Cham So, Cpa, Ca Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

Vancouver, Canada Area

• Established and maintained strong relationships with key client contacts and real estate mortgage brokerage firms to source quality and profitable business. • Effectively managed the Credit Union’s risk exposure through proper loan portfolio management with focus on loan quality, exposure limits, security requirements and adherence to lending guidelines. • Enhanced existing customer relationships by identifying business opportunities for referrals to other departments such as retail banking, business banking, or wealth management. • Mentored underwriters and develop a training curriculum for future staff onboarding.• Actively involved in growth of staff members by providing coaching and feedback through loan application reviews and training sessions. • Collaborated with Credit and Loan Support team to develop tools and processes that improved credit application quality and portfolio expiries. • Consistent team contributor by exceeding annual performance targets every year (fee, rate, deposit, referral and expiry metrics).

Calgary

• Developed and maintained relationships with members and pursued new financing opportunities through active business development. • Strengthened knowledge of Commercial Real Estate through completion of in-depth loan analysis/underwriting for Multi-Family, Retail, Office and Industrial assets.• Spearheaded the creation of expiries tracker, which effectively reduced average loan review expiries from 40%+ to below 15% yearly average. • Performed quality and timely review of existing loans, ensuring compliance with company and CUDGC lending policies and guidelines. This helped ensure expiries remained at an appropriate level.

Calgary, Canada Area

• Responsible for engagement planning, execution and completion of audit, interim reviews, andreview engagements specializing in oil and gas services• Actively communicated job status and significant matters to management and partners• Completion of detailed documentation and evaluation for complex technical accounting issuesunder ASPE and IFRS, including coordination of these issues between client and manager• Conducted supervision, training and mentorship of junior staff members; involving support ofwork in process, review of work completed and feedback on job performance• Continuous involvement in company developmental programs – conducted excel training for allstaff levels (new associates to Senior Manager)

• Identified control deficiencies and provided management with practical recommendations to improve business operations. • Proposed effective low-cost solutions to meet operation budget requirements and recognized for streamlining the troubleshooting process. • Planned and coordinated a company-wide systems upgrade to facilitate the implementation of an ERP system. • Consulted with management to draft a list of hardware and software requirements. • Performed on-site repairs and preventative maintenance on computers.

• Developed keen attention to detail by identifying counterfeit currencies.• Ensured prompt and accurate processing of client deposits while exceeding hourly and daily department benchmarks.• Rectified problematic situations using appropriate protocols, while maintaining upmost professionalism.• Actively participated in weekly department meetings to enhance processes, procedures, and controls to ensure that deadlines are met consistently.

• Established ticket tracking system to enhance transparency and overall efficiency of the organization. • Managed financial operations for the Orchestra including accounts payable, accounts receivable and budget management. • Enhanced public speaking ability by presenting concert financial reports to board of directors. • Developed professional demeanor through interactions with guests and dignitaries.• Trained volunteers on customer service techniques and cash handling procedures.

Burnaby

• Assessed inflow of T1 client files to set weekly processing targets ensuring timely collation of tax returns. • Systemized collating process, resulting in quicker and more accurate processing of client files. • Utilized Taxprep to prepare basic tax files, E-file tax returns and T1013 forms. • Demonstrated adaptability by communicating with managers and adjusting to specified collating preferences. • Cultivated strong working relationships with employees of all levels and departments.

• Strengthened accounting fundamentals by preparing working papers and source documents for the compilation of Notice to Readers.• Accurately assembled and filed tax returns for clients ensuring to meet filing deadline.• Performed basic bookkeeping duties using MS Office Suite and Quickbooks.• Utilized Paymate to prepare payroll and accompanying government remittances. • Performed administrative and office management duties to support duties of managers.

• Reduced printing costs for the student club by 5% through negotiation with print shops.• Developed and implemented innovative marketing strategies which significantly increased the club’s exposure and reputation on campus. • Recruited and trained new executives ensuring highest levels of competency.

• Developed a high sense of responsibility and attention to detail by supervising children of various ages.• Organized lesson plans to accommodate individual learning needs while achieving goals of the curriculum.• Utilized various mediums of communication and teaching strategies to tutor students.• Clearly communicate students’ strengths and weaknesses to parents.• Created a safe and enjoyable learning environment for students, fostering strong social and academic skills.

Diploma, Accounting

Bachelor, Biology, Chemistry