Lichuan Yuchi

Experience

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  Canada Revenue Agency - Agence du revenu du Canada

  Sept 2019 - Apr 2020

  Accounting Assistant

  • Determined eligibility of scientific project proposals by conducting in-depth company research; analyzed over 30,000 SR&ED case records, tracked case status, and constructed pivot tables using Excel; presented status and finding to manager• Extracted 3000+ sets of corporate data and applied internal calculation models to estimate SR&ED expenditure and assess potential tax credit benefits for claimants in different industries across Canada• Hosted monthly advisory sessions to groups of 30-40 and achieved 5/5 rating; demonstrated exceptional communication skills• Conducted pre-site visit research for 100+ first-time claimants and conducted on-site operation inspections with attention to detail Show less

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  YuCong Asset Management

  Sept 2021 - Dec 2021

  Portfolio Management Associate
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  OPTrust

  May 2022 - Dec 2022

  Financial Reporting Analyst

  • Facilitated year-end financial statement preparation, account reconciliation, internal valuation, and external audit coordination• Assisted investment team with private equity fund due diligence and valuation, managed cash activities with treasury and deal team for private equity funds, engaged in capital calls with private equity and real estate investees• Used Oracle to extract invoice and expense data, automated weekly summary report in Excel, and achieved 100% accuracy• Coordinated with various groups, optimized the executive approval process and increased efficiency by 35% • Managed investment capital flow by working with treasury team, investment team, senior manager director, CFO, and CIO Show less

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  Equitable

  Aug 2024 - now

  Investment Operation Specialist