Associate Consultant

• Jun 2022 - Present

Prime Quadrant serves over 190 affluent Canadian families across the country and consults on over $18 billion in assets. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us. Show less

Analyst, Fiera Private Markets

• Sep 2021 - Jun 2022

Senior Financial Analyst

• Jul 2020 - Aug 2021

Bridgegreen Capital Inc. is the family office established for the shareholders of Minto.

Financial Analyst

• Mar 2020 - Jul 2020

Junior Financial Analyst

• Jan 2019 - Mar 2020

Trade Reconciliation Representative

• Mar 2018 - Oct 2018

- Developed new comprehensive strategies to reconcile bulk accounts and ensure that clients received the distributions to which they were entitled - Leveraged R-broker reports and my Excel competencies to organize and analyze data to resolve highly complex monetary discrepancies - Developed a detailed workflow to create a streamlined procedure to achieve greater productivity - Developed new comprehensive strategies to reconcile bulk accounts and ensure that clients received the distributions to which they were entitled - Leveraged R-broker reports and my Excel competencies to organize and analyze data to resolve highly complex monetary discrepancies - Developed a detailed workflow to create a streamlined procedure to achieve greater productivity

Risk and Control Analyst

• May 2017 - Aug 2017

- Conducted annual risk assessment workshops with subject matter experts to ensure a current and accurate representation of the dynamic environment in which MD competes - Developed the Risk Management Assessment Framework (RMAF), a step by step guide outlining how to effectively conduct a risk analysis to inform decision making and assess potential opportunities - Transitioned the RMAF to a new software, to amalgamate company data into one centralized location. This reduced data duplication and inconsistencies and made data management and data access more efficient. Show less

Staff Accountant

• Sep 2016 - Dec 2016

- Resolved Notice to Readers consistently under budget - Managed accounts and prepared financial statements in a timely manner using CaseWare software, to ensure accurate representation of the financial position of the business - Resolved Notice to Readers consistently under budget - Managed accounts and prepared financial statements in a timely manner using CaseWare software, to ensure accurate representation of the financial position of the business

Junior Management Consultant

• Jan 2016 - Apr 2016

- Created the Risk-Based Audit Plan 2016-2019 for Indigenous and Northern Affairs Canada - Developed an Audit Manual and Quality Assurance Improvement Program for the City of Ottawa Office of the Auditor General - Conducted risk assessment for the Skills and Partnership Fund for Employment and Social Development Canada - Wrote proposals for consulting services provided to the Office of the Comptroller General and the Public Health Agency of Canada - Completed the Audit of Occupational Health and Safety for the Transportation Safety Board - Outsourced task of scraping data to external consultant found on an online forum, saving the company from allocating tens of hours to a non-productive activity - Maintained all IT systems, including Internet security, software updates, PC hardening and wrote manuals for IT procedures Show less

International Financial Operations Officer

• May 2015 - Aug 2015

- Managed accounts payable for embassies abroad using the DFATD financial software (SAP) to ensure missions overseas maintained strong relationships with their suppliers - Reconciled monthly bank statements with the financial information in SAP to identify potential inconsistencies and rectify them immediately - Audited and updated corporate memory files and financial documents to ensure latest data was accessible to mission advisors - Translated, from English to French, documents and forms for mission advisors located in French-speaking African nations Show less