Anna Ung Email & Phone Number

• Performed research analytics and developed strategic initiatives to maximize revenue potential• Produced weekly and monthly statistical and financial reports as well as analyzing KPI • Built sales forecasts and monitored the actual vs forecast vs budget results• Ensured cost minimization through budgeting, payroll management and inventory management – including product selection• Presented financial and operating results and recommended a course of action if appropriate

• Supported Senior Account Managers, Assistant VP and Director by preparing legal documents • Performed due diligence on potential loans such as conducting risk-rating assessments via credit analysis• Analyzed financial statements to perform pre-qualification for existing clients and prospects• Actively pursued strategic business opportunities by developing comprehensive lists of potential clients to be contacted

Montreal, Canada Area

• Ensured regulatory compliance of the applicants• Performed real-time data management and data entry • Transferred funds electronically and inspected daily cash accounts• Created and managed client files for STM (Société de transport de Montréal)

• Prepared multi-jurisdiction tax returns for Canadian and American expatriates• Conducted detailed research on foreign tax credit and tax treaty in the United States to ensure regulatory compliance• Performed tax equalizations and reviewing notice of assessments• Contacted tax authorities and individuals if further information is required

• Provided analytical support for asset valuation and risk-assessment to Senior Analysts and Senior Consultants • Presented findings and recommendations to key stakeholders, reconciled financial and purchase order information • Assisted with the review and approval of buybacks and write-offs in an international context• Identified significant variances and discovered a way to improve valuation’s accuracy

Bachelor’S Degree, Finance

Graduated with Distinction Minor in Modern Chinese Language

Diploma Of College Studies (Dcs), Commerce, Honours