Summary
Overview
Work History
Education
Skills
Skills
Timeline
Generic

Kwan Yi KAN

Summary

Personable Senior Associate with 5 years background in auditing. Successful meeting goals through effective team coordination and proactive customer service.

Overview

7
7
years of professional experience
2029
2029
years of post-secondary education
1
1
Language

Work History

Senior Associate

Baker Tilly Hong Kong
12.2023 - Current
  • Coordinated audit activities with clients and team members.
  • Supervised staff and provide guidance during audits.
  • Identified and assessed risks associated with client operations.
  • Reviewed financial statements and ensure compliance with regulations.
  • Client portfolio: Stock Company name Industry 0193 Capital Estate Limited Engaging in the property investment and development, consumer finance, hotel operation, and financial investment activities in Mainland China and Hong Kong 0521 CWT International Limited Trading and supply chain management of base metal non-ferrous concentrates with a focus on copper, lead, zinc, and other minor metals, as well as energy products, including naphtha and distillates 1583 Qinqin Foodstuffs Group (Cayman) Company Limited Manufacturing, distributing, and selling food and snacks products in the People's Republic of China 8501 Sanbase Corporation Limited Providing interior fit-out solutions in Hong Kong and the People's Republic of China

Senior Associate

Deloitte Touche Tohmatsu
02.2022 - 11.2023
  • Worked as an Audit-in-charge for different audit engagements including listed company and private company.
  • Assisted in planning, execution and delivery of assurance engagements.
  • Reviewed consolidated financial statements and researched on technical and application issues.
  • Prepared and drafted financial statements including all required footnotes.
  • Performed final analytical review in the final stage of audit.
  • Client portfolio: 02166 Smart-Core Holdings Limited Trading of electronic components such as optoelectronic displays and memory products 09963 Transtech Optelecom Science Holdings Limited Trading and manufacturing optical fibre cables and optical fibres

Senior Associate

BDO Limited
01.2020 - 09.2021
  • Involved in audit of internal controls over financial reporting and ad-hoc projects such as IPO exercises.
  • Responsible for the planning and execution of audit fieldwork and completing the assigned tasks accordance with the audit plan.
  • Performed various controls testing and walkthroughs.
  • Client portfolio: Stock Company name Industry 01570 Weiye Holdings Limited Real estate investment and development 01663 Sino Harbour Holdings Group Limited Property development, Pharmaceutical Inspection Business and Stem Cell Business 08367 Simplicity Holdings Limited Food and beverage business Initial Public Offering Trading of high power electronic components, such as MOSFETs, Diodes, Transistors, etc.

Audit Associate

Moore Stephens CPA Limited
07.2018 - 12.2019
  • Performed statutory audit and other assurance assignments.
  • Liaised with clients and colleagues for job coordination.
  • Client portfolio: Stock Company name Industry 00092 Champion Technology Holdings Limited System applications, IT consulting and sales of cultural products 00871 China Dredging Environment Protection Holdings Limited Capital and reclamation dredging business 01059 Kantone Holdings Limited System applications, IT consulting and sales of cultural products 06108 New Ray Medicine International Holding Limited Trading of pharmaceutical products and medical devices/equipment

Education

Qualification Programme -

Hong Kong Institute of Certified Public Accountant
02-2025

Bachelor of Business Administration - Accounting

The Hang Seng University of Hong Kong
09.2014 - 01.2018

Skills

Team leadership

Performance monitoring

Team supervision

Data analytics

Time management

Problem-solving abilities

Work Planning and Prioritization

Attention to detail

Skills

Good command of MYOB Accounting Software, Good command of Kingdee Kis Business Accounting Software, Good command of MS Office including MS Word, Excel, Powerpoint

Timeline

Senior Associate

Baker Tilly Hong Kong
12.2023 - Current

Senior Associate

Deloitte Touche Tohmatsu
02.2022 - 11.2023

Senior Associate

BDO Limited
01.2020 - 09.2021

Audit Associate

Moore Stephens CPA Limited
07.2018 - 12.2019

Bachelor of Business Administration - Accounting

The Hang Seng University of Hong Kong
09.2014 - 01.2018

Qualification Programme -

Hong Kong Institute of Certified Public Accountant

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Kwan Yi KAN