Cassandra Lu
About Cassandra Lu
Cassandra Lu is a Trust Accountant with extensive experience in financial management and reconciliation. She has worked at MD Financial Management since 2019, where she has developed expertise in resolving discrepancies and preparing daily bank reconciliations.
Work at MD Financial Management
Cassandra Lu has been employed at MD Financial Management | Gestion financière MD since 2019. She currently holds the position of Trust Accountant, where she is responsible for preparing daily bank reconciliations. Prior to this role, she worked as a Trust Accounting Administrator for six months within the same organization. Her experience at MD Financial Management has allowed her to develop skills in managing trust accounts and ensuring accurate financial reporting.
Education and Expertise
Cassandra Lu completed her high school education at Glebe Collegiate Institute, earning a High School Diploma from 2010 to 2014. She then pursued higher education at the Telfer School of Management at the University of Ottawa, where she studied Accounting and obtained a Bachelor of Commerce (BCom) degree from 2014 to 2019. Her academic background has provided her with a strong foundation in accounting principles and practices.
Background
Before her current role at MD Financial Management, Cassandra Lu gained diverse experience in various financial positions. She worked as a Junior Financial Analyst at the Correctional Service of Canada for ten months in 2018 to 2019. Additionally, she held roles such as Tax Associate at H&R Block from 2015 to 2018 and Accounting Assistant at Food Processing Skills Canada from 2017 to 2018. These positions contributed to her understanding of financial analysis and accounting processes.
Achievements
Throughout her career, Cassandra Lu has developed expertise in preparing daily bank reconciliations and resolving discrepancies through analytical solutions. She has gained experience in posting adjusting journal entries to clear outstanding items in reconciliations. Her work has contributed to the efficiency and accuracy of financial operations in her roles.