Financial Analyst
Vancouver, British Columbia, Canada
-Closely worked with the CEO and the data team in Financial Analysis, negotiations with clients or vendors, contract review, overseeing each department’s spending, and managing reporting systems.-Closely worked with outside accountants in bookkeeping, setting up COA, setting up expense management system, government-related filings, and month-end process.-Closely worked with the data team (programmers) and sales managers to create sales analysis reports on Tableau, Quickbase, and Excel. This process helped the company automate important recurring tasks.-Closely worked with a lawyer to review any sort of contract, checking the logic of each clause and its potential risks. Then negotiated with vendors to change the verbiage or terms to protect the company.-Closely worked with the marketing/event team to visualize their spending, set up budgets for each event, review their emails with vendors, negotiate the pricing and terms, and build reporting.-Fast learned company’s reporting system (Qucickbase, Tableau, and clients’ systems), know where to pull the data from and what to build when the CEO asks for certain reporting, and audit data accuracy by comparing reports to source data.