• Evaluated competitor data and statistics to develop business investment strategy and drive growth• Developed forecasting tools to analyze revenue variance, business pipeline and industry trends• Built and maintained databases for forecasting future financial performance using proficiency in MS Excel, VBA & SQL• Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position• Prepared and ensured the accuracy of all management reports of fund performances (MRFP)

• Collaborated with business magazine team, analyzing financial reports of over 800 target companies to successfully provide and update newest financialinformation in the company’s system with a high degree of accuracy• Audited financial reports in the system, ensuring data was free of errors and exhibited consistency with latest findings• Forecasted detailed quarterly reports of 200+ target companies to assist team in performance analyzation• Ranked top 1000 companies in Canada, summarizing and visualizing quarterly and annual information using Microsoft Excel and Visual Basic Application;compared historical data to bring recommendations to team

• Determined customers' investment needs and prepared proposals to sell services that address these needs which resulted in weekly sale targets were met.• Interacted with customers by telephone or in person to provide information about products or services to set up initial meetings for the sale team.• Conducted research regarding real estate and automobile industry on various databases and summarized insights to assist the portfolio manager in making investment decision.• Set up and managed accurately paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, meeting minutes, or other material.