Xuedan X.
Accounts Receivable Analyst at Amphenol Canada Corp.- Claim this Profile
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Bio
Credentials
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SAS Certified Advanced Programmer for SAS 9
SASSep, 2017- Nov, 2024 -
SAS Certified Base Programmer for SAS 9
SASAug, 2017- Nov, 2024 -
SAP Workshop for Management & Engineering
Centre for Executive and Professional Education at the University of WindsorMay, 2017- Nov, 2024 -
Volunteer Internship Program
University of WindsorMay, 2017- Nov, 2024 -
Fundamentals of Income Tax
H&R BlockDec, 2016- Nov, 2024 -
Bloomberg Market Concepts
Bloomberg LP
Experience
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Amphenol Canada Corp.
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Canada
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Appliances, Electrical, and Electronics Manufacturing
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100 - 200 Employee
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Accounts Receivable Analyst
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Mar 2018 - Present
• Response customer’s request in timely manner and do the cash application daily • Prepare monthly cash reconcililations and do the account receivable summary & analysis reporting • Extract data from database and generate ad-hoc AR statement report at the month beginning and identify the potiental bad debt, analyse the risk rating for all cusomters and do collections accordingly • Review and adjust the credit limit of each accounts monthly and control the order and shipment properly • Collabrate with internal customer services for price discrepancy and return material, and issue credit notes and made adjustments accordingly • Prepare AR releavent reports to headquarter and provide tariff details to the customers for tariff collection Show less
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SavvyPro Education
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Toronto, Canada Area
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Data Analytics Training Program
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Nov 2017 - Feb 2018
• Analyzed collateral transactions from artificial dataset and create SQL statements to report the summary analysis results • Create high-quality business reports across multiple tables using all available SQL functions • External credit assessment and mapping project analysis Dec 2017-Feb 2018 • Applied SQL to map the external credit assessments to the risk weights available under the standardized risk weighting framework • Analyzed the usage of external credit rating agencies for each bank risk weighs Show less
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Savvypro Education
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Toronto, Canada Area
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Bussiness Project, Credit Risk Rating Analysis
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Jul 2017 - Oct 2017
• Extract and combine various data elements in tables from multiple sources, reconcile data formats using SAS formats and functions • Analyze credit risk ratings from different rating agencies and report the risk rating comparison • Monitor credit risk rating migration and produce rating transition matrix • Apply SAS macros to automate the process of generating reporting results such as risk rating comparison or rating transition matrix • Create high-quality figures to visualize data distribution and trend using SAS PROC SGPLOT and ODS Show less
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H&R Block
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United States
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Retail
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700 & Above Employee
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Tax Professional
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Jan 2017 - Apr 2017
• Conducted tax interviews, gathered appropriate supporting documents and maintained client records while strongly adhering to professional ethics • Managed client's database and performed tax planning including follow ups to collect relevant information from Canada Revenue Agency for E-file • Analyzed tax documents such as (T4,T4A,T5) , determined deductions, and prepared both federal and provincial tax returns for clients • Verified data input and totals on forms prepared to detect errors in arithmetic, data entry, or procedures • Liaised with Canada Revenue Agency to verify client financial information and tax implications • Explained tax return to clients in simple terms, promptly responded to inquiries through phone or e-mail, assisted clients in tax planning Show less
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Education
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University of Windsor
Master Degree, International Finance and Accounting -
China University of Petroleum (Beijing)
Bachelor Degree, Financial Management