Rebecca Bi Email & Phone Number

• Develop financial models and analysis to support executive management in debt strategy and capital structure optimization
• Lead and manage debt origination due diligence process for refinancing and asset acquisitions
• Prepare recurring debt compliance reporting packages and coordinate lender communications
• Develop pitch decks for large volumes of bank balance sheet and construction loans in collaboration with multiple teams
• Review loan documents prior to execution, providing insights and highlighting key areas for discussion with senior management
• Manage ongoing loan documentation and serve as the go-to person for all new and existing credit agreements

Vancouver, British Columbia, Canada

• Prepared pitch decks for new financing opportunities and led due diligence process for acquisition financing
• Prepared quarterly compliance reporting packages for acquisition facility
• Developed robust financial models and analysis to support financing initiatives
• Served as a liaison between lenders and ops teams and coordinated various financing due diligence items
• Prepared monthly, quarterly and annual key performance indicator reporting, highlighted trends and performed variance analysis to senior management and investors
• Proactively identified opportunities for improvements in processes and reporting

Richmond, British Columbia, Canada

• Developed complex and robust financial forecasting and long-range business planning models to support strategic initiatives in a rigid and dynamic approach
• Conducted in-depth financial performance analysis & variance analysis, and provided focused KPI report-outs to senior leadership
• Initiated and led several internal projects to improve the efficiency of internal financial operation processes
• Highly involved in multiple ERP implementations in support of enterprise integration and functional alignment
• Established valued business partnership through working alongside various stakeholders on the forefront of strategic direction, and translating financial analysis into actions
• Built and standardized monthly reporting packages for sales pipeline review, resource planning, project billing and intercompany reconciliation reporting etc.

Richmond, British Columbia, Canada

• Refined complex financial forecast and long-range business planning models to supportstrategic initiatives in an accurate manner
• Performed in-depth analysis and budget for overhead expenses through collaboration withnumerous department leaders
• Consolidated data from various information systems, and prepared timely financialperformance analysis to support senior management decisions
• Performed variance analysis, scenario analysis, and sensitivity analysis in various KPI reporting
• Competed and selected as the sole co-op representative to present in a senior leadership meeting atBoeing Corporate Office in Seattle
• Coordinated internal projects and facilitated monthly staff meetings

Hong Kong SAR

• Streamlined weekly sales pipeline reports for customer proposition and significantly improved the efficiency of the reporting process in support of the business development team
• Developed and refined multiple social listening projects in collaboration with the digital consulting team
• Conducted in-depth market research on multiple social media platforms regarding customer experience in the upscale retail industry of Greater China Region

Master Of Business Administration - Mba

Bachelor Of Business Administration

Education record

Education record