Raymond James Ltd , Vancouver BC

November 2009 - January 2012

Communicate time-sensitive Corporate Actions information to financial advisors, assistants and traders Process and reconcile complex Voluntary and Mandatory corporate actions events accurately and on a timely basis so that the firm does not incur any financial losses. Conduct extensive research on re-organizations through reading various reports (i.e. annual reports, prospectuses and offering circulars) and apply my analytical skills to every stage of the problem solving process. Communicate actively with senior executives of various companies regarding re-organization events.

Topia Education , Vancouver BC

September 2005 - February 2009

Analyzed the monthly financial statements of a CAD $5 million (revenue) education services company and found ways to reduce its accounts receivables by 17 days, which resulted in improved liquidity (12% increase). Prepared client presentations by conducting market research, compiling data and creating PowerPoint slides. Developed weekly and monthly reports such as sales, market research and cost-benefit analysis reports. Provided administrative and accounting support to the company. Researched over 50 partnership targets in the education services industry and narrowed the list down to 5 companies using financial criteria such as revenue growth, EBITDA margins and business strategies; resulted in the Company conducting additional due diligence on 2 targets

World Financial Group , Toronto ON

September 2002 - March 2005

Provided highest quality service to clients to meet their financial needs and goals. Assisted Senior Sales Associates with preparing for 6 business presentations per month. Developed market research reports, sales reports, marketing documents and materials. Acquired advanced skills in Microsoft PowerPoint, Word and Excel including Macro skills.