Iris Li Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

• Prepare, maintain, and monitors complex annual operating budgets
• Provide guidance and support to FAS departments
• Monitor the Dean’s restricted trust funds and Research projects
• Process transactions on FIS, forecasts annual proceed, reconcile accounts, ensure appropriate approvals and backup are on file, resolve discrepancies, monitor fund balances regularly
• Analyze Research Data Cube and provide supporting for management decisions
• Monitor and perform account analysis and investment income received and the propriety of expenses paid.

St. George (downtown Toronto)

• Manage large, complex portfolios of research grants (over 1,600 active NSERC grants) and contracts (over 200 collaborative projects) in compliance with university and research sponsors policies and procedures
• Take the lead role in dealing with the grant or contracts officers and award administrators in matters relating to process improvements and financial reporting
• Responsible for ensuring all revenue from external funding agencies and partners is billed and received in accordance with funding agreements
• Monitor and allocate the monthly Tri-Council installments to individual grants and reconcile the government funds, in above 60 million annually
• Maintain current knowledge of external funding agency guidelines and requirements and oversees funding agencies audit requirements. Respond to a variety of inquiries from external funding agencies regarding financial.
• Provide financial advice and expertise to researchers and business officers to processing project expenditure transactions including payrollcontracts, invoices, employee expense and travel reports, and internal.

• Prepared budget, forecast, financial reports and analysis for research projects,
• Prepared, maintained and monitored complex annual operating budgets for departmental operating funds based on the understanding of resources and individual terms of donor trust agreements
• Responsible for processing expenditure transactions including payrollcontracts, invoices, employee expense and travel reports, and internal projecttransfers
• Monitored department revenues and expenditures, recoveries and chargebacks; Tracked office expenditures and verified all purchase orders and expense reports, and reconciled revenues/expenses against monthly FIS.
• Leaded the monthly review of departmental costs and aligned resources based on a supply and demand analysis; Provided monthly account reconciliations and recommendations about allocations for budgets involving multiple.
• Ensured all financial activities maintained in accordance with hospital and guidelines as well as provincial and federal legislation. Ensures back-up documentation maintained and follows up on discrepancies

Guangzhou, Guangdong, China

• Developed capital/operating budget and financial model, and prepared annual strategic plan and financial budget
• Designed various financial models to consolidate annual financial budget and strategic operation plan
• Prepared a set of management reports in SAP to explain the financial result and measure the operation performance
• Analyzed monthly result, prepare variance reports on P&L and predict rolling financial forecasting
• Monitored/ reported the implementation progress of business strategies, capital expenditure and major project status monthly
• Prepared PPT presentation for quarterly financial result review and updates

Toronto, Canada Area

• Prepared six entities’ month ends and consolidated internal, external Financial Statements and all the supporting documents, and tax returns for the listed Corporation
• Reconciled AP, AR, Bank and payroll, and prepare journal entries
• Utilized a set of cockpit charts to present the variance of sales, expenses, headcount, material price, machine utilization, fixed assets between actual and budget and last period
• Analyzed and initiated measures to reduce the unfavorable variance between actual and standard cost, including material, spending and labor variance etc
• Incharged internal and external audit

Guangzhou, Guangdong, China

Education record

Education record

Master'S Degree, International Finance