Gloria Sun

Managed high risk company engagements by preparing balance sheets, income statements, and cash flow statements in accordance to Canadian Accounting Standards to provide accurate financial snapshots for clients. Provided actionable insights to business partners by analyzing P&L performance, supporting strategic decision-making, and ensuring alignment with organizational goals. Led annual and month-end processes, ensuring accurate financial planning and reporting.

Experienced Accountant - Ethos CPA LLP

(2021-08 - 2022-07)

• Managed high risk company engagements by preparing balance sheets, income statements, and cash flow statements in accordance to Canadian Accounting Standards to provide accurate financial snapshots for clients.
• Provided actionable insights to business partners by analyzing P&L performance, supporting strategic decision-making, and ensuring alignment with organizational goals.
• Led annual and month-end processes, ensuring accurate financial planning and reporting.
• Prepared and summarized key initiatives for senior management presentations, creating transparency and clarity around financial performance and strategic priorities.
• Performed comprehensive financial statement reviews for companies and examining financial records and transactions to ensure accuracy and regulatory compliance.
• Performed substantive testing procedures, including detailed examination of account balances, transactions, and disclosures, as well as analytical procedures to identify anomalies and potential issues.
• Designed and implemented innovative process efficiencies, leveraging advanced tools and methodologies to streamline internal control over financial reporting and analysis.
• Built strong relationships with cross-functional teams and clients, influencing decision-making and fostering collaboration without direct authority.
• Demonstrated a strong business acumen by monitoring industry trends and translating insights into actionable recommendations to support continuous improvement.

Staff Accountant - Lilly C.P. Chen, Ltd.

(2018-01 - 2021-07)

• Performed compilation engagements by preparing balance sheets, income statements, and cash flow statements in accordance to Canadian Accounting Standards to provide accurate financial snapshots for clients.
• Managed full-cycle accounting for a diverse portfolio of business and private clients, including A/P, A/R, and bank reconciliations.
• Prepared and filed corporate (T2) and individual (T1) tax returns, including supporting schedules and financial statements using Profile.
• Handled the preparation and filing of GST, PST, and WCB returns for various industries and advised clients on tax planning, filing requirements, and upcoming deadlines.
• Produced year-end financial reports and conducted expense analysis to support client compilation engagements.
• Utilized QuickBooks, Sage 50, and CaseWare to maintain client books and improve record-keeping processes.

Accountant - Association of Neighborhood Houses of British Columbia

(2017-06 - 2017-12)

• Prepared comprehensive and accurate monthly financial reports, consolidating data from various projects, and presented the information in a clear and concise format for management review.
• Provided valuable input on file management, cost-saving strategies, and cash management. Analyzed and interpreted financial data to support executive decision-making, offering insights into potential financial improvements and efficiencies.
• Collaborated with project managers to create and analyze project budgets, ensuring that actual expenditures aligned with budgeted amounts and recommending adjustments as needed.
• Prepared and analyzed financial reports, tracking key performance indicators (KPIs) for construction projects and presented findings to senior management.
• Conducted variance analysis to identify discrepancies between budgeted and actual financial performance, providing insights into cost overruns or savings opportunities.

Bachelor of Business Administration - Accounting and Finance - Simon Fraser University (2017)

Chartered Professional Accountant (CPA) - Chartered Professional Accountant of Canada