James Chen Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

SecondmentWhat I did:1. Accelerated sales pursuits through client decks, product demos, conducting use case research, creating PoC and supporting materials, shaping implementation roadmaps, and developing project timelines2. Improved stability and reduce number of active bugs in environments via creation of a new testing checklist and active management of JIRA tickets for both Sales and internal environments3.Developed a new marketing strategy and competitive research to… Show more SecondmentWhat I did:1. Accelerated sales pursuits through client decks, product demos, conducting use case research, creating PoC and supporting materials, shaping implementation roadmaps, and developing project timelines2. Improved stability and reduce number of active bugs in environments via creation of a new testing checklist and active management of JIRA tickets for both Sales and internal environments3.Developed a new marketing strategy and competitive research to improve brand awareness and positioning Show less

Toronto, Ontario, Canada

Select project experience:1. Strategic plan, 100-day roadmap, and decision framework for a major acute care hospital2. Comprehensive exec lab, strategic readout, and 3-year roadmap for a Series C SaaS company

Vancouver, British Columbia, Canada

Teaching Assistant for COMM 353 (Financial Accounting: Intermediate I)

Toronto, Ontario, Canada

Financial Services Ops InternWhat I did:1. Analyzed client data systems to identify gaps in reporting and present to senior stakeholders2. Developed data visualizations to help improve client cash collection process3.Automated key Excel deliverables resulting in weekly time savings and high client satisfaction

Vancouver, British Columbia, Canada

Summer intern in Deals Advisory (Corporate Finance) and ICE AuditWhat I did:1. Spearheaded additional market research combined with data visualization on emerging trends to help clients identify gaps in knowledge and engage the team for additional analysis2. Created daily task trackers, weekly progress summaries, and took on additional responsibilities to reduce rework, save audit hours, resulting in first-ever timely filing for specific client3. Shorted document document… Show more Summer intern in Deals Advisory (Corporate Finance) and ICE AuditWhat I did:1. Spearheaded additional market research combined with data visualization on emerging trends to help clients identify gaps in knowledge and engage the team for additional analysis2. Created daily task trackers, weekly progress summaries, and took on additional responsibilities to reduce rework, save audit hours, resulting in first-ever timely filing for specific client3. Shorted document document turnaround time by 50% through new sorting system and follow-up emails Show less

Vancouver, British Columbia, Canada

What the job entails:~In charge of administrative and logistical work regarding monthly board of director meetings.~Understand and uphold the society's code and constitution as speaker for board meetings~Ex Officio member in all committees~Responsible for keeping Board and Execs accountableWhat I learned:~Teamwork and communication is crucial. Both the content and the method of delivery are equally as important~Time management is a must if you want to be… Show more What the job entails:~In charge of administrative and logistical work regarding monthly board of director meetings.~Understand and uphold the society's code and constitution as speaker for board meetings~Ex Officio member in all committees~Responsible for keeping Board and Execs accountableWhat I learned:~Teamwork and communication is crucial. Both the content and the method of delivery are equally as important~Time management is a must if you want to be productive~There will be problems, and help each other along the way. Instead of casting blame, focus on moving forward together. Show less

What the job entails:~Representing the general student body on matters concerning the society and the university~Representing the interests of commerce students at the UBC AMS Council~Liaison between the CUS and the AMSWhat I learned:~Be open-minded, there are a lot of different opinions out there. There is no right or wrong.~Be kind to others, take the time to know their story and their experiences.~To not be afraid to voice your opinions and stand your… Show more What the job entails:~Representing the general student body on matters concerning the society and the university~Representing the interests of commerce students at the UBC AMS Council~Liaison between the CUS and the AMSWhat I learned:~Be open-minded, there are a lot of different opinions out there. There is no right or wrong.~Be kind to others, take the time to know their story and their experiences.~To not be afraid to voice your opinions and stand your ground. Show less

Vancouver, British Columbia, Canada

What the job entails:~Representing the voices of first year students when addressing matters concerning the society and university.~Actively contribute and make critical decisions in monthly Board of Director meetings~Understanding the different areas of operation within the society, by being being a key member of varying committeesWhat I learned:~Public speaking is a key skill. You can always get better~A leader has a strong vision and is not afraid to share that… Show more What the job entails:~Representing the voices of first year students when addressing matters concerning the society and university.~Actively contribute and make critical decisions in monthly Board of Director meetings~Understanding the different areas of operation within the society, by being being a key member of varying committeesWhat I learned:~Public speaking is a key skill. You can always get better~A leader has a strong vision and is not afraid to share that vision for others to join him on his quest~It's okay to not know everything. Ask others when you need help. Show less

Vancouver, British Columbia, Canada

What the job entails:~Planning original events for our first year cohorts (logistics, finance, marketing, etc.)~Innovating new ways to promote a sense of community among first yearsWhat I learned:~Have a back up plan. Things that can go wrong, will go wrong~Set ambitious but realistic goals. It's great to aim big, but make sure it's achievable~Event planning and execution require a lot of time with many moving pieces, give yourself plenty of time to be thorough

What the job entails:~Crafting and optimizing marketing strategies~Presenting and pitching to potential clients~Understanding human psychology and employing techniques to close sales and retain customer loyaltyWhat I learned:~Actions speak louder than words and are thus more convincing. Always aim to physically demonstrate instead of oral delivery~Remain calm even in tense situations. If your counterpart is furious, continue speaking in a calm manner, this will allow… Show more What the job entails:~Crafting and optimizing marketing strategies~Presenting and pitching to potential clients~Understanding human psychology and employing techniques to close sales and retain customer loyaltyWhat I learned:~Actions speak louder than words and are thus more convincing. Always aim to physically demonstrate instead of oral delivery~Remain calm even in tense situations. If your counterpart is furious, continue speaking in a calm manner, this will allow you to eventually defuse the situation.~Humans aren't always logical creatures, understanding human behavior is a critical skill~Building rapport and connecting with a client on a personal level will drastically increase the success of a negotiation Show less