Business Analytics - Financial Modeling & Visualization Specialist

Shuobo (William) Wang

647-***-****; *****.*******@****.**; http://linkedin.com/in/william-wang-1131a7291 EDUCATION

Ivey Business School, Western University, London, ON, Canada Expected Graduation 2027 Bachelor of Arts, Honours Business Administration (HBA)

• Honour Specialization in Financial Modeling, Dean’s Honour List (2025, 2024)

• Scholarship of Albert Duncan Robertson Continuing Admission

• Scholarship of Jackson Family HBA for academic excellence PROFESSIONAL EXPERIENCE

World Financial Group, Richmond Hill, ON, Canada July, 2025 – Dec, 2025 Associate Sales Manager

• Assessed client needs during appointments and collaborated with Senior Sales Managers to recommend tailored financial products, improving first-meeting conversions and client satisfaction.

• Documented client requirements and meeting notes as an assistant, creating standardized intake templates and a centralized CRM of 50+ profiles to speed follow-ups and reduce information gaps.

• Utilized Bloomberg Terminal to screen and compare 30+ mutual funds and ETFs across return, volatility, and Sharpe ratio metrics. Analyzed financial products and market trends as part of a five-person team, proposed a reorganization of product composition that was adopted regionally after presenting weekly performance summaries and a pilot plan.

Canadian Youth Musician Association, Toronto, ON, Canada Sept, 2024 – Current Academic Consultant

• Educated high-school students in maths, science courses and provided targeted CSMC/Euclid contest coaching through tailored weekly sessions, with 90% improving grades by 10% and five earning competition certificates.

• Customized lesson plans and hands-on projects for a regular caseload of 2–3 students per week, tutoring 20+ students in total with ~50% continuing long-term (3+ months).

• Authored concise weekly progress reports for parents, supporting strong satisfaction and recurring enrollment. China Construction Bank Corporation (CCB), Beijing, China May, 2024 – August, 2024 Data Processing Technician

• Verified and catalogued 450+ customer and transaction records by entering and cross-checking data from original documents against the bank database, ensuring accurate source data for quarterly reporting and audits.

• Increased reporting accuracy by 15% across 10 quarterly audits by verifying and categorizing 1,000+ client deposit, withdrawal, and transfer records against the bank database.

• Introduced a standardized file-naming system for scanned records, accelerating document retrieval by ~20%.

• Compiled datasets for quarterly statements in excel, coordinating with the supervisor to resolve discrepancies and delivered 100% of reconciled reports on schedule for regulatory submission. LEADERSHIP EXPERIENCE

Easy London, President 2024 - Present

• Served as President of Easy London, a university board game club, organizing strategy-focused gaming events for 200+ members and introducing a scoring system that enhanced engagement and rewarded skill development.

• Event planning with mental health, the goal was to educate teenagers PTERYX Foundation of Culture and Education, Vice President 2022 - Present

• Led educational campaigns such as Meta Mental Universe to raise mental health awareness, earning 84.5% five- star participant ratings and expanding membership to 650 diverse students.

• Negotiated and secured $13,000 in sponsorships from corporate and community partners, directly funding large-scale events and demonstrating strong skills in financial stewardship and relationship management. Technical Skills & Languages: Excel, Python, 3D financial model, Data Analysis, Chinese, English, Mathematical analysis Certification: FRM I, Microsoft Office Specialist in Excel Expert (365)

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