Yura Junyi Liu Email & Phone Number

North York, Ontario, Canada

• Build comprehensive and complex financial models covering client companies’ operations, capital structure, working capital items, and full financial statements
• Develop quality of earnings databooks and reports, synthesizing financial, accounting, operational and other information from companies going through the M&A process in order to normalize earnings, and provide.
• Conduct in-depth market, industry and company research on clients, and develop decks and reports, for business plans, business cases, valuations, financial analyses and related documents
• Develop financial analyses/data analyses providing actionable insight to management through spreadsheets constructed with data from accounting/finance systems, operational systems, HR systems, web databases, etc.
• Develop, manage, oversee and implement dynamic spreadsheet “tools” covering a wide range of situations based on client needs. Examples of previous Sapling work in this regard include a manufacturing plant scheduling.
• Building automated Key Performance Indicators Dashboards that drill down into a company’s financial and operational data to identify key business trends and assist with forming a short and long-term finance strategy

Toronto, Ontario, Canada

• Analyze and prepare reports on changes in liquidity position and/or counterparty credit risk
• Automate key processes to streamline risk assessments.
• Review key assumptions used to measure liquidity risk, counterparty risk, and leverage with derivatives.
• Review liquidity and credit risk early warning indicators.
• Perform research on ad-hoc projects.
• Present results of assignments to team members.

Ontario, Canada

• Determined level of acceptable risk by reviewing application for coverage and loss control reports.
• Ensured new business is compliant with Insurance regulation and keep abreast of industry updates.
• Created master spreadsheet to record procedures, denials and approvals.
• Guggled multiple projects and tasks to ensure high quality and timely delivery.
• Worked closely with team members to deliver project requirements, develop solution and meet deadlines.

Ontario, Canada

• Collected client information, key details, and entered information in Excel to make pivot table.
• Perform the dual roles of Data Entry and Customer Service independently with great attention to detail.
• Provided a high level of Customer Service – consistently received bonus and compliments from customers and brokers.

Master'S Degree, Financial Economics

Relevant Courses: Financial Economics, Financial Econometrics, Banking Analytics, Financial Options, Microeconomic Theory, Macroeconomic.

Bachelor'S Degree, Economics And Statistics, 3.3

Relevant Courses: International Monetary Economics, International trade, Macro and Micro Economics, International Management, Calculus.