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Bo Zhang, MPAcc, CPA, CA

4435 St George St,


Vancouver BC
V5V 4A5
Phone: (604)-220-6168
Email:BoZhangca@gmail.com

PROFILE

Strategic and results-driven professional with proven experience, sound technical skills, and
extensive expertise leading full scope assurance engagements. Verifiable ability to produce high quality
deliverables within time-sensitive deadlines. Use sound judgement to resolve difficult and delicate
accounting and financing issues

Client centric and team-oriented leader inspiring superior performance by creating effective and
collaborative team culture. An articulate communicator and a relationship builder, with a proven record of
working effectively with teams and presenting corporate information at all level

AREAS OF EXPERTISE

• Financial Forecasting & Modeling • Project Finance


• Internal Controls & Implementation • Team Building & Leadership

PROFESSIONAL EXPERIENCE

Full-time Faculty, Accounting September 2018 to Present


School of Business, Kwantlen Polytechnic University
Richmond, BC

Developed and taught the following courses


• Financial and Managerial Accounting
• Corporate Finance
• Financial Statement Audit
• Management Information Systems

Assistant Controller, Development August 2017 to May 2019


Bosa Properties, Vancouver, BC

• Created project proformas, and provided analysis and recommendations on new acquisition
opportunities
• Generated financial analysis, insights, valuations and projections for all development projects
(including mixed use, rental, residential commercial, hotel and industrial)
• Monitored development project budget versus actual
• Assessing finance options and scenarios
Manager, Assurance Services October 2015 to August 2017
Ernst & Young LLP, Los Angeles, CA

Reporting directly to engagement partners, responsible for managing audit engagements within time and
budget, collaborate with internal and external cross functional teams, and provide exceptional client
services.

• Provided assurance services to a leading US alternative investment firm, procedures including


derivatives pricing, goodwill assessment and acquisition evaluations
• Reduced yearend audit timeline by 5 days for a publicly traded, integrated REIT client with $10 billion
dollars in market capitalization, and $1 billion in annual revenue through redesigning responsibility
matrix, developing and integrating audit analytics procedures
• Improved quality and efficiency of inventory procedures for 4 US warehouses, consisting of an
annual revenue of $400 million, with a $60 million of inventory balance by testing and documenting a
new SAP cycle count system
• Attained fully satisfied client feedback through designing and conducting effective audit procedures,
resulting in identifying and communicating areas of improvements

Senior Accountant, Assurance Services September 2010 to October 2015


Ernst & Young LLP, Vancouver, BC

Reporting directly to manager and partner, accountable for preparing the audit strategy memo, working
papers, and summary review memorandum for assurance engagements. Correspond with clients on
various engagement related issues. Supervise and train junior accountants. Carried out audit procedures
on Corporate Tax, acquisition and valuation working papers.

• Played a key role as the lead senior of a NASDAQ IPO including back year audits and SEC S-1 filing
for multibillion dollar Asset Management client
• Ensured all projects completed on schedule by generating over 10 audit planning memos and
programs per year
• Enhanced technical research skill by drafting and facilitating internal reviews of concurrence memo in
topic of Consolidation, Segment Reporting and Goodwill Impairment
• Mentored 5 junior accountants through developing goal plans, tracking quarterly progress, providing
feedback, and conducting annual performance reviews

CREDENTIALS & EDUCATION

Chartered Accountant, Chartered Professional Accountants of British Columbia since 2012

Master of Professional Accounting, University of Saskatchewan, Saskatoon, SK Canada, 2012

Certified Public Accountant, State of California, 2014

Bachelor of Commerce, Accounting Major, University of British Columbia, Vancouver BC 2010

ADDITIONAL INFORMATION

• Extensive knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, and Access)
• Solid knowledge of US GAAP and IFRS

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