William Li's Portfolio
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William Li
Accounting and Financial Management University of Waterloo li_william@live.ca william-li.net
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| Professional Experience | Treasury Analyst / Finance Co-op, Sept 2010 – Dec 2010
Thales Canada, Toronto Managed a multi-million dollar currency hedging portfolio. Analyzed daily cash flows and discrepancies, while establishing budget forecasts and presenting month-end reports. For automating core processes to boost efficiency by 50%, I received an “Outstanding” work-term evaluation. Pension Fund Administrator, Jan 2010 – Apr 2010 Hewitt Associates, Toronto Appraised termination and retirement pension packages. Audited system data to promote team’s work proficiency. Fixed faults within the company’s POET client-side pension system, and saved company from taking necessary losses.
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| Leadership Experience | Toastmasters, Chapter Founder and VPof Public Relations, 2008 – Present
DECA U, Marketing Officer, 2009 – Present Waterloo Investment Research Exchange, Representative, 2009 – Present Finance Research Assistant, University of Waterloo, 2010 Tearcher’s Assistant, University of Waterloo, 2010
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| Education and Certification | Candidate for Bachelor of Accounting and Financial Management
Finance Specialization and Economics Minor University of Waterloo, Expected Graduation: 2013
Candidate for CFA Designation (Test 1), 2011 Student Leadership Program Certification, 2011 Bloomberg Certification, 2010 Canadian Securities Course, 2009
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| Software Experience
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Bloomberg Professional
SAP Adobe Photoshop CS5 Lotus Notes JavaScript XHTML Microsoft Office Suite (Word, Excel, Powerpoint, Outlook, Access,Visio)
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| Honors and Awards | Accounting Student Opportunity Award, 2011
Queen Elizabeth II: Aiming for the Top Scholarship, 2008 – Present University of Waterloo Merit Scholarship, 2008 |
