David Leon Email & Phone Number

• Supported the Region of Québec, Atlantic and Ontario in achieving business and financial objectives. Review and analyze monthly data and present findings to Senior Vice-President. Financial planning and variance analyses. Performed spreadsheet/financial modeling using Excel.• Assisted with project planning and budgeting for Branches and Small Business districts.• Formulated strategic model to monitor and evaluate yields for financial products.• Improved yields by making comparative analysis on products sold by the region. This analysis contributed to the region generating more revenues.

• To work closely with sales team across Canada providing PowerPoint based presentations and demonstrations of our electronic applications to existing and new clients.• To perform an analysis of client’s needs and submit the necessary recommendations. • To analyze competitors products and keep informed our development department sharing the information. • To install and train all clients migrating to CIBC’s electronic applications. • To create user and training guides translating technical or complex terms to a friendly and understandable definition for external and internal clients.• To create a user's guide and a quick reference guide for the software offered by the Bank• Provide 1st and 2nd level technical problem-solving support, including software, hardware, and communications issues.• To manage installation projects across the country, developing an ACCESS database and a flow chart with VISIO.• To migrate all existing clients to the new electronic applications respecting deadlines• To implement and debug batch files currently utilized on workstations.

• Provide tactical guidance, direction and specialized operational and technical knowledge to staff and internal partners. To supervise the agents when requested.• Provide training and development opportunities for staff and counseling on complex and difficult issues.• Manage service performance reviews with internal partners - establish manpower requirements subject to senior management approval.

Dess, Accounting, Ecommerce, Information Systems

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