- Revamp and complete quarterly risk assessment for acquiring, issuing, digital enablement clients, which reflect all KRIs and risk level of each clients with a cost-benefit analysis.• Create and manage Power BI dashboard for displaying key risk indicators, providing the ability to quickly identify and address red flags indicating high-risk accounts, resulting in improved risk mitigation among control teams in the company• Create Excel VBA macros for eliminating daily and monthly manual work tasks, eliminating user errors, reducing risk assessment burden and increasing efficiency and accuracy among the team• Monitore ISO/ merchant fraud and chargeback performances, investigate on any patterns and control gaps causing fraudulent activities and losses• Consult clients on fraud and chargeback mitigation, provide suggestions on best practices and suitable technical solutions

- Prepared Rental Income Tax Return and GST/ HST New Housing Rebate documents for clients- Audited clients’ profiles, including monthly rental income, expenses such as landlord insurance, property taxes, management fees, etc.- Automated data entry processes using VBA- Collaborated with clients, fulfilled their requests on tax filing applications- Assisted with administrative duties, including filing and bookkeeping

- Created comparison reports on insurers’ rates for Contractor Insurance using Excel- Made sure policies include coverages and extensions each project requires, e.g., policies cover the construction period- Assisted in estimating project expenses, including cost of insurance, machinery rentals, testing and commissioning of machineries, offsite storages, etc.- Estimated material cost including quantity surveying and plan measurements

- Performed new business plan assumption changes on Moody’s Analytics AXIS for Individual life and Living Benefit products. Assisted Line Actuaries to understand reserve and profitability movements due to assumption changes- Analyzed profitability of risk classes on Critical Illness Product and ran sensitivities on Term Life Product using AXIS and Excel- Tested and compared profitability of reinsurers’ quotes for all retail products as part of the Reinsurance Treaty review. Assisted Reinsurance Actuary to explore the most optimal combinations- Utilized VBA to streamline existing report and summarize results based on different reporting basis- Automated a process using VBA to extract data from CANNEX, a program that generates credited rates and calculates premiums for annuity products- Assisted in preparing illustrations for potential Participating Whole Life (Manulife Par) customers- Updated Term Life insurance product documentation to reflect recent product changes

- Handled management expenses related items including updating multiple daily reports, approving management payments and verifying invoices- Assisted teammates on consolidating claim payment reports and performed peer reviews- Created and updated documentation for processing management expenses and claim payments, and amending supplier information on the Electronic Business Suite System- Prepared records and general entries using Oracle for audit purpose

- Assisted the Quantity Surveying team in estimating project cost including quantity surveying, plan and on-site measurements (measuring the actual dimensions of the interior structure of buildings)- Supported surveyors and accountants in project completion certification, which involved progress tracking and monthly payroll reporting- Prepared PowerPoint slides with senior members in the surveying team for group presentations