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I have an extensive background of over a decade in different aspects of analytics, business administration, budgeting and forecasting, and financial and project management. Throughout these practices, I have acquired a valuable understanding of working with talented sales teams and work groups, meeting revenue targets and delivering exceptional cost saving solutions and efficient project execution plans. Also, I am well diverse and have taken relevant courses in: Financial Planning, Investment Management, Financial Accounting, Management Accounting, and International Financial Management. Adding on, I have passed the Canadian Securities Course as well as working towards my CFA Level 3 and CPA Some of the key strengths I can offer include:• Outstanding promotions and problem solving skills with the ability to handle rapidly changing schedules and shifting work priorities.• Excellent organizational, interpersonal, and communication skills with the flexibility and experience required to remain highly focused and self possessed in fast-paced, demanding environments. • Superior ability to concurrently manage numerous projects while meeting rigorous performance standards and demanding schedules.• A hands-on team member and critical thinker who can quickly learn new systems, develop useful expertise, and produce significant contributions.• Tested experience in a variety of financial positions with the ability to provide accurate and precise analysis and feedback
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Research And Insights ManagerAviva CanadaCanada -
Research & Insights ManagerAviva Canada Mar 2023 - PresentMarkham, Ontario, Canada -
Research And Insights ConsultantAviva Canada Sep 2019 - Mar 2023• Generated dashboards and key metrics analysis for Personal lines, Casualty, and L&L claims to further understand end-to-end customer experience and improving NPS and customer satisfaction• Constructed and managed the dashboards and analytics to validate findings of NPS and performance for FLMs, adjusters, vendors, and brokers on multiple claim teams • Performed various ad-hoc analysis and modelling to determine drivers for underperforming regions or teams, customer interaction and satisfaction, trend for reputation, and response rates to surveys• Provided insights and actionable recommendations for multiple projects: Women in Insurance, take back our roads, Covid-19 Response, broker satisfaction, and launch of new Aviva Products -
Senior Analyst - Strategic Insights And AnalyticsTraderev Dec 2017 - Aug 2019• Produced and led the strategic pilot and modeling of integrating ADESA sales team to sell on the digital TradeRev auction as well – a projected $1M incremental sales with $250K YTD• Developed original dealer and sales rep scorecards, activation and pending reports, and new KPI reporting - providing personal insight to identify risks and oppourtunities to increase sales growth• Drove the strategic analysis on the incremental opening of new markets in the US and defining states and dealers with potential • Created models to validate marketing promotions feasibility and partnering with the Marketing team to provide on-going trend analysis• Proficiently used data and cloud-based systems including Salesforce, Tableau, SQL, and Google Analytics to pull sales, expenses, and budgets for analysis -
Senior Financial AnalystLongo'S Jun 2017 - Nov 2017• Provided Marketing and Merchandising functions on financial results, program analysis and ongoing financial decision-making including providing recommendations on risks and opportunities • Strengthened the financial acumen of business and functional partners through education, coaching and training; bringing an ROI mindset to analyzing options and initiatives• Delivered comprehensive financial and business analysis of actual results to budget/forecast, on a monthly basis or as required• Provided a deep dive analysis on Central Kitchen, and provided recommendations to better manage wages, costs of goods, and expenses, leading to profitability for the first time in five years• Lead the financial modelling for launch of Meal Kits– validating the feasibility of the $30M project -
Financial AnalystJohnson & Johnson Jan 2016 - Jun 2017• Created and managed budget and forecast for sales and marketing expenses for all of Ethicon businesses - presenting bi-annual updates with recommendations to the Senior Leadership team• Prepared monthly forecasting on economic factors, local competitor impacts, and P&L variance analysis to support executive decision-making; researched and presented opportunities to drive expense leverage and overall profitability• Provided price, volume, and mix analysis on RFP’s - working strategically with Product Managers and the contracts team to win over $30M in projected sales• Created a collaborative strategy with Depuy Synthes to leverage their sales force to sell Ethicon Products as well, leading to an increase of sales by $250k in the first year• Appointed the Subject Matter Expert (SME) for new implementation for the SAP and TM1 systems and was the main contact for any queries, testing, and validations, allowing for accurate transition of financial numbers and ensuring proper accounting methods were used• Streamlined approval processes and running of allocations during month and quarterly closing - saving the team 4 hours a month -
