Marcus He Cpa,Ca Email & Phone Number

San Jose, Ca, Us

Global Payments

San Jose, Ca, Us

eBay Payments

Worldwide, Oo

- Risk and financial advisory- Technology and Life Science focused- Led SOX / IPO readiness advisory engagements - Performed SOX and operational internal audits for the technology giants around the Bay area - Managed the IT SOX compliance department for a life science giant in the Bay Area

Worldwide, Oo

- Finance process and strategy optimization- Complex accounting modelling, reporting strategy and improvement

Worldwide, Oo

Involved in Control Transformation and Assurance engagements, assessment of business cycle controls, general IT controls for audit support or standalone engagements (SSAE18, compliance audit, CEO/CFO certification, pre-IPO control transformation and other advisory engagements)Coordinated and performed internal controls, internal audit, IT internal audit, IT assurance, and IT risk and control procedures

Worldwide, Oo

Specialized in consumer business industry, led audits of multinational, listed companies with over $billion salesDeveloped project management skills through coordinating with multiple departments and member firms from different countries to complete audits; once led a team with over 18 core staffs, 3 departments (IT audit, tax and accounting advisory) and 2 component audit teams (Hong Kong and Mexico)Experienced in IPO projects, PCAOB audits, group audits and internal control assessment and testing; involved in IPO audit and SOX reporting engagementsExperienced in significant risk and complex accounting sections; revenue, customer rebates, high-value PPE componentization, valuation of restriction share units, convertible debts, share options, purchase price allocation, goodwill impairment testing and consolidation

Toronto, Ontario, Ca

Involved in IFRS, ASNPO, ASPE audits, public company tax, public company audit, private placement offering and due diligence engagementsIndependently finished small audits, reviews, notice to readers, compliance engagements and tax returns for person, corporate, trust, partnership and charityExposed to manufacturers, wholesalers, engineering firms, labour unions, welfare/pension funds, software developing, franchisees and real estate developing companiesRecognized by managers, "fast learner, quick response, good team player, accountable and strong technical skills"

Mississauga, Ontario, Ca

Work directly with clients on tax returns including various tax forms such as T-slips, rental income statements and self-employment income, andMaximize clients' tax saving/refund by utilizing various techniques such as pension splitting and asking questions about deductions, and Perform technical research on complex tax treatments.

Worldwide, Oo

Prepare computations, working papers and returns for corporations, andAssist in auditing the tax provision on companies' financial statements, andAssist in analyzing dispute cases with Hong Kong Inland Revenue Department for varies corporations.

St Petersburg, Florida, Us

Prepared periodic variance analysis reports for labour and material usage; Led a lean manufacturing project of implementing a E-fixed asset management system (barcode management).