Xiao (Kimberlee) Tan Email & Phone Number

Vancouver, British Columbia, Canada

Toronto, Ontario, Canada

• Provided analytical support to CIBC’s Fintech division specializing in FX conversion, aided client acquisition efforts.• Developed settlement forecasts used to hedge FX market risks for monthly client payments• Engaged in a project that identified incremental revenue opportunities from client ATMs by analyzing large data sets, navigating algorithmic heatmaps and conducting competitive research.• Designed & implemented operational improvements to optimize reporting process leading… Show more • Provided analytical support to CIBC’s Fintech division specializing in FX conversion, aided client acquisition efforts.• Developed settlement forecasts used to hedge FX market risks for monthly client payments• Engaged in a project that identified incremental revenue opportunities from client ATMs by analyzing large data sets, navigating algorithmic heatmaps and conducting competitive research.• Designed & implemented operational improvements to optimize reporting process leading productivity increase. Show less

Toronto, Ontario, Canada

• Supported financial data transfer project from a legacy system to new platform, resulting in increased data mining efficiencies and better integration with parent company Scotiabank. • Monitored and revised the interest responsibility and FX gain accounts daily, resulting in effective internal control.

China

• Assisted in the preparation of the financial statements for annual reporting periods• Sole responsible for collecting monthly departmental cost reporting and consolidating monthly cost-to-income ratios of different departments; engaged in developing internal management reports• Analyzed the payments due and updated customer database to support sales department

Master Of Finance, Finance

Bachelor'S Degree, Finance And Financial Management Services, 3.7/4.0

Exchange Program, Business Administration And Management, General

Bachelor'S Degree