Experience

Groupe Financier PEAK Financial Group

• Canada
• Financial Services
• 100 - 200 Employee

• Registered Investment Advisor / Representant Inscrit Conseiller en Placements

  • Jan 2014 - Present



Cirque du Soleil

• Canada
• Entertainment Providers

• Supervisor - Project Support

  • Jul 2009 - Feb 2013

  Administration:Created and executed customized policies and procedures to reach company goals. Coordinated all department functions. Maintained detailed administrative and procedural processes to improve accuracy and efficiency. Improved communication efficiency as primary liaison between departments, clients and vendors. Successfully supported the activities of over 65 departmental team members in multiple locations. Developed, implemented and monitored programs to maximize customer satisfaction and manage on-site employee representatives. Lead on off-site customer support across multiple time zones. Recommended changes to existing methods to increase the accuracy, efficiency and responsiveness of the project support department. Addressed negative customer feedback immediately. Provided a high level of product and leadership support to representatives and clients. Developed and implemented policies, procedures and process improvement initiatives to improve retention rates and increase customer satisfaction. Developed rapport with the customer base by handling difficult issues with professionalism.Finance:Created databases and spreadsheets to improve management and reporting accuracy. Provided detailed monthly departmental reports and updates to senior management. Compiled and synthesized relevant business data such as financials, performance, AUM and headcount forecasts. Prepared financial performance reports. Drafted business plans, budgets and annual reviews. Provided reliable and timely project by project expense, capitalization and spend data for 4 departments. Worked with management to document and offset unusual expense variances in their respective areas. Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.