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Lynn Z

Lynn Z

Simon Fraser University, CPA

Talent
CAMember since July 14, 2026
Financial adviceFinancial reportingCRA correspondenceBookkeepingGST/HST filingsInternal controls
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Financial adviceFinancial reportingCRA correspondenceBookkeepingGST/HST filings

About

Provided administrative and operational support to student leadership, and cross-functional teams across multiple organizational initiatives. Coordinated meetings, prepared reports, presentations, and business documents for leadership and external stakeholders. Maintained organized digital records, contracts, funding agreements, and project documentation while ensuring accuracy and confidentiality.

Experience

Executive Director - Concordia University Student Union

(2014-08 - 2017-12)

  • Provided administrative and operational support to student leadership, and cross-functional teams across multiple organizational initiatives.
  • Coordinated meetings, prepared reports, presentations, and business documents for leadership and external stakeholders.
  • Maintained organized digital records, contracts, funding agreements, and project documentation while ensuring accuracy and confidentiality.
  • Led initiatives to streamline processes and improve internal controls, ensuring efficiency in financial reporting.
  • Support Student leaders in daily operation in all aspects.

Tax Preparer - Smart Tax Services - Richmond, BC

(2018-01 - 2022-12)

  • Prepared personal and business tax returns for individuals and small businesses.
  • Supported a large portfolio of Mandarin-speaking clients, providing bilingual tax guidance and client service.
  • Prepared working papers, reconciliations, and supporting tax schedules.
  • Assisted clients with CRA correspondence, tax compliance, bookkeeping, and GST/HST filings.
  • Communicated tax information clearly and provided practical solutions to client inquiries.

Banking Advisor - RBC / TD Canada Trust - Edmonton, AB

(2011-01 - 2013-12)

  • Provided personalized financial advice and solutions to individuals and families.
  • Built strong client relationships by understanding financial needs and recommending appropriate products.
  • Explained financial information clearly while maintaining confidentiality and compliance.

Education

CPA - Simon Fraser University

Skills

Simon Fraser UniversityCPA

Reviews