Francis Yu
Scarborough,Canada
Summary
Results-driven Financial Analyst with expertise in e-commerce analytics, financial modeling, and credit optimization strategies. Proven ability to drive revenue growth and enhance customer experience through effective cost management, risk assessment, and advanced analytics. Skilled in developing and implementing pricing strategies, building robust financial models, and preparing actionable insights for strategic decision-making. Recognized for enhancing team collaboration and delivering data-driven recommendations that optimize performance and support budgeting initiatives. Proficient in Excel, Power BI, Tableau, SAS, and SQL, with a strong commitment to accuracy, analytical rigor, and customer satisfaction.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Analyst
The Twisters Inc
Toronto, Canada
07.2020 - Current
- Analyzing the e-commerce Profit & Loss (P&L) statement, breaking down revenue drivers (sales, promotions), and costs (marketing spend, fulfillment, returns, platform fees) to provide detailed financial reporting and support credit optimization strategies.
- Building and enhancing financial models and forecasts for sales, inventory, cash flow, and scenarios, utilizing strong financial modeling expertise and advanced analytics to support strategic decision-making and develop pricing strategies.
- Evaluating key e-commerce KPIs: customer acquisition cost (CAC), lifetime value (LTV), conversion rates, average order value (AOV), gross merchandise value (GMV), and return rates, identifying trends and opportunities for improvement through data mining and statistics.
- Supporting budgeting, monthly/quarterly financial reporting, variance analysis, and identifying cost-saving opportunities through ad-hoc financial analysis, such as optimizing ad spend or shipping terms, contributing to business cases for revenue enhancement.
- Analyzing marketing and promotional campaigns' ROI, including paid ads (Google, Facebook, Amazon Ads), to enhance cost management and financial planning, leveraging data analytics and SQL for insights.
- Assessing risks such as margin erosion from discounts, chargebacks, or supply chain issues, demonstrating strong analytical skills, attention to detail, and risk management capabilities.
- Collaborating with cross-functional teams (marketing, operations, merchandising) to inform decisions on pricing, inventory, and growth strategies, showcasing ability to collaborate, build cross functional relationships, and communicate effectively.
- Preparing dashboards and presentations for leadership on financial performance and recommendations, leveraging data visualization techniques (Power BI, Tableau) and presentation skills to communicate complex concepts.
Store Manager
The Top Dog Store
Richmond Hill, Canada
08.2017 - 05.2020
- Oversaw daily store operations, delivering exceptional customer service standards and contributing to positive customer experience and customer satisfaction.
- Collaborated with suppliers to negotiate pricing and manage vendor relationships, demonstrating cost management skills and identifying opportunities for operational efficiency.
- Managed inventory tracking and conducted physical counts to minimize losses, ensuring accuracy and reliability in financial reporting.
- Prepared monthly financial reports detailing sales figures, expenses, and profits, utilizing strong financial reporting skills and data analytics.
- Established customer service benchmarks and monitored staff adherence to standards, contributing to team mentorship and coaching, fostering team building skills.
- Maintained accurate records of employee performance evaluations, demonstrating attention to detail and accountability.
Front Desk Receptionist
Super Teddy
Markham, Canada
06.2015 - 03.2017
- Managed front desk operations, ensuring warm greetings for all visitors and contributing to a positive customer-facing experience.
- Directed phone inquiries to appropriate departments for efficient responses, showcasing communication skills and resourcefulness.
- Scheduled appointments and organized meetings to optimize staff productivity, demonstrating organizational skills and accountability.
- Processed payments efficiently while assisting with billing inquiries, ensuring accuracy in financial transactions and handling confidential information.
- Collaborated with team members to improve office procedures and workflows, highlighting ability to collaborate and contribute to operational improvements.
New Car Sales
Lakeshore Honda
Toronto, Canada
08.2012 - 06.2015
- Cultivated strong customer relationships to maximize sales opportunities, contributing to revenue growth and demonstrating relationship management skills.
- Maintained current knowledge of inventory and market trends for effective selling, demonstrating analytical skills and identifying opportunities.
