Kate Wong, Cpa (Canada), Cpa (California), Macc Email & Phone Number

Vancouver, Canada Area

• CPA National Marking Centre (NMC): CPA PEP Marker• CPA Professional Education Program (PEP): Facilitator• CPA Preparatory Course (PREP): Marker • CFE Academic Advisor

Vancouver, Canada Area

• Lead and redesign internal accounting procedures and systems for small business clients, which reduced audit preparation time from two months to three weeks and end of month close from two weeks to less than five days• Create internal process documents and provide precise process demonstration and training to small business owners and staff members in business areas including A/P, A/R, cash management, employee hiring and termination• Assess missing or deficient internal controls for… Show more • Lead and redesign internal accounting procedures and systems for small business clients, which reduced audit preparation time from two months to three weeks and end of month close from two weeks to less than five days• Create internal process documents and provide precise process demonstration and training to small business owners and staff members in business areas including A/P, A/R, cash management, employee hiring and termination• Assess missing or deficient internal controls for clients. Design, recommend and implement the controls necessary to assist client management in better detecting errors and misstatement in financial reporting• Develop operation related budgets and communicate financial strategies to assist clients’ sales and operation department to evaluate and improve financial goals Show less

San Francisco Bay Area

• Consumer and Industrial Products and Services (CIPS) focus• Assisted in designing Sarbanes-Oxley compliant control testing strategy for an integrated audit of financial statements and internal controls• Designed audit testing strategies in various financial statement areas, including accounts payable, revenue, PP&E, and journal entry testing• Reduced 20% of team’s work load by developing instructions, and reviewing the work of International PwC staff and Shared Delivery… Show more • Consumer and Industrial Products and Services (CIPS) focus• Assisted in designing Sarbanes-Oxley compliant control testing strategy for an integrated audit of financial statements and internal controls• Designed audit testing strategies in various financial statement areas, including accounts payable, revenue, PP&E, and journal entry testing• Reduced 20% of team’s work load by developing instructions, and reviewing the work of International PwC staff and Shared Delivery Center• Enhanced teamwork transparency by developing a Google cloud-based task tracker Show less

University Of Southern California

• Developed an automated database which reduced month-end reconciliation from two weeks to four days• Took initiative to multi-task in membership analysis, customer service, accounts payable processes, and payroll, which reduced the Senior Business Officer’s daily workload

Masters Of Accounting (Macc), Accounting

Bachelor Of Science (Hons.), Business Administration, Psychology

Activities and Societies: Alpha Delta Chi, Alpha Lambda Delta, Beta Gamma Sigma, Golden Key Honors Society, LINC Program (Spring 2010).

International Exchange Program, Accounting And Management

Activities and Societies: GISA