Joshua Kiena Email and Phone Number
Passionate about harnessing the power of financial analytics and bilingual communication to drive business growth and operational excellence, I bring a robust background in financial and administrative coordination. My career is marked by significant achievements such as optimizing financial operations at MD Financial, where I significantly reduced delinquency ratios, and leading a sales team at Box2Box, where I pioneered strategies boosting client acquisition by 30%. Fluent in English and French, I utilize my language skills to enhance communication and client relationships effectively. Proficient in CRM software, including Salesforce and Microsoft Dynamics, I hold a Microsoft Certified Data Analyst credential, empowering me to turn complex data into actionable insights. Driven by the challenge of transforming challenges into opportunities, I am eager to join a dynamic team to further impact the financial industry. Let's connect and explore how we can drive success together."
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Manager Strategic PartnershipsFlow Management IncHamilton, On, Ca -
Chief Operations OfficerFlow Management Inc Oct 2020 - Present• Responsible for planning, organization, and direction of the organization’s operations and programs.• Develop & implements consistent policies, procedures, and operational reporting/metrics.• Oversee and report on the organization’s results for board of directors.• Prepare accurate and timely analyses that capture and communicate fundraising results, and performance trends.• Provide leadership to staff to ensure appropriate support of all departments.• Coordinates and leads annual budget reviews, monthly and quarterly reviews• Responsible for the hiring and retention of competent, qualified staff.
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Account ManagerMd Financial Management | Gestion Financière Md Mar 2023 - Sep 2024• Client account management: Manage all transactions related to client calls or refer to appropriate internal or external business department.• Financial Reporting and Analysis: Compiled data from various sources, analyzed trends in portfolio performance and accurately recorded transactions for compliance.• Compliance Monitoring: coordinate transactional investigation with other business units for errors and implement timely adjustments when needed.• Leadership & Mentorship: Led, trained and mentored new hires by providing guidance and support to team integration to foster professional growth -
Administrative AssistantMd Financial Management | Gestion Financière Md Sep 2022 - Mar 2023RemoteOptimized financial operations and transaction accuracy in payment collections and corporate actions.Enhanced financial analysis and reporting, reducing delinquency ratios.Ensured high accuracy in processing complex transactions for various financial accounts.Implemented improved administrative processes for transaction processing. -
Collections OfficerScotia Dealer Advantage Feb 2021 - Aug 2022Hamilton, Ontario, CanadaConduct payment collection activity to provide the Bank with optimal delinquency ratios and loan lossesPerform telephone activities by assisting clients with questions and concernsMake sound decisions on accepting, rejecting or offering amended payment terms and settlements while conforming to Bank policiesEstablish full responsibility for all payment or collection related inquiries, concerns, and/or arrangementsEnsure the delivery of customer service fosters overall customer and business line/department satisfaction -
Business Development ManagerBox2Box Apr 2019 - Mar 2022Toronto, Ontario, CanadaDirected initial Sales Development Representative team at a SaaS startup, enhancing strategic direction.As Business Development Manager, boosted client acquisition and retention through targeted strategies. Facilitated collaboration across departments to implement comprehensive sales strategies.Provided executive leadership with direct updates on strategic goals and performance metrics. -
Solutions ConsultantApple Nov 2018 - Aug 2021Hamilton, OnCustomer ServiceAssisted customers through handling iOS issues over the phoneHelped book appointments Technology solution -
Customer Service RepresentativeBmo Bank Of Montreal Jan 2018 - Nov 2020Hamilton, Ontario, CanadaActively contribute to meet the branch's business goals, as well as individual sales and customer service goalsPerform routine bank telling tasks, including making deposits, withdrawals, transfers, and credit applicationsOpen and close a variety of types of accounts, process address changes, and collect feesMaintain and balance the cash drawer on a daily basis by accounting for cash assigned, received, and disbursedMaintained customer records by updating account information. -
Executive DirectorNever Gonna Stop Community Centre Aug 2017 - Sep 2020Hamilton, Ontario, Canada• Responsible for planning, organization, and direction of the organization’s operations and programs.• Develop & implements consistent policies, procedures, and operational reporting/metrics.• Oversee and report on the organization’s results for board of directors.• Prepare accurate and timely analyses that capture and communicate fundraising results, and performance trends.• Provide leadership to staff to ensure appropriate support of all departments.• Coordinates and leads annual budget reviews, monthly and quarterly reviews• Responsible for the hiring and retention of competent, qualified staff.
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Funding AnalystEasyfinancial Apr 2015 - Nov 2018Hamilton, Ontario, Canada• Perform telephone activities by assisting clients with questions & concerns • Review and evaluate online financial loan applications & provide recommendation • Oversee past due accounts, collect loan payments & handle escalated issues.• Develop repayment plan strategies to reduce delinquency on overdue balances.• Manage all client interaction & redirect matters to the appropriate departments.• Collect documents from customers who seek financial aid, putting those documents together to present to a verification department for approval for funds• Liaison with various department to ensuring client payments are applied in a timely manner.
Joshua Kiena Education Details
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International Business/Trade/Commerce
Frequently Asked Questions about Joshua Kiena
What company does Joshua Kiena work for?
Joshua Kiena works for Flow Management Inc
What is Joshua Kiena's role at the current company?
Joshua Kiena's current role is Manager Strategic Partnerships.
What schools did Joshua Kiena attend?
Joshua Kiena attended York University.
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