Claire Li, CFA, CPA, MBA

As an accomplished lady with over 13-year solid professional experience in public accounting, financial reporting, internal controls, and regulatory compliance in manufacturing, banking and investment management industry and public sector, Claire has combined strong technical skills with effective communication and people management skills and thus positioned herself as a well-rounded professional in finance and management.

Claire started out her career in PWC in Shanghai , China and successfully transitioned from undergraduate major in English to a high calibre professional in public accounting. During her brief stint at a high tech company afterwards, she played a key role in the restructuring of the company and financing of USD 40MM.

Claire continued her professional work in internal controls over financial reporting/operations and regulatory compliance in banking and investment management industry in Canada and has gained extensive knowledge of securities operations, credit risk management, assets & liabilities management, derivatives products, SOX/NI 52-109 (Canadian version of SOX).

Claire chose to become independent consultant three years ago whereby she has provided professional services in financial reporting, internal controls, SOX compliance review, and business strategy development for financial institutions, Ontario government, private companies based in China and individuals.

Claire graduated from McGill University with MBA degree. She is CPA in good standing in both China and USA. In addition, Claire is a CFA charterholder. Outside work, she has dedicated her time and efforts to volunteer work. She is the Board Member at Chinese Family Service of Ontario, a not-for-profit organization funded by federal and provincial government and United Way. She also sits on the Finance Committee of the Board of Trustees at Toronto Montessori Schools, the largest Montessori school in Canada.