Rita Xu Email & Phone Number

加拿大 安大略省 多伦多

Toronto, Ontario, Canada

• Updated various data including customer profile, contact information, contact history, and other relevant information in internal CRM.
• Constructed forecasting models using Excel to prepare weekly and quarterly sales forecasting reports and organized, maintained sales revenue data collection, reporting and communication.
• Supported B2B account plans and in-person and virtual client meetings by conducting thorough research on client companies, including industry, competitors, revenue, etc.
• Worked closely with Sales Management and individual Sales Reps to develop targeted lists, call strategies, and messaging to drive appointment setting for new business.
• Assisted in analyzing businesses, market and economic trends to provide qualitative and quantitative decision support.

Toronto, Ontario, Canada

• Initiated fundamental financial analysis for education technology industries to derive stock value in comparison to the current market price.
• Supported investment projects by applying Discounted Cash Flow (DCF) Model and Price Multiples Valuation, including forecasting company growth rate, and analyzing industry macroeconomic trends.
• Performed primary and secondary market research, including industry analysis, competitive analysis, internal financial analysis, financial modelling, and valuation to support business decisions.
• Engaged in compiling research of the global market, including gathering information such as market share, product and service evaluation, client demographics across different regions.
• Conducted due diligence on investment projects; processed and obtained data into reports, formulated findings and delivered presentations to managerial levels.
• Developed financial forecasts and evaluated operational performance by analyzing financial statements (income statements, cash flow statements and balance sheets) to calculate financial ratios and profitability metrics.

Hamilton, Ontario, Canada

• Prepared individualized content tutor sessions, weekly tutoring sessions and exam preparations sessions with students across different academic levels.
• Collaborated with other tutors to know and implement tutoring lesson planning and considerate individual needs of students and differentiate instruction to meet students’ needs.
• Engaged with students in a friendly and professional manner requesting information and respond to student questions in a positive, supportive manner, giving as detailed explanations as possible.
• Reviewed student’s recent homework assignments and test scores and worked through questions.

Master'S Degree, Finance, 3.8/4.0

Bachelor'S Degree, Finance, 88/100