Evaluated new business opportunities, across several industries, which included reviewing financials, financial analysis and modeling, formulating and sizing debt facilities and terms, and drafting new deal memos.Performed portfolio management analysis which included industry research, reviewing annual reports, calculating debt servicing ratios and collateral values, reviewing credit agreements, and performing analysis to determine the risk profiles of a range of companies across several industries.Received and reviewed financial statements and other reporting documents to ensure companies complied with covenants and triggers related to debt servicing, liquidity, and profitability ratios. Also completed borrowing base calculations for margined facilities

During the term BMO had just acquired Bank of the West. I was required to work closely with project managers and integration leads to ensure data sent from Bank of the West was accurate and to help analyze this data to find next steps for the integration. This included having to make many reports using Power BI / Excel, automating essential business processes, discovering overlapping business segments between the two banks, and performing financial analysis.

- Created and ran a social media campaign on Instagram and TikTok to raise awarenessabout the importance of social distancing during COVID-19- Designed and sourced COVID Distancing T-Shirts; used photoshop, obtained fundingsponsorship, arranged for manufacturing and distribution, and ran a contest wherethose who publicized the social distancing message had a chance to win a T-shirt- Supporters included Mayor John Tory, who wore my T-shirt on Twitter and Instagram,Family Feud Host Gerry Dee, Narcity Canada and an entire medical team at SunnybrookHospital (see @covidtshirtgiveaway on Instagram)