Summary
Overview
Work History
Education
Hobbies and Interests
Timeline
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Karen Liu

Toronto,Ontario

Summary

  • An analytical thinker in tandem with strong finance fundamentals (accounting, financial forecasting and reporting). Competent with coding languages such as Java, C and C++ through participation in 4 hackathons.
  • An excellent communicator possessing strong public relations, team-work and project management abilities. Excels in advanced writing, strategic planning and corporate communication skills. Fluent in English and Chinese (Mandarin).
  • A strong leader quipped to propel companies into the future by refocusing energies, revitalizing strategies and refining approaches. Knowledgeable about paths for overhauling business frameworks from the top down, including board governance, executive structures and department leaders.
  • Certified proficiency with Google Workspace (G-Suite) and experienced in microsoft office tools (Excel, PowerPoint, Word, Outlook).

Overview

7
7
years of professional experience

Work History

Finance Analyst

Canadian Apartment Properties REIT
01.2023 - 04.2023
  • Managed financial functions for a $7.7+ billion rental operation delivering condos and apartments through accounting, forecasting and budgeting
  • Anchored 6-person team with origination of $300 million in municipal bonds, bank loans to fund construction operations, facility maintenance and tenant relations through digital communications
  • Created weekly presentations of financial models from information uploaded through SAP to present to company executives and shareholders.

Financial Services Intern

Protect Your Wealth
01.2022 - 04.2022
  • Networked to identify 12 potential new clients and worked with them to develop financial planning strategies and solutions to fit their needs
  • Assisted with account reviews and preparation for 43 account reviews while preparing and posting financial journal entries using QuickBooks
  • Worked with 4 teams to deliver trading strategies while acquiring basic financial instrument knowledge to implement a system for tracking payments on contracts and maintained regular contact with clients to inform about transactions and performance.

Global Marketing Intern

Explorer Hop
05.2021 - 09.2021
  • Collaborated with team members to help expand marketing channels and create related proposals and organized pursuit documentation of competitor trends, funding interpretations and reported results of marketing initiatives
  • Increased engagement of online website and social media by 190%, as measured through social analytics, by capitalizing on SEO
  • Planned and organized special events, solicited corporate sponsorships and set up matching gift donations to reach financial targets and increase fundraising numbers by over 18% by leveraging effective outreach strategies.

Barista

CoCo Fresh Tea & Juice
09.2020 - Current
  • Monitored supply levels at counter and maintained customer areas to meet typical demands under high-pressure in a face-paced environment to ensure delivery of a high-quality product
  • Recommended products based on understanding of individual customer needs and preferences to contribute to an 7% increase in annual sales
  • Managed morning rush of over 600 customers daily with efficient, levelheaded customer service.

Swim instructor, Lifeguard

City of Toronto
03.2017 - 09.2020
  • Instructed 200+ participants in swimming and other recreational activities, while providing safety precaution information, evaluating and developing suitable training programs to meet any special requirements
  • Maintained confidential records by filing records of medical treatments performed and incident information.

Education

Mathematics/Business Administration -

University of Waterloo
04.2025

Hobbies and Interests

Music (EDM, Instrumental, K-Pop), Sports (Formula 1, Basketball, Soccer), Arts (Graphic Design, Illustration), Cooking (Baking, Bartending), Gaming (League of Legends, Valorant, Genshin Impact)

Timeline

Finance Analyst

Canadian Apartment Properties REIT
01.2023 - 04.2023

Financial Services Intern

Protect Your Wealth
01.2022 - 04.2022

Global Marketing Intern

Explorer Hop
05.2021 - 09.2021

Barista

CoCo Fresh Tea & Juice
09.2020 - Current

Swim instructor, Lifeguard

City of Toronto
03.2017 - 09.2020

Mathematics/Business Administration -

University of Waterloo

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Karen Liu