Experience

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  Chinese students and scholars association at the university of toronto scarborough

  Apr 2019 - May 2020

  Public relation coordinator
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  Italkbb canada

  Sept 2019 - Dec 2020

  Sales associate

  • Exhibited strong communication skills by identifying customer's needs and introducing the appropriate products• Completed 3+ marketing research and got 1000+ responses, analyzed results to identify main competitors and customer's new needs

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  Harvest fund management

  Mar 2021 - Aug 2021

  Channel manager assistant

  • Demonstrated strong analytical skills by collecting daily fund data, using pivot tables to summarize data, and presenting reports• Analyzed mutual funds and posted the latest fund trends in financial market, and wrote 50+ net value report of funds• Initiated meetings with bankers and high-net investors to promote financial products (funds), result in $5+ million sales for 2 weeks• Produced research report to predict total addressable market trends of the military industry and analyzed drivers for the fluctuations Show less

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  Pwc

  Oct 2021 - Dec 2021

  Training intern

  • Cooperated with financial risk manager to create an effective learning environment by designing in-class interactive activities• Created untrained employee lists and searched qualified instructors by using Excel from PwC employee database• Led group discussions and activities of 30+ training courses to improve working ability and cohesion of 1000+ employees• Drawn insights from trainees’ questionnaire data through Excel, created weekly reports, resulting in 20%+ in training effectiveness Show less

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  Scotiabank

  Sept 2022 - Dec 2022

  Financial analyst

  • Analyzed and extracted digital metrics in financial reports to track and predict digital sales trends of banks by creating 5+ decks • Visualized financial metrics data in Excel by creating graphs and charts, and analyzed drivers of the digital metric changes • Updated metrics of various financial products for monthly financial reporting by cleaning data and creating PivotTables in Excel• Generated dynamic annual reports on average budget balance and revenue for specific customer segments using Power BI Show less