Charlotte Klajman

Co-Chair at The Agency
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • Bokmål, Norwegian Elementary proficiency

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Bio

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    May, 2022
    - Nov, 2024
  • Construct Stock Market Indices
    Coursera
    May, 2022
    - Nov, 2024
  • Corporate Finance Foundations
    LinkedIn
    Dec, 2021
    - Nov, 2024
  • Real Estate Investing 101
    LinkedIn
    Dec, 2021
    - Nov, 2024
  • McGill Personal Finances Essentials
    McGill University - Desautels Faculty of Management
    Jun, 2021
    - Nov, 2024
  • WHIMS
    Alectra
    May, 2021
    - Nov, 2024
  • Ontario Smart Serve
    Smart Serve Ontario
    Oct, 2020
    - Nov, 2024

Experience

    • Canada
    • Advertising Services
    • 1 - 100 Employee
    • Co-Chair
      • Feb 2023 - Present

    • Outreach Director
      • Mar 2022 - Feb 2023

    • Photographer
      • Mar 2021 - Mar 2022

    • Canada
    • Non-profit Organizations
    • 1 - 100 Employee
    • Co-President
      • Feb 2022 - Present

      QBB is a chapter of Global Business Brigades, an international movement of university students and professionals working to create economic opportunities in the under-resourced areas of Honduras, Panama, Ghana and Nicaragua. As Chapter Co-President, I co-lead a team of 10+ students to grow our presence on campus, educate the Queen's community about sustainable socioeconomic value and fundraise to support communities globally.

    • VP of Finance
      • Jun 2021 - Feb 2022

    • Canada
    • Higher Education
    • 400 - 500 Employee
    • Teaching Assistant
      • Jan 2022 - Present

      COMM151 (Organizational Behaviour) - Winter 2023 Semester COMM151 (Organizational Behaviour) - Winter 2022 Semester COMM162 (Managerial Statistics) - Winter 2022 Semester COMM151 (Organizational Behaviour) - Winter 2023 Semester COMM151 (Organizational Behaviour) - Winter 2022 Semester COMM162 (Managerial Statistics) - Winter 2022 Semester

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Financial Analyst Intern
      • Apr 2022 - Aug 2022

    • Canada
    • Utilities
    • 700 & Above Employee
    • Capital Reporting Intern
      • May 2021 - Aug 2021

      As an intern in asset management, I assisted with the preparation of monthly budgets, reconciliation of variances, provided data analytics on divisional spending, and assisted with the preparation of the annual optimization of the capital portfolio. Key Highlights: -Built an Excel model that analyzed over $13MM in variances between budgeted and actual spend to assist management in making decisions about capital distribution -Gathered and compared 16 months of historical data to prepare charts and tables for month-end PowerPoint presentations -Developed a system to evaluate stagnant work orders and closed over $150,000 worth of work in process projects Show less

    • Canada
    • Retail
    • 700 & Above Employee
    • Front End Supervisor
      • Feb 2018 - May 2021

      - Supervised a team of 8-10 employees to ensure customer satisfaction - Restored customer satisfaction through immediate acknowledgement and action regarding an issue, helping 250+ customers - Educated 5+ staff members to provide exceptional customer service while following company policies - Managed 10 tills with over $1500 each to ensure accuracy during a 5-8 hour shift - Supervised a team of 8-10 employees to ensure customer satisfaction - Restored customer satisfaction through immediate acknowledgement and action regarding an issue, helping 250+ customers - Educated 5+ staff members to provide exceptional customer service while following company policies - Managed 10 tills with over $1500 each to ensure accuracy during a 5-8 hour shift

    • Canada
    • Spectator Sports
    • 1 - 100 Employee
    • Soccer Referee
      • May 2018 - May 2020

      - Collaborated with 2 other referees to enforce fairness and safety - Facilitated a fun and educational experience for 30 young athletes - Conducted 30+ rigorous field and equipment inspections to establish safe conditions - Resolved conflicts with parents and coaches resulting in a comfortable playing environment - Collaborated with 2 other referees to enforce fairness and safety - Facilitated a fun and educational experience for 30 young athletes - Conducted 30+ rigorous field and equipment inspections to establish safe conditions - Resolved conflicts with parents and coaches resulting in a comfortable playing environment

  • David Burkes, CPA, CA-IFA, CFF
    • Richmond Hill, Ontario, Canada
    • Accounting Assistant
      • Feb 2019 - Jun 2019

      - Analyzed cash receipts to assist in preparing tax documents - Scanned, catalogued, and sorted over 20+ financial documents per day - Recorded 100+ monthly financial transactions in Excel. Distinguished between different types of transactions, using attention to detail - Pitched and designed a 20-slide investment opportunity for a Yoga Studio - Analyzed cash receipts to assist in preparing tax documents - Scanned, catalogued, and sorted over 20+ financial documents per day - Recorded 100+ monthly financial transactions in Excel. Distinguished between different types of transactions, using attention to detail - Pitched and designed a 20-slide investment opportunity for a Yoga Studio

Education

  • Smith School of Business at Queen's University
    Bachelor of Commerce - BCom, Accounting and Finance
    2020 - 2024
  • Norwegian School of Economics (NHH)
    Bachelor of Commerce - BCom
    2022 - 2022
  • Richmond Hill High School (Ontario)
    2016 - 2020

Community

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