Zhiyi Chen Email & Phone Number

Toronto, Ontario, Canada

加拿大 新斯科舍 哈利法克斯

• Prepared consolidated monthly financial statements and bank reconciliations by gathering and analyzing journal entries and submitted summarized financial reports to management, resulting in a 30% reduction in audit cost. • Processed bi-weekly payroll transactions of employees by generating timesheets, reviewing payment details, and responding to inquiries as necessary, emphasizing accuracy, timeliness, and detail orientation. • Recorded daily vendor invoices, maintained vendor statements, and prepared general ledger entries. • Developed year-end financial reports, including depreciation computation, HST summary, expense allocation, and trial balance, maximizing financial accounting knowledge and advanced MS Excel skills. • Analyzed current accounting system and procedures of the firm and recommended using a professional accounting system to collect transactions, improving data speed and accuracy by 70%.

Mississauga, Ontario, Canada

• Extensive experience preparing 92 tax returns of federal and provincial returns for individuals, including foreign investments, foreign income, self-employed situation, and rental property.• Created high-quality customer interactions and experiences with empathy that provide confidence in solving their problems.

加拿大 新斯科舍 哈利法克斯

• Conducted in-person interviews with 40 clients to accurately complete and file the T4 tax return through DT Max and offered advice to buy tact warranty insurance depending on the complexity of tax conditions, increasing client retention by obtaining successful referrals from 35% of existing clients. • Responded to over 50 client inquiries over the phone, handled walk-in clients, scheduled appointments using the Customer Integrated System, and promptly drafted correspondence credited for efficiency and administrative skills.• Called former customers and promoted discounted services, gaining 20% of the contacts to buy tax services at the firm.

Uoft Scs Data Analytics Boot Camp, Data Analytics, 98/100

Final Project: https://github.com/tahczeban/CANADIAN_REAL_ESTATE_PRICES A practical program focused on real-world data sets and analysis.

Bachelor Of Commerce, Double Major In Accounting And Finance