Karen Xu, Cpa, Cma
About Karen Xu, Cpa, Cma
Karen Xu is a Senior Finance Manager at Wealthsimple and Founder of Mini Giant, with extensive experience in financial roles at various companies in Toronto.
Company: Wealthsimple
Karen Xu is currently working at Wealthsimple as a Senior Finance Manager with a focus on Growth Marketing. She has been in this role since 2021 and is based in Toronto, Ontario, Canada. Her experience in finance and marketing allows her to contribute effectively to Wealthsimple’s objectives by integrating financial insight with marketing strategies.
Company: Mini Giant
Karen Xu is the Founder of Mini Giant, a company she established in 2021. Based in Toronto, Ontario, Canada, Mini Giant reflects her entrepreneurial spirit. Being the founder signifies her drive to innovate and leverage her extensive experience in finance and marketing to build and grow a business from the ground up.
Previous Experience: Shopify
Karen Xu has extensive experience working at Shopify. She served as the FP&A Manager with a focus on Growth Marketing from 2020 to 2021 and as a Senior Financial Analyst from 2018 to 2020. Her time at Shopify, situated in Toronto, Canada, allowed her to gain significant expertise in financial planning and analysis, particularly within the marketing domain.
Previous Experience: Entuitive
Karen Xu held multiple roles at Entuitive from 2013 to 2018. She started as a General Accountant, moved to a Project Accountant, then Project Accountant Lead, and finally, Assistant Corporate Controller. This progression showcases her ability to advance in her career through dedication and expertise in various accounting and finance roles.
Education and Expertise
Karen Xu has pursued various educational programs to enhance her skills. She studied Copywriting at George Brown College (9159: Print, Digital & TV), Data Analytics at BrainStation (SQL, Tableau), and Web Development at Lighthouse Labs (CSS, Ruby). Additionally, she earned her CPA from CPA Canada and holds an Honours Bachelor of Commerce with a specialization in Accounting and a minor in Economics from McMaster University. Her commitment to continuous learning is evident in her diverse educational background.