Calvin Yan, Cpa
About Calvin Yan, Cpa
Calvin Yan is a Manager of Financial Planning & Analysis at Clio - Cloud-Based Legal Technology, where he has worked since 2021. He has extensive experience in accounting, having held various positions at companies such as Alpha Technologies and Endurance Wind Power Inc.
Current Role in Financial Planning & Analysis
Calvin Yan serves as the Manager of Financial Planning & Analysis at Clio - Cloud-Based Legal Technology. He has held this position since 2021, contributing to the company's financial strategy and analysis efforts. His role involves overseeing financial planning processes and providing insights to support business decisions.
Previous Experience at Clio
Prior to his current role, Calvin Yan worked at Clio as a Senior Accountant from 2019 to 2021. During this time, he was responsible for managing financial records and ensuring compliance with accounting standards. He also served as the Senior Accountant Team Lead for a brief period in 2021, where he guided a team in financial reporting and analysis.
Accounting Background at Other Companies
Calvin Yan has extensive experience in accounting, having worked at several organizations. He was a Senior Accountant at Alpha Technologies from 2017 to 2019 and held various accounting roles at Endurance Wind Power Inc from 2012 to 2016, including Accountant, Project Development, and Intermediate Accountant. His early career included a position as Bookkeeper/Accounting Assistant at Sugarplum Desserts in 2011.
Educational Qualifications
Calvin Yan achieved his Bachelor of Business Administration with a focus on Accounting from Kwantlen Polytechnic University, completing his studies from 2007 to 2011. He furthered his education by obtaining the Professional Designation from Chartered Professional Accountants of Canada (CPA Canada) between 2014 and 2016.