Skills Summary:
- Bilingual (Fluent in English and
Cantonese)
- Persistent in achieving goals, and
motivated and willing to learn.
- Good understanding of Financial
Modeling; completed Management Studies 597 The Use of Advanced
Methodology in Operations Management
- Familiar with Project Life Cycle,
Request For Proposal (RFP), Critical Path Method, and Gantt Chart; completed
Operations Management 407 Introduction to Project Management
- Good understanding of EOQ, Supply
Chain Management, and Material Requirement Planning etc; completed Operations
Management 401 Inventory Control
- Familiar with Forecasting, Queuing,
and Service Management; completed Operations Management 405 Service Management
- Good understanding of the financial
industry Capital Budgeting, Options, and Stocks etc.
- Proficient in MS Office, Excel-Solver
and VBA, @Risk, Internet, Electronic Mail
Education:
The University of North Pole
Sep 1996 Jun 2000
Bachelor of Commerce, majoring in
managing Palace
Graduated with distinction
North Pole Securities Institute
Jun 1999 present
North Pole Securities Course
H & R Block
Oct 1997 Dec 1997
Income tax course
Crescent Heights High School
Sep 1993 Jun 1996
Advanced High School Diploma
Work Experience:
Grader/Exam Proctor - The University
of North Pole
Sep 1999 Apr 2000
- Graded assignments, mid-terms, and
final exams
- Answered inquiries during exam period
Secretary (13hrs/week), Computer Company
Jul 1998 Jun 1999
- Practiced basic internal accounting
procedures
- Filed and completed invoices
- Tracked returned merchandises
- Performed data entry and general
office duties
Academic Projects:
- Modeled parcel sorting methods at
North Pole Post Corporation using Arena simulation software
- Analyzed process and information
flow for North Pole Freightways Parcel Express using tools such as process
flow chart, Ishikawa diagram, Arena simulation software, and queuing theory.
- Analyzed Supply Chain Management
and made recommendations for Crab North Pole, a manufacturer
- Analyzed quality control through
the use of process templates and a house of quality for a North Pole-based
software development and marketing company
- Forecasted demand, built forecasting
models, and made recommendations to improve daily operations for Ocean
Slow Express, a local trucking company
- Developed and documented a database
for daily use of tracking inventory and memberships for P & K Video,
a local video store
- Research paper International Project
Management: studied successful factors
- Research paper Financial Crisis
in Japan: studied Japanese financial system
Awards & Achievements:
- Certificate of Appreciation, Revenue
North Pole (1998) received for participation in the volunteer program
- Certificate of Accomplishment, H
& R Block (1997)
- Student Peer Assistance Undergraduate
Bursaries (1997) awarded for academic achievement
- Faculty of General Studies Deans
list (1997) awarded for GPA over 3.6 on a 4.0 scale
- Alexander Rutherford Scholarship
(1996) awarded for academic achievement
- Career & Technology Studies
Scholarship (1996) awarded for academic achievement
Volunteer Work and Activities:
The Japanese Cultural Club, The University of North Pole
Sep1998 May 1999
VP Finance
- Established financial policies
- Tracked and recorded members information
by using Excel
- Kept track of financial status
- Approved expenses up to $300.00
- Reported to the president
- Held office hours to sell tickets
and answer general inquiries
- Participated in biweekly executive
meetings and clubs events
The Japanese Cultural Club, The University of North Pole
Sep1997 Sep1998
Financial Assistant
Income Tax Program, North Pole
Chinese Community Service
Association.
Mar 1998
Community Volunteer
- Assisted Chinese families with income
tax preparation and completed 10 forms with accuracy
- Responded to tax questions