Lucas Walkowicz
Financial Planning and Analysis Advisor at Capilano University- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Capilano University
-
Canada
-
Higher Education
-
300 - 400 Employee
-
Financial Planning and Analysis Advisor
-
Jul 2019 - Present
● Annual development of budget and quarterly development of forecasts. ● Created and maintained enrollment, faculty salaries, and agency commissions files. ● Meet regularly with budget owners for budgeting, forecasting, and financial literacy purposes. Aid budget owners with reallocation of funds and budget availability. ● Ad hoc projects include fillable forms used across the University and customizable dashboards for specific departments. ● Annual development of budget and quarterly development of forecasts. ● Created and maintained enrollment, faculty salaries, and agency commissions files. ● Meet regularly with budget owners for budgeting, forecasting, and financial literacy purposes. Aid budget owners with reallocation of funds and budget availability. ● Ad hoc projects include fillable forms used across the University and customizable dashboards for specific departments.
-
-
-
NEBCA
-
Richmond, British Columbia, Canada
-
Financial Controller
-
Mar 2018 - Jun 2019
Helped found not-for-profit organization promoting education and development of British Columbia students, professionals, and entrepreneurs in commerce, entrepreneurship, and business ownership and management. Helped found not-for-profit organization promoting education and development of British Columbia students, professionals, and entrepreneurs in commerce, entrepreneurship, and business ownership and management.
-
-
-
Jacek Walkowicz
-
Research
-
1 - 100 Employee
-
Consultant
-
Jan 2016 - Sep 2018
Created financial reports and recommendations on several different firms such as Apple, Ford, Gilead Sciences, Microsoft, and many more. Provided tax advice and audited internal financial reports. Created financial reports and recommendations on several different firms such as Apple, Ford, Gilead Sciences, Microsoft, and many more. Provided tax advice and audited internal financial reports.
-
-
Education
-
The University of British Columbia
Bachelor of Commerce - BCom -
Langara College
Bachelor’s Degree -
Kwantlen Polytechnic University
Associate's Degree -
Hugh McRoberts Secondary