Forest Li
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Forest Li Email & Phone Number

CPA, CA, CFP®, Certified Kingdom Advisor®
Location: Vancouver, British Columbia, Canada 7 work roles 3 schools
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Role
CPA, CA, CFP®, Certified Kingdom Advisor®
Location
Vancouver, British Columbia, Canada

Who is Forest Li? Overview

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Forest Li is listed as CPA, CA, CFP®, Certified Kingdom Advisor® based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Forest Li.

Forest Li previously worked as CFO/Stewardship Coach at Rise Above Finance and CEO | Founder at Forest Li Finance. Forest Li holds Casb Module 1-6, Accounting from Chartered Accountant School Of Business (Casb).

Profile bio

About Forest Li

Many People go through life not knowing how to align their finances with what is most important to them. Our workshops help people clarify their values and identity and create a sound financial plan using biblical wisdom.

Listed skills include Leadership, Auditing, Microsoft Office, Interpersonal Skill, and 11 others.

7 roles

Forest Li work experience

A career timeline built from the work history available for this profile.

Cfo/Stewardship Coach

Vancouver, British Columbia, Canada

Financial Planning and Stewardship Coaching

Oct 2020 - Jun 2024

Ceo | Founder

Vancouver, Canada Area

Many People go through life not knowing how to align their finances with what is most important to them. Our workshops help people clarify their values and identity and create a sound financial plan using biblical wisdom.

Sep 2019 - Oct 2023

Manager, Private Middle Market And Media Entertainment

Vancouver, Canada Area

• Provide assurance services to various private, public and not-for-profit companies.• Recommend improvements to accounting systems and management practice when permitted.• Resolve accounting issues as they arise.• Serve and manage an assurance team through the planning of the audit, and assigning work to both junior and intermediate staff accountants. • Develop audit programs to accomplish approved audit plan.• Document and evaluate the overall control environment.• Direct and complete audit fieldwork.• Prepare both corporate and personal tax filings.• Manage multiple engagements with tight deadlines while providing quality work.

Sep 2010 - Feb 2016

Assistant Store Manager

Surplus Sam'S

Vancouver, Canada Area

• Managed all aspects of online sales on Ebay, Craigslist, Buy&Sell, and other venues.• Managed employees, store display, and trusted open/close store.• Maintained proper inventory control, merchandising, and customer complaint resolution procedures.• Planned, directed, and evaluated wholesale and retail sales activities.• Provided overall business evaluation and suggestions for future business improvement.

Jun 2007 - Jul 2008

Executive Assistant

Cs International Consultants Ltd.

Vancouver, Canada Area

• Provided customized consulting services to clients.• Initiated sales for the company by contacting potential clients through their referrals.• Worked under pressure and deadlines to complete required paper work.• Multi-tasked related administrative work (e.g. phone answering & translating business plans).

Dec 2006 - May 2007
3 education records

Forest Li education

Casb Module 1-6, Accounting

Chartered Accountant School Of Business (Casb)
FAQ

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What is Forest Li's role at their current company?

Forest Li is listed as CPA, CA, CFP®, Certified Kingdom Advisor®.

Where is Forest Li based?

Forest Li is based in Vancouver, British Columbia, Canada.

What companies has Forest Li worked for?

Forest Li has worked for Rise Above Finance, Forest Li Finance, Jessica W. Louie, Chartered Professional Accountant, More Than A Roof Housing Society, and Ernst & Young.

How can I contact Forest Li?

You can use AeroLeads to view verified contact signals for Forest Li, including work email, phone, and LinkedIn data when available.

What schools did Forest Li attend?

Forest Li holds Casb Module 1-6, Accounting from Chartered Accountant School Of Business (Casb).

What skills is Forest Li known for?

Forest Li is listed with skills including Leadership, Auditing, Microsoft Office, Interpersonal Skill, Financial Reporting, Problem Solving, Assurance, and Public Speaking.

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