Qing (Evelyn) Zhuge
St Catharines,ON
Summary
Dedicated professional with a passion for continuous learning and growth. Graduated with an MBA in Accounting and currently pursuing the Chartered Global Management Accountant (CGMA) designation. Possessing diverse experience in accounting, data analysis, digital finance, and strategic management information systems. Proficient in MS Office 365 and fluent in English, Mandarin, and Taiwanese, with working knowledge of Cantonese. Enthusiastic about taking on new challenges and contributing to public service through strategic and financial expertise.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Collection Officer
Canada Revenue Agency (CRA)
09.2024 - Current
- Manage a portfolio of accounts, ensuring timely collections and adherence to government regulations.
- Develop payment plans and negotiate settlements.
- Generate and analyze financial reports using CRA systems.
- Implemented timely escalation procedures when necessary, ensuring prompt attention is given to high-risk accounts.
- Built rapport with clients through consistent follow-up and diligent case management, fostering positive relationships.
Business and Accounting Student
Canada Revenue Agency (CRA)
01.2024 - 09.2024
- Supported CRA's accounting and financial operations through data analysis and reporting
- Assisted senior accountants with compliance audits, ensuring adherence to tax regulations
- Gained hands-on experience with CRA systems for case management and collections
- Developed foundational skills in public sector financial management
- Followed school and classroom policies, regulations, dress codes, and schedules.
- Collaborated on group projects to complete professional deliverables.
- Developed strong relationships with school and workplace mentors through consistent communication about student progress and goals.
Retail Store Manager and Marketing Coordinator
The Ice House Winery
05.2015 - 11.2021
- Led daily operations including purchasing, inventory control, merchandising, and product distribution
- Prepared and submitted nightly bank deposits and daily financial reports
- Increased profitability by executing strategic marketing and floor plan changes
- Developed and managed the annual budget, analyzing variances and implementing corrective actions
- Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
Client Advisor
RBC
05.2018 - 11.2018
- Managed ATM and security room access, ensuring strict adherence to security protocols
- Delivered exceptional customer service, particularly in currency exchange transactions
- Collaborated with diverse teams to achieve branch goals
- Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
- Demonstrated adaptability by quickly learning new systems, tools, or products as necessary for the job.
- Tailored communication style to match client preferences, resulting in higher satisfaction rates.
Supervisor
Souvenir City
05.2016 - 08.2017
- Managed store operations and a diverse team, ensuring smooth business operations during evening shifts
- Conducted financial audits and prepared detailed reports on nightly sales
- Fostered a collaborative work environment with employees from various cultural backgrounds
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
Point of Sale Associate
Dainer Leather
05.2014 - 03.2016
- Provided excellent customer service, assisting clients with product inquiries and styling recommendations
- Consistently exceeded sales targets through upselling and cross-selling techniques
- Trained new associates on Point of Sale systems, improving their knowledge and efficiency in handling customer transactions.
- Assisted customers with product selection based on their needs or preferences while adhering to store guidelines on suggestive selling techniques.
- Increased sales by offering advice on purchases and promoting additional products.
- Increased customer satisfaction by providing efficient and accurate Point of Sale transactions.
- Assisted in inventory management, accurately tracking stock levels and reporting discrepancies to supervisors.
- Contributed to overall store performance through effective teamwork and collaboration with colleagues.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Education
MBA - Accounting
Niagara University
Toronto, ON07-2024
BBA - International Commerce and Global Trade
Niagara College
04.2016
Bachelor - Accounting
Brock University
08.2014
Program -
Central University of Finance And Economics
07.2011
Skills
- Government Regulations & Compliance
- Financial Analysis & Reporting
- Collections & Debt Management
- Client Relations & Negotiation
- Data Analysis & Strategic Management
- Proficiency in MS Office 365
- Data research and analysis
- Teamwork and Collaboration
Certification
- Digital Finance, Association of International Certified Professional Accountants (AICPA & GIMA), 2023
- Mentorship Appreciation Certificate, Niagara Workforce Planning Board (Immigrant Mentorship Program), 2018
- Leadership Certification, Niagara College, 2016
- Global Collaboration Certification, X-Culture, 2015
Volunteer Experience
- Cultural Mentorship, Niagara Workforce Planning Board, 2018
- Photo Specialist, RBC, 2018
- Hostess for Lunar New Year Celebration Gala, Niagara College, 2015
- Office Helper, Learning Disabilities Association of Windsor, 2013
- ESL Brochure Volunteer, Brock University, 2012-2013
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Collection Officer
Canada Revenue Agency (CRA)
09.2024 - Current
Business and Accounting Student
Canada Revenue Agency (CRA)
01.2024 - 09.2024
Client Advisor
RBC
05.2018 - 11.2018
Supervisor
Souvenir City
05.2016 - 08.2017
Retail Store Manager and Marketing Coordinator
The Ice House Winery
05.2015 - 11.2021
Point of Sale Associate
Dainer Leather
05.2014 - 03.2016
MBA - Accounting
Niagara University
BBA - International Commerce and Global Trade
Niagara College
Bachelor - Accounting
Brock University
Program -
Central University of Finance And Economics
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