- Managed financial operations for YesFeed and collaborated with company management in the budgeting process by forecasting next month spending based on trend analysis of historical costs- Executed full-cycle AP processes (i.e., managing cheque runs, calculating rebates, ensuring timely invoice payment, daily bookkeeping on QuickBooks, monthly reconciliations, etc.) for 5 suppliers.- Built Excel models that monitor monthly income and provide visual demonstrations of key cost and revenue drivers, which contribute to a 50% reduction in decision-making time.- Assisted in the preparation of 10+ monthly and quarterly financial statements (i.e., balance sheet, income statement, etc.), and presented insights on financial variances to company management every month.- Led a team of 3 to raise $40,000+ in monetary and in-kind sponsorship from Canadian universities and small businesses.

- Assisted CEO in managing $2M+ in AUM through proactive market research, performing cash flow analyses, managing client communication, preparing investment reports.- Built Excel models that monitor the company’s monthly income and current invoices, providing visualizations of key drivers of costs and revenues and reducing decision-making time by 50%.- Collaborated with the CEO to create the annual budget and develop plans to execute logistics/purchases accordingly.- Facilitate weekly business development meetings with management to identify operational improvement opportunities, which have contributed to a consistent monthly revenue growth of over 10%- Assisted in managing accounts payable by tracking customer payments, issuing invoices, and following up on overdue accounts, resulting in a 15% decrease in overdue accounts and improved cash flow management.

- Prepared and maintained accurate financial records, including ledgers, balance sheets, and journal entries, ensuring compliance with accounting standards and company policies.- Developed an Excel model that tracks all expenditures and their invoices, automatically providing notifications on payment deadlines and improving work efficiency by 50%.- Analyzed past investments and large expenditures to identify returns on capital spending, and prepared reports summarizing key findings to management.- Reconciled bank statements and financial discrepancies, ensuring the accuracy of monthly financial reports and supporting successful annual audits with no significant findings. - Assisted in the preparation of quarterly financial statement audits and tax returns, ensured timely submission.

- Manage the collection and documentation of all customer receipts, reconcile daily POS system sales of $5,000 with actual receipts and resolve any sale variances. - Process 1,000+ data entries/week, including client information and sales records, and prepared a PowerPoint summary of key insights on store sales for company management. - Assisted with maintaining financial records, including data entry, account reconciliations, and expense reports.