Yuxiang (Barry) Jiao
Toronto,ON
Summary
Recent Master of Finance graduate with expertise in financial analysis, accounting, and data-driven decision-making. Skilled in utilizing Excel (VBA), QuickBooks, and accounting software to optimize financial reporting, forecasting, and modeling. Demonstrated ability to quickly adapt to new systems, enhance processes (e.g., achieved a 20% reduction in reporting errors), and effectively translate complex data into actionable insights.
Experienced with financial analysis, reconciliations, and reporting. Utilizes data analysis and financial modeling to support strategic decision-making and ensure compliance. Track record of enhancing process efficiency and accuracy in financial reporting.
Overview
3
3
years of professional experience
Work History
Investment Analyst Intern
DashGo Capital
05.2024 - 09.2024
- Monitored economic data and industry news to assess market trends and asset performance, reporting insights to senior analyst to support investment decisions
- Conducted industry and financial statement analysis, updating financial models with the latest data to refine valuations and forecasts to reassess investment opportunities
- Tracked and documented portfolio rebalancing, ensuring precise execution and optimal asset allocation
Accounting Intern
Project 10
05.2023 - 08.2023
- Conducted month-end and year-end reconciliations of key account balances, ensuring completeness and accuracy, which strengthened the reliability of financial reporting
- Managed Accounts Payable and Accounts Receivable functions with 100% accuracy, investigated suspicious transactions, and presented actionable solutions to management to strengthen financial controls
- Helped design reporting processes and trained staff on upgraded accounting systems, reducing reporting errors by 20% and increasing operational efficiency by 30%
- Refined and updated an Excel modeling system for financial reporting on an ad hoc basis, integrating formula checks and cross-referencing techniques to improve accuracy, usability, and reliability for reporting
Auditing Assistant
Zhongshenzhonghuan Certified Public Accountants LLP
07.2022 - 09.2022
- Collaborated with the audit team on cases, using financial analysis and data interpretation to identify potential risks and misstatements, facilitating a thorough and efficient audit process
- Analyzed 300+ financial records, including invoices, receipts, and transactions, to identify discrepancies and misstatements; communicated findings and shared test results with managers
- Collaborated with a cross-functional team to ensure all deliverables are met in a timely manner
Accounting Analyst
CITIC Securities Company Limited
07.2021 - 09.2021
- Assisted in recording journal entries and managing the monthly closing process, ensuring accuracy and completeness to maintain the integrity of financial records (IFRS)
- Performed account reconciliations for 10+ accounts per month, conducting variance analysis and preparing supporting documentation to ensure accurate financial reporting
- Engaged in generating ad-hoc financial reports and contributing to special projects, providing actionable insights that supported financial decision-making
Education
Top 10% Candidate
CFA Program
Master of Finance
Mcmaster University
Hamilton, ON12-2024
Bachelor of Accounting
Concordia University
Montreal, QC05-2023
Skills
- Financial statement analysis
- Microsoft Excel
- IFRS expertise
- Financial statement review
- Forecasting
- Data analytics
- Account and ledger reconciliations
- Journal entries
Timeline
Investment Analyst Intern
DashGo Capital
05.2024 - 09.2024
Accounting Intern
Project 10
05.2023 - 08.2023
Auditing Assistant
Zhongshenzhonghuan Certified Public Accountants LLP
07.2022 - 09.2022
Accounting Analyst
CITIC Securities Company Limited
07.2021 - 09.2021
Top 10% Candidate
CFA Program
Master of Finance
Mcmaster University
Bachelor of Accounting
Concordia University
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