Danielle Jamieson, Cpa Email and Phone Number
I am a results-driven professional with experience in finance, strategy, and project management, with knowledge spanning the banking and advisory services sectors. At Royal Bank of Canada, I’m currently working as a Manager of Strategy & Transformation, where I have been recognized for my leadership and strategic insight, receiving the 2023 Private Banking National Office Leadership Award. In this role, I’ve worked on multiple initiatives including analyzing and restructuring the businesses’ pricing model and implementing new technologies to enhance operational efficiency, driving growth.My strategic acumen extends to analyzing complex issues, crafting innovative solutions, and effectively communicating recommendations through presentations. I thrive on developing and communicating business ideas, consistently striving to conceptualize innovative approaches that drive impactful results.In my roles, I've excelled in liaising with various levels of management and financial controllers, ensuring seamless communication and alignment of objectives. Additionally, I possess strong analytical skills, translating intricate data into actionable insights, particularly in valuations and financial analysis.Throughout my career, I've successfully led projects from conception to execution, applying key financial performance indicators (KPIs) to drive analyses and secure project funding for on-time delivery. My expertise extends to identifying and resolving complex business challenges, leveraging accurate financial models, and implementing new technologies to drive tangible business benefits.Continued skill development is a top priority for me, particularly in areas aligned with finance management and strategy roles. I remain dedicated to refining my expertise, actively contributing to project execution, and staying up to date on emerging trends and best practices in the field. I am enthusiastic about connecting with like-minded professionals to explore new opportunities and contribute to driving positive change in the finance and strategy landscape.
Rbc Wealth Management – Private Banking
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Senior Manager, Hnw StrategyRbc Wealth Management – Private Banking Jun 2024 - PresentToronto, Ontario, Canada• Strategically manage cross-functional relationships to advance RBC’s HNW segment objectives, aligning priorities and influencing partners to adopt best practices that drive impactful outcomes. Ensure high-impact initiatives stay on track to achieve strategic goals under tight deadlines by effectively navigating competing priorities.• Lead client acquisition initiative end-to-end, from strategic development to roadmap creation and execution while prioritizing cross-functional alignment. By… Show more • Strategically manage cross-functional relationships to advance RBC’s HNW segment objectives, aligning priorities and influencing partners to adopt best practices that drive impactful outcomes. Ensure high-impact initiatives stay on track to achieve strategic goals under tight deadlines by effectively navigating competing priorities.• Lead client acquisition initiative end-to-end, from strategic development to roadmap creation and execution while prioritizing cross-functional alignment. By balancing timeline and resource demands, I implement thoughtful solutions that enhance scalability and efficiency in client experience improvements across platforms. Show less
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Manager, Strategy & TransformationRbc Wealth Management – Private Banking Sep 2022 - Jun 2024Toronto, Ontario, Canada• 2023 Private Banking National Office Leadership Award Recipient; recognized for managing multiple high-priority projects that increased productivity and client satisfaction. Alongside project responsibilities, I promoted a growth-oriented environment by creating Excel skill-building sessions and facilitating a case competition that developed analytical and problem-solving capabilities in team members.• Designed and implemented a strategy to optimize client interactions, creating an… Show more • 2023 Private Banking National Office Leadership Award Recipient; recognized for managing multiple high-priority projects that increased productivity and client satisfaction. Alongside project responsibilities, I promoted a growth-oriented environment by creating Excel skill-building sessions and facilitating a case competition that developed analytical and problem-solving capabilities in team members.• Designed and implemented a strategy to optimize client interactions, creating an analytical model that identified the most effective solution to maximize ROI. Successfully secured C$12 million in development funding, achieved KPIs by increasing client satisfaction by 35% within 3 months of project completion.• Leveraged agile project management skills and cross-functional collaboration to conduct analysis, reshaping Private Banking’s pricing strategy for enhanced revenue generation and client retention. Show less
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Senior Associate, TransactionsGrant Thornton Llp (Canada) Oct 2021 - Sep 2022Toronto, Ontario, Canada• Expert in constructing financial models to assess asset and company value, utilizing DCF and other methodologies. Final valuations provided critical insights that informed strategic business decisions on M&A alignment and long-term financial planning.• Translated complex valuation model outputs into clear reports and presentations, effectively communicating decision rational to ensure transparency and build stakeholder confidence.• Collaborated with Tax, Audit, Legal teams to… Show more • Expert in constructing financial models to assess asset and company value, utilizing DCF and other methodologies. Final valuations provided critical insights that informed strategic business decisions on M&A alignment and long-term financial planning.• Translated complex valuation model outputs into clear reports and presentations, effectively communicating decision rational to ensure transparency and build stakeholder confidence.• Collaborated with Tax, Audit, Legal teams to integrate specialized expertise into valuations, ensuring compliance with regulatory requirements and enhance analysis quality. Show less -
AccountantGrant Thornton Llp (Canada) Oct 2019 - Sep 2021Toronto, Canada Area• Skilled in analyzing complex financial data to identify trends and anomalies, translating insights into actionable recommendations that strengthen financial controls and operational efficiencies.• Applied technical expertise in reviewing financial records, combining strategic with financial accuracy to enhance overall financial integrity.
