Lijie (Lily) Fan

MFI Student

Campus

Areas of Interest

  • Crafting Jewellery
  • Design & Carving
  • Board Games

Biography

Coming from a strong analytical background, Lily has a strong working knowledge of financial risk management, analytical and problem-solving skills from working in the finance, technology, and government sectors. She posseses excellent interpersonal skills to collaborate effectively with cross-funtional teams and clients.

Experience

The Bank of China, Zhejiang, China
Financial Risk Analyst, Oct. 2022 - Dec. 2022

  • Managed financial data, including data collection, validation, & reconciliation, using advanced Excel functions & macros.
  • Analyzed financial statements to identify risks & opportunities, utilizing data visualization tools Microsoft Power BI.
  • Participated in various ad hoc projects, such as M&A due diligence & regulatory compliance reviews.

The Ontario Public Service, Toronto, ON
Position, Jan. 2022 - Apr. 2022

  • Created various checklists for financial analysis & expenditure control by using Excel.
  • Summarized the targets of funding database project & created onboarding training guidelines by using Visio.
  • Conducted financial modeling, scenario analysis, & sensitivity testing to support strategic planning & risk management.

Long View Systems, Toronto, ON
Business System Analyst, Sep. 2021 - Dec. 2021

  • Analyzed Business Needs Requirements for Cloud, Security, End User, Business, & Digital Transformation solutions.
  • Updated corporate clients’ technical needs with Microsoft Azure Sentinel for cloud expertise.
  • Created Technical Runbooks for clients using Microsoft Intune & integrated the application into Zscaler/ZPA.

Skills

  • Technical: Python
  • MATLAB
  • R
  • SQL
  • AXIS
  • Excel VBA
  • Microsoft 365

Professional Certificates & Awards

  • Term Distinction: 2020 - 2021
  • Term Dean’s Honours List: 2020
  • UW President’s Scholarship of Distinction: 2018

Education

Master of Financial Insurance, University of Toronto, 2023 - 2024
BMath (Honours), Math/Financial Analysis & Risk Management - Professional Risk Management Specialization (Co-op & Statistics), University of Waterloo, 2023