Alex Macbain, Cfa Email & Phone Number

Charlottetown, Prince Edward Island, Canada

• Favourite part: being involved in the community and meeting new people who are passionate about their causes.• Work with a diverse array of clients to help them meet their individualized goals and needs.• Have completed numerous projects in such areas as: start-up and business planning; board governance, bylaw, and operational reviews; program, structure, feasibility, needs, and economic impact analyses; and matching funding programs with projects.

Charlottetown, Prince Edward Island, Canada

• Worked cross-functionally to develop annual and periodic budgets and operating plans.• Investigated financial discrepancies and developed procedures and controls to eliminate them in the future.• Prepared and posted period-end accruals, provisions, and adjustments.

Charlottetown, Prince Edward Island, Canada

• Managed corporate treasury function.• Was responsible for preserving and growing margins, from standard costing to pricing strategy.• Created both periodic custom reports and ad-hoc research items.• Performed comparative analyses, followed market news and trends, and explored funding and other opportunities to synthesize business opportunities.

Charlottetown, Prince Edward Island

Master Of Finance

Activities and Societies: President, Saint Mary's Investment Society (SMIS); Volunteer, Women in Capital Markets; Board Member, Accounting.

Bachelor Of Science, Major In Chemistry; Double Minor In Business Administration & University Writing

Activities and Societies: UPEI Chemistry Society