Yifeng (Jane) Lu, Cpa Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

• Facilitated CPA candidates to successfully complete Core 1 module by providing constructive feedback on weekly assignments and promptly responding to technical questions and administrative concerns. • Regularly monitored candidates' performance and progress over the course of the module and proactively offered assistance and support to ensure successful outcome.

Toronto, Canada Area

Toronto, Canada Area

Joined this well-respected legislative office to conduct value-for-money audits of provincial government programs and services; made clear and actionable recommendations to the government to improve operational efficiency and program cost-effectiveness. • Performed value-for-money audit work through research, interviewing government staff and stakeholders, and cross-examining evidence. • Compiled information and performed data analysis including KPI reviews, variance analysis, and contract investigations.• Identified, developed, and reported on significant audit findings. Outcome - An investigation into the Ministry of Health and Long-Term Care resulted in the conclusion that they overpaid private community laboratory service providers $39 million in 2015 and 2016 due to an outdated fee schedule.• Performed peer-review of team member's work and provided constructive feedback on improving the clarity of the findings drafted. • Primary Contributor to the following publicly released audit reports: Laboratory Services in the Health Sector (2017) and Darlington Nuclear Generating Station Refurbishment Project (2018). Outcome - The report was released to the general public to improve transparency and accountability of government spending. The recommendations contained in the report were presented to the responsible government ministry or agency to make process and system improvements.

Toronto, Canada Area

Hanna, Alberta

Served as a leading staff accountant for the locally well-reputed public accounting firm. Accurately performed compilations, reviews, audits, corporate and personal tax returns, sales tax returns, and monthly bookkeeping duties for businesses of various industries, professional corporations, non-profit organizations, and farms.• Successfully collaborated with fellow team members on approximately six to eight non-profit and municipality audits every year; planned and performed audit work on all sections of a set of financial statements and independently performed full audits smaller in scale.• Performed compilations and reviews more efficiently than prior year, generally creating 10% to 15% productivity gain for the firm. • Worked hand-in-hand with clients, receiving all pertinent information, performing analyses and formulating responses to Canada Revenue Agency resulting in smooth resolution of matters relating to payroll, GST, corporate tax, and personal tax. • Proven leader, providing training, supervision, and mentorship to new employees, resulting in faster integration and greater effectiveness of the employees.