Michael Helfrich, Cpa, Cma, Ctp Email & Phone Number

Calgary, Alberta, Canada

Calgary, Alberta, Canada

Responsible for business development across Canada to meet the banks funding objectives while assisting companies in structuring liquidity solutions to meet cash flow requirements and maximize yield in a changing interest rate environment. Provide regular updates to Commercial Banking teams and key clients on Bank of Canada/Federal Reserve interest rate policy and forecasts, deposit pricing and marketing material on treasury products.

Calgary, Alberta, Canada

Worked with Business Banking and Mid Market clients to proactively identify opportunities that enhances cash flow management, protects against fraud and introduces the client to payment modernization with the ultimate goal of increasing revenue and finding efficiencies within the treasury function.

Vancouver, Canada Area

Responsible for management of Direct Cost and FTE across Wealth and Personal Banking in Canada. Developed market opportunity models highlighting areas for investment and/or cost reductionDeveloped staffing models to drive efficiencies in the workforce, increase productivity and enhance the customer experience

Vancouver, Canada Area

Primary support to Wealth and Personal Banking COO and Head of Business Steering - Assisted various teams with the development of advanced excel databases and regression models to improve operational and decision making efficiency- Developed understanding of retail banking products and customer segments- Produced and presented monthly business, market share and financial updates for the Executive Committee

Vancouver, Canada Area

Successfully built a profitable company from a $1K initial Investment to over $100K+ in TurnoverDeveloped Lean Manufacturing process with continuous improvementResponsible for day-to-day operations including: sales, financial operations, and customer experienceCompany acquired June 2019

Vancouver, Canada Area

Co-developed and implemented a new Scorecard for the Branch Networks sales and managerial roles-Gained knowledge of performance management concepts including: setting sales targets, determining activities to track, and increasing quality assurance.-Provided analysis of Scorecard results to management regarding employee productivity, sales trends, and achievability ratios.

West Kelowna

Gained knowledge of the equities market by day trading on the NYSE, NASDAQ and AMEX.-Provided analysis on market behaviour resulting from supply and demand and volume analysis, chart patterns, and correlation between US, Asian, and European markets. -Interpreted economic reports such as: Housing Start, Jobless Claims, Consumer Sentiment, and Federal Reserve meetings to predict market direction.

Education record

Education record

Bachelor Of Business Administration (Bba), Accounting And Finance

Education record

Gained knowledge of the Canadian securities industry regulatory environment, market and economic events impacting investment performance.

Advocis, Insurance Corporation Of British Columbia

Taught to analyse the principles, concepts and techniques of risk management and how they apply to the concept of life insurance and their.

Education record