Jonathan Bryan Yip, Cfa Email & Phone Number

New Haven, CT, US

Vancouver, British Columbia, Canada

✔Started an e-commerce company from the ground up and scaled it to achieve $600,000 in annual revenue within four years, facilitating a successful transition from traditional employment to full-time entrepreneurship✔Boosted net profit margin from 35% to 55% by establishing direct relationships with manufacturers, streamlining the supply chain, and.

Vancouver, Canada Area

✔Assisted in preparing monthly investment updates to the Corporate Controller and Chief Financial Officer by analyzing global financial market events and updating economic forecasts using sources such as Bloomberg, Bank of Canada, and major Canadian Banks✔Managed cashflow from operations of over $1 billion transfers annually to optimize invested capital.

Vancouver, Canada Area

Vancouver, Canada Area

✔Oversaw the compensation board’s $19 billion investment fund and $2 billion pension fund by ensuring that the investment adheres to the investment policy and generates adequate returns to support regular disbursements✔Enhanced critical Excel VBA macro add-in by developing more efficient codes and methods of web scraping to automate over 5000 weekly.

Vancouver, British Columbia, Canada

As a Roynat Analyst Coop, I work with mid-market businesses to help them achieve their goals by providing innovative financing solutions.I work with relationship managers to structure credit facilities, terms and conditions within a credit application for adjudication by Risk Management. At Roynat, we believe every company should be able to make their.

Vancouver, Canada Area

✔Revamped over 200 US equity financial models by executing advanced excel functions and extracting financial data from the US SEC EDGAR system✔Canadian Financials Transfer Project: Rebuilt over 10 models by adding company guidance, segmented results and loans breakdown✔Exceeded target model quota by 25% and our team was the first out of nine sectors to.

Vancouver, Canada Area

✔ Hired and managed a team of 15 executives while initiating an implementation timeline to increase membership ✔ Successfully elevated the profile of our club by actively developing marketing campaigns, identifying areas of improvement, and motivating team executives to work beyond expectations

Vancouver, BC

✔ Secured two guest speakers through actively scheduling for speaking engagements at club events✔ Fostered four long-term relationships with corporate representatives to secure internship positions for students

Vancouver, BC

✔ Established six sponsorship relations by collaborating with team to plan, coordinate and facilitate six events✔ Exceeded annual goal of $500 in potential sponsors by soliciting from companies beyond predetermined list

Hong Kong

✔ Optimized the process of opening client brokerage accounts by simplifying document templates used for KYC risk compliance from 7 to 3 pages so applications can be processed within 24 hours upon receipt of required documents✔ Increased physical file storage capacity by 25% through introducing a new alphabetical labeling system that reduced time to.

Hong Kong

✔ Processed over 7000 client files by establishing an efficient strategy for the transition of company going paperless✔ Managed and inspected 10 company's financial statements to identify errors and improve accuracy✔ Acquired basic knowledge of securities, client accounts and stock market

Bachelor’S Degree, Finance, 1St, 2Nd, 3Rd, & 4Th Year Honours

Activities and Societies: BizChina, International Charity Foundation, Executive Mentorship Program

Bachelor Of Commerce - Bcom, Finance, General

High School, International Baccalaureate Diploma, 41/45 Points

Activities and Societies: Senior Prefect - Boarding School, Chief - Sports Injuries and First Aid Squad, Vice President - Student Guidance.