Experience

Short, impact-focused summaries with measurable outcomes.

Business & Market Analyst• Vancouver Investors Club Inc.

Aug 2024 – Present Hybrid
  • Supported portfolio and product strategy across $150M+ in assets (Prince George & Vancouver), streamlining month-end close (JEs, reconciliations) and IFRS-ready reporting to reduce turnaround by 15%.
  • Modeled portfolio-level LTV, DSCR, and Debt Yield and standardized variance/reporting templates—improving reporting accuracy by ~12% YoY.
  • Built Power BI dashboards visualizing ROI, covenant trends, and asset performance to accelerate leadership decisions and lender/IR packages.
  • Strengthened audit readiness and internal controls; delivered multi-year forecasts that clarified capital allocation and cash-flow planning.
  • EMD subsidiary go/no-go: produced feasibility (revenue model, compliance costs, GTM timeline) and investor decks; AI-assisted research cut brief turnaround by ~30%.
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  • Designed comprehensive revenue and compliance models that supported executive strategic planning.
  • Developed ROI models that directly shaped negotiation strategy for a $15M commercial property acquisition.
  • Delivered investor-ready presentations that secured engagement from high-net-worth prospects.
  • Consolidated monthly review packs for Finance leadership, boosting visibility into budget-to-actuals and CAPEX.
  • Partnered cross-functionally (Finance, IR, Compliance) to ensure data integrity across lender/capital reporting workflows.
  • Advanced toolkit: Excel (models & sensitivity), Power BI, SQL, SAP (coursework).
  • Leveraged AI tools (Copilot, Gemini, OpenAI) to accelerate research and improve market insights.
Toolkit: Excel (models & sensitivity), Power BI (in progress), SQL (basic), Python (basic)

Strategy and Investment Intern• Sun Commercial Real Estate Group

2019 – 2021 (Summers)
  • Assisted asset management and loan compliance for a $40M portfolio (Georgetown Marketplace), ensuring covenant adherence and timely lender reporting.
  • Built pro-formas integrating CAPEX, NOI, DSCR for acquisition/refinancing; valuation analyses reduced model revision cycles by 15%.
  • Reviewed loan agreements and covenants; supported IFRS-aligned variance/scenario work to improve depreciation and cash-flow projections.
  • Delivered the Georgetown deck (cap rates, lease scenarios, ROI) used in investment and capital deployment decisions.
Toolkit: Excel (DCF/ROI), Market comps, Presentation design
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  • Drafted market analysis reports that flagged high-potential acquisition targets across the GTA.
  • Forecasted rental yields and NOI to support financial due diligence.
  • Contributed to client-facing investment proposals, merging financial models with market logic.
  • Supported senior associates in preparing materials that led directly to approved acquisitions.

Media Director • Chinese Undergraduate Association, University of Toronto

Mar 2022 – Mar 2024
  • Led cross-functional work with Finance/Sponsorship/PR; produced sponsor decks and campaigns for 500+ attendee events.
  • Managed an 8-person creative team; workflow improvements increased delivery speed by ~30%.
Toolkit: Sponsorship communications, Deck building, Campaign ops
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  • Partnered with sponsorship & PR teams to craft media campaigns supporting events with 500+ attendees.
  • Designed sponsor decks that improved corporate engagement and secured multiple sponsorships.
  • Led a media team of 8+, coaching contributors to deliver higher-quality outputs.
  • Instituted project management tools that reduced bottlenecks and accelerated turnaround times.
Download Resume (PDF)