Experience

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  Bank of china

  May 2015 - Jun 2017

  Duty manager

  Overseas Financial Commissioner/Financial Manager Nov. 2016 to Apr .2017Bank Of China Shenyang Shenhe Branch, Shenyang,Liaoning, Monitor anti-money Laundering of personal and small business and create reports to auditor departmentCharge Stock and Fund service fee Create reports and statements of foreign currency for branchDealt with personal international remittanceProvided overseas account witness opening serviceClaimed foreign currencyReported the data and statements to the State Administration of Foreign Exchange (SAFE)Collected the data of subordinate branchesInternational Settlement Teller Aug. 2015 to Nov. 2016Bank Of China Shenyang Shenhe Branch, Liaoning, Shenyang, China Responsible for private international remittance SWIFT, drawing money orders, collecting checks, remitting Money Grams, making international revenue and expenditure declarations, etc.Communicated with foreign customers, and responsible for American and Canadian GIC account opening workLearned and used marketing skills to promote and sell financial products Show less

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  Scotiabank

  Mar 2019 - Aug 2019

  Customer service representative

  Client engagement-Help clients manage their accounts and productsProblem solving-Listen, ask questions, and build a better solution with customers togetherLeveraging technology-Share my knowledge by introducing clients to mobile banking,assisting them to better manage their banking needs

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  Yorkville university

  Sept 2019 - Aug 2021

  Financial aid officer

  Post around 3000 transactions of student payment tuition each of monthGenerate weekly Financial Report with Excel & VlookupAnalyst stale accounts and let collection department to follow up Inform and advise both prospective and current students and parents regarding the school’s terms of payment and various available financial aid programsCounsel students on consequences of early withdrawals/program changes and impacts to their student loans/grantsTimely invoicing of students for tuition and related fees; receiving and processing payments from students; follow up with students regarding outstanding paymentsProvide regular, timely activity reports; keep the Director of Student Finance informed of any issues, concerns or additional requirements of student’s financial aidprovide the services of the Financial Aid Office including up-to-date program information to various parties, including applicants, students and internal staff. Show less

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  Ryerson university

  Aug 2021 - Nov 2021

  Ph.d student
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  York university

  Nov 2021 - Feb 2023

  Graduate funding & finance analyst

  • Analyzes, interprets, and integrates data from various systems (such as ARMS, SIS, e-Reports, etc.)• Prepares posting files of the various components of graduate student funding including, but not limited to, Fellowship, Graduate Financial Assistance, International Tuition Offset, Supplementary Graduate Assistance, Healthcare Bursary, UHIP, York Graduate Scholarship, numerous internal and external scholarships, and Faculty and program specific awards.• Analyzes system data to support financial reporting and to identify data issues. • Check posting eligibility based on award agreements and Notice of Award and student registration status. • Under the direction of the Finance Officer, prepares and processes financial transactions including journals, payment requisitions, and bank deposits. As needed, undertakes cost center reconciliation as it relates to graduate student awards.• Communication with Student Financial Services, Graduate Program Assistants, Graduate Funding Advisors, Student Affairs Team, Scholarship & Awards Coordinator• Maintains records of claims and tracks student expense totals to cap, when maximum awards have been issued, and to ensure continued student eligibility if maximums have not been met. • Prepares summary files of submitted applications to support adjudication by fund committees. Once adjudicated, prepares and issues individual Notices of Award to students. Responds to students’ questions and concerns with respect to their claim(s). Identifies any compliances issues and raises these to the Financial Officer for intervention and resolution. • Reviews randomly selected claims, submitted to the Graduate Development Fund and the Academic Excellence Fund, to ensure compliance to standard guidelines for travel and accommodation. Show less