Patrick Pan Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Greater New York City Area

Shanghai City, China

320 Front

Developed strong relationship with the technology portfolios supported to deliver monthly/quarterly Management Reporting, Planning & Forecasting and Analysis of financial results. Partnered across departments to understand cost structures and presented monthly recommendations to senior executives regarding cost reduction

Monitored daily performance of a variety of funds including Equity Funds, Real-Return Bonds, Money Market Fund, Hedge Fund, Fund of Funds and ETFs with aggregate size over 1.0 Billion, research corporate actions of holding securities such as M&A, spin-offs, dividends and others. Apply multiply security pricing methods like decaying discount, Black Scholes models for warrant valuation and review price difference with sources including Bloomberg, Reuters and IDC. Prepare and review semi/annual Financial Statements, month-end Distribution, P/L Analysis, conducting reconciliation on Cash statement and Expense report. Perform variance analysis using benchmark.

Toronto Hydro

• Gathered inputs, compiled and analyzed timesheets of subjected mechanics, monitored monthly fluctuations of productivity in key job types and assisted supervisor formulating the benchmark for performance appraisal• Programmed a macro to boost efficiency of budget variance analysis, investigated exception accounts and identified key drivers for any types of cost overrun• Collaborated with colleagues to re-design the “Accident Report Process”, communicated with related parties to identify areas for improvement and applied Visio to draw flowchart to streamline the process• Compiled, distributed and presented various reports such as “OPEX cost report”, “Accident Cost report”, “Productivity report” and the like. Created processing files to document all the process in details.

Bank Of China, Beijing (Head Office)

• Analyzed 36 business indicators of over 10,000 branches overall performance, utilized substantive excel functions and techniques to conclude with underlying rules, trends and interrelations and reported personal findings via self-made PowerPoint• Research information on macroeconomic factors, competitors’ expansion strategies and customer preferences, applied SWOT analysis to recommend areas where Bank of China may improve and regain the edge• Assisted manager to design templates of “standardized performance appraisal form” to streamline overseas branches reporting system, communicated issues and followed-up with IT department to ensure expectation was met

Giftcraft Inc (Canada 50 Best Managed Companies)

• Allocated up to 1000 sale transactions weekly and formulated corresponding general ledger for manger’s reference by applying “V-lookup” function, “sum-if” function and pivot table in Excel• Closely interacted with 50 international suppliers weekly to administer bank information identification, delivered professional demeanors to inquire, follow-up and close transactions• Supported company accountants in bank reconciliation, general ledger, solely implemented one project to collect non-refundable tax amount for over 200 clients, and recalculate tax credit of executives’ spending which saved the company more than 1000 dollars

Mba Candidate, Class Of 2020

Bachelor'S Degree, Accounting (Graduate With High Distinction), Top 10%

-Teaching Assistant Leads for Accounting & Economics -Finance Lab Assistant, adept in using Bloomberg, Capital IQ and others for equity.

Education record

CFA level III candidate

Education record

Finished all exams on 2016, waiting for experience to get certificate