Financial Analyst, Accounting, Bookkeeper

Chantsy(Qianqi) Pan

514-***-**** adc3kh@r.postjobfree.com www.linkedin.com/in/qianqipan

EDUCATION

McGill University, Desautels Faculty of Management Montreal, Canada Master of Management in Finance Jul 2018 – Aug 2019

● GPA (or Core GPA): 3.60/4.00; GMAT 710

● Entrance scholarship ($7,000)

McGill University Montreal, Canada

Bachelor of Arts, Joint Honors of Accounting and Economics Aug 2013 – Dec 2017

● GPA 3.72/4.00;

● Graduated with Distinction (top 25%), Dean’s Honor List (top 10%) from 2015 - 2017 PROFESSIONAL EXPERIENCE

Foodora Inc Vancouver, Canada

Account Executive – Vancouver Zone Sep 2019 – Present

● Attained and exceeded required sales goals on a consistent basis at an average rate of 107% to 167% while maintaining excellent customer service record.

● Leveraged negotiation skills to unlock a new pool of customers and taken ownership over the Richmond and Burnaby expansions with efficiency thanks to a good organization.

● Created a relationship of trust with more than 200 vendors, leading to high conversion rate in meetings. Desautels Capital Management Montreal, Canada

Equity Analyst – Materials Sector Coverage Jul 2018 – Aug 2019

● Analyzed the basic materials portfolio for the university-owned equity fund; tasks included research, trade execution, portfolio allocation and risk management; achieve a 15.34% sector return to-date (index benchmark: 8.01%)

● Conducted top-down macroeconomic research and performed bottom-up fundamental valuation (DCF, peer comparable analysis) to support buy recommendations and lock in target prices for existing and potential stocks

● Added a $25,567 position to the fund’s portfolio ([stock 1, FM], [stock 2, NEM]) Canada China Art-Tech Montreal, Canada

Financial Analyst – Tax and FP&A Aug 2017 – Jan 2018

● Reviewed invoices, reconciled bank statements and supplied tax documentations to generate accurate corporation returns; automated the process using Excel which reduced manual entry requirement by 10%

● Revised inefficient bookkeeping procedures with automated sales recording spreading system, worked with manager to develop a standard operating procedure which was internally approved and implemented PricewaterhouseCoopers LLP Beijing, China

Summer Intern – Tax (Accounting & Payroll) Jul – Aug 2017

● Researched tax laws and regulations, consulted tax authorities, and accelerated the process of taxation preparations

● Prepared and organized workpapers and schedules for global tax projects, facilitating preparation of tax filings

● Led a group of seven summer interns to plan and organize team building activities and internal information sessions; received positive feedback from manager and achieve a 5/5 rating for the summer Great Wall Securities Co., Ltd Beijing, China

Finance Intern, Structured Financing Investigation Dec 2016 – Jan 2017

● Performed analysis for structured finance transactions including collateral and deal structure, to develop complex financial cash flow models which enhanced tracking of key performance metrics of rated transactions

● Assisted with the preparation of rating committee materials and drafted credit reports and press releases under supervision of senior lead analysts, ensured 100% compliance with company policies and procedures LEADERSHIP AND COMMUNITY INVOLVEMENT

Plate Club, Students' Society of McGill University (“PC”) Montreal, Canada VP Finance Apr 2017 – Dec 2017

● Managed monthly budget and financial operations for the largest student sustainability association

● Led 80+ club members in event planning initiatives and running SSMU cafeteria within McGill

● Advertised PC’s social impact to local businesses; raised C$3,000+ over a 6-month period from 11 businesses International Youth Network Poverty Alleviation Project (“IYNPAP”) Szechuan, China Research Intern Jul 2013

● Investigated distribution channels of a local agriculture factory and conducted cost-efficiency and marketing analyses to help optimize its production; research contributed to a 15% increase in production per hour; launched a network platform for local farmers, helped generate additional income of ~$5,000 SKILLS AND INTERESTS

Languages: Fluent in Mandarin

Professional Designation: CFA Level II in process; working towards CPA Software: Bloomberg, S&P Capital IQ, MS Office, Salesforce

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