Shan He, Cfa
About Shan He, Cfa
Shan He, CFA, is a Senior Manager at CIBC in Toronto, Canada, with extensive experience in finance and accounting roles across several major financial institutions.
Current Role at CIBC
Shan He currently holds the position of Senior Manager at CIBC. Since joining the organization in 2019, Shan has been actively involved in governance and control within the finance sector. Based in Toronto, Shan's role at CIBC focuses on ensuring compliance and management practices align with organizational standards. Shan employs strong data-mining skills to collaboratively resolve issues, emphasizing the importance of a cohesive team dynamic.
Previous Experience at TD
Prior to joining CIBC, Shan He worked at TD from 2015 to 2019. During this period, Shan served as an Audit Manager at TD Securities and Treasury & Balance Sheet Management, also based in Toronto. This role spanned four years and included responsibilities that likely encompassed internal audits and financial control assessments within TD’s diverse securities and treasury operations.
Roles at BMO Capital Markets
Shan He has extensive experience at BMO Capital Markets, having worked there from 2011 to 2015. Initially joining as a Derivatives Analyst in Montreal from 2011 to 2012, Shan then transitioned to a Sr. Derivatives Accounting Analyst role in Toronto, lasting from 2012 to 2015. These roles involved working with complex financial instruments and accounting principles, contributing valuable expertise to BMO’s capital markets division.
Educational Background
Shan He studied at Concordia University, earning a Bachelor of Commerce (BCom) with a Major in Accountancy and a Minor in Finance from 2004 to 2007. Further enhancing professional credentials, Shan achieved certification as a Certified Public Accountant (CPA) through the Association of International Certified Professional Accountants, from 2017 to 2018. This solid educational foundation supports Shan's robust career in finance and accounting.
Industry Expertise
Throughout Shan He’s career in the financial sector, spanning roles at reputable institutions like CIBC, TD, and BMO Capital Markets, a consistent emphasis has been on improving process efficiency and fostering knowledge sharing within teams. Shan’s expertise includes audit management, derivatives accounting, and financial consultancy, alongside notable skills in data mining and collaborative issue resolution. This diverse background showcases Shan's comprehensive understanding of finance and governance, contributing to a well-rounded expertise in the industry.