Investment Banking Analyst

• Jun 2021 - Present

Vice President of Finance

• Apr 2020 - Jul 2021

• Responsible for strategic guidance, capital financing and growth initiatives, for Rotman School of Management’s largest student association• Provide leadership and analysis as part of long-term planning to identify opportunities, and execution of initiatives• Ensure a reliable system of internal controls are in place to adequately safeguard assets and accurate financial results• Developed and maintained relationship with sponsors, which include BMO Capital Markets, CIBC Capital Markets, Morgan Stanley, TD Securities, National Bank Financial and RBC Capital Markets

Intern, Private Investment Valuations

• Sep 2020 - Dec 2020

• Develop valuation models associated with OTPP's private investments; applying discounted cash flow / precedent transactions / comparable trading multiples techniques, and preparing valuation reports. • Extensive exposure to private investment valuations across multiple asset classes (e.g. private equity and infrastructure) and a multitude of industries throughout the world including Airports, Utilities, Renewable Energy, Timberland, Oil & Gas, Industrials, Technology/Media/ Telecommunications, Consumer/Retail, Healthcare, Financial Services, Real Estate and much more. • Draft valuation reports in a clear, concise, and informative manner;• Review external valuation/appraisal reports and extract pertinent information necessary for the completion of internal analyses;• Assist with economic, industry, and entity-specific research (e.g. equity research reports);• Provide updated financial information required by other internal stakeholder groups, including Strategy and Risk, Risk Analytics, Financial and Management Reporting, and Performance Analytics.

Senior Auditor

• Jul 2017 - May 2019

• Led teams of 5 to 12 individuals to conduct audits for large private and public organizations, requiring in-depth understanding of investment, insurance and regulatory principles and policies• Delivered and prepared business, processing efficiency, risk management, and data analytic recommendations to clients in written and presentation formats• Partnered with executive EY and client’s upper management to assess strategic plans, initiatives, and project execution• Led the use of automation tools throughout various audits, and presented said automation tools to Canada’s top banks’ Board of Directors, and various Audit and Finance Committees; awarded multiple “Ovation” awards for outstanding performance, quality of work, and external client management • Selected to be a member of the Ambassador Committee to assess employee morale, human resource issue resolution, business development activities, and policy updates; presented recommendations to the Human Capital Partner, improving overall employee engagement through increased communication• Selected to be a Milestones Committee Champion, managing EY’s largest audits to ensure compliance with the Canadian Public Accountability Board, the Public Company Audit Oversight Board and Sarbanes Oxley Act, through overseeing the internal controls, and project metrics of each engagement

Junior/Intermediate Auditor

• Sep 2015 - Jul 2017

• Worked as a team member during various audits, providing support, and maintaining communication on progress• Assisted in the development of preparing Audit Opinions and Audit Results package that were presented to clients• Independently valued investments using the Black-Scholes Model, and reviewed and analyzed client private investment pitch books and investing strategies

Finance Director

• Apr 2014 - Jun 2015

My responsibilities include:• Assist the VP Finance in preparing financial statements and monitoring club finances • Research possible funding sources • Organize the sale and distribution of DAN Management merchandise• Work with the Student Life Department and abide by all USC policies regarding financial procedure• Possessing strong analytical skills and decision making capabilities My responsibilities include:• Assist the VP Finance in preparing financial statements and monitoring club finances • Research possible funding sources • Organize the sale and distribution of DAN Management merchandise• Work with the Student Life Department and abide by all USC policies regarding financial procedure• Possessing strong analytical skills and decision making capabilities

Operations Intern

• May 2013 - Aug 2013

My responsibilities included:• On boarding Clients and Advisors - personally responsible for transferring over nine million dollars in assets.• Insured that appropriate regulatory disclosure/forms that were provided to clients in conjunction with New Accounts/Transfer Activities.• Conduct quality control reviews, between computer data and on boarding documents. My responsibilities included:• On boarding Clients and Advisors - personally responsible for transferring over nine million dollars in assets.• Insured that appropriate regulatory disclosure/forms that were provided to clients in conjunction with New Accounts/Transfer Activities.• Conduct quality control reviews, between computer data and on boarding documents.

Summer Student

• May 2013 - Aug 2013

My responsibilities included:• Acquired team management skills working along side fellow students and unionized colleges while cleaning the trails and parks within a collective bargaining unit.• Responsible for administrative assistance, such as inputting information into a data collection system.• Interacted daily with tax payers as part of the client aspect of the position. My responsibilities included:• Acquired team management skills working along side fellow students and unionized colleges while cleaning the trails and parks within a collective bargaining unit.• Responsible for administrative assistance, such as inputting information into a data collection system.• Interacted daily with tax payers as part of the client aspect of the position.

Summer Student

• May 2012 - Aug 2012

My responsibilities included:• Acquired team management skills working along side fellow students and unionized colleges while cleaning the trails and parks within a collective bargaining unit.• Responsible for administrative assistance, such as inputting information into a data collection system.• Interacted daily with tax payers as part of the client aspect of the position. My responsibilities included:• Acquired team management skills working along side fellow students and unionized colleges while cleaning the trails and parks within a collective bargaining unit.• Responsible for administrative assistance, such as inputting information into a data collection system.• Interacted daily with tax payers as part of the client aspect of the position.

Head Manager

• Sep 2010 - Jun 2011

My responsibilities include:• Responsible for the merchandising sales, tracking inventory, preparing and reporting financial statements and statement of cash flows, preparing and making deposits to the bank, tracking sales and prepared monthly status reports and implemented internal controls to safeguard assets.• Worked within a team of three other employees.• Interacted with teachers, suppliers and administration, and provided customer service to students on a day to day basis.• Finished the year with a profit of $10,000- highest ever achieved to date.