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