Calvin Yan

Manager, Financial Planning & Analysis at Clio

Calvin Yan, CPA has a diverse work experience spanning various industries. Calvin is currently employed at Clio - Cloud-Based Legal Technology as a Manager, Financial Planning & Analysis, a role they started in November 2021. Prior to this, they served as a Senior Accountant and later as a Senior Accountant, Team Lead at the same company from April 2019 to April 2021.

Before joining Clio, Calvin worked at Alpha Technologies as a Senior Accountant from April 2017 to April 2019. Calvin also gained valuable experience at Endurance Wind Power Inc, where they held multiple roles including Accountant, Project Development from December 2014 to February 2016, Intermediate Accountant from December 2013 to December 2014, and Accounting Clerk from February 2012 to December 2013. Calvin started their career at Sugarplum Desserts as a Bookkeeper / Accounting Assistant from July 2011 to February 2012.

Overall, Calvin Yan, CPA has a strong background in accounting and financial analysis, with experience in both senior and managerial roles.

Calvin Yan, CPA, earned their Bachelor of Business Administration degree in Accounting from Kwantlen Polytechnic University. Calvin attended the university from 2007 to 2011. Afterward, they pursued their Professional Designation from Chartered Professional Accountants of Canada (CPA Canada) from 2014 to 2016. In April 2017, Calvin obtained their CPA certification from the Chartered Professional Accountants of British Columbia.

Links

Timeline

  • Manager, Financial Planning & Analysis

    November, 2021 - present

  • Senior Accountant Team Lead

    April, 2021

  • Senior Accountant

    April, 2019