Chen Li Email & Phone Number

Halifax, Nova Scotia, Canada

focus on FP&A

Halifax, Nova Scotia, Canada

Assist in the preparation of monthly reporting and analysis, preparation of various government reporting, and the preparation of information for the quarterly financial statements and management discussion and analysis (MD&A).Prepare monthly bank reconciliations.Prepare variance analysis reporting on a quarterly basis.Prepare budgets and forecast for Emera.

Halifax, Nova Scotia, Canada

Halifax, Nova Scotia, Canada

Halifax, Nova Scotia, Canada

Support client relationships by processing, verifying and reporting their daily activity for Syndicated and Private Loans. Track global principal activity and underlying contract details, as well as provide continuous earned income reporting. Use 3rdParty Sentry software to complete daily operational deliverables in line with client service level.

Nova Scotia, Canada

• Providing financial services to BMO clients, include introduction of financial instruments, preparation of bank statements, and resolution to inquiries related to accounts, credit cards, transactions and diverse bank.
• Reconciling daily cash, balancing cash drawers, investigating discrepancies, maintaining ATM machines, and monitoring any abnormal transactions and reporting quality issues to bank officials.
• Processing monetary transactions upon client requirements, include wires, cash management and bill payments.
• Conducting KYC due diligence to ensure accuracy of transactions, integrity of information across different systems, and completeness of files to meet GAAP, BMO policies and any regulatory requirements.
• Providing high-standard service to clients, enhancing client experience and delivering best customer services.
• Collaborating with customers, technology and operations staff to proactively contribute to improve services.

• Supported professor in exam preparations, invigilated exams, marked essays and tracked student grades.
• Prepared materials and assisted 46 students to successfully complete the course in 2020 Fall Semester.
• Coordinated over 40 students with learning skills, research techniques, and academic paper preparations.
• Marked student’s assignments, provided feedback and guidance for their questions and inquiries.

Halifax

• Balanced accounts and resolved any breaks to ensure all transactions are finalized correctly before deadlines.
• Investigated root cause of adjustments and identify the appropriate resolving actions.
• Verified and processed transactions and maintained a high level of productivity and accuracy in daily operations.
• Captured and reported any quality issues and ensured full compliance to all controls and accounting policies.
• Ensured all reports are completed and sent within established time frames across multiple regions.
• Delivered exceptional customer service upon client’s requests through teamwork and quality commitments.