• Organize and improve 3-statement financial models to forecast future earnings, cash flows and valuation scenarios,supporting data-driven investment decisions for small-cap value stocks.• Conduct deep research and market analysis across various sectors, including technology, media and entertainment,education services, consumer discretionary, real estate as well as international markets, evaluating growth trends andfinancial health to support investment strategies.• Track key metrics, setting up data trackers to monitor trends and provide actionable insight.• Participate in earnings calls and webinars, using insights to refine portfolio strategies and inform market outlook.• Value real estate holdings for a Canadian REIT spin-off, conducting comparable analysis to recommend shareholder value-maximizing strategies.

• Created detailed technical reports highlighting findings to diverse stakeholders.• Coordinated meetings with stakeholders to collect and document key metrics.• Supported various program activities, assisting with administrative tasks.• Utilized document management system to organize company files, keeping up-to-date and easily accessible data.

• Developed and utilized spreadsheets, databases, and other computer applications to completeassigned tasks.• Performed administrative tasks and assisted with special projects to support finance departmentoperations.• Shadowed team members to enhance skills and contribute to finance objectives.• Identified process improvement opportunities, gaining support to implement improvements with the team

• Compiled and organized data for competitive analysis.• Presented power point presentations.• Analyzed current email automation systems to facilitate greater reach to customers.• Categorized past twelve months of customer feedback into a point system to best approach andresolve problems.