Skills
Financial and Valuation Modeling Skills
Investment Analytical Skills
Microsoft Office
Time-management and interpersonal skills
About
Success-driven professional with outstanding financial and investment analytical skills, fast learning ability, strong work ethic and desire to take one extra step beyond expectation
Education
Economics and Finance , Economics and Finance
June 2004 - June 2004
June 1999 - June 1999
Experience
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.
Workplace personality

100+
Company Size

12
Day Length

25+
Team Size

Loud
Noise Level

Formal
Dress Code
Benefits

N/A
Commute