Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Language
English
Fluent
Work Experience
Founder at Chronica Jewelry
June 1, 2023 - PresentCompiled, tracked, and analyzed financial and operational metrics to evaluate revenue trends, assess customer acquisition efficiency, and support data-driven decisions, expanding reach to 5,000+ monthly views (85% new audiences). Prepared detailed sales records, performed cost variance and margin analyses, and monitored revenue streams, generating $600+ in six months through strategic pricing decisions while ensuring accurate transaction tracking and reporting.
Finance Director at Ascend Canada (UW Waterloo)
January 1, 2025 - PresentSuccessfully secured and managed funding by preparing endowment fund proposals, submitting accurate reimbursement requests, and ensuring budgets and allocations complied with funding guidelines. Oversaw financial records and tracked budgets for events, providing timely reporting, maintaining internal controls, and supporting the operational and financial efficiency of the club’s initiatives.
Financial Analyst at Hong Wei Accounting Firm
April 1, 2025 - September 1, 2025Supported accounts payable and accounts receivable operations through invoice processing, payment tracking, account reconciliations, and month-end close procedures to ensure accurate and timely financial reporting. Assisted with tax documentation review and account cleanup while analyzing financial data, preparing summary reports, supporting audit requests, resolving discrepancies cross-functionally, and developing presentations for management.
Accounting Analyst at Metrolinx
January 1, 2026 - April 1, 2026Researched and analyzed 20+ financial topics, including retirement planning, investment strategies, and market trends, synthesizing complex data into clear, actionable summaries to support seminars and strategic decision-making. Created 10+ professional PowerPoint presentations to communicate financial insights effectively, while strengthening financial knowledge through independent research, data analysis, and exploration of industry tools.
Research Analyst at Markham, ON
March 1, 2025 - September 1, 2025Researched and analyzed 20+ financial topics, including retirement planning, investment strategies, and market trends, synthesizing complex data into clear, actionable summaries to support seminars and strategic decision-making. Created 10+ professional PowerPoint presentations to communicate financial insights effectively, while strengthening financial knowledge through independent research, data analysis, and exploration of industry tools.
Education
Bachelor of Accounting and Financial Management (Honours) at University of Waterloo
September 1, 2024 - January 1, 2029Qualifications
President’s Scholarship
January 11, 2030 - March 9, 2026KPMG Entrance Scholarship
January 11, 2030 - March 9, 2026Robert J. Sproule DEC A Scholarship
January 11, 2030 - March 9, 2026Industry Experience
Financial Services, Professional Services, Education, Retail, Media & Entertainment
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
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