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