- Lead initiating and ongoing coverage of US growth stocks- Conduct and present detailed analyses to the entire investment team- Meet with C-level executives to discuss their company's strategy and competitive advantage

- Develop educational material used in Mink Learning products, such as the Ultimate Private Equity Course- Co-host private equity bootcamps for industry professionals- Research emerging trends in private equity and venture capital

- Develop business case for new credit products and present recommendations to the senior leadership team- Assess the viability of potential partnerships- Theorize impacts of an evolving interchange environment and stakeholder reactions- Evaluate supplier pricing contracts and suggest negotiation efforts

- Forecast expenses and oversee budgets for several departments- Leverage Python and SQL skills to improve efficiency and accuracy of financial models- Explain unit cost variances between US and Canadian business segments- Analyze large datasets to provide insights on opportunities for cost savings

- Manage investment club portfolio and transactions- Host monthly market updates and live Q&A sessions to share experiences and expertise

I started investing when I was 16 years old, and I found there were not many resources available to beginner investors. After noticing others felt the same way, I decided to create Stocks Club (also known as investED), where we aim to help make sense of the world of finance. The stock market may seem very risky and confusing, but with some help it can be the best wealth creator out there.

- Automate various accounting schedules such as capital assets, deferred revenues and accruals- Review and improve Rewind's sales commission process to increase efficiency while maintaining congruency- Translate invoice data into key SaaS metrics (i.e., net dollar retention, churn, MRR movement, cohort analysis)- Design M&A playbook to evaluate potential future acquisitions- Research and recommend corporate credit card program- Launch the Finance Service Desk to monitor and resolve internal requests- Assist in month-end and year-end closing journal entries

- Manage and project financial needs of PhosphoPOWER Group and its subsidiaries- Prepare current and pro forma financial statements- Develop various documents for potential clients and investors

- Outline and propose lending strategies that add value while minimizing risk- Solve complex quantitative problems with the help of Python and SQL code- Value various strategic changes to the credit line increase program- Develop a deeper understanding of the credit industry

- Perform and present in-depth analyses of various stocks in the consumer sector- Mentor to analysts and assist them in preparing financial models- Gain experience in portfolio management and equity research

- Synthesize, communicate, and present investment ideas to portfolio managers- Meet with C-level executives to discuss their company's strategy and competitive advantage- Conduct fundamental analyses of public equities- Strengthen financial modelling experience

- Provide assurance services for publicly traded companies- Select and test account balances- Complete variance analyses of financial statement items- Strengthen financial reporting knowledge

- Prepare corporate, trust and personal tax returns- Analyze projected cash flows for development projects- Confirm various accounts for audit clients- Enhance accounting and finance understanding

- Manage consumer complaints and inquiries about federally regulated financial institutions- Update statistics in Excel- Create flowcharts and other charts from scratch- Train new employees

- Serve meals to the residents- Interact with the retirees to ensure an overall enjoyable experience

- Demonstrate exceptional customer service- Work well as a team player- Be responsible, punctual, and reliable