Red Zhao
Toronto,ON
Overview
3
3
years of professional experience
Work History
Financial Advisor
Bank Of China Qingdao Branch
Qingdao, China
06.2024 - 08.2024
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Collaborated with tax professionals and attorneys to provide a holistic approach to client financial planning.
- Prepared and presented detailed financial reports and performance analytics to clients during review meetings.
- Ensured compliance with regulatory requirements and adherence to industry best practices.
Accountant and Teller
Industrial and Commercial Bank of China Qingdao Branch
Qingdao, China
05.2022 - 08.2022
- Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
- Monitored cash flows and prepared weekly cash projections.
- Analyzed balance sheets for mistakes and inaccuracies.
- Performed audits of operational and financial areas to check compliance.
Accountant
Oasis Cultural Media Co. Ltd
Qingdao, China
05.2021 - 09.2021
- Researched changes in laws to maintain adherence to financial regulations.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
Education
Bachelor of Science - Cross Displinerary
Western University
04.2025
Skills
- SQL
- Excel
- Python
- Adobe Express
- Stock market expertise
- Cash flow analysis
- Asset allocation
Activities
- Participant of Model United Nations, France Representative, Analyzed potential Financial and Economy issues in late 2020 to early 2030.
- Orientation Week Leader, Supported incoming students by organizing team building and ice breaking activities and provided tips for program information.
Timeline
Financial Advisor
Bank Of China Qingdao Branch
06.2024 - 08.2024
Accountant and Teller
Industrial and Commercial Bank of China Qingdao Branch
05.2022 - 08.2022
Accountant
Oasis Cultural Media Co. Ltd
05.2021 - 09.2021
Bachelor of Science - Cross Displinerary
Western University
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