• Assisted managers with interactive performance reporting for 17 regional sub-branches’ operational KPIs through consolidating and transforming financial data onto visual dashboards on Excel and Tableau• Closely engaged in source data cleaning, mapping and DAX formula writing to ensure seamless integration and presentation of performance indicators such as new account opening, new deposits and conversion rate• Facilitated an internal initiative to streamline the reporting process of all regional sub-entities and acted as an assistant to the program managers to define scope/milestone of work and maintain databases• Actively monitored macroeconomic trends and latest regulatory changes to draft monthly market risk assessment reports, which are distributed both internally and externally to a broad audience of clients

• Performed accounting and tax consulting services such as working paper / financial statement preparation and tax assessment for both individuals and SMBs from construction, healthcare and the public sectors· Analyzed financial statements and other related reports to provide financial advice for hundreds of clients and assisted clients in finding potential investment opportunities· Evaluated the capital asset and GST account and helped a medical company earn more profits by postponing its sale plan during Covid · Achieved an 85% recovery rate that exceeded the target by 10 percentage points for both years

· Helped thousands of customers to solve their account problems, such as setting up CRA (Canada Revenue Agency) online account, arranging payments of tax, collecting bank statements and tax slips from banks· Established and maintained relationships with individual or business customers and provided assistance with problems the clients may encounter· Contacted clients, gathered insights, and made introductions to partners to fulfill clients' financial needs

• Managed and maintained client account information and sales database using NetSuite and Salesforce• Prepared financial statements, product evaluation and budgetary forecasting by using Excel paired withvariance analysis for senior leadership to better inform business decision-making