Yan Xu, CPA, CA, CFA
University of Toronto
Tell me more about Yan Xu, CPA, CA, CFA?
Yan Xu, CPA, CA, CFA is a highly experienced professional with 23.9 years of work experience in financial analysis, budgeting and forecasting, and reporting. Based in Canada-Ontario-Toronto, Yan Xu has a proven track record in implementing accounting policies and procedures, audit and internal controls, and process improvement. With a passion for developing high-quality teams, Yan Xu is skilled in executive communications, expense management, and productivity improvement. Yan Xu has held various leadership positions in reputable companies such as DUCA Financial Services Credit Union Ltd., Home Trust Company, and TD.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
• Driven and pragmatic, known for delivering results and ability to translate complex messages• Passionate leader with proven record in developing a high calibre team for success• Ability to execute and operationalize broad strategic vision
Work Experience
Chief Financial Officer
Chief Financial Officer
Banking
Yan Xu, CPA, CA, CFA's Professional Milestones
- Chief Financial Officer (2020-09-01~): Developed and implemented strategic financial planning for increased efficiency and financial stability.
- Senior Manager Finance | Chief Accountant (2007-01-01~2009-01-01): Streamlined financial operations, optimizing financial reporting accuracy and accountability.
Education
Accounting,
Finance,
Economics,
Accounting, Finance, Economics
Skill
Financial Analysis
Budgeting And Forecasting
Financial Reporting
Establish Accounting Policy/procedures
Implement Accounting Standards
Audit And Internal Controls
Process Improvement
Executive Communications
Expense Management
Productivity Improvement
Certification
Colleagues
John Pinard
chief information officer ♦ cyber security advisor ♦ erp and crm expert ♦ customer-focused
Vinay Venugopal
chief technology officer at duca financial services credit union ltd
Rose Dodaro
regional vice president at duca financial services credit union ltd
Lavejan R.
product owner | data analytics | digital banking | banking professional |
Marijke Twynstra
owner at nevian associates
Other Named Yan Xu, CPA, CA, CFA
Frequently asked questions
We found 3 Yan Xu, CPA, CA, CFA's email addresses
We found 2 Yan Xu, CPA, CA, CFA's phone numbers
Yan Xu, CPA, CA, CFA's social media include: Linkedin,
Yan Xu, CPA, CA, CFA works for DUCA Financial Services Credit Union Ltd.
Yan Xu, CPA, CA, CFA's role in DUCA Financial Services Credit Union Ltd. is Chief Financial Officer
Yan Xu, CPA, CA, CFA works in the industry of Banking
Yan Xu, CPA, CA, CFA's colleagues are John Pinard,Vinay Venugopal,Rose Dodaro
Yan Xu, CPA, CA, CFA's latest job experience is Chief Financial Officer at DUCA Financial Services Credit Union Ltd.
Yan Xu, CPA, CA, CFA's latest education in University of Toronto