Chaofu (Jerry) Zhang Email & Phone Number

Richmond, British Columbia, Canada

• Ensuring the timely preparation of billings and monitoring outstanding receivable balances
• Preparing J/E’s and other input prior to GL entry
• Reviewing of AP invoices
• Reconciliation of key GL accounts
• Monitoring closely the timeliness of financial data input from other departments
• Preparation of audit and tax working paper

Calgary, Alberta, Canada

• Support Heartland Petrochemical Complex (HPC) information technology (IT) program & project management by monitoring & controlling expenditure, scheduling of projects and change management.
• Day to day implementation of project controls (cost estimating, cost controls, planning and scheduling) functions during all stages of the project lifecycle.
• Prepared program level reporting and forecasting to director & executive stakeholders
• Align with IT project management office governance, supply chain management compliance, accounting processes guidelines & policies,
• Ensure accounting and IT processes for financial reporting are aligned.
• Provide guidance to project managers on IT business processes; purchase requisitioning, good reciting, accruals, forecasting, resource management and vendor management.

Calgary, Alberta, Canada

• Worked closely with public and private companies and help them solve complex business issues through reliable financial reporting.
• Tested assumptions and evaluate if companies are reporting information that investors and other stakeholders can rely on.
• Added credibility to the assertions of management about the financial condition and performance of a company.
• Helped organizations effectively handle their risks and meet complex regulatory requirements.
• Kept clients up to date accounting standards and regulatory requirements as capital markets and businesses processes evolve more quickly than ever before

Calgary, Alberta, Canada

• Consolidate and analyze financial data for Corporate Services Division's (CSD) monthly management scorecard reporting, yearly budgeting and long range year plan.
• Prepare and deliver in a timely and accurate manner, monthly management scorecard reporting.
• Develop and maintain financial models and financial model processes for analyzing and reporting on CSD’s monthly management scorecard, budgets, and long range plan.
• Track and analyze monthly actual results in comparison with forecasts for CSD and report on performance by department.
• Research and prepare variance analysis and explanations.
• Reconcile transactions by comparing and correcting data.

Calgary, Alberta, Canada

• Data mine and analyze financial and operational data with the objective of identifying patterns and cause and effect to suggest methods of setting standards for master data.
• Reviewing processes that create data and determine cause and effect for reasons creating dirty data, and suggestions to processes to minimize dirty data.
• Assist with developing, enhancing and maintaining financial planning models.
• Performing ad hoc analysis.

Bachelor Of Commerce (Bcom), Accounting

Activities and Societies: Haskayne Commerce Undergraduate SocietyCPA PEP path

Cpa Student

Passed CFE