Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Haoruo Fu

Halifax,NS

Summary

Dynamic and detail-oriented IT and financial professional with a proven track record at RBC, specializing in IT audit, tax operations, and client service. Excelled in enhancing IT compliance, financial operations, and client satisfaction through effective problem-solving and collaboration. Demonstrated leadership in training and strategic solution development, driving significant performance improvements.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Analyst, IT ICFR Compliance

RBC
Bedford, Nova Scotia
02.2023 - Current
  • Contributed to the execution of IT dependency testing, ensuring effective practices are followed, and qualified documentation is produced by assessing the design and operating effectiveness of key controls.
  • Conducted IT general control testing to help prevent unauthorized access, data breaches, and service disruptions, and to obtain reasonable assurance over the technical environment supporting key business processes.
  • Worked effectively with the business team and conducted SOC 1 Type II testing to ensure internal financial controls are operating effectively over a specified time period.
  • Collaborated with business partners to foster innovation in service delivery by identifying opportunities, developing strategic solutions, and driving sustainable performance improvement.
  • Proficient in identifying IT risks and evaluating the effectiveness of IT controls across the supported platforms.

Senior Administrator, Tax Operation

RBC - Investor & Treasury Services
Bedford, Nova Scotia
03.2021 - 02.2023
  • Managed the reconciliation process between the sub-custodian, client reporting platforms, and internal reclaim system records.
  • Prepared the files for the processing of all withholding tax reclaims or tax relief at source, ensuring that all target production periods are met, and acceptable levels of accuracy are maintained.
  • Provided training sessions for new hires regarding organizational policies and procedures.
  • Assisted and reviewed the work completed by administrators to ensure efficient and accurate execution of tax operations.
  • Worked closely with cross-functional teams, including internal RBC teams and sub-custodians, to ensure smooth execution of operations, and timely resolution of issues.

Client Advisor Business Services

RBC
Dartmouth, Nova Scotia
10.2018 - 03.2021
  • Managed day-to-day banking operations, including processing transactions, preparing cash/bank drafts, and assisting with various bill payments.
  • Developed and maintained strong relationships with clients, offering personalized banking services, and ensuring a high level of customer satisfaction.
  • Performed branch open and close procedures, full cash branch balancing, cash orders and shipments, TCU and ATM loads, courier bag, and all end-of-day filing.
  • Always led with customer service experience in mind, resolve client concerns at the first point of contact, and built lasting relationships with clients.

Customer Service

Medical Hall Pharmasave
Glace Bay, Nova Scotia
01.2017 - 12.2017
  • Provided excellent customer service, and handled all point-of-sale issues.
  • Worked with integrity and accuracy in all aspects of the position.
  • Generated reports for the management team and complete shift start/end duties.

Education

MBA -

Cape Breton University
Sydney, NS
05-2018

Bachelor of Finance -

Shandong Agriculture University
Shandong, China
05-2015

Bachelor of Law -

Shandong Agriculture University
Shandong, China
05-2015

Skills

  • IT audit
  • Data analysis
  • Risk assessment
  • Control testing
  • Collaboration
  • Problem solving
  • Financial analysis
  • Attention to detail
  • Training and development
  • Critical thinking
  • Documentation and reporting
  • Audit planning and execution
  • Quick learner
  • Team collaboration and leadership

Certification

  • Project Management Fundamentals: Run projects effectively | Udemy |Oct 2023
  • Accounting & Financial Statement Analysis | Udemy | Jul 2023

Accomplishments

  • The Third Prize Scholarship for the first and second academic years

Timeline

Analyst, IT ICFR Compliance

RBC
02.2023 - Current

Senior Administrator, Tax Operation

RBC - Investor & Treasury Services
03.2021 - 02.2023

Client Advisor Business Services

RBC
10.2018 - 03.2021

Customer Service

Medical Hall Pharmasave
01.2017 - 12.2017

MBA -

Cape Breton University

Bachelor of Finance -

Shandong Agriculture University

Bachelor of Law -

Shandong Agriculture University

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Haoruo Fu