Sum-Ming Yu, Mpacc, Cpa Email & Phone Number

Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

My role is to oversee the controllership function for the Wireless and Cable division, including financial reporting and operating expenses, and payroll accounting for the Company. My key responsibilities include:- Overseeing approximately $5B spend in both operating expenses and remuneration- Managing monthly and quarterly closing processes, including the review and approval of journal entries, financial reporting packages, reconciliations, and other various special reports, including legal financial statements and regulatory reporting (e.g. CRTC)- Supporting Finance Operations to determine appropriate accounting treatment of transactions and advise on accounting policy - Provide SCOA changes as a result of business changes, and determining its implications, including presentation of financial results, changes to allocation rules, and any necessary restatements- Assisting with internal ERP projects that impact the financial reporting system, and accounting treatment and system integration for acquisitions - Preparing annual payroll budget, including evaluating key assumptions and developing complex financial models to create monthly benefit rates for business units

Toronto, Canada Area

In addition to my responsibilities as Finance Manager, Policies and Special Projects, my role is to lead the payroll accounting team for the Company. My key responsibilities include:- Overseeing $2B spend on remuneration, including salary, employee benefits, pension, and corporate bonus - Managing monthly and quarterly closing processes, including the review and approval of journal entries, financial reporting, and reconciliations- Providing payroll accounting support in various ad hoc projects, including the integration of payroll for several mergers and acquisitions, restructuring and other new business initiatives, such as COVID-19 support- Preparing annual payroll budget, including evaluating key assumptions and developing complex financial models to create monthly benefit rates for business units - Transforming the payroll accounting process to gain efficiency by reducing turnaround time for monthly cycles and ad hoc requests

Toronto, Canada Area

My role is to oversee policy development across Rogers and be the finance prime on a number of key recurring projects for the Corporate Controllers’ team. My key responsibilities include:- Managing and updating corporate policies to ensure all policies are current, reflect the appropriate conduct for the Company, and developing new corporate policies for new business initiatives and process changes within the Company- Finance prime for several external reports used to meet various needs of our stakeholders, such as ESG (formerly Corporate Social Responsibility) Report, Management Information Circular Report, and Economic Impact Assessment- Partner with Human Resources to develop the annual Business Conduct Training course- Prepare specific Audit and Risk Committee requests, including managing the external auditor evaluation process and Canadian Public Accountability Board’s AQI Pilot Project- Program Manager for the Rogers CPA Approved Training Office (ATO) Program

Toronto, Canada Area

My role was to provide technical expertise to the Canada Audit Private practice by providing high quality materials for the effective and efficient conduct of financial statement audits and other assurance and related services engagements. My key responsibilities include:- Authoring of audit and assurance content, including audit tools, templates, guides and practice aids in accordance with several Canadian financial reporting frameworks (e.g. IFRS, ASPE, NPO, and Pension) and Canadian generally accepted auditing standards- National deployment of CaseWare, by designing integrated templates and guidance for compilation and review engagements to improve consistency, quality and productivity across Canada- Interactions with National leadership, Private service line leaders, and other National groups to ensure the appropriate stakeholders are included in key discussions and goals are achieved

Edmonton, Canada Area

My role was to act as the lead member of audit engagement teams, ranging from 3 to 6 people, where I was responsible for planning and executing audit engagements. My client portfolio includes private entities with complex organizational structures and accounting transactions, specializing in financial services, real estate development, construction, and non-for-profit organization. The clientele reported primarily under IFRS, ASPE, and NPO accounting frameworks. My key responsibilities includes:- Prepare key deliverables to clients, including audited financial statements, ensuring deadlines were met, and communicating with senior managers, partners, and clients on the progress and key findings. - Understand client’s current business and financial conditions to identify business and internal control issues and provide valuable and practical solutions to improve client's operations. - Mentorship of engagement team members and CPA candidates - Recruitment at post-secondary institutions

Edmonton, Canada Area

My role was to perform project accounting and overhead analysis for the capital transmission division to promote decision-making from senior management on transmission line projects across Alberta. My key responsibilities include:- Monitoring of overhead costs for all cost centers within the Capital Transmission division and preparing monthly overhead expense forecasts. I was able to improve the efficiency and accuracy of overhead cost reporting by designing an integrated Access Database and Crystal Report template. - Worked closely with project managers and senior management to identify and investigate significant variances in budget to actual costs of construction projects and assisted project accountants in reporting financial project statuses on capital projects to the Alberta Utilities Commission.

Bachelor Of Commerce (Bcom), Accounting And Business/Management

Master Of Professional Accounting, Accounting

Chartered Professional Accountant