Bo W. Email & Phone Number

• Implemented Xplenty for ETL data to centralize repository, resulting in a 30% reduction in report preparation time and enhanced data accuracy
• Researched industry-leading automation solutions and worked with developers to build a proof-of-concept prototype that automated 4+ complex back-office processes for one client, reducing labor overhead by 25%
• Leveraged Oracle NetSuite ERP system to streamline financial processes, improve project visibility, and facilitate informed decision-making and successfully managed projects using Wrike, ensuring timely completion of.
• Developed detailed valuation models and risk assessments to assist in credit memo preparation, delivering key insights into project profitability and identifying potential risks

Toronto, Ontario, Canada

• Budgeting, forecasting, internal reporting analysis in full cycle of internal reporting process and Utilized DCF and comparative analysis to assist in risk and ROI assessment
• Preparing tax returns for revenues, transactions, government funding, donations, salaries, etc. in 3 subsidiaries, 20 projects following PSAS and Ontario Hospital Reporting Standards
• Saved 300 hours/month by automating week-end, month-end and year-end financial closing procedures, ensuring timely journal entries and accurate variance analyses
• Secured $6M in monthly revenue by filing HST returns (13%) and annual charity returns to the CRA, while also updating 3 accounts and monthly financial statements

Shanghai, China

• Collaborated with TikTok to conduct segmentation, geographic market, internal and vendor operation, and revenue comparative analyses, visualizing findings to achieve a 4% reduction in the department's quarterly budget
• Updated user portrait of marketing model by conducting funnel analysis, VaR analysis and financial ratio anlysis, removed low-profit business modules and decrease cost of service customers by 6% in result
• Prepard executive summary for paid suscriptions and reduced turnout rate 1-5% in quarterly conversion efficiency for the 7 sponsored client companies, by focusing on benchmark by developed revenue and operating model.
• Participated in 10+ site visits and examined the core operations department of a leading client to identify process gaps and key cost drivers by conducting online user survey and market trend anlysis of other company

Toronto, Ontario, Canada

• Summarized research reports from leading firms such as MBB and integrated additional real-world data to conduct industry research and financial analysis on the North American healthcare, media, fintech, and gaming.
• Compiled detailed investment advice reports for venture capital firms, including Softbank, IDG Capital, and V Combinator, among others
• Promoted the company's research reports to different platforms through simultaneous publication on multiple platforms and in different languages, attracting 52 new paying users
• Organized and facilitated meetings with senior professionals to map current business & IT processes, identified risk areas and ineffectiveness, and provided control & process improvement recommendations.
• Managed end to end delivery process of various projects, including initiation, planning, execution, handover and provide training to business users, and continually resolve any new business intakes.
• Selected Project Experience➢ System Migration: Leveraged Agile approach by gathering and documenting business requirements from business stakeholders, collaborating with IT team in developing functional accounting.

Beijing, China

• Assisted in recruitment initiatives by posting job requirements, using big data analytics to screen resumes and scheduling meetings with best-matched candidates
• Managed applications and resumes in the professional process management system; conducted daily statistical analysis on candidate and job data to develop weekly reports to support information collection, statistics.
• Actively participated in candidate interviews with potential hires, successfully recruiting and filling 145 positions
• Collaborated with team members to prepare and implement 3 medium-sized HR development projects, achieving 8% increase in departmental KPIs in the second

Part-Time Dipolma, Computer And Data Analyst

Activities and Societies: Relevant Coursework: Network Programing / Cyber Security/ Database Analysis/ Cloud Computing/ Automation Analys

Bachelor Of Business Administration - Bba, Finance And Financial Management Services, 3.8/4.0

Activities and Societies: Member of Western Finance Club Kings Investment Club Toastmaster of Western Bloomberg Trading Club