Analyst Project
Resume:
Jiwen "Victor" Sun
Apt. ***, ***** W. River Birch Dr., Brookfield, WI 53045
***********@*******.***
[pic]Objective
To secure a position as Financial Analyst
Highlights of Qualifications
. 3 years of experience as Financial/Project Analyst
. Excellent analytical and problem solving skills
. Solid knowledge of finance and accounting
. Expert knowledge of Excel and strong knowledge of Access
. Advanced VBA programming skills and experience with SQL
. Strong knowledge of SAP and AS400
. Ability to work independently, efficiently and effectively
. Great attention to detail
. Bachelor's degree in Finance and Accounting Diploma
. Certificate of Canadian Securities Course (CSC)
. CFA level II Candidate
. FRM level I Candidate
Work Experience
CAP REIT, Toronto, ON Mar. 2012 - Mar. 2014
Project Analyst
. Assisted VP of Accounting by performing regular and ad hoc analyses in
a timely and rigorous fashion
. Produced and distributed monthly, quarterly, and annual key
performance reports for the executive team
. Supported internal departments in creating customized reports
. Developed, analyzed, evaluated and consolidated operating budgets
(including rental revenues and operating costs) and capital
improvement plans
. Conducted due diligence by researching, analyzing and validating data
of prospective acquisitions
. Collaborated with various departments, including leasing,
underwriting, legal, asset management and portfolio management
throughout the acquisition process
. Assisted in underwriting of prospective real estate acquisitions by
completing detailed pro forma revenue analysis and multi-year
projections
. Created templates to upload acquisition data to a system, ensuring a
high level of data integrity
Jiwen "Victor" Sun
262-***-**** ***********@*******.***
[pic]
HSBC, Toronto, ON May. 2011 - Nov. 2011
Financial Analyst (Contract)
. Analyzed financial data related to fiscal planning & budgeting
activities
. Utilized Excel to develop and update the budgeting models
. Supported the development of budgets and distribution of financial
resources
. Performed budgetary control and variance analysis
. Assisted in the preparation of scenario analyses and stress testing
. Developed multi-year financial projections
. Carried out detail-oriented tasks accurately and timely
. Conducted other analyses, evaluations and reviews as assigned/required
University Health Network (UHN), Toronto, ON
Sep. 2010 - Apr. 2011
Financial Analyst (Contract)
. Analyzed financial data on a regular basis
. Evaluated and reported business performance monthly and quarterly
. Participated in the preparation of hospital-wide budgets
. Prepared business-unit-based project plans
. Analyzed and prepared monthly billing packages
. Supported month-end closing of the accounting function
. Contacted internal/external clients to gather information for analyses
. Performed other cross-functional duties as assigned/required
Education
Bachelor of Administrative Studies in Finance
2010
York University, Toronto, ON
Diploma of Accounting Program
2008
George Brown College, Toronto, ON
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