
Ryo Yamamoto
Sales/Executive Assistant

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About me
Financial Analyst/IT Project Manager/Generative AI
Education

Langara College
-Diploma Financial Management
Experience

Taina Works Ltd.
Sept 2017 - Jan 2018Sales/Executive Assistant- Created Facebook and Instagram page, resulting in easier access for customers to know about the company.- Assisted the president with communicating with suppliers, finding sales leads, and miscellaneous matters.- Communicated with potential customers and found leads, generated sales by listening carefully to customers.

YR Accounting
Aug 2018 - now-Provided consulting services to businesses in Japan and Canada. -Explained Canadian tax law to Japanese clients, building trust with customers.-Successfully filed client's taxes during the tax return season, resulting in high satisfaction from customers.-Communicated well with CRA to better understand their policy about non-resident tax returns, receiving a refund as a representative of clients who already moved back to Japan, resulting in 100% compliance with CRA regulation.-Managed sales, tax, website teams to achieve the goal.
Owner/Consultant
Feb 2024 - nowOwner/Accountant
Aug 2018 - Mar 2024

CMLS Financial
Oct 2018 - Oct 2022- Maintained cash forecast and monthly/quarterly reporting of the mortgage fund, presented accurate information to the fund manager, and assisted his decision-making process.- Reviewed subscription packages and monthly filings, learned basics of the fund compliance from the compliance officer, and contributed to the compliance of the fund.- Oversaw all provincial brokerage trusts, escrow accounts, and a commercial operating account (reconciliation, compliance, annual filing, and audit), resulting in less shortage and more control. Show less - Successfully processed and paid invoices and employee expenses on time, resulting in a good relationship with suppliers.- Learned the concept of Trust as well as Trust Accounting, applied this knowledge to Trust payments, which requires enhanced knowledge of Accounts Payable related work.- Adapted dynamic change of the team as well as the fast growth of the company. Learned how to fit in a team and a company by communicating with many kinds of people.- Entered bank entry every day including deposits, transfers, and wires of General, Provincial Trusts, Escrow, and Collection accounts, resulting in better understanding of trusts and bank entry. Show less
Accountant - Fund Management / Commercial
Aug 2020 - Oct 2022Trust and Payments Administrator, Finance
Oct 2018 - Aug 2020

Logika Solutions
Jun 2019 - nowCo-Chief Executive Officer, Finance & Sales-Developed a POS system and an online order system from scratch. Had multiple meetings with restaurants to understand their operational needs and understood their UI needs. Explained the system overview and design to the programmers, then managed testing and detailed system building.-Built full custom websites for clients. Managed a designer, a backend developer, and a frontend developer to build the exact website the customers needed.-Research and execution. Have done incorporation, contract writing, bookkeeping, and tax returns by myself by researching from multiple sources. Show less

IACE Travel
Jan 2021 - Feb 2024ConsultantYR Accounting's tax return business was acquired by IACE Travel Canada. Developed a personal tax return division of IACE Travel Canda with the general manager.

Inkeros
Oct 2022 - Apr 2024Financial Analyst-Closely worked with the CEO and the data team in Financial Analysis, negotiations with clients or vendors, contract review, overseeing each department’s spending, and managing reporting systems.-Closely worked with outside accountants in bookkeeping, setting up COA, setting up expense management system, government-related filings, and month-end process.-Closely worked with the data team (programmers) and sales managers to create sales analysis reports on Tableau, Quickbase, and Excel. This process helped the company automate important recurring tasks.-Closely worked with a lawyer to review any sort of contract, checking the logic of each clause and its potential risks. Then negotiated with vendors to change the verbiage or terms to protect the company.-Closely worked with the marketing/event team to visualize their spending, set up budgets for each event, review their emails with vendors, negotiate the pricing and terms, and build reporting.-Fast learned company’s reporting system (Qucickbase, Tableau, and clients’ systems), know where to pull the data from and what to build when the CEO asks for certain reporting, and audit data accuracy by comparing reports to source data. Show less

MetaReal Corp.
Feb 2024 - nowProject ManagerProject Manager of Generative AI Custom Software Solutions for the Pharmaceutical Industry.Ticker SymbolTYO: 6182
Licenses & Certifications

Joint Health and Safty Committee (JHSC-E)
Manufacturing Safety Alliance of BC - Nonprofit Health & Safety AssociationJul 2022- View certificate

Bloomberg Market Concepts
Bloomberg LPDec 2021 - View certificate

Google AdWords Mobile Advertising certification
GoogleJun 2017
Volunteer Experience
Director
Issued by Kiyukai - Vancouver Japanese Business Association on Jan 2020
Associated with Ryo YamamotoBookkeeper
Issued by Aquafit For All Association on Jun 2017
Associated with Ryo YamamotoMarketing Committee - Social Media/Website
Issued by Aquafit For All Association on Mar 2017
Associated with Ryo Yamamoto
Languages
- jaJapanese
- enEnglish
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