Coco Chen Email & Phone Number

Business Consultant and Financial Management at small and medium size businesses.

Norcan Fluid Power Ltd.

Understand current business processes and financial information systemReview existing financial policies, propose amendments, and propose new financial policies and internal controls to ensure the smooth financial operations of the companyPrepare monthly and quarterly financial statementsMonthly or quarterly Government filings – GST/HST, PST, EHT, WorkSafeBCBanking, reconciliations, currency exchange, transfers, credit cardsOptimize internal operations such as banking, accounts payable and receivable, bookkeeping, taxes, expenses, and commissionsOversee payroll, accounts receivables, accounts payables, reconciliations, accrual and intercompany schedules and general journal entries ensuring that financial reports are accurate and delivered timelyAssist the President with special projects of significant complexity or financial impactLead year-end audits and tax filings.

Bcb Corporate Services Ltd. And Castaway Holdings Ltd.

As a Controller contractor in both BCB Corporate Services Ltd. and Castaway Holdings Ltd., my responsibilities encompass a wide range of accounting operations, ensuring compliance with taxation and pension regulations, managing investment portfolios, and preparing crucial financial documentation for external audits and reporting.

Frist Century Capital Corp.

In my role as the head of accounting operations, I was responsible for overseeing all financial transactions and general ledger activities for a group of 30 real estate companies and joint ventures. This involved ensuring accurate and timely preparation of inter-company reconciliations, as well as reviewing and advising on the restructuring of the companies within the group and with partners. I also provided expert advice on tax planning strategies, including dissolutions and amalgamations, to optimize the group's tax position. Through successful company restructuring initiatives, I implemented strategies that helped defer $1.8 million in taxes payable. Additionally, I played a crucial role in identifying and evaluating new real estate acquisition projects, conducting thorough due diligence activities such as market intelligence, environmental assessments, and risk analysis. Effective communication with stakeholders was also a key aspect of my responsibilities in order to provide comprehensive reports and analysis on potential acquisition opportunities.

Outpeak Services Inc.

In my role, I oversee critical corporate finance projects in Canada and the USA, focusing on process improvement and efficiency. I evaluate inter-company reconciliation processes, implement enhancements, and develop new procedures to streamline workflows and ensure financial accuracy. I support monthly and quarterly closings as needed and establish credit policies to improve collections and reduce bad debts. My contributions drive financial success by optimizing processes and controls, fostering efficiency, and enhancing the company's overall financial health.

Squamish Ecoville Ltd

Fully responsible with accounting for a 25 units townhouse development project in Squamish, BC. Work including: setting processes in accounting system, AP system to keep track invoices and CEO approve for payments; creating soft and hard budget and maintain the budget up to date with project development team.

Norcan Fluid Power Ltd.

In my current role as a Financial Planning & Analyst contractor at Norcan Fluid Power Ltd., I am responsible for creating, managing, and monitoring budgets, forecasts, and key performance indicators (KPIs). I also develop financial models to analyze various scenarios and assess the financial impact of opportunities to improve operational efficiency. Additionally, I track key business drivers and initiatives, providing relevant managers with recommendations based on my analysis. Moreover, I play a crucial role in preparing and overseeing integrated financial models for mergers and acquisitions (M&A) deals.

Portable Electric Ltd.

I successfully conducted an audit under International Financial Reporting Standards (IFRS), ensuring compliance with the necessary standards and regulations. Overall, my role as a Controller at Portable Electric Ltd. encompassed a broad range of responsibilities, contributing to the company's financial strength and operational efficiency.

Allyco Supply Co. Ltd

As a strategic business consultant, my role was to collaborate with the business owner to develop a comprehensive 10-year growth plan. This involved analyzing market trends, identifying growth opportunities, and formulating strategies to achieve the company's objectives. The first step of the plan was to acquire a 7,800 square feet warehouse facility, which required extensive coordination with professionals such as lawyers, accountants, and realtors. I facilitated communication between these experts to prepare a compelling offer and ensured all necessary cash flow planning and budgeting were in place to support the purchase. Additionally, I took the lead in negotiating with mortgage brokers and successfully secured a 90% financing option with a competitive 4.5% interest rate mortgage, enabling the business owner to close the deal successfully.

Vancouver

As the Controller at Vancouver eFasteners Tools & Supply, I established the accounting system from scratch and managed the cash flow of a $10 million annual revenue company. I negotiated and secured a $2.6 million loan from the bank, monitored key performance indicators to meet loan requirements, and produced monthly financial reports for the bank. I handled payroll for 40+ employees, ensured compliance with accounting legislation, and managed cash flow planning, AR, and AP. I led a team of four and contributed to the development of customized accounting software.

Vancouver, Canada Area

As a Senior Accountant/Development Analyst at Dimex Group, I played a vital role in various projects and entities. This included providing financial analysis, cost control, and accurate project reporting for multi-family construction projects. I managed budgets, forecasts, and rent rolls for rental properties, processed payroll, and implemented internal controls. Additionally, I conducted strategic financial planning, monitored cash flows, and prepared monthly reporting packages for owners/investors. Throughout my tenure, I ensured compliance, produced accurate financial reports, and provided valuable insights to senior management and department managers.

During my time as a Junior Accountant at Greenberg Associates Consultants and Certified General Accountants, I gained experience in providing accounting services to medium-sized businesses. I handled monthly bookkeeping, GL account reconciliations, and prepared year-end financial statements using software such as QuickBooks and Case Ware. I also prepared working papers for review engagements, filed regulatory returns such as Goods and Services Tax returns and payroll remittance, and prepared T4 slips for corporations. Additionally, I assisted in preparing federal and provincial income tax returns for individuals and corporations using Profile software.

Cpa, Cga Designation, Accounting

Registered Student Of Cbv Institute, Business Valuation, Level Ii

Bachelor Of Arts (B.A.), Economic And Statistics Combined

Bachelor Of Business Administration (B.B.A.), Accounting