Vanessa Li Email & Phone Number

San Francisco, California, United States

San Francisco Bay Area

• Performed investment valuation testing for more than 60 debt positions using a DCF or IRR model, and conducted valuations for 25 warrant and equity positions using OPM backsolve or market approach
• Conducted financial statements risk assessment by analyzing the financial trends, ratios, macro-economic conditions and impacts, and industry specific headwinds
• Led SOX Internal Control testing, which includes tasks such as: testing and documenting the design and implementation and the operating effectiveness of the controls, leading the client walk-throughs, and coordinating.
• Implemented the use of a new project management process called Deloitte Kanban on multiple engagement teams

• Worked with Professor Birchenall on researching the mortality of European settlers to show the lack of correlation between economic development and morality in the sixteenth to eighteenth centuries
• The project relies on historical missionary rolls for protestant churches and the assignment of catholic bishops from Rome.

Santa Barbara, California, United States

• Planned all 15 club meetings with special guest speakers such as the VP of Finance Operations at NVIDIA, Regional Director at Wellington Management, and the CEO of Pave Finance
• Led investment discussions and stock pitches for the club’s mock portfolio

Santa Barbara, California, United States

• Managed UAS's bank account, issued checks and invoices, and filled taxes
• Recorded all bookkeeping transactions with journal entries using Quickbooks
• Contacted firms for donations and invoices payables
• Completed bank reconciliations and resolved inconsistencies

· Helped students with resume reviews and cover letter critiques· Explained CPA License requirements to students and completed 300+ CPA progress checks · Organized Economic Department Alumni Events with amazing alumni such as Cathleen Taff from Disney and Michael Byron from Nvidia

Toronto, Ontario, Canada

· Assisted the preparation of financial statements and board package for the Q2 financial reporting · Reconciled large acquisition transactions and prepared amortization schedules for new properties· Designed and maintained 4 JDE reports to provide more insightful regional data for better analysis· Conducted financial analysis on revenues and communicated.

Toronto, Ontario, Canada

· Prepared reconciliations and booked related accounting journal entries in the Oracle System· Administered daily transaction settlements with partnering companies and led timely communication to resolve discrepancies· Applied SQL to gather data for delinquent account analysis and other ad-hoc projects· Created useful reports using Excel Macros and pivot.

Toronto, Ontario, Canada

· Executed 3000 test cases on the new TurboTax engine and debugged calculation errors using big data analytic tools and visualization techniques· Collaborated with developers to introduce a new analytical tool in Spark Apache to the team· Constructed, updated, and managed 20 test plans responsibly for the new Tax engine using Excel

Western University

• Dedicated to developing an Alumni networking system to help club members build business connections and meet mentors
• Assisted in planning the annual CIBC Case Competition by contacting judges and organizing the networking session
• Motivated executives to pursue their interested projects and supported them with resources and connections
• Demonstrated effective communication skills through organizing interdepartmental events and exchange of ideas within the department

• Conducted extensive research on Facebook Audience Network and on 4 industry competitors to determine the profitability of this marketing option
• Collaborated closely with the accounting department to plan the marketing budget for the product using the data collected on Facebook Audience Network
• Assisted with planning the marketing expansion to potential customers by providing analyzed data of current customers
• Interacted with potential customers professionally and resolved escalation questions on Opera products to ensure customer satisfaction

London, Ontario, Canada

• Communicated tax terms effectively with clients to better assist them with filing their taxes
• Organized and summarized commonly seen tax forms and questions on a “cheat-sheet” to assist all analysts with the filling process
• Completed 8+ hours of tax orientation sessions and got EFILE approved by CRA
• Verified clients' information, claimed applicable tax credits and calculated total return
• Prepared personal tax returns for tax year 2018

Bachelor'S Degree, Economic And Accounting

Activities and Societies: Accounting Undergrad Society Economic Research Fellowship Program Investment Connection Dean's Honors List

Business Administration And Management, General, 4.0 Gpa

Activities and Societies: First Year Off-Campus Society Community director at NOVA Club Dean's Honors List

High School Diploma, 94+

Activities and Societies: DECA Business Club President | Debate team | Organized Fundraisers | Prefect | Steward | Top 25% in Euclid Math.

4.0 Gpa

Activities and Societies: National Honor Society | International Student Club Secretary | Class Officer, Treasurer | March Break Mission.

Education record

Computer Science

Took computer science summer courses and acquired basic python coding skills.