alignment with budgetary requirements, providing leadership with advisories on any discrepancies.• Streamlined both procurement and contract tracking processes by designing customized formulas, saving 4 hours of labor per month.• Authored 7 training manuals, reducing training time by approximately 1 hour per manual, to establish best practices across financial functions, including expense reconciliations, procurement Excel file management, and general use of Microsoft Dynamics.

Calgary, Alberta, Canada

• Strengthened strategic investment decision-making by collaborating with the Director to research and perform due diligence on companies, analyzing capitalization tables, pitch decks, and financial forecasts, and providing actionable insights for executive review.• Recommended and advocated for targeted investments in public equities and seed rounds, resulting in two public equity allocations ($50K each) and a seed round commitment ($100K), aligning with long-term strategic goals.• Performed in-depth analysis of a cryptocurrency investment fund, creating detailed slide decks for the CEO that advised against the investment based on potential risks, directly influencing high-level decision-making.