Daryn Lai
Learner
(1)
6
Portals
Categories
Accounting Operations Financial services Investment Digital marketing

Skills

Accounting 1 Accounting records 1 Financial analysis 1 Financial statements 1 Research reports 1 Tax compliance 1

Achievements

Latest feedback

Recent projects

Meet the Motivators Inc.
Meet the Motivators Inc.
Brampton, Ontario, Canada

Accounting Supervisor for Meet the Motivators Inc. 1400.00 paid Riipen

The main goal for the project is to ensure that Meet the Motivators Inc. meets all financial requirements for a not-for-profit organization, including researching financial requirements, analyzing financial records, submitting tax required documents, and keeping proper accounting records for the yearly board of directors meeting. This will involve several different steps for the accounting supervisor, including: - Researching all financial requirements for not-for-profit organizations. - Analyzing financial records and ensuring compliance with tax requirements. - Keeping proper accounting records for the yearly board of directors meeting.

Matches 2
Category Operations
Closed
Parkviewhills Car Spa
Parkviewhills Car Spa
Toronto, Ontario, Canada

CarSpa Membership Program

Parkviewhills Car Spa is seeking to expand its membership program for auto detailing services, specifically targeting professional drivers and fleet companies. Currently, the program has organically grown to include 15 members, but the goal is to increase this number to 200 members within the next three months. The challenge lies in creating a compelling membership offering that appeals to the target audience and effectively marketing it to achieve the desired growth. Learners will apply their knowledge of marketing strategies, customer engagement, and business development to design a membership program that meets the needs of professional drivers and fleet companies. The project will involve analyzing the current market, identifying key selling points, and developing a marketing plan to attract new members.

Matches 1
Category Marketing strategy + 4
Open

Work experience

Accounting Supervisor
Meet the Motivators Inc.
Toronto, Ontario, Canada
January 2025 - April 2025

• Led the accounting team in conducting financial reports by applying quantitative analysis and financial modeling; Ensured the organization has met the financial requirements for a non-profit organization.

• Accurately recorded proper accounting entries and restated financial statements for the organization by leveraging Excel; Filed and handed in required tax documents after ensuring tax compliance.

Financial Analyst
Extendicare
Markham, Ontario, Canada
May 2024 - August 2024

• Compiled and submitted comprehensive Management Information System (MIS) reports and 2023-24 MPAC reports for all Extendicare-owned and assisted long-term care homes, ensuring compliance with the Ontario Healthcare Financial and Statistical System.

• Prepared staffing reports for OAK LTC homes and successfully reported to the Health Data Collection Service (HDCS) of the Ontario Ministry of Health.

• Revised and delivered detailed annual reports of all Extendicare-owned and assisted long-term care homes on the Minor Capital Programs for the Ontario Ministry of Long-Term Care, covering fiscal years 2020-21, 2021-22, 2022-23, and 2023-24.

Summer Intern (Audit & Assurance)
AE Majoris Group
Hong Kong, Hong Kong
June 2023 - August 2023

• Conducted annual audit reports for the four internal business segments of AE Majoris Group and 12 Hong Kong limited companies by utilizing Excel in recasting and recalculation of financial statements.

• Held regular check-in meetings with clients and colleagues to increase understanding of audit areas, gather and follow up on documents from PBC lists, and discuss the companies’ regulatory compliance.

• Organized and managed public events for the company’s new office inauguration by implementing budget management, logistical arrangements, and guest management.

Campus Representative
Neo Financial
Toronto, Ontario, Canada
January 2023 - March 2025

• Achieved 22,500+ impressions in three digital marketing campaigns by leveraging digital marketing & word-of-mouth marketing to promote Neo’s financial services to potential customers.

• Created and implemented strategic promotion plans for increasing brand awareness on campus.

Sales Representative
TELUS
Toronto, Ontario, Canada
July 2022 - August 2022

• Provided customized solutions for customers after conducting detailed need assessments of networking plans; Recorded average sales of $260 CAD/day.

• Facilitated daily operations of the store by managing sales duties, inventory management, and customer services independently; Effectively implemented Customer Relationship Management (CRM) by providing efficient after-sales support & collecting feedback.

• Conducted in-depth market research daily to stay updated on emerging technologies and industry trends.

Education

Bachelor Degree, International Bachelor of Business Administration
Schulich School of Business, York University
September 2022 - June 2026