• Formulate financial projections, cash flows, models, business plans and other ad hoc financial analysis• Analyze financial information to determine present and future financial performance• Develop quarterly financial forecasts and annual budgets• Prepare recommendations for policy, procedure, control or action• Identify trends and recommendations for according improvements in the business flow• Prepare reports with both financial and non-financial data that is relevant for operations senior management to assess performance• Provide quantitative and qualitative analysis and support for strategic business decisions

• Administered and maintained various financial models to accurately analyze the relationships of the clients mainly consisting of Banks and NBFIs• Conducted due diligence for potential new investments, including market research and analysis of industry trends, financial modeling, and valuation• Assisted the Senior Account Manager manage a portfolio of approximately CAD 89 Mn in Non- Banking FI segment• Executed scenario and sensitivity analysis and assessed financial performance by financial statement analysis, and competitive positioning of the entity, prior to lending/ investment placements• Appraised and initiated credit applications on an annual/interim basis of Financial Institutions for credit approval as new deals and facilities were offered • Collaborated with the Treasury Managers and Risk Mangers to streamline the risk exposures of the bank• Compiled and drafted country reports by considering various macroeconomic and geopolitical factors to present a holistic picture of the global exposures

• Conducted due diligence before proposing credit lines to effectively manage the bank’s exposure• Delivered several stretch assignments which ranged from overhauling of loan proposal format to a successful intelligence system migration • Assisted the Senior Account Manager manage a portfolio of approximately CAD 49 Mn in Non-Banking FI segment• Appraised and initiated credit applications on an annual/interim basis of Financial Institutions for credit approval as new deals and facilities were offered