David Lawrence D’Souza Email and Phone Number
Analytical and strategic finance professional with 9 years of experience within the financial services sector. Specialized in financial analysis, budgeting and reporting for structuring comprehensive business plans for start-ups and expansions as well as building robust valuation models. Working in the private banking and financial services sector over the past 9 years has empowered me with dynamic experience. This experience encompasses my ability to adapt to challenging environments, the agility to understand businesses and financial models and actively deliver mandates that have benefitted clients across multiple industry domains within tight deadlines.
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Senior Data AnalystRbc Capital Markets Jan 2022 - PresentToronto, Canada Area* Managed all of Capital Markets client data- Accurately processed data to setup accounts based on types of products such as fixed income, securities lending, REPOs, futures, and FX- Performing ETL(Extract Transform Load) bulk functionalities, Oracle Data pulls and managing several BAU process integrations - Successfully worked on developing and enhancing BAU Standards of procedures for training and improving client lifecycle management.* Developed and enhanced monthly team Data Quality Report for management review.* Worked collaboratively with business partners and IT to optimize account management processes to reduce cycle time, manual effort and improve both end user experiences and realize cost savings.* Trained and developed peers through delivering detailed system knowledge, soft skill enhancements as well as shadow training for improving data analysis.* Worked on High5 automation (RPA process that requires a BOT running the operations) -
Data AnalystRbc Capital Markets Mar 2019 - Dec 2021Toronto, Ontario, Canada -
Senior ConsultantRussell Bedford Kuwait Jan 2018 - Jun 2018Kuwait• Conducted business valuations for acquisitions, shareholder exits and financial reporting purposes using discounted cash flow method, relative valuation (precedent transaction and comparable companies), adjusted net asset value approach and sum of parts. • Prepared financial statements and long term financial forecasts for presentation to board of directors, executive management, shareholders and regulatory bodies.• Prepared goodwill and intangible asset impairment test reports in accordance with IAS 36 and reviewed various third party valuations of companies held by Russell Bedford Kuwait assurance clients. • Prepared financial feasibility studies and business plans for capital investments, expansions and start-up companies. Key tasks performed include assisting and advising entrepreneurs in developing revenue and operation models, identifying key risks relevant to the business, conducting research on industries and development of business strategy. • Conducted report and financial model reviews for clients and provided assurance and fairness opinions on the accuracy and rationality of information contained therein and ensured compliance with International Financial Reporting Standards (“IFRS”).• Assisted in business development through active involvement in developing marketing materials, business proposals and attending career fairs. -
ConsultantCorporate Finance And Transaction & Advisory Services, Russell Bedford Kuwait Nov 2015 - Dec 2017Kuwait -
Financial AnalystCorporate Finance And Transaction & Advisory Services, Russell Bedford Kuwait Dec 2013 - Oct 2015Kuwait -
Client AccountantJpmorgan Chase & Co. Nov 2011 - Aug 2013Mumbai, MaharashtraTo post monthly journal entries across all ledgers using computerized book-keeping systemsTo prepare the trial balance, profit and loss statements and balance sheets (Full Accounting Cycle) for Trust accounts for US based clients.To handle moderately complex issues related to the accounting.To analyze and validate investments made by bankers as per trust deed.Prepared detailed weekly MIS report for onshore clients with regards to operations.Assisted management in process improvements with regard to team error reduction and increase in team productivity.
David Lawrence D’Souza Education Details
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Cfa InstituteCfa Level 2 Candidate -
University Of MumbaiAccounting And Finance
Frequently Asked Questions about David Lawrence D’Souza
What company does David Lawrence D’Souza work for?
David Lawrence D’Souza works for Rbc Capital Markets
What is David Lawrence D’Souza's role at the current company?
David Lawrence D’Souza's current role is Account Management | Client Relationship Management | Financial Consultant.
What schools did David Lawrence D’Souza attend?
David Lawrence D’Souza attended Cfa Institute, University Of Mumbai.
Who are David Lawrence D’Souza's colleagues?
David Lawrence D’Souza's colleagues are Fenglin Shi, A.d. Mohammad, Jatin Chitkara, Thomas Meader, Archibald Coote, Alan Ma, Matt Rowe.
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