Canada
Senior Corporate Financial Analysis Professional, proven team player with strong analytical, organizational, interpersonal and communication skills. Successfully applied the analytical and technical skills developed in the MBA & CFA programs to a series of wide-ranging financial projects, financial statement analyses, and case studies. A strong ability to manage the quality of output while meeting time constraints. Excellent computer and application software skills including financial modeling skills in Excel and data gathering in Bloomberg. Success and experience working in a fast paced and dynamic environment. Key Competencies: Business/Corporate Valuation Financial Forecasting & Modelling Public Financial Reporting Quarterly Board Presentations Competitive Landscape and Strategy Financial Investigation & Reporting Investor Relations Portfolio Management Strategies Excel & Bloomberg Expertise
• Compiled, analyzed & presented financial information on behalf of the company in the form of press releases, presentations, board packages & MD&A • Conducted analysis as well as developed and updated financial models on competitors and potential acquisition targets to acquire information, determine M&A valuations or gather other information of interest to the executive management team • Composed reports, presentations and financial analyses on the behalf of CEO & CFO for internal & external dissemination • Coaching and preparing presentations C-Level Executives on Shareholder and Board presentations to ensure accurate communication • Developed and maintained internal financial operating model to forecast company results; assisted in raising long-term debt & equity capital • Maintained cash projections; raised short-term debt on the money markets to meet projected cash requirements • Developed contacts and maintained correspondence with internal and external parties including corporate auditors, trust accountants and industry experts such as equity analysts to gather and disseminate information and effectively complete projects
• Assisted in the development of presentations about current market conditions and their impact on portfolio performance • Assisted in the management of portfolios of high net worth clients; identifying investor objectives, developing investment policies and managing the client relationship • Assisted with special projects as they arise including but not limited to decisions regarding corporate actions, asset mix and rebalancing policy, and tax optimization strategy • Conducted quantitative research and performance attribution analysis for private client managers, advisors, and other departments within the firm • Published recurring and ad-hoc spreadsheets for use by the private client managers and advisors • Conducted securities analysis and prepared research summaries advising on appropriateness of holdings