Sofia Lu Email & Phone Number

234 Wellington Street West, Ottawa, On K1A 0G9

• lead the design of data standards and flows and modify them to support ongoing process and service improvements; perform the more complicated data construction and programming requests to meet client needs and ensure that established standards are met• resolve non-standard data problems (such as multi-variable problems), ensuring consistency in the flow of data and the ongoing delivery of data; address non-standard data requests from various sources (internal clients, external parties);… Show more • lead the design of data standards and flows and modify them to support ongoing process and service improvements; perform the more complicated data construction and programming requests to meet client needs and ensure that established standards are met• resolve non-standard data problems (such as multi-variable problems), ensuring consistency in the flow of data and the ongoing delivery of data; address non-standard data requests from various sources (internal clients, external parties); provide an explanation for data choices• provide advice to colleagues and clients related to gathering, manipulating and assessing data to ensure that appropriate data-management practices are known and complied with• monitor work processes and client satisfaction, recommending changes for continuous improvement to the manager• respond to client requests by interpreting requirements and offering appropriate options• maintain collaborative relationships with internal clients, counterparts and external stakeholders and suppliers to ensure the reliable flow of information from all sources• participate in all aspects of user acceptance testing for system upgrades or redesigns• lead the testing of enhancements or changes to the production environment• conduct research into the selection, application and implementation of database-management tools• lead or coordinate the work for Type 1 or 2 projects and participate in Type 1 to 4 projects, ensuring that data-management requirements are accurately captured in project deliverables• train and provide guidance to colleagues on processes, products, methodology and concepts Show less

Toronto, On

- Analyzed monthly sales data to determine discontinued items and updated sales reps discontinued list periodically to promote sales - Created projection and sales reports for all the major customers to assist buyers in optimum inventory levels, lead times and product allocation to manage inventory - Analyzed each customer’s purchasing history and purchasing power to determine that customer’s future discount structure and give marketing promotional plan suggestion- Corrected the… Show more - Analyzed monthly sales data to determine discontinued items and updated sales reps discontinued list periodically to promote sales - Created projection and sales reports for all the major customers to assist buyers in optimum inventory levels, lead times and product allocation to manage inventory - Analyzed each customer’s purchasing history and purchasing power to determine that customer’s future discount structure and give marketing promotional plan suggestion- Corrected the currency conversion error, reduced selling prices significantly and increased sales- Facilitated team with new automatic shipment tracking sheet to track inventory in order to improve inventory turnover and reduce warehouse cost- Created and ran a bi-weekly report to find mistakes in purchasing process and discrepancies between purchase orders and sales orders- Worked with complex data and took the initiative to identify business requirements and translate them into moderate to complex database related analyses and projects to provide business leaders with actionable insights into making key business decisions- Quoted new product using different options for sales reps, then maintained the final price lists - Worked as an interpreter during conference calls with Chinese suppliers and translated company’s regulations, requirements and presentations for management’s face-to-face meetings Show less

Toronto

- Tracked progress of company's project to determine compliance with regulations and agreement terms - Performed annual company financial review to identify outstanding issues and provide follow up plans using company's financial reports- Challenged company accountant on spending that did not conform with the contract to mitigate overspending and potential fraud- Verified company's invoices and other source documents by checking the reasonableness of the expense amount and other… Show more - Tracked progress of company's project to determine compliance with regulations and agreement terms - Performed annual company financial review to identify outstanding issues and provide follow up plans using company's financial reports- Challenged company accountant on spending that did not conform with the contract to mitigate overspending and potential fraud- Verified company's invoices and other source documents by checking the reasonableness of the expense amount and other details- Performed reconciliation of company's reimbursement items, accountant notes and invoices- Determined company's eligibility of getting the NGOJF or SJIF grant by analyzing financial data, market size, competitors and other criteria - Visited company sites to review company records and validate if the company is following the project requirement - Identified a potential breach of contract action Show less

- Entered and reconciled attendance, benefits, pension plan information and wage surveys- Performed internal auditing by investigating discrepancies between purchase orders, invoices and physical inventory - Improved payroll efficiency over 200% by implementing the HandPunch Biometric Clock system to automatically calculate payroll - Analyzed employees productivity and attendance to determine annual bonus - Represented the company in industrial relations matters with civic and… Show more - Entered and reconciled attendance, benefits, pension plan information and wage surveys- Performed internal auditing by investigating discrepancies between purchase orders, invoices and physical inventory - Improved payroll efficiency over 200% by implementing the HandPunch Biometric Clock system to automatically calculate payroll - Analyzed employees productivity and attendance to determine annual bonus - Represented the company in industrial relations matters with civic and industrial organizations, government agencies, educational institutions and the community Show less

- Utilized raw financial data to analyze each support centers financial performance- Conducted competitive research and recommended changes to the company's' warranty service - Performed market research to determine each partners sale and repair performance- Maintained complex Excel models and databases- Analyzed raw data to determine the level of customer satisfaction with 16 support centers' and provided recommendation to improve company's service to serve customers better

- Budgeted over $8 million for teams next fiscal year- Identified a huge discrepancy in a team wide report during analyzing bug issues- Managed more than 25 projects across 12 teams simultaneously - Organized several team trainings, meetings and events for more than 200 people

Bachelor’S Degree, Mathematics And Statistics, Acconting

Icebreaker and Team Leader, Orientation Week, Sept. 2008, 2009 and 2010 - Organized events for 1,000 first-year students and led teams.

Business Administration, Accounting

Greeter, Canadian Association of College and University Student Services (CACUSS), Jun. 2009 - Hosted several professional presentations