Celina Chen

Finance Manager at Intellifi Corporation

Celina Chen's work experience begins with their role as a Data Entry Clerk at York University in 2015, where they entered copyright data into the system and edited scanned documents for use in university course kits.

In 2016, they worked as a Student Associate at Community Trust, reviewing and processing mortgage applications, assisting with bulk mortgage projects, and ensuring client files were organized and up to date.

Celina continued as a Student Associate at Community Trust in 2017, where they reviewed documents, prepared client files, and processed client communications for Registered Investment Products.

From 2018 to 2022, Celina worked at CMLS Financial, starting as a Trust and Payments Administrator, then moving on to become a Junior Accountant and later an Intermediate Accountant.

In 2022, they joined Intellifi Corporation as a Finance Team Lead before being promoted to Finance Manager in 2023.

Celina Chen completed their Bachelor of Commerce (BCom) degree in Finance at York University from 2014 to 2018. Currently, they are pursuing their professional accounting certification through the Chartered Professional Accountants of Canada (CPA Canada), with an anticipated completion date in 2022. Celina also holds a certification in Bloomberg Market Concepts (BMC) from Bloomberg LP, although specific dates of completion are not provided.

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Previous companies

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Timeline

  • Finance Manager

    March, 2023 - present

  • Finance Team Lead

    March, 2022

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