Difei X. Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

As a Pension Associate at Aon, I work with clients nearing one billion in hybrid pension plan assets. I am involved in a multifaceted role that combines analysis, consulting, and workflow optimization within Aon's Wealth Solutions. 𝟳𝟬% 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 | Guided by logic and critical thinking, my role involves a comprehensive range of analytical tasks. These tasks include:- Over 320 precise calculations of benefit entitlements for member's retirement, termination, and death. - Performing special analysis on projects involving pension adjustments, indexation, membership reconciliation, projections, valuations, and data management.- Generate and validate annual statements with Microsoft Excel for all plan members - including special cases and client requests.- Employing advanced Excel functions such as UNIQUE, XLOOKUP, VLOOKUP, and Power Query to validate over 2000 monthly member contributions.- Semi-automating the calculation of quarterly Pension Adjustment Reversals for clients with custom made Microsoft Excel templates𝟮𝟬% 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 | Fundamentally, it all comes down to the client and their members. My role in consulting includes:- Offering expert insights into the intricacies of the defined benefit and defined contributions hybrid pension plan, enabling members and clients to make more informed decisions.- Managing client Emails and member calls, professionally address inquiries and provide advice with precision.- Contribute to the growth of colleagues through coaching and mentorship, creating a collaborative environment for knowledge exchange.𝟭𝟬% 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 | Finding creative solutions to solve complicated workflow automation problems. My approach is:- Utilizing Microsoft Excel's advanced functions, dynamic arrays, and VBA coding to apply innovative solutions that enhance the accuracy and productivity of spreadsheet templates, thus streamlining the workflow to allow the team to focus on higher-value tasks.

Toronto, Ontario, Canada

In charge of gratitude calculations with spreadsheets and invoice administration with QuickBooks for all franchise locations, including in-depth validation of employee and invoice data.Spearheaded automation of several data entry processes with dynamic array formulas, including XLOOKUP, UNIQUE, FILTER, and IMPORTRANGE functions to streamline the company's spreadsheet workflow for calculating employee tips. Implemented a manual trigger to import and unload data in order to save bandwidth. This resulted in a 40% permanent improvement in efficiency, allowing the accounting manager to focus on higher-value tasks. The implementation of this automated process in addition to data validation checks significantly reduced the potential for human error, resulting in more accurate financial reports and fewer resources spent on error detection.

Toronto, Ontario, Canada

Dedicated team member with a proven ability to thrive in a fast-paced environment. Experienced in training new crew members and overseeing the franchise operation. Responsible for front-end sales, conflict resolution, resource planning, food preparation, and ensuring the cleanliness of the working environment.This position involves frequent interaction with customers with a focus on improving effective communication skills and delivering exceptional customer service. As a result, my approach generated an 11% increase in gratitude from guests, as compared to the franchise average.

Toronto, Ontario, Canada

Conduct research and qualitative analysis of company performance on environmental, social, and governance (ESG) issues. Utilizing company disclosures, such as Annual Reports, Corporate Social Responsibility Reports (CSR), Code of Conduct, and Policy documents, to assess 45 publicly traded companies based on proprietary indicators and methodology with high accuracy.Extensive research and knowledge of ESG initiatives and globally recognized reporting standards, specifically ISO certificates, GRI standards, CDP, and TCFD. Familiarization with website crawling and text mining.

Calgary, Canada Area

Utilized Autodesk Revit to model residential buildings and a cloud platform to create photorealistic renderings. Evaluated property surveys and estimated project parameters with extensive research and client consultation. There are twelve completed residential projects under my portfolio. Working in this position have given me the opportunity to develop valuable verbal and e-mail communication skills with my clients.

Bachelor Of Science - Bs, Actuarial Science

Activities and Societies: Bouldering | Actuarial Society | Chinese Conversation Club | Circle Kiwanis International Treasurer | PALgarians.

High School Diploma, Honours With Distinction

Activities and Societies: Green Career Fair Event Host | Design Studies Open House Director | Tree Planting Initiative Event Host