Peter Liu, Cpa, Cma, Bba

Peter Liu, Cpa, Cma, Bba

Financial Planning & Analysis @ Security Compass

About Peter Liu, Cpa, Cma, Bba

Peter Liu is a financial professional specializing in financial planning and analysis at Security Compass in Toronto, Ontario. He holds a CPA designation and a BBA, with over a decade of experience in financial and business transformation across various sectors.

Work at Security Compass

Peter Liu has been working at Security Compass in the role of Financial Planning & Analysis since 2021. He is based in Toronto, Ontario, Canada. In this position, he provides strategic financial support to various departments, including Sales, Marketing, Information Technology, and Human Resources/Shared Services. His contributions focus on enhancing financial processes and ensuring alignment with organizational objectives.

Education and Expertise

Peter Liu holds a Bachelor of Business Administration (BBA) from the University of Toronto. He has achieved the designation of Chartered Professional Accountant (CPA) through his studies at Chartered Professional Accountants of Canada (CPA Canada). Additionally, he is trained in Lean Six Sigma Yellow Belt, emphasizing process improvement and efficiency. His educational background supports his expertise in financial planning and analysis.

Background

Peter Liu has over a decade of experience in executing financial and business transformation projects across various sectors. His professional background includes work in technology, pharmaceuticals, higher education, manufacturing, financial services, and non-profit organizations. This diverse experience has equipped him with a comprehensive understanding of financial operations in different industries.

Systems Proficiency

Peter Liu is proficient in a wide range of financial systems and software. His expertise includes SAP ERP/JP2, NetSuite, Quickbooks, Microsoft Dynamics 365, Salesforce, Power BI, SAP HANA, and SAP Lumira. This proficiency enables him to implement systems effectively and drive solutions-oriented process improvements within organizations.

Professional Skills

Peter Liu demonstrates expertise in systems implementations and solutions-oriented process improvements. His skills in financial planning and analysis are complemented by his ability to enhance operational efficiency and support strategic decision-making across various departments. His focus on process improvement contributes to the overall effectiveness of financial operations.

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