QUALIFICATION SUMMARY

* ***** ** ************ ********** in Administrative Operations, Account Receivables & Payables, and Data Analysis.

* ***** ** *** ***** specialized in Finance. Advanced knowledge of accounting for decision-making and financial analysis.

Strong organization and problem solving skills; Ability to prioritize and multi-task in fast-paced and changeable environment.

Ability to work well independently and as a cooperative team worker.

Proficiency in MS Word, Excel (PivotChart/VLOOKUP/VBA), PowerPoint and Outlook; SAS® Enterprise MinerTM.

Fluent in English and Mandarin; Native in Cantonese. Good communication skills in proper manner, both verbal and written.

EDUCATION

Master of Business Administration (MBA), Finance September 2014 –June 2016

Goodman School of Business, Brock University, St. Catharines, Ontario

Major GPA-3.5 (A+ in two subjects, A in thirteen subjects)

Bachelor of Administration (B. Admin.) September 2007 – June 2011

Guangdong Medical University, Guangdong, China

Major GPA-4.0 (Honors: First Class Scholarship 2010-2011, 2nd Runner Up for the Redbud Cup Leaders Competition)

PROFESSIONAL EXPERIENCE

Head Office Operations Assistant (Full-time) February 2016 – Present

NGH Travel, Toronto, Ontario

Handled interactions between clients and operations, updated and managed client files, and completed travel arrangements.

Handled cash/checks, processed booking orders, and verified invoices to Accounting, and prepared third party billings.

Created daily route tables and graphs by MS Word, completed monthly ad-hoc report, and generated spreadsheets by Excel.

Accountant (Part-time) September 2014 – January 2016

Ah-So Sushi & Steak Restaurant, St. Catharines, Ontario

Assisted with processing Daily Finance Operational Deliverables, and facilitated Account Closing Procedures each month.

Received and reconciled customer payments, processed Bank reconciliations and general banking duties

Created periodic reports comparing Budgeted Costs to Actual Costs to make a suggestion to increase profits by 5.6%.

Administration Assistant (Full-time) August 2011 – August 2014

Guangzhou People Hospital, Guangzhou, China

Managed daily calendars, and optimized management processes through establishing an integrated program by MS Access.

Completed Quarterly and Annual Review of over 8600 cases, and presented annual reports to directors by MS PowerPoint.

Dealt with confidential matters and attended site meetings; communicated with all levels of staff and external institutions.

ACHIEVEMENTS

Trading Simulation Game -2nd Runner Up December 2015

Completed weekly review of over 30 funds through risk analysis to select an optimal portfolio. Utilized model building to hedge funds, and real-time valuated the risk of portfolio. In the end, our team earned $7032 profit and won the second prize.

Financial Statement Analysis- PepsiCo December 2015

Analyzed last five years’ financial statements of PepsiCo and Coca- Cola (as benchmark), combing the beverage industry statistics to conduct research. Summarized the findings to produce report, and recommended to hold the stock of PEP in 2016.

EXTRA-CURRICULAR ACTIVITIES

CBIE Conference, Coordinator November 2015

Assisted Conference Services and Administration Departments to ensure conference procedures at all times, greeting and directing guests to Conference Center, following up all guest requests, and reporting administrative tasks to the director.

Furniture Bank, Student Consultant April 2015 – July 2015

Gathered inventory data by MS Excel, and utilized SAS® Enterprise MinerTM and WEKA 3.6.12 to analyze customers’ preference, and suggested to change the way worked on delivery to increase sales by 8.9%.

CERTIFICATION & TRAINING

CFA Level Candidate, CFA Institute June 2016

Financial & Valuation Modeling Training, Wall Street Prep, Inc. May 2015

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