Summary
Overview
Work History
Education
Skills
Timeline
Generic

Martina Yang

Summary

As a conscientious second-year accounting major at university, I have gained a strong foundation in financial principles and practices. My coursework has given me the ability to use accounting software, bookkeeping, and financial analysis. I have a strong aptitude for numbers and am detail-oriented, as evidenced by my ability to manage academic projects and help with small-scale financial analyses. I am eager to put my academic knowledge to use in the workplace as a junior accountant. My enthusiasm for continuous learning and commitment to professional growth make me a valuable addition to any accounting team.

Overview

7
7
years of professional experience

Work History

Asset Management Intern

Sunshine Insurance Group
01.2025 - 04.2025
  • Assisted the team with fundamental investment analysis and data input responsibilities.
  • Compiled and structured financial data for evaluation.
  • Utilized Excel to revise spreadsheets and monitor investment performance.
  • Facilitated the preparation of concise reports and summaries for team meetings.
  • Acquired knowledge on the functioning of various investment kinds, including equities and fixed-income securities.

Accountant

MNP
01.2024 - 05.2024
  • Displayed adaptability in learning accounting procedures and implementing new accounting software, such as Taxcycle and Caseware.
  • Increased accuracy of financial records through meticulous bookkeeping practices, ensuring all transactions were accounted for properly.
  • Performed review and compilation engagements, including preparation and analysis of financial statements.
  • Created adjusting journal entries, prepared annual engagement letters and " provided-by-clients" lists.
  • Communicate with clients to help with tax return preparation and assurance engagement compilation.

Store Assistant

Now Tea
06.2023 - 01.2024
  • Teamwork: Collaborate with team members to manage high-volume periods and maintain efficient service.
  • Customer Service: Greet and assist customers with menu selections, providing recommendations and detailed information about ingredients and flavors - improve English efficiency.
  • Cashier: Handle cash register operations, including processing transactions, receiving payments, and providing accurate change.

Organizer

Harvard University summit department
10.2020 - 06.2021
  • Participated in strategy development and planning to grow organizing program and advance campaigns.
  • Identified community organizations and leaders to establish and nurture relationships to help build awareness and win reforms for public.
  • Fostered collaborative efforts to schedule, host and facilitate events and identify further opportunities to reach members of community.
  • Discovered opportunities to gain deeper insight into creating efficient and streamlined processes.

Volunteer

Small Outstanding Financial Exchange Seminar
01.2019 - 01.2019
  • Quickly learned financial analyzing skills and applied them to future study.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Volunteer

"Hometown Plan" Financial Education Popularization
10.2018 - 10.2018
  • Maintained energy and enthusiasm in fast-paced environment.
  • Record and organize the materials.
  • Maintained excellent attendance record, consistently arriving to work on time.

Education

Associate of Arts - Accounting And Financial Management

University of Waterloo
04.2027

Skills

    • Time Management: well-planning, maintain concentration while completing several tasks and adhering to deadlines
    • Teamwork: excellent communication skills, coordinated, collaborated, contributed, partnered ad supported
    • Work Ethic: Dedicated, reliable, respect for others
      • Office Software: Excel, Powerpoint, Tableau, MS Word, Outlook, Live Meetings
      • Programming Languages: R, Python
      • Speaking and Writing Languages: English, Chinese

Timeline

Asset Management Intern

Sunshine Insurance Group
01.2025 - 04.2025

Accountant

MNP
01.2024 - 05.2024

Store Assistant

Now Tea
06.2023 - 01.2024

Organizer

Harvard University summit department
10.2020 - 06.2021

Volunteer

Small Outstanding Financial Exchange Seminar
01.2019 - 01.2019

Volunteer

"Hometown Plan" Financial Education Popularization
10.2018 - 10.2018

Associate of Arts - Accounting And Financial Management

University of Waterloo

Similar Profiles

CREATE PROFILE
Martina Yang