Marcus Lo Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

- Planned subsidized monthly social events in Toronto for the student body of Rotman Commerce while using communication skills to negotiate for 30+ students- Mentored 3 First Year Leads (finance, marketing, events) through team bonding and goal-setting- Reviewed 20+ resumes and cover letters for the hiring of first-year leads and hosting 12 in-person interviews to create the most optimal team through curated questions

- Performed financial budget forecasting and expense tracking for monthly events- Consolidated with team members to ensure transparency of financial information- Planned social events for Rotman Commerce for large amounts of attendance

Markham, Ontario, Canada

- Assisted in creating the quarterly budgets and forecast for Facility Managers for over 22,000 buildings- Updated monthly purchase and work order accruals through communication with the Facility Managers- Worked on monthly balance sheet reconciliations by pulling documents to ensure the correct values of accounts- Performed internal audits and closing of projects by collecting required source documents

- Collected and organized all financial transactions involving the house using Sheets- Planned varying house social events with a financial perspective, ensuring to optimize the funding received- Dilligently workedto set up and organize the house's bank account and cheques

Markham

- Led a team of 7 executives to educate financial literacy in Bill Hogarth Secondary School, Elementary Schools in Markham, and online.- Planned weekly meetings and reach-out events to promote financial literacy.

- Created and submitted budgets and expenses to administration and staff- Organized all financial transactions involving the council

- Collaborated with co-workers to make and deliver varying drinks in a professional manner- Delivered strong customer service in a fast-paced working environment

- Organized classrooms to prepare for activities in a professional and neat manner- Coordinated with the teacher to create new documents for school start-up and report cards

- Journalized yearly transactions for clients based on bank statements- Prepared general ledger for clients per fiscal year

- Taught business terms and case study strategies in groups of 9 to 40- Coordinated with executive members for meetings while reaching tight deadlines

Bachelor Of Commerce - Bcom, Finance And Economics Specialist

Activities and Societies: Rotman Commerce Houses, Wallace House Council, University of Toronto’s Student Environmental Resource Network.

Education record

Activities and Societies: Badminton Team, DECA, Finance Club, Robotics Team, Business Club, Scorekeeping Team, Junior Band