Stephen S. Wan
B.S.,M.Acc.,MBA,CPA,CGA,AHKSA

Email:swanlake6@yahoo.com

Education
Achievement
Employment
Other Employment
Memberships
Computer Skills
Personal Skills
Volunteer
Hobbies
References

Education

MASTER OF BUSINESS ADMINISTRATION

MASTER OF ACCOUNTANCY: The College of Business Administration; University of South Carolina; Columbia, South Carolina, USA; May 1988 to December 1989; Specialization: International Auditing and Accounting

BACHELOR OF SCIENCE in Business Administration: University of South Carolina; Columbia, South Carolina, USA; August 1984 to May 1988; Major: Accounting

Achievement

2002 - Achieved the Certified General Accountants (CGA) designation
1999 - Completed the Stock Market Operations and Analysis Program
1997 - Passed the Professional Financial Planning Exams

Employment

Controller, ADVANCE ROOF SYSTEMS INC, Calgary, Alberta (2000-Present)

Managed accounting department, evaluated information flow & internal controls
Evaluated, selected & implemented accounting systems proposal
Performed cash flow forecast and planning, & budgeting
Managed capital expenditures, tax issues, & strategic planning
Setup accounting policies and procedures
Supervised, trained and recruited employees
Reviewed and analyzed investment opportunities

Contract Investigator, THE HONG KONG SECURITIES CLEARING COMPANY LIMITED, Hong Kong (1998)

Investigated shares clearing transactions for bankrupt securities companies, such as Peregrine Securities and C.A. Pacific
Performed shares deposit and withdrawal functions at customer services department

Contract Accounting Staff, ING BARING SECURITIES (HK) LIMITED, Hong Kong (1997)

Assisted mainly in accounting system conversion project
Conducted data testing and reconciled computer generated journals & reports

Assistant Audit Manager, DAH SING FINANCIAL HOLDINGS LIMITED, Hong Kong (1994)

Reviewed and supervised branch audit
Performed ad hoc branch investigation
Evaluated & performed business process re-engineering activities in areas of securities, life insurance and EDP

Senior Auditor, ERNST & YOUNG, Hong Kong (1990-1993)

Conducted & supervised audit assignments mainly in financial industry and trading companies
Performed due diligence reviews for IPO and M&A assignments
Worked with Corporate Advisory Service for fraud investigations
Handled internal controls evaluation activities
Worked in EDP Audit; performed information system audit and in charge accounting system selection projects
Taught seminars on ACL audit planning software for staff

Assistant Auditor, H.C. WATT & CO., C.P.A., Hong Kong (1990)

Performed audit procedures
Evaluated clients' internal controls
Taught staff in introductory level Lotus 123 application software

Accountant, UNIVERSAL TYPEWRITERS CO., LIMITED, Hong Kong (1990)

Prepared and analyzed financial statements
Assessed & implemented computerized accounting system
Advised management in both operational & financial areas

Other Employment

Computer Center Staff

Memberships

2002 - Present: The Certified General Accountants' Association of Alberta
2002 - Present: Certified General Accountants Association of Canada
1993 - Present

Computer Skills

MS Windows XP
MS Word, MS Excel, MS Powerpoint, MS Access
Lotus 123
Netscape 4.0, MS Internet Explorer 6.0
Basic HTML programming
Navision, CONAC, ACCPAC
Simply Accounting Pro, Quicken, DacEasy Accounting Software
Audit Command Language (ACL)
CANTAX, QuickTax

Personal Skills

Fluent English, Cantonese, and Mandarin
Good analytical abilities
Good interpersonal skills
Able to work in tight deadlines environment
Perseverance
Highly creative
Extensive knowledge in mutual fund investment in Canada
Hands on experience in corporate risk management

Volunteer

1999 - The Kidney Foundation of Canada, Calgary, Alberta: Performed accounting work

References

Available on request

If you are interested in talking with me about employment with your company, please email me at swanlake6@yahoo.com or swanlake@geocities.com

This page is maintained by Stephen Wan. Last updated: January 31, 2004.