aczhwp@r.postjobfree.com

1-905-***-****

SHANSHAN LIN

SUMMARY

Experience with full-cycle accounting in the financial sector: participating in internal auditing and review process, petty cash fund maintenance and reconciliation, general ledger, and financial report preparation.

Extensive experience in portfolio management, asset allocation, and financial analysis. Have good understanding of the operations of the securities and investment industry.

Solid academic background in financial and portfolio management, investment, economics and accounting.

Outstanding leadership, communication and interpersonal skills developed through volunteering.

SKILLS

Languages: Fluent in Mandarin, Cantonese, and English. Intermediate Korean.

Technical: QuickBooks, Advanced Excel (VLOOKUP, Index/MATCH, What-If Analysis, Pivot Table, and VBA), Basic Python, Salesforce.com, and SQL.

EDUCATION

University of Toronto - Rotman Commerce, Toronto Canada

Honours Bachelor of Commerce: Specialist in Finance & Economics, High Distinction

Graduated June 2016

CGPA: 3.62/4.0

PROFESSIONAL DESIGNATIONS

Canadian Securities Course (CSC) Completed

Candidate for Chartered Financial Analyst (CFA), Level 1 Passed

March 2016

June 2015

PROFESSIONAL EXPERIENCES

Junior Analyst, Goldenwise Capital Management Inc., Toronto Canada

October 2016 - Present

Ensure all vendor’s PO’s accuracy prior to payments, resolve vendor payment discrepancies, maintain up-to-date files for hard and electronic copies for all vendors, and payroll documents in internal accounting systems.

Assist in full cycle accounting and internal auditing engagements: journal entries, budgeting reports, account reconciliation reports, petty cash fund, financial reports, currency conversion, and other ad-hoc analysis.

Maintain and update company investment accounts by performing data entry, verifying and backing up data. Conduct investment performance calculation using net return, YTD return, compound growth rate, correlation with benchmarks, Sharpe ratio, and more.

Perform allocation analysis and quantitative model testing with Python and Excel, and provide support to the marketing team by planning and execute marketing initiatives and projects.

Summer Internship, CMC Markets Canada, Toronto Canada

June 2015 – August 2015

Conducted technical research and information gathering on derivative products using Bloomberg Terminal.

Managed and updated client database using Excel functions and Salesforce; performed trend and variance analysis.

Processed cheques and back deposits on weekly basis with 0% error rate.

Investment Banking Summer Analyst, CHINA HUAGONG ASSET MANAGEMENT CO. LTD., Shenzhen China

July 2014 – August 2014

Performed various financial analysis in fields of corporate asset valuation and A&M consequences using discounted cash flow, leveraged IRR, and market multiple methods; Developed several Excel macros to automate data comparison and improved team efficiency by 15%.

In a team of 10, maintained client negotiations and abstract credit documentations, ensured completeness and compliance of annual reviews.

Submitted draft memos to maintain accuracy and completeness of transactions, performed weekly reconciliations and referencing source documents for the internal credit committees.

Sales Associate, Hua Xia Bank, Shenzhen China

June 2012 – August 2012

Facilitated 150+ customers with account opening, term deposits, and withdrawals.

Applied effective marketing to exceed targeted deposit mobilization plan by 20% through both in-person and phone call channels, provided customized customer service and achieved 99% satisfaction rate.

ACHIEVEMENTS

Certificate of Service Learning Module

Global Scholarship Award, Korea University

Rotman Commerce CEO Case Competition, Bronze

Ontario Business Study Scholarship

2015

2014

2012

2012

EXTRA-CURRICULAR/VOLUNTEER EXPERIENCE

Planning Coordinator, English Language Learning Student Association (ELLSA)

University of Toronto

iConnect Program Mentor, Centre of International Experience

University of Toronto

Frosh Week Leader, University College

University of Toronto

November 2012 – April 2016

September 2015 – April 2016

September 2015

INTERESTS

Taekwondo Martial Art (1st Dan, Black Belt), Chinese Calligraphy, and Carving Art.

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