Alan Chan Email & Phone Number

Oakville, Ontario, Canada

Hamilton, Ontario, Canada

Managed clients' annual budgets and forecasts utilizing Excel, QuickBooks, and CaseWare to provide comprehensive support in analysis. In addition to core role, prepared key financial presentations/reports to empower clients in business cases, investment decisions, and strategic initiatives.

Mississauga, Ontario, Canada

Conducted detailed financial analyses for various business units, assessing differences in markup and gross margin and identifying reasons for major discrepancies. Additionally, automated Excel reports to Tableau providing real-time financial insights with less manual effort for internal processes.

Oakville, Ontario, Canada

Handled financial transactions, such as deposits, withdrawals, and bill payments in compliance with TD's operating standards, while simultaneously promoting banking solutions to clientele in a timely and accurate manner. This was delivered through quality customer experiences, where operational improvement recommendations were provided at all existing.

Toronto, Ontario, Canada

Completed 4 weeks of training in Microsoft technologies and business, resulting in the achievement of a certification in Microsoft Azure Fundamentals. As part of the role, led and collaborated with a team of 6 peers to present a real-life case exhibiting innovation and automation through the Microsoft Canada Foundational Skills Hackathon.

Oakville, Ontario, Canada

Instructed and mentored all new hires on crew member responsibilities such as sanitization protocols, customer service, and administrative tasks. Additionally, efficiently processed 200+ transactions each day with a high degree of accuracy.

Oakville, Ontario, Canada

Coordinated groups of up to twelve students to teach programming fundamentals, including Python, JavaScript, and Scratch workbooks. In addition, led free trial and day camp sessions for over 30 children to actively recruit new clients with a 90% conversion rate.