- Delivered exceptional customer service in high-pressure retail environment, enhancing customer experience and driving customer satisfaction.
- Resolved customer inquiries and issues promptly for improved satisfaction, showcasing problem-solving techniques and accountability.
- Collaborated with team members to elevate overall service delivery, demonstrating ability to collaborate and commitment to team success.
Legal Administrative Assistant
Li & Yeung Solicitors & Notaries
Hong Kong, Hong Kong
03.2010 - 08.2010
- Drafted and proofread legal documents, ensuring accuracy and compliance with standards, demonstrating attention to detail and quality assurance.
- Scheduled appointments and coordinated meetings for attorneys and clients efficiently, optimizing productivity and managing confidential information.
- Managed correspondence and legal documents for diverse cases and clients, showcasing organizational skills and accountability.
- Reviewed and organized contracts, pleadings, motions, and other legal documents systematically, ensuring data integrity.
- Maintained comprehensive client databases and filing systems, both hard copy and electronic, ensuring information access and data management.
Education
Bachelor Of Arts - Economics
York University
Toronto, ON06.2012
Skills
- Payroll management
- Clerical and administrative experience
- Accounting systems and software
- Microsoft Word and Excel
- QuickBooks proficiency
- Financial concepts and analysis
- Accounts payable and receivable
- Bookkeeping and tax preparation
- Data entry and management
- Organizational skills and attention to detail
- Sales strategies and customer relations
- Cybersecurity awareness
- E-commerce analytics and reporting
- Risk assessment and mitigation
- Problem solving techniques
- Budget preparation and support
- Auditing procedures and compliance
- Variance analysis and financial modeling
- Cash flow management strategies
- Data visualization techniques
- Report generation and documentation
- Tax planning strategies
- Expense and revenue analysis
- Python programming
- E-commerce metrics
- Dashboard creation
- Risk assessment
- Ad-hoc financial analysis
- Financial Forecasting
- Customer experience
- Financial Reporting
- Financial Services
- Financial Modeling
- Banking experience
- Financial Planning
- Analytical skills
- Identify trends
- Customer facing
- Cost management
- Online learning
- Cloud services
- Presentation
- Google cloud
- Captioning
- Accounting
- Analytics
- Economics
- Power bi
- Finance
- Tableau
- SQL
- Strong analytical skills
- Ability to collaborate
- Attention to Detail
- Presentation Skills
- Communication
- Reliability
- Leadership
- Mentorship
- Creativity
- Mentoring
- Committed
- Accuracy
- Coach
- Operations research
- Analytical software
- Information access
- Commercial banking
- Pricing Strategies
- Advanced analytics
- Business analysis
- Quality assurance
- Machine learning
- Business banking
- Operational risk
- Risk management
- Business cases
- Data analytics
- Data Modeling
- Credit risk
- Mathematics
- Data mining
- Statistics
- Powerpoint
- Marketing
- Coaching
- Cross functional relationships
- Identifying opportunities
- Confidential information
- Relationship management
- Team building skills
- Analytical thinking
- Customer focused
- Resourcefulness
- Accountability
- Insightful
Certification
- Google Cybersecurity Professional Certificate, Coursera, 09/01/25, Present
- TrueDriver License, Chinese (Cantonese), Full Professional, Chinese (Mandarin), Full Professional
Awards
- 2010 Toronto Mayoral Election
- 2022 Ontario Provincial Election
Languages
- Cantonese
- English
- Mandarin, Fluent
- Cantonese, Fluent
- English, Fluent
Activities
- Judo
- Jeet Kune Do
Timeline
Financial Analyst
The Twisters Inc
07.2020 - Current
Store Manager
The Top Dog Store
08.2017 - 05.2020
Front Desk Receptionist
Super Teddy
06.2015 - 03.2017
New Car Sales
Lakeshore Honda
08.2012 - 06.2015
Legal Administrative Assistant
Li & Yeung Solicitors & Notaries
03.2010 - 08.2010
Bachelor Of Arts - Economics
York University