Experience

The Effort Trust Company

• Canada
• Banking
• 100 - 200 Employee

• Accountant

  • Jan 2022 - Present



Royal Scenic

• Canada
• Leisure, Travel & Tourism
• 1 - 100 Employee

• Financial Analyst

  • May 2021 - Dec 2021

  - Analyzing and reporting daily and monthly financial & operational results - Preparing daily sales and profit reports, ticket performance reports, cashflow analysis, and analyzing trends and initiatives for strategic decision making - Preparing weekly flight reports for ticketing team for business operations - Monitoring operation team's KPI (Airline ACM/ADM report analysis) to diagnosis business performance - Maintaining automated BI reports and Power BI dashboards for the executive team - Making and keeping track of payments and expenditures, including vendor payments and customer refunds - Performing client account reconciliation and generating client statements - Performing Month-End procedures including bank and credit card reconciliations, G/L reconciliation, marketing/GDS accruals, fixed asset scheduling, Intercompany entries, HST/RST filing - Performing weekly BSP Reconciliation for the airline industry Show less



New Oriental Education & Technology Group

• China
• Education Administration Programs
• 700 & Above Employee

• Management Program Analyst

  • Aug 2017 - Dec 2019

  a) Program Management - Oversaw and managed all team members’ training in order to monitor and maintain service quality. - Maintained overall stability of team, including 65 members, 57 licensed teachers, and eight marketing specialists by focusing on team building activities. Determined and managed complete program progress with periodic assessment. - Set and calibrated program expectations with other stakeholders to determine the frequency and content of status reports from the program team, analyzed results, and troubleshot problem areas. - Collaborated with other colleagues to research, develop and present workshops and large group presentations to students and other audiences to enhance program budgets. - Conducted detail analysis and developed new teaching materials for the program. b) Financial Management - Monitored program budgets to ensure they remain within scope. Delivered projects on time and on budget. - Tracked and monitored financial statements and prepared regular financial status reports. - Established work schedules based on assigned tasks as documented in the program schedule for team members based on the project timelines. c) Student Counselling & Recruitment - Provided complex academic advising involving interpreting and communicating academic polices and regulations. - Interpreted, applied and explained academic regulations including program requirements, and made referrals to instructors. - Through presentations, large-scale departmental events and peer programming, educated students to set goals, prioritize, assume responsibility, generate opinions and make informed decisions about academic and personal matters. - Supported recruitment and enrolment management by advising and providing information to prospective students at recruitment and conversion events. Show less



Shaanxi Xixian New District Jinghe New Urban Development and Construction (Group) Co., Ltd.

• China
• Real Estate

• Financial Analyst

  • Jul 2016 - Jul 2017

  - Sorted bills and invoices, prepared journal entries and maintained accounting records for month-end close process. - Sustained relationship with nine financial entities, such as state-owned banks and private financial sectors. - Delivered forward-looking financial data / information for internal utilization. - Collaborated closely with executives and senior management of all financial aspect of business. - Gathered and settled loans with worth more than 30M in CAD. - Increased cash revenues by providing strategic business priorities and receiving loans from local banks. - Performed monthly balance sheet account reconciliations, including bank and credit card reconciliations, and posted collections of A/R; investigated and resolved any discrepancies by booking adjusted entries. - Reconcile various accounts, including revenue, deposit, and other account; conduct analysis and make adjusting entries to resolve any mismatch with the general ledger. Show less



Venegas International Group

• United States
• Real Estate

• Market Analyst

  • Jun 2015 - Jun 2016

  - Aided account managers in financial ratios analysis to determine the efficiency of the business. - Provided regular China’s economic and real estate market examination and analysis. - Conducted qualitative and quantitative analysis on clients’ historical financial reports and annual reports, such as NPV analysis, ratio analysis, sensitivity analysis, relevant costing analysis, cash flow modeling and projections, etc.. - Coordinated all meetings along with delivering required background information and detailed schedules. - Oversaw / deployed travel arrangements and organized multiple showcases in foreign countries. - Generated large number of sales by planning and promoting partnership between Venegas International Group and Homelink Group. - Traveled to 4 cities in China, including Beijing, Shanghai, Guangzhou and Chengdu in 2015 with CEO of Venegas and management team to attend LPS (Luxury Property Showcase), sold properties for large developers such as Swire Properties and The Related Group. Show less