Toronto, Ontario, Canada
Hi, I am Gloria Li. I recently graduated from the University of Toronto and majored in Finance. I had some related experience in the Financial institution, and I am glad to receive the message and connect with everyone who is interested in me.
• Extracted and analyzed data using FactSet, Capital IQ, Google and Excel pivot table; assisted in visualizing data and formulating profit plans, including capital investment, financial planning, expense budgeting and recommendations offering for the entire enterprise • Forecasted data using financial models in excel and presented report; communicated with the team members and project manager about the competition specifics, and achieved first place among all groups • Improved time management and multitasking skills by completing projects within a tight deadline
• Provided advice and explained the terms and conditions of Customer Letter of Credit to customers; ensured customers’ full understanding of rights and responsibilities • Performed and reviewed clerical related works; including document processing, record keeping and filing, financial statement auditing, data organizing, analyzing and publishing • Assisted the manager to calculate the tax declaration amount, and check the background of business companies; Repeatedly recognized for by management for calmly and efficiently executing multiple tasks within a dynamic, service-focused environment; anticipated, identified and ensured company needs are being met in the best possible way