Bio
Credentials
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Financial Modeling & Valuation Analyst
Corporate Finance Institute® (CFI)Jun, 2020- Apr, 2026 -
Passed Level 1 CFA
CFA Institute
Experience
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SVG Capital Group
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Kelowna, British Columbia, Canada
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Associate
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May 2021 - Present
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Kelowna, British Columbia, Canada
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lululemon
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Vancouver, Canada Area
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Inventory Control Analyst - Finance
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Oct 2018 - May 2021
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Vancouver, Canada Area
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Canada
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Retail
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700 & Above Employee
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Operations Planner
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Nov 2017 - Sep 2018
- Use analytics and industry knowledge to plan and coordinate import dray of up to 1000 containers a week- Construct and economically optimize daily operations to include import-export triangulation- Adapt to numerous unpredictable events by quickly evaluating situations and modifying plans- Lead and participate in cross functional conference calls to continually improve the team’s efficiency- Build and improve quarterly reporting decks to further the team’s objectives
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COOP Business Analyst
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May 2017 - Oct 2017
- Apply analytical and technical abilities to work on a variety of projects for the supply chain team- Utilize an array of Excel functions to create and analyze data driven reports to help the team progress- Constructed and implemented new GPS Dwell Time and Driver Scorecard reports- Bring a fresh prospective to help the team solve complex bottlenecks in the supply chain- Thrive on owning and managing a project to successful completion
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McGill Not-For-Profit Consulting
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Montreal, Canada Area
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Business Analyst
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Nov 2015 - May 2016
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Montreal, Canada Area
- Participated in this program allowing students to gain hands on experience in business consulting - Worked as part of a team with weekly training from McKinsey & Co. consultants- Built a new website, restructured their sales process, identified new customer targets, reconfigured the supply chain- Helped the organization secure an additional $15,000 of revenue in 2016
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Operations Branch Assistant
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May 2015 - Aug 2015
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Winnipeg, Canada Area
- Federal agency with the objective of providing funding to economic growth projects in Western Canada- Evaluated projects based on specific criteria including future social impact and financial analysis- Required knowledge of financial statements and the applicant’s business operations- Adapted quickly to using new software such as CRM and Project Gateway
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Saltys Beach House Restaurant
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Penticton British Columbia
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Server/Bartender
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Apr 2012 - Aug 2014
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Penticton British Columbia
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Junior A Hockey (BCHL/MJHL)
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Aug 2010 - Apr 2012
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Education
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2020 - 2021Quantic School of Business and Technology
Master of Business Administration - MBA -
2022 -York University
Registered student at the Canadian Institute of Chartered Business Valuators -
2012 - 2016McGill University
Bachelor of Arts (BA), Economics and Finance -
2006 - 2010Penticton Secondary School
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CFA Institute
Passed Level 1 on first attempt
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