Toronto, Ontario, Canada
💼 Aspiring Financial Professional | CFA Level 2 Candidate | Excel Co-Facilitator | Focus in Portfolio Management and Investment Analysis 📊 Finance major at the Ted Rogers School of Management with hands-on experience in valuation, CAPEX oversight, and financial operations. Currently supporting $5M+ in capital projects at Toronto Hydro ⚡, reconciling 50+ monthly invoices, strengthening cost controls, and improving reporting accuracy within SAP-driven workflows. Core Experience • Performed intrinsic valuations (FCFF & Dividend Discount Models) on Dow 30 companies using Bloomberg & Excel Solver 📈 • Built Power BI dashboards and automated reporting processes (VBA, Power Query), improving efficiency by 10%+ 🚀 • Managed a $10,000 operating budget as Director of Finance, delivering variance analysis and KPI reporting 💼 Areas of Interest Corporate Finance 💰 | Infrastructure & Utilities 🏗️ | Investment Analysis 📊 | Financial Strategy 📍
• Analyzed and receipted 100+ monthly invoices, purchase orders and requisitions on SAP enterprise, supporting CAPEX project operations valued at $50M+ for internal financial and work order tracking reports. • Monitored project expenditures and maintained financial tracking reports using Excel (Pivot Tables, SUMIFS, conditional formatting), while supporting data visualization and trend analysis through Tableau dashboards. • Managed departmental inbox handling 50+ weekly operational and financial inquiries, maintaining structured logs and response tracking via Excel (tables, sorting/filtering, conditional formatting) in reducing corrective backlogs.
• Analyzed and receipted 100+ monthly invoices, purchase orders and requisitions on SAP enterprise, supporting CAPEX project operations valued at $50M+ for internal financial and work order tracking reports. • Monitored project expenditures and maintained financial tracking reports using Excel (Pivot Tables, SUMIFS, conditional formatting), while supporting data visualization and trend analysis through Tableau dashboards. • Managed departmental inbox handling 50+ weekly operational and financial inquiries, maintaining structured logs and response tracking via Excel (tables, sorting/filtering, conditional formatting) in reducing corrective backlogs.
• Managed a $10,000 operating budget and processed 70+ reimbursements, ensuring compliance with TMU and TRSS financial policies while maintaining transparent and accurate documentation of all campaigns, events and activities. • Managed high-volume datasets, maintaining all sensitive and confidential information by creating cash flow and forecast models using pivot tables, VBA and scenario analysis to track expenses, ensuring sustainable allocation of resources to support organizational goals and large-scale student events. • Developed budget forecasts and expenditure reports using Excel (Pivot Tables, INDEX/MATCH, and variance analysis) to optimize fund allocation through budget variance reports and KPI dashboards to guide project managers on resource allocation and cost control.
• Managed a $10,000 operating budget and processed 70+ reimbursements, ensuring compliance with TMU and TRSS financial policies while maintaining transparent and accurate documentation of all campaigns, events and activities. • Managed high-volume datasets, maintaining all sensitive and confidential information by creating cash flow and forecast models using pivot tables, VBA and scenario analysis to track expenses, ensuring sustainable allocation of resources to support organizational goals and large-scale student events. • Developed budget forecasts and expenditure reports using Excel (Pivot Tables, INDEX/MATCH, and variance analysis) to optimize fund allocation through budget variance reports and KPI dashboards to guide project managers on resource allocation and cost control.
• Collaborated with the Lead Facilitator and BCH (Business Career Hub) staff to plan and deliver Excel bootcamps for 100+ TRSM students and standardized documentation and user guides to ensure consistent knowledge transfer and compliance with program standards. • Automated reporting and procurement templates using VBA and Power Query, improving data accuracy and efficiency by 10% and designed Power BI dashboards with DAX measures and dynamic visuals to monitor performance engagement.