Wanyu Li
Halifax,Canada
Summary
Finance and Operations Professional with academic and professional experience in financial instruments, reconciliation, and operational efficiency. Proficient in financial reporting, SAP, SharePoint, and Microsoft Office Suite, with knowledge of equities, bonds, and other securities. Detail-oriented, self-motivated, and adept at thriving in fast-paced environments with excellent problem-solving skills. Strong analytical mindset with experience in streamlining processes to improve operational efficiency.
Overview
3
3
years of professional experience
Work History
Project Coordinator
Xintai Insurance Ltd.
05.2022 - 08.2022
- Organized financial training programs for over 60 clients, achieving 100% satisfaction and contributing to 75% client retention
- Developed and implemented a flowchart system to optimize customer service efficiency, increasing productivity by 45%
- Prepared detailed financial performance reports, providing insights into investment returns, risk management, and market trends to senior management
Financial Planning Analyst
Pepsi Global Co. Ltd.
09.2021 - 12.2021
- Improved accounts payable efficiency by managing retail invoices in SAP, reducing processing time by 60% while ensuring accuracy
- Conducted SAP-based invoice reconciliation during audits, enhancing compliance and financial integrity
- Prepared accurate income, sales, and payroll tax forms, ensuring adherence to regulatory standards
- Analyzed financial data to identify discrepancies and implemented corrective actions to maintain accuracy
Procurement Coordinator
BMW Automotive Ltd.
01.2021 - 04.2021
- Coordinated procurement activities, negotiated supplier contracts, and optimized supply chain efficiency to reduce costs
- Monitored daily production statuses and updated supply chain systems to ensure timely component assembly
- Prepared and delivered daily reports for senior management, streamlining decision-making processes
Assistant Intern to Investment Manager
China Everbright Bank
01.2020 - 04.2020
- Facilitated $300,000 in customer investments through proactive engagement and financial product promotion
- Managed customer communication, including 20+ daily calls, to inform them of new products and services
- Coordinated team schedules, travel, and accommodations to ensure smooth operational workflows
Education
Bachelor of Commerce (Co-op) - Finance, Marketing
Dalhousie University
Halifax, NS04.2023
Skills
- Financial Analysis
- Technical Proficiency
- Financial Instruments
- Process Optimization
Accomplishments
- Enhanced invoice processing efficiency, saving significant time and improving financial accuracy.
- Designed and implemented a client onboarding process resulting in improved customer retention and satisfaction.
- Successfully managed multiple responsibilities in fast-paced, deadline-driven environments.
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Project Coordinator
Xintai Insurance Ltd.
05.2022 - 08.2022
Financial Planning Analyst
Pepsi Global Co. Ltd.
09.2021 - 12.2021
Procurement Coordinator
BMW Automotive Ltd.
01.2021 - 04.2021
Assistant Intern to Investment Manager
China Everbright Bank
01.2020 - 04.2020
Bachelor of Commerce (Co-op) - Finance, Marketing
Dalhousie University
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