Daniel M.

Project Management Associate at MarshallZehr Group Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Waterloo, Ontario, Canada, CA
Languages
  • English -

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Bio

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Credentials

  • Mortgage Agent License
    Financial Services Regulatory Authority of Ontario (FSRA)
    Jun, 2021
    - Nov, 2024
  • Business Development Foundations: Researching Market and Customer Needs
    LinkedIn
    May, 2021
    - Nov, 2024
  • Excel Essential Training (Office 365/Microsoft 365)
    LinkedIn
    May, 2021
    - Nov, 2024
  • Excel for Business Analysts
    LinkedIn
    May, 2021
    - Nov, 2024
  • Ontario Mortgage Agent Course
    Mortgage Professionals Canada
    Apr, 2021
    - Nov, 2024
  • McGill Personal Finance Essentials
    McGill University - Desautels Faculty of Management
    Jun, 2020
    - Nov, 2024
  • Mortgage Agent License
    Financial Services Regulatory Authority of Ontario (FSRA)
    Mar, 2022
    - Nov, 2024

Experience

  • MarshallZehr Group Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Project Management Associate
      • Sep 2022 - Present

      Worked with Project Management on a special loan recovery. Liaison with Building Department, Architect, and Structural Engineer to coordinate real estate development recovery. Carefully analyzed quantity surveyor reports to project cash requirements and managed SPE bank account. Used payment request procedures to fulfill the operating entity’s A/P.

    • Business Development Analyst Intern
      • May 2022 - Aug 2022

      Performed due diligence and credit analysis to support lending decisions. Developed proposals for senior and mezzanine capital structures to fund various construction and development projects. Conducted industry research to determine important developments, regulatory issues, and trends, and communicate relevance to internal and external shareholders. Assisted with the creation of sophisticated cash flow models used to assess the financial capacity and operational feasibility of a construction project, including a project and Builder's ability to maintain debt covenant levels, and debt service and repayment capabilities.

    • Project Management Associate
      • Sep 2021 - May 2022

    • Project Management Associate
      • May 2021 - Aug 2021

      Worked with Project Management on a special loan recovery. Liaison with Building Department, Architect, and Structural Engineer to coordinate real estate development recovery. Carefully analyzed quantity surveyor reports to project cash requirements and managed SPE bank account. Used payment request procedures to fulfill the operating entity’s A/P.

  • Heatherbrae Contracting
    • Project Manager
      • Apr 2019 - Present

      Construction management, accounts payable, vendor and trade relationship management. Construction management, accounts payable, vendor and trade relationship management.

  • Bamberg Premium Firewood
    • Operations Manager
      • May 2015 - May 2021

      Full service firewood supplier in the Waterloo Region offering custom order sizes and deliveries to meet customer needs. Full service firewood supplier in the Waterloo Region offering custom order sizes and deliveries to meet customer needs.

  • Real Estate Laurier
    • Canada
    • Real Estate
    • 1 - 100 Employee
    • Junior Executive
      • Sep 2019 - Apr 2020

  • Woodland Christian High School
    • Canada
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Student Government President
      • Sep 2018 - Jun 2019

  • Marshall Services
    • Owner
      • Jun 2015 - Apr 2019

      A landscaping, lawn maintenance and contracting service located in the KW area. A landscaping, lawn maintenance and contracting service located in the KW area.

  • Woodland Christian High School
    • Canada
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Public Relations Director
      • Sep 2017 - Jun 2018

  • Daniel J Marshall Services
    • Owner
      • Jun 2012 - Jun 2015

      Lawn Maintenance Services in Waterloo, Ontario Lawn Maintenance Services in Waterloo, Ontario

Education

  • Lazaridis School of Business & Economics at Wilfrid Laurier University
    Honours Bachelor of Business Administration, Accounting
    2019 - 2023
  • Wilfrid Laurier University
    2019 - 2023
  • Woodland Christian High School
    95.8% in Grade 12 Top 6 University Application
    2015 - 2019

Community

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