Inessa Katriel Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

-Underwrite new business applications for contract surety according to company standards-Underwrite Development deals for Developer Surety applications-Analyze, assess and continually monitor the financial strength of new and existing construction account business-Negotiate specific terms and conditions for the issuance of surety bonds and surety facilities for both construction and developer facilities-Regular monitoring of various construction and development projects and aggregate exposures-Develop new business through networking and marketing primarily with specialist surety brokers-Represent Trisura at various associations and industry related functions and events-Search for solutions to financial challenges with the ability to bring creativity and innovation to underwriting risks

Vancouver, British Columbia, Canada

-Assist with financial forecasting, modeling, and analysis-Prepare multiple finance reports on data sets-Assist with the preparation of accounting journals & reports-Collaborate with the Capital Market and Underwriting team to optimize trading strategies and execute fundings-Prepare and review payables & receivables transactions-Troubleshoot transactions in financial systems-Support treasury with cash management, reconciliation & reporting-Lead special research projects

Vancouver, British Columbia, Canada

-Planned, conducted, and reported financial market and operating research on root cause analysis and trend performance-Designed flow diagrams for process improvement and leveraged client retention-Produced accurate and clean transaction reports for internal departments-Evaluated business opportunities and risk by turning insights into operational measurements Salesforce and Google Analytics-Collected data from various sources with regulatory standards to deliver individual client initiatives

Burnaby, British Columbia, Canada

-Guided 15 executive members through new and complex organizational structures -Exercised overall financial modeling and coverage, grant applications, prepare and process budget -Conducted webinars and mentored students to articulate key themes and messages-Designed and developed business communication with business partners-Streamlined club awareness by sustaining cooperative working relationships

Burnaby, British Columbia, Canada

-Investigated optimal solutions to various operational dilemmas.-Effectively communicated and collaborated with team members to design prospect proposals for sponsors.-Developed a self-starter skill through organizing and prioritizing multiple projects simultaneously.