Experience

Medaille University

• Higher Education
• 200 - 300 Employee

• Teacher Candidate

  • Jan 2022 - Present



RBC Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Manager, Product Control, Commodities

  • Mar 2017 - Jan 2022



BMO

• Canada
• Financial Services
• 700 & Above Employee

• PnL & Operations Analyst

  • Feb 2015 - Mar 2017



The Citco Group Limited

• Cayman Islands
• Financial Services
• 700 & Above Employee

• Senior Financial (P&L) Analyst

  • Jul 2010 - Feb 2015

  - Oversee Junior P&L Analysts: Provide coaching on pricing best practices, ensuring timely production of quality assurance reporting and serving as escalation contact during difficult client situations- Communication with Clients and Internal Departments: Coordinate with various internal teams and clients globally to resolve issues and ensure timely delivery of hedge fund NAV to investors - Administer Client Pricing Relationships: Proactively oversee production of monthly pricing verification packages for twenty hedge funds under tight deadlines; investigate securities pricing discrepancies and determine appropriate resource to resolve variances, including client communication and broker sources- Implement New Projects and Procedures: Successfully transition new clients to firm; ensure accurate application of pricing using trade reconciliations against broker and trade statements for model-based derivative securities- Improve Efficiency for Reporting Purposes: Consolidated and organized various broker statements and client files resulting in twenty five percent decrease of pricing verification turnaround time; produced documentation of processes for distribution to team- Recognized for Valuable Performance: Promoted to Senior Profit and Loss Analyst in June 2012 based on knowledge and performance; exemplifying organization, prioritization and time management skills in client servicing environment



State Street

• United States
• Financial Services
• 700 & Above Employee

• Investment Valuation Coordinator

  • Jun 2008 - Jul 2010

  - Conducted and Interpreted Price Variances: Carried out securities pricing analysis using Bloomberg, Reuters and IDC; identified and resolved security fair value situations using intrinsic value models and pricing logic- Provided Daily Frontline Client Support: Coordinated delivery of daily NAVs for more than 100 mutual funds with combined market values over $100 million; reviewed end of day reports to ensure accuracy- Improved Timeliness of Outgoing Deliverables: Identified bottleneck areas in valuation process resulting in ten percent reduction of daily turnaround time



IBM Canada

• Financial Analyst (internship)

  • Sep 2006 - Aug 2007

  - Reconciled and Reported On Financial Results: Produced balance sheet reconciliations of various accounts across multiple IBM departments and locations. Corrected variances through root cause analysis and process improvement, holding quality assurance discussions with management on monthly basis- Internal Training of Staff: Provided extensive training and leadership to new employees, proactively working with colleagues to improve processes and producing quality reports for senior management