Stephen Su Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

❖ Performed monthly bank/HST reconciliation & monthly financial packages to 5+ clients❖ Participated in budgeting & forecasting analysis and completed adjusting supporting journal entries❖ Audited 800+ bank cheques and reported $10,000+ in frauds from 15+ properties

Markham, Ontario, Canada

❖ Pre-prepared 100+ returns using Taxprep and provided notes on missing/potential slips for consultants❖ Streamlined clients’ expenses and foreign transactions using pivot tables and lookup/sorting functions❖ Prepared Profit & Loss statements for business income clients in Excel

Toronto, Ontario, Canada

❖ Cooperated in a 2-person ran store with manager by prioritizing tasks and deadlines during tax season❖ Met with self-employed and rental income clients to prepare accurate income returns using Taxprep❖ Improved interpersonal skills by interviewing and working with new clients to provide tax advice

Toronto, Ontario

❖ Supervised the Meat Department of the store during the absence of manager❖ Regularly resolved complaints and inquiries promptly and professionally from customers❖ Practised self-management by restocking merchandise across the store during high demands

Markham, Ontario

❖ Worked cohesively and effectively within the McDonald’s crew by constantly communicating with one another and functioning as a team❖ Delivered high standards of customer service during high-volume and fast-paced operations❖ Quickly learned to follow procedures for safe food preparation, assembly and presentation

Master'S Degree, Accounting

Pursuing CPA Designation, Successful Completion of September 2023 CFE

Bachelor Of Accounting And Financial Management, Accounting

Computing Option

High School Diploma