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Business Performance AnalystRbc May 2018 - Oct 2018Ontario, CanadaRetrieved data from reporting systems such as tableau, filtering it and creating pivot tables to convey a message that I then analyzed to find trends. I then offer recommendations to implement changes which improved sales force efficiency. This allowed the team to take a more targeted approach in the market, increasing our overall impact. Built VBA Macros to streamline internal reporting process, reducing data input time which increased time available to work on more impactful… Show more Retrieved data from reporting systems such as tableau, filtering it and creating pivot tables to convey a message that I then analyzed to find trends. I then offer recommendations to implement changes which improved sales force efficiency. This allowed the team to take a more targeted approach in the market, increasing our overall impact. Built VBA Macros to streamline internal reporting process, reducing data input time which increased time available to work on more impactful tasks. Show less -
Managerial Finance Teaching AssistantDegroote School Of Business - Mcmaster University Jan 2018 - May 2018Ontario, CanadaCreated tutorial content to explain financial formulas and concepts to ensure that all students had the opportunity to succeed in the course -
Learning And Development Student InternAstrazeneca May 2017 - Sep 2017CanadaUpdated training modules by collaborating with medical professionals to ensure data was scientifically accurate and applicable to the current market.Planned and implemented a 3-day National Sales Meeting in Montreal for over 150 attendees including: -Analyzed Sales Representatives learning objectives to construct workshops and learning content that supported Sales Force advancement. - Assisted with the execution to ensure participants could… Show more Updated training modules by collaborating with medical professionals to ensure data was scientifically accurate and applicable to the current market.Planned and implemented a 3-day National Sales Meeting in Montreal for over 150 attendees including: -Analyzed Sales Representatives learning objectives to construct workshops and learning content that supported Sales Force advancement. - Assisted with the execution to ensure participants could apply learnings in the field. -Designed follow up strategy during planning phase to ensure reflection, follow through and momentum with workshop deliverables to enhance field learnings and actual application. Show less -
Project AssistantHost Events And Association Management May 2016 - Sep 2016New Brunswick, CanadaParticipated with colleagues in consulting and communicating with clients in order to understand all objectives, to guarantee all expectations were being met. Accumulated and analyzed data to create research documents relating to conferences to ensure that events were well organized.
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Front Desk ClerkComfort Inn May 2015 - Sep 2015New Brunswick, CanadaBuilt rapport with guests to facilitate an enjoyable stay at the hotel by listening to individual needs, resulting in resolutions to all inquiries, enhancing customer satisfaction and retention. -
Sales AssociateOld Navy Nov 2012 - Sep 2015New Brunswick, CanadaEngaged with customers to understand what products they were seeking and listened to their needs to help find the most suitable product, resulting in increased sales and product satisfaction.
Danielle Jamieson, Cpa Education Details
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Bachelor Of Commerce -
Business/Commerce, General
Frequently Asked Questions about Danielle Jamieson, Cpa
What company does Danielle Jamieson, Cpa work for?
Danielle Jamieson, Cpa works for Rbc Wealth Management – Private Banking
What is Danielle Jamieson, Cpa's role at the current company?
Danielle Jamieson, Cpa's current role is Senior Manager, HNW Strategy.
What schools did Danielle Jamieson, Cpa attend?
Danielle Jamieson, Cpa attended Mcmaster University, Edhec Business School.
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