North Vancouver, British Columbia, Canada
I am passionate about getting to know people and leaving a mark in their lives - could be as trivial as random laughters we share, or as eye-opening as inspiring new perspectives we introduce to each other along the way.
Investor Relations: - Monitor economic and industry trends, analyst reports and estimates, peer results, and shareholder sentiment to provide written and visual summaries and recommendations to executive leadership - Lead the preparation for investor day, conferences and roadshows with a focus on showcasing strategic priorities, operational insights, financial performance, and long-term value propositions - Craft quarterly earnings materials, including press releases, investor presentations, executive scripts, and Q&A documents, ensuring effective communication and consistent messaging - Maintain strong relationships with equity analysts and institutional investors, facilitating transparent, timely and proactive engagement FP&A: - Design and maintain financial models and reports to facilitate business scenario analysis and long-term planning, evaluate business performance and risk and mitigation strategy - Support enterprise-wide annual budget, quarterly forecast and monthly projection for regional and consolidated income statement, balance sheet and cash flow - Consolidate, review and analyze financial results to identify key trends, variances, and business insights to assist management decision making - Prepare executive business review presentations
-Worked on the preparation of written documents and presentation slides for corporate bond issuance -Performed in depth financial analysis including calculating key ratios and analyzing comparative financial performance using Excel -Communicated with clients at their headquarters to collect and verify information, and perform due diligence including industry and company research, background check, financial analysis and risk assessment in a fast-paced environment -Collected data from Wind financial database to conduct regional market research for potential business opportunities
-Planned, organized, and co-facilitated over 15 orientations, workshops and community tours for over 250 adults and youth new immigrants throughout the summer to support their transition and integration into Canada -Performed administrative tasks including entering and updating clients’ information and activity in the internal database -Collected clients’ feedback on events, analyzed the results and came up with improvement plans with the team -Worked with clients and colleagues with diverse cultural and religious backgrounds