Jeniesan M. Email & Phone Number

- Prepared over 180 semi-annual financial statements for multi-million dollar investment funds, specifically the Schedule of Investment Portfolio- Preformed quality reviews for the client's financial statements - Statement of Financial Statement, Statement of Comprehensive Income, Schedule of Investment Portfolio, Statement of Changes in Net Assets, and Statement of Cash Flow- Performed quality reviews for the client's Financial Highlights, Note Disclosures, and the Ratios on the Financial Highlights

- Helped create Power BI Dashboards for the Credit Risk Division that were published to the OSFI CRD Employee website to help analysts easily analyze risks on an enterprise, retail, and non-retail level for the big banks - Helped in the monitoring process of multiple banks where I also was responsible to compile the J2 returns for the HELOCs and creating the SIPs of the big banks for Q4, using data from the bank’s Annual Reports and the Report to Shareholders- Assisted in the review of a bank by creating a follow-up tracking log, participated in meetings, created meeting notes, and worked with a team to finish the reviews by the deliverable

- Received reports of different types of tax fraud and investigated into those taxpayer’s accounts to complete a full report by performing multiple searches through the CRA systems and routed it to the specific department for the allegation provided using high-and constantly exceeded daily targets- Dealt with numerous challenging and intricate cases which demanded high-level decision making

- Responsible for operating the POS system, while also processing returns and online orders through the peak holiday season- Met and exceeded daily targets of warranty plan sales on products- Created an amazing customer experience by understanding customer needs and recommending solutions that best met their needs

- Student Managed Investment Fund- $500,000 in AUM- Analyzed various investment opportunities in order to generate the highest return for the fund

Toronto, Ontario, Canada

Toronto, Ontario, Canada

- Provide exceptional customer service under pressure while servicing hundreds of customers per day in a fast-paced environment- Demonstrate leadership through training new associates on how to use the POS system and deal with customers - Balance cash accurately and quickly at the end of the day with minimal cash discrepancies

Bachelor Of Commerce - Bcom, Accounting And Finance

Maintained 3.79 GPA Dean's List (2019-2020)

Ontario Secondary School Diploma

Received Ontario Scholar Award