James Zhang
North York
Summary
With over 7 years of work experience, an all-around professional seeking to utilize academic background and strong problem-solving skills to excel in the assigned role. Recognized as a leader by peers, consistently contributing to elevating companies and helping them achieve their goals. By leveraging a proven track record, confident in the ability to make a valuable impact and drive success for your company.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Services Representative
OTT Financial
09.2024 - Current
- Manage inbound/outbound calls in a timely, friendly and effective manner
- Provide quality services to clients over the phone, through the Internet and/or face to face
- Identify and assess customers’ needs to reach solutions and achieve satisfaction
- Meet personal/team qualitative and quantitative targets
- Build sustainable relationships with customers through trust and communication
SAP Finance/Controlling - Consultant/Account Manager
Inossem Canada Inc
03.2022 - 11.2023
- In-depth knowledge and experience in SAP FICO implementation encompassing four full cycle projects
- Take on the day-to-day project management of SAP projects
- Drive and support business development and sales pursuits within the SAP space
- Conduct project planning and manage projects according to plan
- Provide ownership, accountability, and oversight for other assigned projects
- Act as a trusted business advisor to key users, managers, and executives
Client Advisor
Royal Bank of Canada
10.2021 - 03.2022
- Proactively engage with clients and deliver outstanding service through completing transactions and by identifying opportunities
- Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners
- Proactively take ownership of resolving and preventing client problems
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Manager/Accountant
Corktown Esso gas station
06.2019 - 12.2021
- Manage business operations with over $1,000,000 in monthly revenue
- Oversee activities directly related to selling products and customer services
- Manage staff, prepare work schedules and assign specific duties
- Prepare, examine, and analyze accounting records and financial statements
Education
B.A. - Business and Economics
YORK UNIVERSITY
Toronto, ON09.2020
Advanced Diploma - Accounting and Finance
SENECA COLLEGE
Toronto, ON02.2018
Skills
- Proficient Task Management
- Financial Consulting
- Client Relationship Management
- Effective Issue Resolution
- SAP Applications
Certification
- Canadian Securities Course (CSC), 02/01/24
- Wealth Management Essentials (WME), 12/01/24
Languages
English
Mandarin
Timeline
Financial Services Representative
OTT Financial
09.2024 - Current
SAP Finance/Controlling - Consultant/Account Manager
Inossem Canada Inc
03.2022 - 11.2023
Client Advisor
Royal Bank of Canada
10.2021 - 03.2022
Manager/Accountant
Corktown Esso gas station
06.2019 - 12.2021
Advanced Diploma - Accounting and Finance
SENECA COLLEGE
- Canadian Securities Course (CSC), 02/01/24
- Wealth Management Essentials (WME), 12/01/24
B.A. - Business and Economics
YORK UNIVERSITY
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