Kevin Valickis Email & Phone Number

Toronto, ON, CA

Remote

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Advising Metrolinx, PRESTO, GO Transit, and UP Express by leveraging customer insights to improve business operations and increase customer and stakeholder satisfaction. Tools commonly used: SPSS, Excel, Power BI, SQL, Python

Vienna

Worked with CEO, COO, and VP of Finance to create a €2M budget for international expansion, identified US geographic areas to increase ad spend, provided solutions to handle abuse of promo codes, and provided contribution margin analysis that identified breakeven points for each supplier

Toronto, Canada Area

Assisted executives at start-ups and high-growth companies with strategic decision making through market research projects. Topics included international expansion strategy, financing market analysis, product development, target market identification, and more.

Toronto, Canada Area

Assisted water technology companies by understanding their pressing business needs and connecting them with the right resources, or completing market research projects for them directly. Managed client information by redesigning and integrating internal systems (e.g. CRM systems, Company Directory), and creating dashboards in Tableau measuring WaterTAP.

Toronto, Canada Area

Assisted in research design, deployment, and analysis of various qualitative and/or quantitative custom/syndicated research projects for companies in financial services, tourism and other industries. Created a customized segmentation framework of an existing SPSS advisor database of over 2,500 entries and 4,000 variables to identify strategic opportunities.

Oakville

Prepared 10 transfer pricing documentation studies for submission to the CRA, and calculated appropriate prices for Q4 2014 cross-border tangible goods and fixed asset transactions by retrieving relevant data through SAP and Hyperion. Also assisted with Q4 2014 and stub period tax provisions.Tools frequently used at this position: SAP, Hyperion, Excel, Word

Completed a variety of transfer pricing consulting projects for external clients through developing of 3- to 10-year financial models with KPIs, preparing client financial statements and compliance documents, and analyzing the business operations of the client as well as similar publicly traded companies' 10-K/annual reports. Tools frequently used at this.

Burlington, ON

Successfully developed and presented the start-up strategy of Innovate Burlington, to the board of directors, growing Innovate Burlington from $40K of revenue in its first year to $170K of revenue in the second year.Tools frequently used at this position: Hoover's, Excel, PowerPoint, Word, CRM software

Boston, MA

Assisted the finance and international business/strategy faculties through a variety of tasks. Highlights include extracting financial data of over 40 companies from large databases in order to construct an Excel financial model of a recreated Dow Jones Industrial Average for the past 20 years. Also assisted in planning research surveys on the perception.

Boston, MA

Performed due diligence and analyzed economic trends in the Consumer Goods and Healthcare industries, using financial models to formulate valuations and presented results and recommendations to management. Successfully recommended the purchase of Jefferies Inc. into the fund portfolio; the stock returned 21.5% over 3-month investment period.Tools.

Cambridge, MA

Provided a variety of accounting functions and oversight for the Accounting department of the Grace Construction Products division. Constructed and updated financial models in Excel for 4 regions and 6 product lines, representing almost $1.0 billion in sales, and created the monthly reporting and analysis template for an $8M acquisition also used on later.

Conducted independent primary and secondary research to update Canadian consumer products market reports for sale to customers. Completed reports on Domestic Electrical Appliances, Consumer Lending, Tobacco and Debit, Credit, Prepaid and Charge Cards in CanadaTools frequently used at this position: Excel, Word, LexisNexis

Hamilton, ON

Traded the company’s capital on the NASDAQ, AMEX and TSX

Mba, Finance

Activities and Societies: Beta Gamma Sigma Honor Society, International Field Study in South America (Chile, Argentina)

Big Data Certificate Program (In Progress)

Cma Accelerated Program

Post-Graduate Diploma, Research Analyst Program

Honours Bachelor Of Commerce, Finance

Activities and Societies: Welcome Week Representative for Society of Off-Campus Students, International Business Network Club

Education record