Devoted Finance Assistant adept at effectively completing complex tasks. Smart and talented with proficiency in Sage and a supportive attitude. Proven history of efficiency, accuracy and detail-oriented work.
Strong Python programming skills, enabling to develop efficient and effective solutions for various tasks and projects.
Excel in communication, effectively conveying complex ideas and collaborating seamlessly with team members to achieve shared goals.
Prepare Bank Reconciliation and figure out unbalance outstanding balance
Demonstrated proficiency in analysis tools, including Excel and Sage
Regularly produced and presented comprehensive financial reports to leadership, translating complex data into actionable insights for strategic planning
Tutor, Mathematics & Statistics Support Centre
Wilfrid Laurier University
10.2021 - 04.2022
Provided tutoring to undergraduate students to improve students' understanding of core concepts by providing supplementary learning materials and tailoring lesson plans based on individualized needs
Thoroughly answered questions and provided relevant examples to enhance student engagement
Utilized strong communication and interpersonal proficiencies to cultivate positive and collaborative relationships with students while providing guidance
Instructional Assistant
Wilfrid Laurier University
09.2020 - 04.2021
Liaised with undergraduate students to ensure full comprehension of Python programming language while providing constructive feedback and support for assignments and upcoming examinations
Accessed and communicated students' progress throughout labs and adjusted teaching methods to better meet students' needs
Tax Professional
H&R Block
02.2021 - 04.2021
Consulted with clients to assess and mitigate future tax liabilities by leveraging effective communication skills
Reviewed available data and compared it against tax codes to determine exemptions, deductions, and potential liabilities
Maintained complete records of client tax returns and supporting documentation in secured areas
Education
Master of Engineering - Data Analytics
University of Toronto
Toronto, ON
12.2023
Bachelor of Arts - Financial Mathematics
Wilfrid Laurier University
Waterloo, ON
04.2022
Skills
Accounts Receivable
Bookkeeping
Critical Thinking
Data Visualization
Data Entry
Financial Modelling
MATLAB
MS Excel VBA
Multilingual
Networking
Problem-Solving
Python
Quantitative Analysis
QuickBooks
RStudio
Sage
Teamwork
Time Management
Weekly Reporting
Certification
Portfolio Selection & Risk Management Certificate - Rice University
Bloomberg Market Concepts Certificate - Bloomberg Professional Services
Financial Engineering & Risk Management Part I Certificate - Columbia University
Recent Project
Monte Carlo Simulation for Pricing Compound Options | Python
Verify the validity of the analytical function of a call-on-call option through a Monte Carlo simulation.
Using real data to compute their corresponding option values under the call-on-a-call compound option model. Comparing the two methods by constructing a 95% confidence interval under simulation.
Sentiment Analysis of Social Media Posts/ Tweets about the War of Ukraine Against Russia | Python
Four sentiment analysis models are developed and compared by using provided labeled tweet data, the best model is compared with existing models on the Ukraine Conflict Twitter Dataset.
A factor selection model is utilized to identify the factor causing positive/negative sentiment. Findings and suggestions are summarized by visualizing word clouds of each part.
Languages
English
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Finance Assistant
Demon Powersports
01.2024 - Current
Tutor, Mathematics & Statistics Support Centre
Wilfrid Laurier University
10.2021 - 04.2022
Tax Professional
H&R Block
02.2021 - 04.2021
Instructional Assistant
Wilfrid Laurier University
09.2020 - 04.2021
Master of Engineering - Data Analytics
University of Toronto
Bachelor of Arts - Financial Mathematics
Wilfrid Laurier University
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