Xenia Auyeung
Scarborough
Summary
Seasoned professional with over 15 years of experience in Corporate Real Estate, Facility Resiliency & Technology Finance. Good analytical & problem-solving skills. Focuses on formulating best practices by using innovative IT tools resulted in enhancing organizational effectiveness & data-driven decision-making.
Overview
19
19
years of professional experience
Work History
Business Consultant – Int.
Bank of Montreal
05.2023 - Current
- Support the T&O B2B Business Management team on project financial control & resource management matters, mainly using the Clarity project management tool
- Manage GR vendors in the aspect of onboarding or extending resources on the Clarity system
- Create & maintain Power BI dashboards (desktop & service versions) for data analytic purposes
- Use Microsoft Power Apps & Power Automate Flows to streamline control & governance processes
- Run & modify Bots on UiPath (RPA) platform
Senior Financial Analyst (FA III) – Professional Services
BGIS
05.2022 - 04.2023
- Prepared monthly project financial review file for program/project managers to determine project billing
- Checked on the Purchase Order received and made sure the billing was not over budget; otherwise alerted the project manager to request additional budget approval from client
- Used the in-house developed project management app “RealProject” to control the project budget & spend
- Uploaded quarterly forecast & annual plan onto VENA
- Prepared month-end closing entries such as accruals & deferrals and variance analysis with actuals against quarterly forecast & annual plan
- Performed Balance Sheet reconciliation at month-end close for Canada & the US accounts
Senior Financial Analyst (FA III) – Financial Shared Services Centre
BGIS
08.2017 - 05.2022
- Supported Director of FSSC in delivering all financial reporting requirements, preparing quarterly forecasts & annual plan for a yearly budget of ~$6 million
- Performed monthly variance analysis on labour expenses, cost recovery & project/other expenses and responsible for staff cost allocation to clients’ accounts
- Calculated & updated Unit pricing / Costing model
- Created and maintained various visualizations in Power BI Dashboards for presenting the performance metrics to senior management
- Used KNIME to create automated workflow to speed up process
- Updated & modified departmental SharePoint site for internal communications purpose
Senior Financial Analyst – GTI Finance
Royal Bank of Canada
01.2012 - 12.2017
- Responsible for enterprise financial reporting & advisory, quarterly forecast, annual operating plan and variance analysis of major spends such as computer equipment expenses, FTE costs & Occupancy costs for Service Continuity / Global Communication Services
- Acted as primary finance contact with management team of Critical Environments, Data Centre Operations team, CRE Finance team, JLL Operations & Accounting team & GTI planning managers regarding accounting, financial reporting, forecast/plan and variance analysis for SC / GCS
- Performed review and audit of budgeting and invoice payments
- Performed eGL reconciliation such as IBM SCA credit grant & use in computer equipment expenses for a total of $14.8 million
- Submitted request for opening, closing, updating and moving transits and rollups within or outside of GTI hierarchy
- Submitted request for opening, transferring and closing WBS for Critical Environments and T&O projects
- Supported Data Centre Operations team for all accounting and financial matters; including but not limited to payment issues and manual fixed assets upload if required
Project Financial Accountant, DCS Program – T&O Finance
Royal Bank of Canada
01.2010 - 12.2012
- Responsible for financial reporting and accounting of Real Estate managed projects within the Data Centre Strategy (DCS) Program
- Prepared a program financial dashboard to show all program change records, project commitments and forecasted costs for the use at Corporate Real Estate Program Operating Committee
- Reviewed project financials with each CRE Program Manager to validate against approved scope, pending scope, overall progress to date and forecasted costs for each project
- Performed frequent reviews and audits on CBRE financial data including accounts payable and worked closely with the CBRE Project Management Team in monitoring the total project spend
- Supported RFP evaluation process and technical business cases (i.e
- Engineering solutions for projects or operations)
- Maintained process documentation, reporting structure and works to develop streamlined financial reporting
Accounting Officer – Vendor Management, CRE
Royal Bank of Canada
01.2006 - 12.2010
- Prepared weekly O&M and Capital funding analysis and arranged payments through RBC Accounts Payable for the Tier 1 vendor
- Reviewed & prepared for approval of the Resource invoices from the Tier 1 vendor and prepared YTD and trending analysis for Resource Management
- Performed regular vendor audits on their invoice submission & backup documents
- Handled difficult vendors who called to complain about not getting invoices paid due to their unauthorized vendor status
- Corrected Premises Costs Report errors in SAP if there are any
- Carried out quarterly audits on CBRE Accounts Payable; identified problems associated with accuracy and timeliness of payments
- Validated CBRE Canada & US Service Level Agreement results according to the internal audit cycle
- Prepared analysis for CBRE US invoices and obtained approval prior to distributing to the US entities
- Monitored spending and assisted in setting up tools and processes to manage Tier 2 vendor contracts, e.g
- Bullfrog Power
- Created SAP purchase orders and issued goods receipts for paying third-party consultants, construction contractors and equipment suppliers
- Coordinated SAP PO release strategy with RBC Fixed Assets group
- Assumed ad-hoc duties when required
Education
Accounting Exams -
CGA Professional Studies
10-2012
H.B.com -
Laurentian University
10-2012
Skills
- Data analytics
- Robotic Process Automation
- Process improvement
- Governance & control
- Financial planning & analysis
- Vendor management
- Team collaboration
- Effective communication
Personal Information
Title: CPA, CGA, H.B.Com
Timeline
Business Consultant – Int.
Bank of Montreal
05.2023 - Current
Senior Financial Analyst (FA III) – Professional Services
BGIS
05.2022 - 04.2023
Senior Financial Analyst (FA III) – Financial Shared Services Centre
BGIS
08.2017 - 05.2022
Senior Financial Analyst – GTI Finance
Royal Bank of Canada
01.2012 - 12.2017
Project Financial Accountant, DCS Program – T&O Finance
Royal Bank of Canada
01.2010 - 12.2012
Accounting Officer – Vendor Management, CRE
Royal Bank of Canada
01.2006 - 12.2010
Accounting Exams -
CGA Professional Studies
H.B.com -
Laurentian University
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