Frank Kelly Email & Phone Number

Toronto, On, Ca

Greater Toronto Area, Canada

Toronto, Ontario, Canada

- Managed a portfolio of over 400 Research Grant accounts - Financial reporting and analysis of each account on a quarterly, semi-annually, and annually basis- Assisted Manager with periodic reporting, respond to reporting requests- Performed cross-functional duties and other duties consistent with the job classification- Work closely with institutional and other partners, departments and UHN hospitals- Contributed to KPI’s of each account to ensure research was able to be conducted smoothly and within financial projections - Responded to clients, doctors, and other agents within a timely manner

Toronto, Canada Area

NewPoint Capital Partners Inc. is a mid-market investment banking firm advising on mergers and acquisitions, divestitures, private financings, capital restructurings and management buyouts.

Woodbridge, Ontario

• Review monthly store sales submissions, work with franchisees on collections of amounts owing, and assist in POS reporting/troubleshooting.• Prepare, revise, and update internal reports to be more useful and efficient (always review current processes and communicating suggestions for improvement), and furnish external reports as necessary.• Review and report on variances and their causes monthly for board reporting.• Assist in the updating and maintenance of new store database.• Prepare general accounting entries and balance sheet account reconciliations as assigned by the Controller and Assistant Controller. • Perform research duties around potential growth, partnership, and/or acquisition opportunities.• Assist in writing improved procedural manuals for the Accounting/Finance department. • Meet professional obligations through efficient work habits, meeting deadlines, honoring schedules, coordinating resources and meetings in an effective and timely manner, and demonstrate respect to others.• Other duties as required.

Aurora, Ontario

• Taught junior golfers (aged 5-13) how to play golf and manage themselves on the golf course.• Used leadership and team building skills to enable the kids to hone and enhance their skills while having fun.

Toronto, Canada Area

• Participated in and supported Canadian launch of new organic sports beverage • Used personal and communication skills in order to create recognition and enthusiasm for the beverage launch within fitness communities and studios.• Utilized organizational and problem-solving skills to manage key product sampling events at grocery stores and fitness studios.

Bachelor'S Degree, Business/Commerce, General

Activities and Societies: Member, Dalhousie Investment Society (DALIS)

High School Diploma, High School/Secondary Diplomas And Certificates, Completed

Activities and Societies: Captain, Crescent School Varsity Golf Member, Crescent School Investment Team Participant, DECA Regional.