• 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.
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Revenue AccountantGwl Realty Advisors Mar 2023 - Apr 2024Toronto, 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 -
Assistant ConsultantCapgemini Jun 2021 - Aug 2021Shanghai, 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 -
Project Management AssistantWalmart Jul 2018 - Aug 2018Shanghai, 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
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Economics
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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2cwsindustries.com, amestile.com
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2gmail.com, bmo.com
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Philip Wang
Martech, Digital Marketing,Big Data,Dmp,Cdp,Ma,Social Listenning, Digital Transformation, Marketing Planning, Sem, China MarketRichmond Hill, On
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