Financial Analyst

• Jul 2023 - Present

Financial analytics co op

• Jun 2022 - Apr 2023

Created financial reports for E-Fleet and residential programs to generate forecasts, trends, and narrative results analysis for management. ● Worked with onboarding of EV Charger from different OEM’s and charger providers for both E-Fleet and residential programs. ● Providing financial statement analysis and budget support through reconciliation and variance analysis for Electric sales and Marketing department and rectify issues within the department. ● Administered and maintained IHS data to facilitate tracking of sales consultant outreach and trend analysis for better targeting. ● Facilitated in marketing strategy for electric sales and marketing department – developed and presented integrated financial reports, projections, and presentations to senior management. ● Conducted market research to analyze the industry and business trends for EV charging to target the advisory outreach program for E-Fleets. Show less

Investor Relations Associate

• May 2018 - Sep 2019

Business and account management for four plus publicly listed companies from a variety of sectors, including manufacturing, automotive, textiles, oil, and chemicals using decision-making skills. ● Created and updated financial reports and financial models on a frequent basis to present information to leadership teams. ● Conducting monthly meetings with institutional investors to pitch and answer questions about purposes and details of financial models, financial plans, and strategies of client companies. ● Coordinated in the development and continuous improvement of financial models, market research to identify trends, creative input for pitchbooks, yearly reports, dashboards, investor, and executive presentations. ● Strategic business meetings and networking workshop organization for client companies including 10+ road shows, 2+ plant visits, and 5+ investor conferences to increase outreach by at least 20%. Show less

Financial Audit Assistant

• Aug 2013 - Aug 2015

Ensured compliance with established financial control frameworks by examining using requirement analysis of income statements, balance sheet and other financial records, data gathering from verification of invoices, management reports, operating practices, and workflow documentation for 15+ clients. ● Conducted audit using independent judgment and due diligence to communicate audit findings to the client by preparing final reports. ● Verbal and written management reporting of the audit findings to recognize potential audit issues or unusual relationships from basic analysis of the financial statements. Show less

Article Assistant

• Aug 2012 - Aug 2013

● Accountable for preparation of 10+ financial reports and ensured compliance with tax planning and regulations. ● Filed and maintained data files for tax returns of 25+ clients. ● Assisted in data transition from different accounting software to Xero. ● Accountable for preparation of 10+ financial reports and ensured compliance with tax planning and regulations. ● Filed and maintained data files for tax returns of 25+ clients. ● Assisted in data transition from different accounting software to Xero.