Rebekah Luo
Toronto,Canada
Summary
Experienced Financial Control Manager with a strong track record in financial reporting and analysis at RBC Capital Markets. Detail-oriented professional with solid understanding of financial instruments and risk measurement techniques, including RWA, Value at Risk (VaR), stress testing, and scenario analysis. Possesses analytical skills, CFA knowledge, and deep insights into the financial industry. Eager to transition into a risk analytic role to contribute to the development of effective risk management strategies.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Manager - Wholesale Financial Control
RBC Capital Markets
05.2023 - Current
- Review monthly hedge effectiveness testing results, mitigating interest rate risk and FX risk exposure, provide analytical review, and investigation of any issue identified for Net Investment Hedge and Cash Flow Hedge
- Provide timely and accurate reporting of the monthly, quarterly and yearly financial impact and disclosure
- Served as the primary point of contact for NIH team for managing and executing ad-hoc projects, ensuring timely completion and alignment with organizational goals
- Worked on IBOR transition and HSBC migration to facilitate smooth transitions across systems and processes
- Trained and onboarded entry level new hires, provided education on key knowledge areas, ensuring effective integration into the team and a thorough understanding of processes and responsibilities
Analyst - Enterprise Hedge Accounting
RBC Capital Markets
08.2022 - 05.2023
- Managed daily Cash Flow Hedge designation of new hedge relationships to mitigate interest rate risk
- Prepare CFH daily inception document through validating transaction details; performing effectiveness testing and monitoring counterparty credit risk
- Monitoring all ALM hedges to ensure effective hedging relationships, perform timely actions and calculations for hedges to ensure in line with CFH requirements
- Promoted to a manager role less than a year, recognizing exceptional performance and rapid skill acquisition
Corporate Accountant (Intern)
Ontario Ministry of the Attorney General, Office of the Public Guardian and Trustee
09.2020 - 12.2020
- In charge of daily bank reconciliation of the company; classify and sort transactions from bank statements into company's accounts, reconcile with trial balance
- Prepare journal entries, prepare monthly and quarterly investment invoices for payments, calculate monthly HST remittance, and review corporate purchasing card statements and reconciliation
- Responsible in reconcile units and market value of investment funds held by clients and corporate
- Assist in preparing quarterly financial statements
Data Analyst (Intern)
JANA Corporation
05.2019 - 08.2019
- Checked figures, postings and documents for correct entry, and verified validity, accuracy and consistency of existing data using Excel Access
- Gathered and organized data to analyze trends using Excel functions
- Provided manual for customers working on the projects in the future
Junior Analyst (Intern)
KGS Research
09.2018 - 12.2018
- Programmed surveys contained variety logic questions by a statistical survey web app called Lime Survey
- Analyzing data obtained from surveys using Excel according to clients' preferences
Education
Bachelor of Mathematics - Double Major
University of Waterloo
Waterloo, ON04-2022
Skills
Microsoft Office Suite
SAS
Python
R
Murex
Reval
EPM
PeopleSoft
Hedge Accounting
Financial Reporting
Multi-tasking
Problem Solving
Team Work
Time Management
Certification
- CFA I Passed in Apr 2024
- CFA II Passed in Oct 2024 - Top 10%
- CFA III Candidate in Feb 2025
- SAS Certified Specialist: Advanced Programming Using SAS 9.4 ( Feb 2020)
- SAS Certified Specialist: Base Programming Using SAS 9.4 (Jan 2020)
Timeline
Manager - Wholesale Financial Control
RBC Capital Markets
05.2023 - Current
Analyst - Enterprise Hedge Accounting
RBC Capital Markets
08.2022 - 05.2023
Corporate Accountant (Intern)
Ontario Ministry of the Attorney General, Office of the Public Guardian and Trustee
09.2020 - 12.2020
Data Analyst (Intern)
JANA Corporation
05.2019 - 08.2019
Junior Analyst (Intern)
KGS Research
09.2018 - 12.2018
- CFA I Passed in Apr 2024
- CFA II Passed in Oct 2024 - Top 10%
- CFA III Candidate in Feb 2025
- SAS Certified Specialist: Advanced Programming Using SAS 9.4 ( Feb 2020)
- SAS Certified Specialist: Base Programming Using SAS 9.4 (Jan 2020)
Bachelor of Mathematics - Double Major
University of Waterloo
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