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ZhongWen Ma

@zhongwenma

Finance and portfolio operations leader at RBC who resolved bond interest calculation mismatches and strengthened Treasury financial governance.

Canada

Message

At RBC, I lead financial governance for Corporate Treasury initiatives supporting enterprise-wide balance sheet management and regulatory compliance. I also resolved system mismatches and IFRS divergences in bond interest calculations, improving reporting accuracy.

At HOME TRUST COMPANY, I directed a finance transformation using Python, Databricks, Alteryx, and RPA that reduced manual processing by approximately 70%. Earlier, at SIGMAANALYSIS & MANAGEMENT LTD., I developed portfolio monitoring tools that reduced investment slippage by approximately 10%.

Experience

Work history, roles, and key accomplishments

Current

Associate Director – Financial Control

Current

Royal Bank of Canada

Jan 2025 - Present (1 year 10 months)

Responsible for financial control, reporting, and risk oversight of ALM and Corporate Treasury functions, ensuring compliance and governance. Led initiatives to resolve system mismatches and IFRS divergences, and developed control frameworks for intercompany trading.

Financial Control Risk Management IFRS Treasury Governance Compliance Financial Analysis Cross functional Leadership

Manager – Finance Business Support

Home Trust Company

Jan 2022 - Dec 2025 (3 years 11 months)

Managed a team of 3 senior analysts, overseeing the Interest Rate Swap hedging program and supporting treasury and deposit lines of business. Directed AI-enabled finance transformation using Python, Databricks, Alteryx, and RPA, reducing manual processing by approximately 70%.

Python Databricks Alteryx Robotic Process Automation Treasury Hedging ALM Financial Reporting IFRS Regulatory Reporting Team Leadership

Senior Financial Analyst

Home Trust Company

Jan 2020 - Dec 2022 (2 years 11 months)

Responsible for competitor analysis, supporting financing and deposit operations, and managing financial operations for capital market initiatives. Secured over $2.1 billion of alternative funding through RMBS, ABCP, warehouse facilities, whole loan sales, and deposit note programs.

Financial Analysis Capital Markets RMBS ABCP Competitive Analysis Reporting Internal Controls

Operations Associate

Sigma Analysis & Management Ltd.

Jan 2018 - Dec 2020 (2 years 11 months)

Conducted investment due diligence and financial modelling for six strategic initiatives, and prepared monthly KPI reports for investors and board members. Monitored an €80 million diversified investment portfolio and developed tools that reduced investment slippage by approximately 10%.

Investment Due Diligence Financial Modeling KPI Reporting Portfolio Monitoring Market Research Business Case Development

Team Lead – Fund Accounting

SGGG Fund Services Inc.

Jan 2017 - Dec 2018 (1 year 11 months)

Managed a team of 11 Fund Accountants, responsible for financial and regulatory reporting, taxation, and valuations for up to 80 funds. Developed a dividend and forwards valuation module that created an 80% increase in efficiency.

Fund Accounting Team Leadership Financial Reporting Regulatory Reporting Taxation Valuation Process Improvement