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 deliverables and effective collaboration with stakeholders • 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 optimization through key compeitors analysis • 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 sectors. This resulted in the development and publication of 15 high-quality industry insight reports• 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 reports, designing, and executing UAT and SIT test cases and continually resolving new business intakes, resulted in enhanced data quality.• Process Improvement: Led the new bank reconciliation process project by mapping and redesigning current process using MS Visio, developing automation tool, handing over and providing trainings to business users, resulted in one full-time labor saving, and more efficient cross-department communication.

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 maintenance and improvement of talent base• 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