ALEX KIM

Consolidated all mutual funds based on transaction data, generating daily reports for internal departments and external companies (State Street, Blackrock, and TD Bank), resulting in a 10% reduction in reporting errors. Conducted analysis and balanced various CDN, US, and Hedge general ledger accounts, identifying and resolving 100% of discrepancies, resulting in improved financial accuracy. Processed foreign exchange, wire, EFT, and transfer requests daily for internal departments and external companies, achieving a 100% accuracy rate in transaction processing. Collaborated with internal departments (Fund Accounting, Portfolio Administration, Dealer Relations) on special projects to define and enhance procedures, resulting in a 20% increase in team efficiency and process optimization. Acted as a liaison with major corporations (BlackRock, Industrial Alliance, Standard Life, Sunlife, and Manulife), facilitating smooth communication and improving client satisfaction by 15%.

Professional accounting specialist with strong track record in managing trust accounts and ensuring compliance with financial regulations. Skilled in financial reporting, reconciliation, and audit preparation. Focused on collaborative teamwork and adaptable to changing needs, consistently driving successful outcomes. Known for reliability, precision, and integrity in all financial operations.

Results-oriented finance professional with substantial experience in trust accounting. Adept at managing complex financial transactions and ensuring legal compliance. Known for strong team collaboration and adaptability to changing needs, with expertise in financial analysis and regulatory adherence.

Tech-savvy innovator with hands-on experience in emerging technologies and passion for continuous improvement. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Adept at leveraging new tools and methods to solve problems and enhance productivity. Excels in adapting to fast-paced environments and driving technological advancements.

Innovative technology professional with several years of diverse experience. Skilled in enhancing systems and aligning technical solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

• Fintech: Foundations & Applications of Financial Technology Certificate, 2025 The Wharton School of the University of Pennsylvania
• Python 1, 2024 Cisco
• Google Cybersecurity Certificate, 2024 Coursera
• Google Data Analytics Professional Certificate, 2023 Coursera