Building Services Financial AnalystThe Home Depot Canada Aug 2013 - Dec 2015• Forecasted, planned, and budgeted for $100M in store controllable and non-controllable expenses by month with finance partners; based on historical, trends and cost habits• Performed analysis and calculations for internal reports for better decision-making in the Maintenance SPP (Store Project Planning) process. Appropriately allocating $30M in capital budget• Assisted in the creation of a 10-year strategic plan – developed an expense and capital model, identified key risk areas and uncovered $6M of opportunity through extending life cycle of assets• Led the initiative with the Merchandising and Strategic team to assess sales volume and mix, providing analysis for the potential opportunities in obtaining an additional gross margin of $24M• Evaluated vendor pricing and worked with the Procurement team to maximize cost savings – resulted in a total savings of $532k across maintenance accounts• Analyzed energy spends to maximize reimbursements and rebates per province and provided analysis to help reach and exceed targets and benchmarks, with $1.2M in rebates in 2015• Developed vendor scorecards, life cycle reports, and daily account reports, resulting in more efficient studies and analysis on how to improve budgets and forecast• Delivered month end accruals, while working with the accounting team in Atlanta to accurately present actual and expected spend per store and to provide analysis for variances• Proficiently used database systems including FM Pilot, SAP, BW, BI, and Excel to pull store sales, expenses, and budgets for analysis -
Marketing Pricing SpecialistCanadian Tire 2012 - 20132180 Yonge Street• Provided detailed investigations for financial discrepancies and other margin concerns• Recommended and executed a decrease in selling price of various tool products, which increased volume of sales by 20% and an increase in profit by 12%• Implemented pricing for tools, gardening supplies, and winter essentials with no price errors • Managed the validation process and made recommendations to ensure the pricing strategy and margin requirements are maintained• Prepared monthly reports of projected sales and margins of products based on historical, trends, and promotional activity• Executed operational activities in systems related to accurate cost and price implementation -
Financial ConsultantPagm Designs 2010 - 2012• Reduced fixed and variable costs by 15%, through evaluating and assessing the company’s financial statements • Led bi-monthly cost-savings meetings with management and provided suggestions which resulted in a total of $80k in annualized savings • Coordinated with managers to redevelop new sales model; leading to a 25% improvement of sales • Supported managers in the sales planning process through market research and analysis on local economic factors and competitor impacts • Performed analysis and calculations in the processing of data for internal reports and decision-making• Conducted efficiency studies and gave feedback on how to optimize budgets and expenses
Anthony Chan Skills
Anthony Chan Education Details
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Cumulative Gpa Of 3.7
Frequently Asked Questions about Anthony Chan
What company does Anthony Chan work for?
Anthony Chan works for Aviva Canada
What is Anthony Chan's role at the current company?
Anthony Chan's current role is Research and Insights Manager.
What is Anthony Chan's email address?
Anthony Chan's email address is ac****@****jnj.com
What is Anthony Chan's direct phone number?
Anthony Chan's direct phone number is .732.524*****
What schools did Anthony Chan attend?
Anthony Chan attended York University.
What skills is Anthony Chan known for?
Anthony Chan has skills like Valuations And Analysis, Microsoft Excel, Statistics, Customer Service, Marketing Strategy, Outlook, Finance, Powerpoint, Analysis.
Who are Anthony Chan's colleagues?
Anthony Chan's colleagues are Dakota Richard, Linnaeus Pemberton, Cma, Jessica Galbiati-Scopis, Rohan Vardon, Zain Adeeb, Yolande Laliberte, Qize (Raymond) Ying.
Not the Anthony Chan you were looking for?
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Anthony Chan
Edmonton, Ab -
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Anthony Chan
Calgary, Ab1gmail.com -
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