Rebecca Chu
Kitchener,ON
Summary
Data-driven analyst with double degree in Mathematics (Statistics) and Business Administration (Marketing). Proficient in Excel and SQL, with proven ability to extract insights into actionable strategies for informed decision-making. Adept at effective communication and managing multiple priorities with a positive attitude.
Overview
2
2
years of professional experience
Work History
Venture & Campaign Strategy Analyst
FrontFundr Financial Services
Toronto, Canada
09.2023 - 12.2023
- Tracking campaign performance and metrics, such as the number of investors, funds raised, and progress towards the fundraising goal
- Providing regular reports to the campaign organizers and management to assess performance
- Conducting market research to identify trends, potential target audiences, and competitive analysis
- Assisting companies in preparing investment materials, including creating FrontFundr pages, drafting compelling pitch descriptions, setting fundraising goals, and determining perks for investors
Underwriter/Financial Analyst
Trisura Guarantee Insurance Company
Toronto, Canada
09.2022 - 12.2022
- Conducting Excel financial modelling to determine performance and assess risk using company financial statements and work-on-hand breakdowns translated into financial ratios
- Preparing analysis reports for management and determining recommendations for single and aggregate limit support, usually around $1M and $3M respectively
- Analyzing quarterly and year-end financial strength and positions of 100+ current and new businesses
Staff Accountant
Henderson Partners LLP
Oakville, Canada
01.2022 - 04.2022
- Preparing 200+ compilation (NTR) files, T1-T5 tax returns, bookkeeping, working papers, and audit engagements
- Analyzing, examining, & interpreting financial information with accounting software including Taxprep, QuickBooks, CaseWare, and Xero
- Reconciling financial data & recording necessary journal entries to maintain accurate, current, and compliant financial records
Education
Bachelor of Mathematics - Statistics Major
University of Waterloo
01.2024
Bachelor of Business Administration With Distinction - Marketing Concentration
Wilfrid Laurier University
01.2024
Skills
- Microsoft Office Suite
- Excel (Pivot Tables, VLOOKUP, Conditional Formatting)
- SQL
- SAS
- SPSS
- PowerBI
- R
- Statistical Analysis and Reporting
- Data Analysis and Reporting
- Problem Solving
- Communication
- Adaptability & Continuous Learning
Accomplishments
- CEMC
- Canadian Intermediate & Senior Math Contests
- Pascal, Cayley, Fermat Contests
- Certificate of Distinction
- RCM
- Intermediate History & Theory
- Advanced Rudiments
- Level 10 Piano Examination
Hobbies and Interests
- Puzzles
- Photography
- Sudokus
- Badminton
- Hiking
Timeline
Venture & Campaign Strategy Analyst
FrontFundr Financial Services
09.2023 - 12.2023
Underwriter/Financial Analyst
Trisura Guarantee Insurance Company
09.2022 - 12.2022
Staff Accountant
Henderson Partners LLP
01.2022 - 04.2022
Bachelor of Mathematics - Statistics Major
University of Waterloo
Bachelor of Business Administration With Distinction - Marketing Concentration
Wilfrid Laurier University
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