Summary
Overview
Work History
Education
Skills
Certification
Recent Project
Languages
Timeline
Generic

WANLIN HE

Richmond Hill,ON

Summary

  • 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.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Finance Assistant

Demon Powersports
01.2024 - Current
  • Managed end-to-end accounts receivable processes, overseeing billing, invoicing, and collection function's accuracy
  • 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
WANLIN HE