Sunsar Purewal

Financial Analyst specializing in FP&A, financial modelling, and data-driven analytics automation with advanced proficiency in LSEG investment databases, Power BI, Excel (Power Query, PivotTables), and DAX. Proven track record of improving reporting efficiency (60% reduction in reporting time) and increasing forecast accuracy (15%) through dashboard development and data-driven forecasting models.

Experience supporting finance operations and sales analytics across international teams. CFA Level I Candidate (Aug 2026).

Financial Operations & FP&A Analyst at Shanghai Baleyuan Media Co. (2025-01 – Present)

Financial analyst responsible for cash forecasting, revenue/OPEX forecasting, KPI reporting, and financial controls.

• Built a rolling 13-week cash forecast and monthly revenue/OPEX forecast, improving forecast accuracy by 15% through driver-based modelling and scenario analysis.
• Automated weekly KPI reporting dashboards in Power BI and Excel, reducing manual reporting time by 60% (5 hours → 2 hours per week) and standardizing performance metrics across departments.
• Strengthened financial controls across AP/AR and bank reconciliations, reducing month-end correction entries by 45% (20 → 11 per month) by redesigning invoice coding and reconciliation procedures.
• Resolved supplier and customer billing discrepancies within 48 hours (down from 5 days), improving cash-flow continuity and vendor relationships.

Financial Data Analyst at Manulife - John Hancock (2022-05 – 2023-12)

Data analyst focused on sales analytics, reporting, and dashboard development for multiple teams and stakeholders.

• Received "Our Stars" award. Recognized for excellence in performance and creativity, driving measurable improvements to client satisfaction and team KPIs during high-pressure fiscal periods.
• Produced bi-weekly performance reports and executive dashboards for Scotiabank partners via SharePoint, improving communication flow and accelerating decision cycles by 20%.
• Built the core Power BI reporting system used by multiple sales teams, automating sales analytics and improving lead conversion by 12% while reducing trend-analysis time by 50%.
• Implemented project tracking solutions and sales target systems for all of Manulife Affinity Travel to monitor progress and capture insights, which led to a 35% improvement in budget and deadline adherence.

Laurier Investment and Finance Association Member at Wilfrid Laurier University (2019-09 – 2023-08)

Member of student investment and finance association providing IT support, data analysis, and financial record maintenance.

• Collaborated with IT managers to install and configure 50+ campus computers, ensuring seamless user accessibility and reducing setup delays by 25% through streamlined workflows.
• Analyzed and prioritized 30+ monthly inquiries from students, faculty, and staff, providing data-backed recommendations that improved resource allocation efficiency by 15%.
• Maintained investment records and trend analyses using Excel, delivering accurate reports that enhanced stakeholder decision-making and reduced monthly audit prep time by 10 hours.

Honours BA in Economics & Accounting, Minor: Business Management – Wilfrid Laurier University (2019-09 – 2023-08)

Level I Candidate in Finance – CFA Program (2026-08)