Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Languages
Timeline
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Oliver Xu

Oliver Xu

Hamilton,Canada

Summary

Dynamic and results-oriented finance intern with experience at China Everbright Bank, skilled in data-driven strategy development and report writing. Successfully created impactful financial reports and marketing initiatives, leveraging Microsoft Excel and strong analytical abilities to enhance operational efficiency. Passionate about driving success through innovative solutions.

Overview

4
4
years of professional experience

Work History

Retail Finance Intern

China Everbright Bank
Guangzhou, China
06.2024 - 07.2024
  • Drafted, revised, and proofread various business documents and internal communications.
  • Created and maintained Excel spreadsheets for financial and operational data.
  • Prepared detailed meeting minutes and reports.

Accountant Assistant - Intern

Zhong Cheng Corporation
Guangzhou, China
05.2022 - 09.2022
  • Contributed to data gathering and processing for internal financial analysis of medical operations.
  • I analyzed the collected data using Excel and SAS, and reconciled the revenue with sales.
  • Prepared and presented the weekly financial report to the PM.

Operation assistant - Intern

China Everbright Bank
Zhengzhou, China
05.2021 - 09.2021
  • Shadowed the sales managers for credit card expansion and issuance.
  • Assisted with negotiation and contract signings with credit card partner merchants.
  • Promoted credit card marketing campaigns, and contributed to the creation and implementation of promotional events.

Project Assistant - Intern

Zouli Pharmaceutical Company ltd.
Zhejiang, China
05.2020 - 09.2020
  • Collaborated with the marketing group and created the market promotion strategies. Focus: brand awareness and customer care.
  • Performed surveys and analyzed collected data to provide insights for marketing strategy effectiveness.
  • Designed and implemented marketing initiatives, including a national case analysis contest.

Education

MBA - Finance

Brock University
St. Catharines
04-2025

Bachelor of Commerce - Minor in Statistics

MCMASTER UNIVERSITY - DeGroote School of Business
Hamilton
08-2023

Skills

  • Data-driven strategy development
  • Cost-benefit analysis
  • Report writing and presentation
  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Data visualization with Tableau
  • Statistical analysis with SAS

Extracurricular Activities

02/2023 - 04/2023

Project Team Leader, Leading a team to develop a strategic plan to aid a credit union's expansion to serve newcomers.,  Our team was highly praised by the manager for effectiveness and presentation of the plan. 

Languages

English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual

Timeline

Retail Finance Intern

China Everbright Bank
06.2024 - 07.2024

Accountant Assistant - Intern

Zhong Cheng Corporation
05.2022 - 09.2022

Operation assistant - Intern

China Everbright Bank
05.2021 - 09.2021

Project Assistant - Intern

Zouli Pharmaceutical Company ltd.
05.2020 - 09.2020

MBA - Finance

Brock University

Bachelor of Commerce - Minor in Statistics

MCMASTER UNIVERSITY - DeGroote School of Business
Oliver Xu