Ivy Wei

Finance and Sales Analyst Assistant at Talegent
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Contact Information
us****@****om
(386) 825-5501
Location
Auckland, Auckland, New Zealand, NZ

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Experience

    • New Zealand
    • Human Resources
    • 1 - 100 Employee
    • Finance and Sales Analyst Assistant
      • May 2022 - Present

      • Leverage Xero to support the finance function for a wide range of clients, including month-end reporting, accounts receivable, accounts payable, expense claims, credit card reconciliation, and system/process improvements. • Delivery all expected financial accounting and reporting tasks with specific accountability for accuracy and meeting deadlines. • Proactively and collaboratively work with sales analyst and accounts managers to assist in weekly and monthly sales forecasting and reporting. • Manage sales data and report governance with HubSpot and PowerBI to ensure reporting and analytic platforms operate as designed and to ensure data and report history is maintained and accessible to enable future analysis. Show less

    • Dairy Product Manufacturing
    • 1 - 100 Employee
    • Micro-Internship - Project team leader
      • Nov 2021 - Dec 2021

      • Led a team of five to perform market research on product demand for collagen peptide powder through conducting an online search and making note of the most recent data published on the market demand • Analyzed market sizing through collecting and deep diving target industry data, competition landscape and consumer insights to identify sales opportunities and provide strategic recommendations to the client • Managed end to end project including setting objectives and plans, hosting brainstorm sessions, coordinating team efforts and communications, as well as reviewing deliverable to ensure analysis is of high quality while meeting the deadline Show less

    • New Zealand
    • Restaurants
    • 1 - 100 Employee
    • Front of House
      • Feb 2020 - Aug 2020

      • Worked closely with restaurant staff to coordinate daily operations and logistics • Provided general office support with a variety of clerical activities and related tasks • Managed internal training systems and organized documentation of data • Proactively identified and solved customer problems to provide outstanding services • Developed great communication and interpersonal skills through answering phone calls and interacting with customers with diverse background • Worked closely with restaurant staff to coordinate daily operations and logistics • Provided general office support with a variety of clerical activities and related tasks • Managed internal training systems and organized documentation of data • Proactively identified and solved customer problems to provide outstanding services • Developed great communication and interpersonal skills through answering phone calls and interacting with customers with diverse background

Education

  • University of Auckland
    Master, Professioanl Accounting
    2020 - 2022
  • University of Canterbury
    Bachelor, Business Economics and Finance
    2017 - 2019

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