Ruby (Xinlei) Wang Email & Phone Number

Collaborating with a professional Finance Team to deliver high-quality financial reporting, analysis and advice to a portfolio of high profile business accounts• Prepare, examine, and analyze records, financial statements and other financial reports to assess accuracy, completeness and compliance with reporting standards• Liase with internal staff and clients in addressing concerns and questions• Review full-cycle property management accounting ( financial reporting, budgeting and forecasting)• Contribute to the Finance team deliverables including revering work prepared by others and providing indirect coaching and support to peers• Leadership and administration over treasury and banking management reporting and allocations• Collaborate with external auditors and regulatory bodies

Edmonton, Alberta, Canada

• Interviewed clientele in order to obtain appropriate information pertaining to the preparation of tax returns; ensured the accuracy and consistency of information before entering into the system• Utilized accounting knowledge to analyze clients’ adjustment, deductions and credits, so to keep clients’ taxes to a minimum• Displayed excellent customer service providing informative explanations to clients who have minimal tax knowledge and any other questions posed • Preformed receptionist duties, followed up with clients on incomplete information

Edmonton

• Demonstrated personal proficiency, multi-tasking abilities and team attitude in high stress fast paced environments, dealing directly with client’s daily needs such as banking, certified checks and foreign currency exchange• Created multiple up-sell and cross-sell opportunities by identifying gaps in clients’ portfolio and generated sales referrals by proactively promoting banking alternatives• Exhibited the ability to handle a diverse network of clients, with varying concerns

• Provided clientele with information and advice to ensure that their financial needs and goals were met through doing banking at RBC• Conveyed professionalism while interacting with clients, handling complaints and common questions, open (investment) account, mortgage applications, and credit cards• Acted as the Client Assistance Officer, greeting clients, booking and confirming appointments, and referring clients to appropriate financial advisors• Established and maintained relationships with various clients by promoting current alternatives, in turn increasing sale opportunities

Bachelor Of Commerce (B.Com.) And Economics-Minor, Banking, Corporate, Finance, And Business Law. Public Finance . Business Analysis. Economics

Accounting & Strategic Measurement, Diploma, Accounting, 3.6