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Jim Marchant, a seasoned finance professional, brings 14 years of experience in risk management and reconciliation to the table. As a Senior Reconciliations Specialist at HSBC Bank (Canada), he successfully managed foreign exchange reconciliation and custodial box, broker, and securities lending accounts. Prior to that, he held the position of Manager Reconciliations at Gordon Capital Corporation, where he monitored trading involving USF (fx) and reconciled securities holdings positions. Throughout his career, Jim has developed a strong foundation in accounting, financial audits, and compliance. He holds a Business/Commerce, General degree from Eastern High School of Commerce and has expertise in Canadian Securities Course, Broker Reconciliation, and Trading. His proficiency in Bank Reconciliation, Foreign Exchange Risk Management, and Risk Management has been demonstrated through his work at HSBC Bank (Canada) and Gordon Capital Corporation. With a strong educational background and extensive industry experience, Jim Marchant is well-equipped to provide strategic guidance on financial management and reconciliation. His expertise in Securities Lending, Securities Course, and Accounting has earned him a reputation as a reliable and skilled finance professional in the Canadian market.

Experience

    • Senior Reconciliations Specialist
      • 1999 - 2013

      Foreign Exchange Reconciliation (Risk Management) as well as reconciliation of custodial box, broker and securities lending accounts.

    • Manager Reconciliations
      • 1979 - 1998

      Reconcile securities holdings positions, monitor trading involving USF (fx) for subsidiary, broker & securities lending reconciliation, hard copy and off-site information storage systems.

Education

  • 1968 - 1971
    Eastern High School of Commerce
  • Eastern High School of Commerce

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