Qasim Qureshi CFA,CPA,CMA

Manager Financial Planning and Analysis - Business Intelligence at VersaBank
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Skills

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Bio

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Credentials

  • Microsoft Certified: Data Analyst Associate
    Microsoft
    Mar, 2021
    - Nov, 2024
  • Certified Management Accountant (CMA)
    Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Financial Analyst (CFA)
    CFA Institute

Experience

  • VersaBank
    • Canada
    • Banking
    • 100 - 200 Employee
    • Manager Financial Planning and Analysis - Business Intelligence
      • Jun 2020 - Present

    • Finacial analyst -Team lead
      • Aug 2019 - Jun 2020

    • Financial Analyst FP&A
      • Sep 2017 - Aug 2019

      IFRS 9 implementation, reporting.Create/Manage Regulatory financial modelsForecasting/BudgetingMonthly AnalyticsExpert in Power BI and strong command on DAX.

  • BMO
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Financial Analyst
      • Feb 2016 - Sep 2017

    • Financial Planner
      • Dec 2014 - Feb 2016

  • CIBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Senior Financial Services Representative - Investments
      • Oct 2012 - Dec 2014

Education

  • CFA Institute
    CFA Charterholder (2016)
  • York University
    Bachelor's degree, Economics
    2005 - 2009
  • Chartered Professional Accountants of Canada (CPA Canada)

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