Senior Associate

• Oct 2022 - Present

Senior Consultant

• Nov 2019 - Oct 2022

Senior Analyst

• 2019 - 2019

Independent Consultant

• 2018 - 2019

Delivered on a variety of engagements helping small business owners and c-suite executives. Projects included long term strategic planning, brand and revenue growth strategies, employee value propositions and financial forecasting for the purpose of raising capital. Notable clients include the Canadian Paralympic Committee and Meridian Credit Union. Delivered on a variety of engagements helping small business owners and c-suite executives. Projects included long term strategic planning, brand and revenue growth strategies, employee value propositions and financial forecasting for the purpose of raising capital. Notable clients include the Canadian Paralympic Committee and Meridian Credit Union.

Trading Analyst

• Jun 2015 - Jan 2018

Business Analyst

• May 2013 - Dec 2014

Operations Analyst

• Jan 2013 - Apr 2013

- Performed daily trade, position, and cash reconciliations between broker statements and Citcos internal feed to meet daily deliverables.- Recorded journal entries for client expenses to ensure the proper balances were recorded.- Used problem solving techniques to resolve any cash differences between Citco and the client to guarantee correct balances.- Resolving client issues or concerns through e-mail or telephone to maintain client satisfaction. - Performed daily trade, position, and cash reconciliations between broker statements and Citcos internal feed to meet daily deliverables.- Recorded journal entries for client expenses to ensure the proper balances were recorded.- Used problem solving techniques to resolve any cash differences between Citco and the client to guarantee correct balances.- Resolving client issues or concerns through e-mail or telephone to maintain client satisfaction.

Summer Student Accountant

• Jul 2012 - Aug 2012

-Responsible for various assignments including bookkeeping, managing accounts receivable, billings and collections.-Used problem solving skills on a daily basis to resolve computer issues and to identify and rectify bottlenecks and inefficient processes within our personal tax system.- Completed tasks with little to no supervision using effective research skills to consider alternate processes to completing such taskss -Responsible for various assignments including bookkeeping, managing accounts receivable, billings and collections.-Used problem solving skills on a daily basis to resolve computer issues and to identify and rectify bottlenecks and inefficient processes within our personal tax system.- Completed tasks with little to no supervision using effective research skills to consider alternate processes to completing such taskss