Simon Min, Cpa Email & Phone Number

Canada

1) Review month-end reconciliations prepared by the pension analyst and document any variances to the manager.2) Analyzing monthly/quarterly/yearly contributions and benefit payment trends and commenting on drivers of any significant variances3) Experience in building PowerBI reports based on filtered SQL datasets. Reports and visuals are utilized to help the operational and reporting teams identify issues to be corrected.4) Reviewing, documenting and cataloging different operational procedures done by the pension accounting team processes. The catalogue contains background context, data sources and procedures on how to proceed with corrective actions.

Toronto, Ontario, Canada

Financial Forecasting & Planning1) Modernizing internal reports by migrating excel-based reports to one dashboard on PowerBi. The new dashboard eliminated three reports along with increasing the speed and accuracy of key performance indicators (KPI). 2) Partnering with the actuarial and client management teams to align key definitions of loss and clients respectively. PowerBi dashboard allows senior management to evaluate all aspects of the business including evaluating performance per client.3) Streamlined the forecasting process by merging four different files required for generating journal entries into one file and eliminating operating processing time from three weeks to six days.4) Planning and coordinating forecasting quarter ends processes that include collecting and presenting key forecasting assumptions to senior management, providing entries for adjustment to adjust expectations, and reviewing forecasted financial statements. This includes forecasted legal compliance reports like Property and Casualty (P&C) reports.

Toronto, Canada Area

1) Conducted independent research to identify updates to the IFRS 9 standard and the impacts it would bring to Allstate. Policy papers were written to help summarize the scope and the key changes interpreted from both the standard and industry. I analyzed and reviewed multiple solutions for both the Solely Payment of Principal and Interest (SPPI) and Impairment model that would best suits Allstate’s needs. Summarize key information to senior leadership who would decide on which solution to pursue.2) Execute monthly, quarterly and annual activities for Esurance, Ivantage and Allstate Benefits. This includes filings to the OSFI (Office of Superintendent for Financial Institutions), provincial regulatory bodies like the British Colombia Financial Services Authority (BCFSA) and Autorité des Marchés Financiers (AMF).3) I have a solid understanding of SAP that includes hierarchies, functional areas and tables that allow me to create, update and maintain customized reports in Report Writer. I updated reports by revising GL accounts, sets and advising where to place profit and cost centers in hierarchies. Reports were updated due to acquisitions, new initiatives, and the closing down of Esurance Canada.4) Key contact between the Finance department and the business transformation team in progressing the automation of Allstate’s financial reports. I broke down many of the Reporting team’s process with the transformation analyst to understand the source of data and how it is processed in each report and what is the outputs. 5) Created multiple training documents for Allstate’s reporting team. I revised the way the training documents by including the background information, the impacts it has to financial statements and key stakeholders of each process.

Mississauga, Ontario, Canada

1) Preparing and submitting financial statements using SAP Financial Consolidation to head office2) Preparing ad-hoc reports for management on key performance indicators and tax schedules3) Completing various audit deliverables including analytical review of financial statements and working paper4) Completing statistical government surveys and reports on a quarterly basis5) Maintaining Internal control related to financial master data 6) Maintaining Master Data that includes: chart of accounts, profit/GL/cost Center hierarchies 7) Preparing journal entries to adhere to generally accepted accounting principles including IFRS standards8) Communicating with management on financial statements issues and other inquiries

7300 Keele Street

1. Preparation of Note disclosure for Accounts Receivable and Related Party Transactions for Lafargeholcim North America2. Redesigning the template and process for trade variance to accurately track the progress of resolving SAP workflow issues.3. Team Lead for Year-End User Acceptance Testing (UAT) for SAP. Coordinated with IT to facilitate SAP changes to production. Seamless transition with changes resulted in minimal disruption to production4. Coordinator and trainer for Service Center Optimization (SCO) Project. Provided training and supervision of smooth transition regarding inter-company deliverables to Colombian team.5. Preparing the Tax Schedule for IRS 5472 Information Return of a 25% Foreign-Owned U.S. Corporation6. Resolving intercompany issues and preparing entries as per IFRS standards to Treasury Team who consolidates the General Management Report to be sent to head office Lafargeholcim7. Experienced with month-end and year-end closing process, including providing external audit teams with the proper working sheets and analysis8. Generating and optimizing the query in SAP Business Warehouse (BW) for national rebate sales volume report 9. Calculating cost allocations for Aggregate Industry (AIUS) and Lafarge North America Aggregates 10. Preparing balance sheet movement and accruing bad debt entries for various companies on monthly and quarterly basis11. Investigating trade variance issue for intercompany inventory transfer reducing variance by $1.3 Million12. Training of new hires in various process that includes inter-company reconciliation, trade variance accruals and preparing journal entries

Toronto, Canada Area

1. Ran actions, data maintenance, analysis, data reconciliation and reporting2. Conducted cross training with other team members 3. Supported SAP implementations and special run requirements, when requested for Go Live projectsInitiated and organized process improvements, productivity or efficiency objectives requested or assigned.

Richmond Hill

• Recorded and analyzed sales into reports to support accounting manager in year-end reports• Programmed Ingenico 5100 Terminals which are then transferred and sold to customers• Facilitated in improving relations with suppliers by answering accounts payable inquiries• Ensured accuracy in inventory count by creating and utilizing counting process to ensure company’s information are correct

235 Courtneypark W, Mississauga, Ontario

Worked as both a logistics operator and accounting clerk.In June, I was moved to a full finance position, where I handled all accounts payable and receivable for the company along with my supervisor Jim Ramos and Ann Pompilio

Toronto, Canada Area

Working as an analyst in determining inventory.Assisted Jacob Freeman with setting up and testing the IFSR.

Excel Training For Analyst, Business/Office Automation/Technology/Data Entry, Completed

Cfe 2017, Accounting, Passed

I have successfully passed CFE 2017

Bachelor Of Business Administration (Bba), Accounting And Business/Management

Activities and Societies: Squash Club Dan Management Student Association Western Debate Club Western Investment Club Western Accounting Club

Bachelor'S Degree, Accounting

Activities and Societies: Western Debate Club, Squash Club, Western Investment, Dan Management Student Association (DMSA) Leadership Team.