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William Luis is listed as Business Analyst, Process Improvement, Data Analyst, Excel VBA Development, Business Support, Reporting based in Mississauga, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for William Luis.
William Luis previously worked as Analyst, Corporate Credit Services, Global Wholesale Operations at Scotiabank and Business Analyst, General Account Operations, Investment Division at Manulife Financial.
An accomplished professional with 20 years of Financial Investment experience in Investment Operations’ roles within Capital Markets, possessing excellent analytical and investigative skills, with a focus on Reconciliations and Settlements.Thorough and precise with demonstrated innovative skills in creating and deploying EUC solutions (macros) using advanced level of MS Excel and VBA. An Excel power user, with proven skills in composing complex and effective nested formulas using multiple high-level functions.A highly motivated and detail-oriented collaborator with persuasive communication, decision-making, problem solving and interpersonal skills, coupled with an aptitude to effectively and quickly adapt to changing environments and initiatives along with a proven ability to consistently produce a high level of accuracy.
Listed skills include Portfolio Management, Capital Markets, Account Reconciliation, Back Office, and 43 others.
A career timeline built from the work history available for this profile.
Toronto, Ontario, Canada
Administers instructions by Agents on participations and Customers on direct deals including verification of limit available, accuracy of calculations, and disbursement/application of funds.Ensures that terms and conditions of authorizations and/or loan documentation are being adhered to including pricing, term, and amount.Communicates with contacts.
250 Bloor Street East Toronto ON M4W 1E5
Author, develop and build EUC tools (macros) using advanced Excel functions and VBA skills for multiple business functions, thereby effectively reducing/eliminating manual reconciliation time/work effort. Creation of these tools saved the reconciliation area more than 20 man hours a day.Using advanced Excel functions with VBA, analyze, manipulate and.
Al-Shaheed Tower Khalid Bin Waleed Street Sharq, Kuwait
Manage all aspects of back office operations; mainly responsible for the accurate, timely and complete trade captures and settlements of all capital market instruments bank using SWIFT and online banking portals.Author, develop and build EUC tools (macros) using advanced Excel functions and VBA, thereby effectively reducing/eliminating manual.
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William Luis is listed as Business Analyst, Process Improvement, Data Analyst, Excel VBA Development, Business Support, Reporting.
William Luis is based in Mississauga, Ontario, Canada.
William Luis has worked for Scotiabank, Manulife Financial, and Kipco Asset Management Co. K.S.C. Closed.
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William Luis is listed with skills including Portfolio Management, Capital Markets, Account Reconciliation, Back Office, Settlement, Investments, Corporate Finance, and Management.
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