Sonia Bai Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

Course: Money, Banking, and Financial Markets

Toronto, Canada Area

• Reviewed reconciliations of multiple funds prepared by junior fund accountants toensure timely completion of daily tasks. Overviewed price reports of various funds foraccuracy.• Independently investigated and responded to client inquiries promptly. Contacted andfollowed up with appropriate external parties to resolve issues and variances.• Trained new staffs and assisted in addressing problems of other fund accountants. Tookon additional responsibilities to support supervisors and managers with dailyoperations.• Prepared backups and verified output for subsequent review during distributions.• Converted nine funds into the internal system during an eight-month conversionperiod of a major client.• Monitored compliance with client specific requirements.

Toronto, Canada Area

• Reviewed daily activities of multiple funds, including capital stock trades, equitytrades, income and expenses, and holdings.• Generated reconciliations for review of senior fund accountants. Organized clientreports after funds were signed off.• Investigated into variances by contacting appropriate external teams. Adjustedaccurately per policies and procedures. Escalated issues timely to the appropriatelevel.• Ensured prices were applied correctly to fund holdings. Priced funds accurately andefficiently. Prepared price reports for review of senior fund accountants.

Toronto, Canada Area

- Delivered 90-­minute study sessions weekly to facilitate students learning third year Corporate Finance more efficiently.- Answered students' questions and directed students' requests timely to instructors.- Developed promotional material and activities including additional practice problems and review maps to bridge gap between lectures and tutorials for students.- Kept weekly logs and communicated regularly with instructors and students to address areas that required extra assistance, such as demonstration examples.- Participated in meetings regularly and continuously contributed methods to improve program quality.- Collected students’ feedback and adjusted facilitating approaches accordingly.

Toronto, Canada Area

- Delivered exam review sessions to raise donations for children in South America.- Coordinated with course ambassadors and prepared high-quality review packages for third-year Capital Markets and Corporate Finance courses.

Lanzhou, Gansu, China

- Assisted auditors in collecting client information to improve the organization of audit procedures.- Arranged projects’ manuscripts to ensure auditors had efficient access to files.- Formatted audit reports with Microsoft Office to enhance accuracy and appearance.- Coordinated and delivered documents for offices at various locations to improve communication between offices.

Master'S Degree, Financial Economics

Master'S Degree, Financial Economics

Rotman Commerce Accounting Specialist, Accounting Specialist, Economics Major, 3.68/4.0

Activities and Societies: Peer-Assisted Study Sessions Leader