
Timeline
About me
Finance Administrator | Analyst | Automate revenue summary processes by more than 50% | Data Analytics | Problem Solver for ad hoc reports with tools: Finance, Accounting, Excel, SQL, Data Visualization, and Data Science
Education
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Nait (northern alberta institute of technology)
2019 - 2020Cpa prep accountingCompleted the following CPA PREP courses:• Auditing;• Corporation Taxation;• Advanced Financial Accounting;• Advanced Managerial Accounting.
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Nait (northern alberta institute of technology)
2018 - 2019Business administration - diploma accountingActivities and Societies: Orientation Leader; Accounting Club of NAIT; NAIT Internal Case Competition Club;

Mcmaster university
2008 - 2012Bachelor's degree civil - structural/geotechnical streamActivities and Societies: Concrete Toboggan Team
Experience

W.f. welding & overhead cranes ltd.
Jul 2012 - Jan 2014Design engineer, e.i.t.Achievements:• Mastered Excel skills by daily checking more than 600 rows of structural model worksheets with built-in formulas to ensure 100% accuracy to pursue 100% construction site safety. • Maintained 100% accuracy on databases of more than 3000 crane design data.

Promount consultants ltd.
Aug 2014 - Feb 2015Structural designer• Acknowledged clients’ needs, interpreted them into the drafting and structural model to conduct analysis, and provided excellent customer service through construction meetings, phones, and emails.

Mary help of christians - edmonton
Aug 2019 - nowFinance administratorWork collaboratively with Finance Committee members, Accounting Clerk, and Office Administrator to timely provide routing accounting tasks, analysis, dashboard, and reports.Key Achievements:1. Generate year-to-date year-on-year comparison chart• Insert Excel formulas into tables to generate a monthly year-to-date year-on-year comparison chart on various contribution revenues for the Senior Management.2. Year-end contribution revenue report• Successfully automate year-end revenue summary sheet by writing Excel VBA codes to extract partial worksheets from more than 52 weekly various contribution revenue workbooks. • Pivot Table, Power Query, or MySQL generate parishioners' tax receipts, including their addresses.3. Fundraising sales net revenue report• Wrote VBA codes under the complex Excel worksheet environment to automatically summarize on-site cash amount collections and improve revenue recording time by 80%.• Provided the Excel data visualization tool for ten years' fundraising sales revenue report and identified the lowest COGS ratio to management for future event performance improvement.• Conducted variance causes in fundraising sales revenue and costs compared to budgeting.4. Weekly contribution revenue report• Improved revenue summary process by 50% by pre-setting up Excel Sumif formulas to sum contribution revenues from different worksheets and trained accounting clerks to use it. Show less
Licenses & Certifications

Python: working with predictive analytics
Linkedin learning ⋅ course certificateFeb 2021
Google analytics essential training
Linkedin learning ⋅ course certificateOct 2020
Excel data analysis: forecasting
Linkedin learning ⋅ course certificateJun 2020- View certificate

Oracle business intelligence enterprise edition (obiee 11g)
UdemyMay 2020 - View certificate

Unlock excel vba and excel macros
UdemyDec 2019 - View certificate

Microsoft excel - advanced excel formulas & functions
UdemySept 2019 - View certificate

Complete ibm cognos analytics 11 cloud training course
UdemyMay 2020 - View certificate

Quickbooks online 2020, 2019 & 2018 start to finish
UdemyMar 2020 - View certificate

Microsoft power bi - up & running with power bi desktop
UdemyJan 2020 - View certificate

The real estate financial modeling bootcamp
UdemyFeb 2020
Honors & Awards
- Awarded to Wei LinThird Place of JRSSB Internal Case Competition NAIT JR SHAW School of Business Mar 2019 • Participated in three months’ case competition training, invited an instructor to be the team’s mentor, and worked in an accounting consulting environment to discuss the business problem for a real-world case study from one of the Edmonton local organic stores’ annual report.• Research industrial standards through the Canada Statistics website and contributed to the team’s quantitative analysis including providing the accounting horizontal (benchmarking) and vertical analysis through two… Show more • Participated in three months’ case competition training, invited an instructor to be the team’s mentor, and worked in an accounting consulting environment to discuss the business problem for a real-world case study from one of the Edmonton local organic stores’ annual report.• Research industrial standards through the Canada Statistics website and contributed to the team’s quantitative analysis including providing the accounting horizontal (benchmarking) and vertical analysis through two years’ income statements comparison.• Worked with the other three team members and contacted business owners to identify the store’s operation problems.• Presented the consulting recommendation in a large audience environment and answered case competition judges’ questions related to quantitative analysis. Show less
Volunteer Experience
Volunteer
Issued by CRA Community Volunteer Income Tax Program (CRA CVITP Program) on Mar 2019
Associated with Wei LinOrientation Leader
Issued by NAIT (Northern Alberta Institute of Technology) on Aug 2018
Associated with Wei Lin
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