Managed the R&R portfolio, preparing and analyzing monthly financial forecast, conducting data maintenance, and resolving reporting discrepancies.
Oversaw financial processes, including email communications for project approvals and updates.
Led R&R forecasting activities, including updates to workbooks, systems, and risk templates to ensure accurate financial projections.
Processed R&R journals and accruals while maintaining supporting documentation and reconciliation files.
Consolidated reports and variance analyses, providing insights to support leadership reviews.
Summer Student
Ontario Public Services
05.2024 - 09.2024
Support the day-to-day operations of the Repair & Renewal (R&R) portfolio, ensuring projects proceed according to plan.
Collaborate with project leads and the Ontario Public Police to prepare monthly budgets and forecasts, ensuring accuracy and alignment with financial goals.
Handle the distribution of Project Initiation Forms, Project Charter Change Forms, and Direct Delivery Project Charter Forms to facilitate smooth project initiation and execution. - Conduct project tracking and closeout activities for the R&R portfolio, ensuring all projects are completed and documented properly.
Assist in R&R project planning, contributing to the development of project plans and schedules.
Assist with invoice tracking, ensuring timely processing and accurate record-keeping.
Business Finance Co-op
Ontario Public Service
01.2022 - 08.2023
Conducted financial and accounting analysis for various capital infrastructure finance portfolios, aiding in resource allocation and decision-making.
Responsible for the accurate recording and management of government expenditure invoices, ensuring timely documentation of invoice details, expenditure amounts, content verification, and payment approvals within a structured spreadsheet.
Contributed to the monthly financial reporting process, enhancing the department's financial transparency and accountability.
Collaborated effectively with team members on financial projects related to capital infrastructure, sharing knowledge and solving problems to support a productive work environment.
Improved communication skills through interactions with internal and external stakeholders, presenting financial findings and effectively conveying complex financial information to diverse audiences.
Audit Intern
Ernst & Young
06.2021 - 08.2021
Participated in the consolidation of financial statements of Sinopharm Group. Prepared and disclosed the 2021 A-share interim audit report for Sinopharm Group.
Responsible for the audit of multiple subjects of financial statements, including asset disposal income, non-operating expenses, and non-operating income.
Prepared the asset accountability statement, income statement, cash flow statement, and equity change statement.
Completed the audit report and its notes. - Provided audit reports for customers according to IFRS (International Accounting Standards), US GAAP (US Accounting Standards), and PRC GAAP (Chinese Accounting Standards).
Checked important audit evidence: such as bank inquiry letters, accounts receivable inquiry letters, accounts payable inquiry letters, inspection and inventory of fixed assets and inventories, contracts, receipts and invoices, acceptance reports, and other evidence.
Assistant HR Business Partner
Tencent
05.2021 - 06.2021
Implemented and promoted HR policies, systems, and key projects for relevant teams in the financial sector.
Assessed and clarified HR needs for organization and talent development through an in-depth understanding of internal and external business and personnel development.
Assisted management in talent management, team development, and organizational atmosphere building to ensure company culture implementation.
Improved human resource management capabilities of management cadres, focusing on the integration and training of key talents, and ensuring continuous communication and feedback.
Education
Mathematics/Financial Analysis & Risk Management
University of Waterloo
Waterloo, ON
08.2024
Skills
Financial Analysis
Budget Forecasting
Report Preparation
Inventory Assessment
Strong MS Office, Matlab, Python, R, Racket, SQL skills,