ABOUT
Finance Professional
Results-driven finance specialist with expertise in financial analysis, risk assessment, and strategic planning. Seeking an opportunity in finance where I can utilize my proficiency in financial modeling, forecasting, and budgeting to drive business growth and enhance profitability. Committed to leveraging my strong analytical skills, attention to detail, and strategic mindset to contribute effectively to a dynamic finance team and achieve organizational objectives.
SKILLS
Areas of Expertise
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Financial Analysis.
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Financial Modeling.
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Valuation Techniques.
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Communication Skills.
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Critical Thinking & Problem Solving.
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Attention to Detail.
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Conflict Resolution.
AWARDS &
RECOGNITION
BMO Industry Award for Canadian Secutities Course level 1 Industry Exam - Bank of Montreal
May 2022
Personal Banking Associate /
TD Canada Trust
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Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.
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Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management.
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Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters.
July 2021 - April 2022
Associate Insurance Advisor /
The Co-operators
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Sale, service, and profitable growth of personal lines insurance products.
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Complete front line risk assessment and selection following underwriting guidelines. Identify which risks require inspections and re-inspections. May be required to complete inspections.
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Achieve individual goals for client service, sales, quality, and productivity.
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Respond to client questions and concerns, resolve customer complaints, and escalate issues appropriately.
October 2020 - April 2021
International Students Advisory Committee /
Conestoga Students Inc.
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Monitored and evaluated college events to maintain performance objectives and standards.
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Attend monthly meetings on ongoing student issues and give feedback to board of directors to implement new policies.
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Raise every issue concerning students to help them succeed.
WORK EXPERIENCE
EDUCATION
Bachelors of Commerce (Business Process Service)
St. Xavier's College / Jun 2016 - Apr 2019
Business-Finance Diploma
Conestoga College / Jan 2020 - Apr 2021
CERTIFICATIONS
Canadian Securities Course(CSC) - CSI
Other than Life (OTL) - IIC
CAMPAIGNS
LET'S WORK TOGETHER
Passion for Finance, Purpose in Result.