- Liase with project managers and various PMO teams to review project status reports on a monthly basis and make sure projects (Over $2M value) are in order (Scope, Schedule & Cost)- Reconcile invoices and resolve any payment issues by reaching out to the internal finance department or the vendor- Responsible for reviewing and approving JIRA onboarding tickets; arranging additional funds if needed- Created the guidelines for the project financial standards and procedures for the entire GWRT department- Implemented numerous process improvements to streamline monthly project reviews- Point of contact for all time compliance reporting and any ad hoc requests - Assemble spreadsheets, create charts and graphs used to illustrate technical reports to senior management using MS Power BI and Excel

- Managed client’s daily trades and made sure they are recorded & serviced accurately - Effectively analysed & resolved reconciliation breaks on cash accounts and positions on a daily basis - Partnered with internal accountants to ensure valuation integrity for month-end profit and loss reporting- Responsible for setting up, renewing and collecting payments for bank debt instruments; resolve accrual & payment mismatches- Assisted the loan syndication team and provided support for loans set up on Loan IQ; worked on ad-hoc projects as needed

- Managed about 60+ clients in TD Bank National Association’s & TD Securities’ loan syndication portfolios- Point of contact for setting up brand new deals or making amendments to existing deals on Loan IQ and ACBS- Ensured Anti Money Laundering, Know Your Client, Office of Foreign Asset Control and necessary conditions Precedents are met in accordance with applicable policies prior to closing deals.- Reviewed credit documentation to ensure compliance with operational standards- Responsible for Non-Loan adjustments and sending out of order reports- Populated the Vostro report and made sure all accounts are matched/cleared on a daily basis; investigated payment resolutions using Intellitrax

- Provided investment advice for products such as GICs, RESPs, RRSPs, RSPs, and mutual funds to clients- Extended personal credit such as credit cards, lines of credits, mortgages, etc. to clients- Referred High Net Worth clients to wealth partners at TD Waterhouse- Ranked as one of the top performers in the branch by exceeding sales revenue goals on a quarterly basis