Ruitong (Zoey) Liu
Nanaimo,BC
Summary
Detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously with a high degree of accuracy. I have demonstrated success in financial services and market analysis through my professional experiences in Canada and China. I hold a successful Master of Business Administration and UBC Sauder School of Business degree, seeking a role where I can utilize my business analyst and property valuation knowledge. I have operated both as a leader and a team member, with the ability to produce high-quality work in a timely manner. I excel in developing impactful relationships with internal and external stakeholders.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Income Tax Professional Trainee
H&R Block
03.2022 - Current
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Maintained compliance by adhering to current tax laws and regulations.
- Developed tax plans and projections to help clients meet objectives.
Financial Services Representative
CIBC
12.2020 - 02.2023
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Developed and implemented financial strategies to maximize returns on investments.
- Built and established relationships with clientele to improve future business opportunities. Continuing to maintain an 80% NPS (Net Promoter Score) in client feedback for four weeks
Store Manager and Market Analyst
VV Future Enterprises
08.2018 - 12.2020
- Identified appropriate marketing channels and target customers for campaigns.
- Created customized marketing materials to increase product awareness.
- Wrote engaging and successful marketing, advertising, and website copy.
- Researched and evaluated potential new markets and products.
- Generated reports to support development and implementation of marketing plans.
- Tracked key performance indicators to measure success of campaigns.
- Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
Commercial Banking Assistant Intern
China Merchants Bank
04.2017 - 09.2017
- Sorted, organized, and maintained files.
- Helped with administrative support by managing incoming calls, coordinating files, and sorting mail.
- Provided clerical support, addressing routine, and special requirements.
- Answered and transferred incoming telephone calls, taking messages for various staff members.
- Analyzed problems and worked with teams to develop solutions.
- Collaborated with senior management on new initiatives to build confidence.
- Maintained accurate records and documentation of projects to inform stakeholders of progress and updates.
Education
MBA - Finance
Vancouver Island University
Nanaimo06.2025
BBA - Real Estate
UBC Sauder School of Business
Vancouver, BC11.2023
BBA - Finance
Vancouver Island University
Nanaimo, BC07.2020
Skills
- Tax Audit Procedures
- Multi-State Tax Filing
- Active Listening
- Financial Management
- Tax Laws
- Administrative Support
- Data Inputting
- Confidential Data Protection
- Document Preparation
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Certification
- Foundation of Real Estate Appraisal Training - September to November, 2023
- Legal Interpretation and Translation Certificate (Mandarin and English) - Simon Fraser University 2022
- Canadian Investment Funds Certificate - The Investments Funds of Institution 2020
Timeline
Income Tax Professional Trainee
H&R Block
03.2022 - Current
Financial Services Representative
CIBC
12.2020 - 02.2023
Store Manager and Market Analyst
VV Future Enterprises
08.2018 - 12.2020
Commercial Banking Assistant Intern
China Merchants Bank
04.2017 - 09.2017
MBA - Finance
Vancouver Island University
BBA - Real Estate
UBC Sauder School of Business
BBA - Finance
Vancouver Island University
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