Canada
MBA candidate at Ivey with 5+ years of experience in fintech and financial services, focused on structured problem-solving, operational execution, and data-driven decision-making. My experience spans capital allocation, portfolio analysis, and workflow optimization in high-volume environments. I’ve worked closely with cross-functional teams across Risk, Finance, and Operations to improve decision quality and execution. I’m particularly interested in roles at the intersection of strategy, operations, and emerging technologies, where I can help build systems, improve processes, and drive meaningful outcomes.
Worked in a high-volume fintech environment deploying non-dilutive capital to e-commerce businesses. Led financial and operational analysis across a portfolio of growth-stage companies, supporting underwriting and capital allocation decisions. Managed a pipeline of opportunities while balancing risk, return, and execution constraints. Partnered cross-functionally with Risk, Finance, and Operations teams to improve decision quality and consistency across the funding process. Identified patterns in merchant performance and contributed to adjustments in evaluation frameworks and workflows. Regularly scoped and structured ambiguous business questions related to portfolio performance, capital deployment, and risk trade-offs, delivering clear recommendations to support leadership decision-making.
Managed a portfolio of corporate clients with foreign exchange exposure, supporting cross-border payment execution and risk management strategies. Conducted financial and risk analysis to inform credit decisions, onboarding readiness, and ongoing portfolio monitoring. Built reporting and structured analysis used in internal decision-making across Finance, Compliance, and Risk teams. Collaborated cross-functionally to identify operational inefficiencies, assess root causes, and improve onboarding and transaction workflows. Delivered insights and recommendations to support both client outcomes and internal process improvements.
Supported new client acquisition efforts within the corporate FX business, working with outbound prospecting and early-stage client engagement. Conducted initial financial and exposure analysis to assess client fit and identify opportunities related to foreign exchange risk and cross-border payments. Built foundational understanding of client needs, transaction flows, and industry dynamics across a range of sectors. Partnered with senior team members to support deal execution and onboarding, contributing to early-stage pipeline development and revenue generation.