• Financial analyst experienced in interpreting & modelling financial data and producing quality reports and presentations while honouring demanding timelines
• Highly organized and results-oriented with proven flexibility in adapting to a wide range of financial controls, accounting functions, and computer systems
• Demonstrated excellence in communication and interpersonal skills, presenting and resolving complex problems and responding effectively to sensitive issues
• Possesses ability to incorporate strong analytical and problem solving skills in the building of long-term, profitable relationships

2008

2008

• Major in Corporate Finance – Management Science Modelling & Analysis, Quantitative Analysis for Management Decision Making, Financial Management, Investments, & Real Estate Finance
• Minor in Accounting with focus on IFRS – Management Accounting and Control Systems, Information Systems, Advanced Financial Accounting, and Auditing Standards and Applications
• Honour – Recipient of York Entrance Scholarship
• Member – Schulich Accounting Society and York Investment Club

2010 – Present

• Lead person for complete oversight and maintenance of Brand Canada’s major appliances’ forecast
• Analyzed and presented revenue, SG&A, and profitability results for all Canadian sales channels
• Ensured revenue growth by conducting consistent reviews of forecast versus invoiced, focusing on gross sales, VSI, and GP1/GP2 positive products
• Collaborated with regional account & sales channel managers to provide insight and guidance through P&L analyses in the creation of price lists and promotional pricing
• Assumed responsibility of internal and external sales reporting to Canadian Appliance Manufacturers Association; automating process on Excel which was previously completed manually

2008 – 2010

• Managed intensive retail portfolio of 550-600 high-net worth clients, increasing portfolio size by $8+ million in fiscal 2009
• Awarded ten Certificates of Recognition ranging from highest level of compliance to strongest team spirit (Scotia Applause)
• Incorporated strong analytical and problem solving skills resulting in the building of long–term, profitable relationships
• Developed effective negotiation skills in dealing with very demanding and sophisticated client base composed of medical practitioners and entrepreneurs
• Leveraged probing skills and product knowledge to propose holistic solutions for clients, which enhanced customer experience and brand value

2005 – 2008

• Conceptualized and created business plan while securing start–up capital for company targetng niche and untapped market
• Generated and executed overall growth strategy using process mapping, attaining 350% growth rate in first year on initial investment
• Collaborated with clients, sales team, and programming department to successfully execute integrated campaigns and achieve client objectives
• Directed business development process and managed key accounts across industries such as education, real-estate and community development
• Conducted post-mortem analysis of client advertising campaigns to determine project profitability and uncover targets for future projects

2008

• Designed integrated financial models to forecast financial growth and analyze pro forma effects of merger and acquisition activity
• Analysis included discounted cash flows (with synergies), company comparables, internal rate of return and weighted average cost of capital
• Acknowledged for excellent analytical and modelling techniques

• Volunteer – Junior Achievement of Canada
• Member – The Society of Management Accountants of Canada
• Computer literacy – MS Excel, Word, Powerpoint, Query, SSAS, COGNOS & AS400

2009 – Present
2008 – Present