Chuoru Li, Cpa, Ca, Mba Email and Phone Number
As a Fractional CFO with over 15 years of financial expertise, I understand the unique challenges that come with scaling a successful business and the critical role financial management plays in achieving sustainable success.My mission is to provide the financial leadership and insight that growing businesses need to optimize their operations, make data-driven decisions, and improve profitability. I partner with business leaders to streamline processes, manage cash flow, and develop actionable financial strategies tailored to their goals.What I Bring:👉Transforming Financial Operations: Improving efficiency and accuracy in financial processes to support growth.👉Financial Clarity: Providing clear, actionable insights that empower owners to make informed decisions.👉Building a Strong Financial Foundation: Creating strategies that drive long-term growth and stability.👉Cost & Cash Flow Optimization: Identifying opportunities to enhance profitability and ensure smooth operations.👉Strategic Advisory: Offering expert guidance to navigate challenges and seize opportunities for expansion.I’m passionate about helping businesses move beyond financial confusion and uncertainty. My focus is on empowering owners and CEOs with the tools, strategies, and confidence to scale their businesses while maintaining strong financial health.Let’s ConnectIf you're a driven business leader looking to transform your financial operations and achieve long-term success, let's connect. Together, we can create a financial strategy that supports your vision and helps you reach your goals.🧶 Life outside of work:I am a mother of two teenage daughters and a huge animal lover (1 dog, 2 cats, and 9 fish). I love movies (action, crime, thrillers, Marvel) and enjoy crocheting as a hobby
Elevate Virtual Cfo
View- Website:
- elevatevcfo.com
- Employees:
- 3
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Founder And Ceo, Fractional CfoElevate Virtual CfoCanada -
Ceo, Fractional CfoElevate Financial Consulting Jul 2024 - PresentHelping founders, business owners, and CEOs build strong financial foundations, achieve financial stability and long-term growth. -
Director Of FinanceSchwank North America Mar 2023 - Jul 2024Mississauga, Ontario, Ca -
Financial ControllerCipher Pharmaceuticals Inc. Aug 2022 - Mar 2023Mississauga, Ontario, Ca• Oversee financial transactions and manage month-end and year-end activities. • Prepare accurate monthly and quarterly consolidated financial statements for management review• Provide hands-on support to quarterly/yearend IFRS financial statements, MD&A for (SEDAR) filing• Prepare annual companywide budget and forecast, monitor actual spending against budget• Collaborate with senior management to develop and implement financial policies and procedures, ensuring compliance with public company reporting regulations.• Lead year end audit activities -
Finance ManagerCipher Pharmaceuticals Inc. Oct 2020 - Jul 2022Mississauga, Ontario, Ca• Oversee all financial accounting functions of the company • Manage monthly/quarterly financial reporting and financial statements preparation• Prepare annual companywide budget• Lead year end audit• Support VP, Finance in ac hoc reporting and projectsAccomplishments: • Cleaned up and reconciled company accounts• Significantly improved the efficiency of the Finance department• Quick turnaround on ac hoc requests from executives -
ControllerTidal Health Solutions Mar 2019 - Aug 2020Woodbridge, Ontario, Ca• Oversee all financial accounting functions of the company • Manage month-end close, inventory valuation, financial statements preparation and analysis• Manage treasury functions and conduct cashflow forecast• Manage variance analysis, cost analysis and inventory valuation• Work with external auditors on year end audit• HR & Payroll management• Manage two admin staff to assist junior accounting functionsAccomplishments: • Cleaned up and reconciled company accounts within three months• Significantly improved the efficiency of the Finance department• Quick turnaround on ac hoc requests from executives -
ControllerTerrestrial Energy Jan 2019 - Mar 2019Charlotte, North Carolina, Us -
Assistant ControllerTerrestrial Energy Jan 2017 - Jan 2019Charlotte, North Carolina, Us -
Accounting ManagerTerrestrial Energy Apr 2016 - Dec 2016Charlotte, North Carolina, Us -
Senior AccountantRyerson Sep 2014 - Jul 2015Chicago, Il, Us• Full cycle of accounting using Lawson/AS400 system• Communicated with various level of staff to resolve accounting issues• Ensured inter-company transactions are completed and reconciled each month• Heavily involved in month-end close, account reconciliations, and financial reporting• Prepared and consolidated monthly financial statements and financial reports• Completed monthly P&L analysis, variance and trend analysis• Completed quarterly Balance Sheet review and presented to management• Prepared schedules to support 10K & 10Q reporting• Successfully prioritize responsibilities and complete projects ahead of deadlines -
