Kate Khanh Phan, Cpa, Macc Email & Phone Number

• Perform audits for over 9 government entities and crown corporations in compliance with PSAS/IFRS andprovide recommendations on operational effectiveness to department heads of Finance, HR, and IT
• Build and maintain long-term business relationships with all clients through proactive communication withCFOs, VPs of Finance, Controllers, and other decision-makers
• Utilize professional judgment to innovate audit testing procedures, improve documentation, and communicatenew ideas to senior management
• Provide 1-on-1 mentorship and training for 3 junior team members; Member of the Data Analytics Committee
• Volunteer to create materials and host 3 PowerBI “Sharing is Caring” workshops for over 90 colleagues

• Led 2 hours Introduction to Power BI" workshop (sponsored by RBC Future Launch program) for more than 50 students through a fun and interactive environment.
• Designed teaching material based on research and personal working experiences.
• Consistently received survey ratings of over 90% from students
• Coordinated responsibilities for 2 teaching assistants and organized a demo workshop prior to the event.

• Assist with creating job descriptions, hiring, scheduling, and supervising over 30 teaching assistants
• Facilitate the overall operation of the course with 1,000 student enrolments
• Conducted 2 PowerBI bootcamps to more than 70 students

• Work closely with a team of 5 and instructors to assist with implementations of online course related suggestions and real-time technical troubleshooting for Zoom, Google Meet and other proctoring software
• Successfully organized a virtual “Meet the Majors” event for more than 219 faculty staff and students with 3 other team members

• Supervise and facilitate the chat function of live lectures on Zoom for over 500 students
• Host online tutorial centre outside of classes time to help students with their assignments
• Create and monitor an online chat supporting system for other Teaching Assistants in the course

• Collect, process large data, and provide insightful information using executive dashboards tailored to clients invarious disciplines like accounting, financial services, medical, education, construction, etc.
• Deliver immediate technical resolution related to PowerBI and PowerBI App

• Working with the regional recruiter and other ambassadors with the planning of recruitment events on campus
• Help identify and connect potential candidates with staff and campus recruiter specialists

• Perform audits for over 9 government entities and crown corporations in compliance with PSAS/IFRS and provide recommendations on operational effectiveness to department heads of Finance, HR, and IT
• Build and maintain long-term business relationships with all clients through proactive communication withCFOs, VPs of Finance, Controllers, and other decision-makers
• Utilize professional judgment to innovate audit testing procedures, improve documentation, and communicate new ideas to senior management

• Demonstrated flexibility in prioritizing and handling changing workload levels
• Delivered quality projects while exercising professional skepticism and critical thinking
• Actively assisted various teams’ technical acumen and strengthened teams’ dynamics as a team player
• Cultivated close working relationships with over 20 clients and team members through proven communication skills
• Processed large data with Excel’s pivot table, Power Query and Alteryx

• Facilitated collaborative and engaging online conversations with students about difficult accounting concepts
• Supervised and facilitated the chat function of live lectures on Zoom for over 500 students

Edmonton, Alberta, Canada

• Introduction to Financial Accounting and Management Science
• Monitored approximately 60 students during regular lab times and exam periods
• Explained difficult concepts including Excel functions to ensure students understand the course materials
• Evaluated student exam papers and accurately recorded these results in timely manner

• Gained critical analytical skills while auditing balance sheets and income statements for over 30 condominiums with revenues of $200,000
• Accurately generated draft audited financial statements and edit note disclosures using Caseview
• Developed strong attention to detail by examining discrepancies within audit files
• Proactively communicate with clients via emails, telephone and in-person during fieldwork
• Multitasked by working and monitoring the status of over 20 files simultaneously during 45 days of peak season
• Worked within strict deadlines while maintaining the accuracy of records using Caseware

Nisku, Alberta, Canada

• Developed and implemented new physical and online filing systems for all 6 different corporate entities
• Efficiently reduced over 90% of overdue bills and invoices
• Trusted with the processing of all 6 Accounts Payable using cheques and credit cards
• Oversaw 3 Accounts Receivable accounts and payroll using QuickBooks
• Prepared reconciliation for 6 bank accounts on a monthly basis
• Provided comprehensive financial reports using Excel and presented findings to three management staff

Edmonton, Alberta, Canada

• Greeted customers and ensured their shopping experience was optimal
• Informed customers about instore promotional events and answered any questions about the promotions
• Worked collaboratively with team members to exceed $15,000 daily sales goal thereby becoming Alberta’s leading store
• Highly adaptable in a fast paced and sales driven environment
• Processed transactions independently while applying discretionary judgement to resolve any customer concerns/inquiries

Master Of Accounting

Bachelor Of Commerce - Bcom. Cooperative Education, Accounting Honors