Philip Wang

Philip Wang Email and Phone Number

CFA level I candidate | Econ @Queen's 2022
Philip Wang's Location
Scarborough, Ontario, Canada, Canada
About Philip Wang

• Former undergraduate of Queen’s University with a passion for the financial markets and a solid foundation in securities. • Currently pursuing CFA Level I candidacy. • Complemented by hands-on experience in project management and advanced Excel functions, I possess a keen eye for detail that drives efficiencies and facilitates informed decision-making in diverse organizational settings.

Philip Wang's Current Company Details

CFA level I candidate | Econ @Queen's 2022
Philip Wang Work Experience Details
  • Gwl Realty Advisors
    Revenue Accountant
    Gwl Realty Advisors Mar 2023 - Apr 2024
    Toronto, Ontario
    • Managed monthly data processing utilizing advanced Excel functions to ensure timely updates of financial statements.• Compiled quarterly Bad Debts reports utilizing V-Lookup for property management, facilitating accurate tracking and proactive collection efforts, resulting in improved debt recovery rates.• Oversaw direct deposits for 10 properties, ensuring punctuality and implementing strategies to minimize losses. Collaborated with the team to pursue delinquent accounts… Show more • Managed monthly data processing utilizing advanced Excel functions to ensure timely updates of financial statements.• Compiled quarterly Bad Debts reports utilizing V-Lookup for property management, facilitating accurate tracking and proactive collection efforts, resulting in improved debt recovery rates.• Oversaw direct deposits for 10 properties, ensuring punctuality and implementing strategies to minimize losses. Collaborated with the team to pursue delinquent accounts, contributing to a significant reduction in losses by at least 10%. Show less
  • Capgemini
    Assistant Consultant
    Capgemini Jun 2021 - Aug 2021
    Shanghai, China
    • Performed client’s system assessment in health care industry, leveraged labor market analysis as the GTM strategy, and built compelling business case and secured the buy-in business pipeline buy-in to secure a business pipeline.• Conducted in-depth requirement gathering and fit-gap analysis on client’s legacy platform; analyzed client’s business situation, processes, technical requirements, and recommended the implementation of PeopleSoft software• Closely managed client’s… Show more • Performed client’s system assessment in health care industry, leveraged labor market analysis as the GTM strategy, and built compelling business case and secured the buy-in business pipeline buy-in to secure a business pipeline.• Conducted in-depth requirement gathering and fit-gap analysis on client’s legacy platform; analyzed client’s business situation, processes, technical requirements, and recommended the implementation of PeopleSoft software• Closely managed client’s expectations within full lifecycle of engagements, proactively mitigated project risks and advised clients on digital strategy and transformation programs Show less
  • Walmart
    Project Management Assistant
    Walmart Jul 2018 - Aug 2018
    Shanghai, China
    • Conducted research on Chinese e-commerce market, identified collaboration opportunities with Alibaba and advised the Global Sourcing team on the quantitative and qualitative potential on collaboration synergies• Performed due diligence on the overall health of the potential supplier’s situation, reviewed financial statements and analyzed key ratios on liquidity, profitability, and solvency• Analyzed internal supply chain process on Printing Paper, identified alternative sourcing… Show more • Conducted research on Chinese e-commerce market, identified collaboration opportunities with Alibaba and advised the Global Sourcing team on the quantitative and qualitative potential on collaboration synergies• Performed due diligence on the overall health of the potential supplier’s situation, reviewed financial statements and analyzed key ratios on liquidity, profitability, and solvency• Analyzed internal supply chain process on Printing Paper, identified alternative sourcing opportunities, evaluated suppliers on pricing, quality and capability which resulted in a forecasted procurement savings of 3% Show less

Philip Wang Education Details

Frequently Asked Questions about Philip Wang

What is Philip Wang's role at the current company?

Philip Wang's current role is CFA level I candidate | Econ @Queen's 2022.

What schools did Philip Wang attend?

Philip Wang attended Queen's University.

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