General AccountantRyerson Jun 2013 - Aug 2014Chicago, Il, Us• Plant accounting using SAP system• Heavily involved in month-end accounting close and account reconciliations• Completed monthly inter-company reporting and reconciliations• Completed monthly plant P&L analysis• Completed monthly and quarterly financial report for management reviews• Consolidated monthly International financial statements • Prepared schedules to support 10K & 10Q reporting -
Financial AnalystDaniels Sharpsmart Oct 2012 - May 2013Chicago, Illinois, Us• Prepared Cost Benefit Analysis for potential and renewed customer contracts• Successfully developed financial reports and revenue analysis models for management• Participated in annual budget planning• Monthly trend and variance analysis; KPI analysis and reporting• Completed monthly sales commission calculation and reporting• Oversee Revenue staff on monthly revenue accounting functions• Heavily involved in system transition to improve monthly billing timeline from 15 days to 5 days• Completed trend and variance analysis on revenue accounts -
Revenue ManagerDaniels Sharpsmart Nov 2011 - Oct 2012Chicago, Illinois, Us- Manage the Department of Revenue to ensure timely and accurately monthly billing- Weekly audit of revenue account to ensure billing accuracy- month end closing on revenue accounts- Revenue accounts reporting and variance analysis at customer and region level- Customer trending analysis- Customer and contract information management- Communicate with customers and various departments to resolve revenue account issues- Provide supports to upper management on revenue forecasting and budgeting -
Staff Accountant - RevenueDaniels Sharpsmart Jun 2011 - Nov 2011Chicago, Illinois, Us-- Process monthly invoices to regional customers-- Communicate with customers to resolve billing issues-- Generate billing and ad hoc reports to managements and field managers-- Coordinate month-end closing and reporting -
Grad AidePurdue University Calumet Sep 2009 - Jun 2011Us• Assist in Institutional survey projects and data reports• Develop skills in data analysis using Excel (including pivot table and data charts) -
Accounting InternBluestone Technologies, Inc Jan 2009 - Jun 2009• Performed basic accounting duties, including Accounts Receivables, and bank account reconciliations • Maintained customer accounts and processed customer invoices• Developed extensive experience with QuickBook
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Staff AccountantNovelty, Inc Jul 2008 - Nov 2008• Worked on Journal entries, Cash management, month-end closing and bank account reconciliations • Developed skills in MAS500 accounting system• Maintained licensing contracts; Worked closely with VP for Licensing• Prepared quarterly royalty reports using Excel spreadsheet; Ensure timely and accurate royalty payments• Maintained close communications with management and all level associates in the company • Provided verbal and documentary translation between US and China office
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Accounting TempPurdue University Jun 2008 - Jul 2008West Lafayette, In, Us- Assisted in processing paper work for university travel reimbursement -
Graduate AssistantPurdue University Calumet Apr 2006 - May 2008Us• Provided administrative support and performed general office duties• Maintained high levels of confidentiality• Ensured high level of customer service to the Purdue Calumet community -
Coordinator For Business DevelopmentGuangdong Baocong Industrial & Trade, Ltd. Jul 2004 - May 2005- Coordinated Business Development & Investment Projects- Researched and provided suggestions to CEO about investment project viability- Ensured high level of customer services to foreign customers- Provided Chinese-English translations to CEO and to Customers
Chuoru Li, Cpa, Ca, Mba Education Details
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Purdue University NorthwestMba -
Purdue University NorthwestAccountancy -
Guangdong University Of Business StudiesInternational Business
Frequently Asked Questions about Chuoru Li, Cpa, Ca, Mba
What company does Chuoru Li, Cpa, Ca, Mba work for?
Chuoru Li, Cpa, Ca, Mba works for Elevate Virtual Cfo
What is Chuoru Li, Cpa, Ca, Mba's role at the current company?
Chuoru Li, Cpa, Ca, Mba's current role is Founder and CEO, Fractional CFO.
What schools did Chuoru Li, Cpa, Ca, Mba attend?
Chuoru Li, Cpa, Ca, Mba attended Purdue University Northwest, Purdue University Northwest, Guangdong University Of Business Studies.
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