- Mainly engaged in automation projects utilizing Python, VBA, Teradata, and Alteryx. These projects include the enhancement of credit recovery processes and completed the automation of payroll/salary-related reports, resulting in a 10-hour monthly reduction in manual data handling.- Monitored and guaranteed the precision of wire transfers to vendors.- Provided support for maintaining a control environment and fulfilling audit requirements.- Conduct balance sheet account reconciliations.

- Cross-functional support for business units, driving them towards achieving EBITDA targets.- Prepared and delivered concise monthly, quarterly, and annual reports, upholding governance and compliance.- Produce and manage budgets, forecasts, and long-range plans (three-years).- Proactively identified areas of risk and uncovered opportunities, worked to develop creative solutions, including addressing headcount issues and strategizing for potential labor disruptions.- Enhanced internal processes, optimizing efficiency and precision by streamlining multiple working files and crafting comprehensive process guides for enhanced knowledge sharing and transfer.

- Ensured data consistency in corporate CRMs by identifying and rectifying incomplete, incorrect, or inaccurate information.- Conducted data research to enrich database records aimed at bolstering lead generation efforts- Responsible for learning the basics of Salesforce.com.

As a representative of the University of Ottawa, aided in bridging the gap between education and practice in finance. - Helping the development of future programs/courses by identifying current knowledge and practice gaps.- Distribution of surveys which will contribute to industry research

- Unpaid position within university program- Managed a team of 5 analysts - Executed investment strategies and oversaw portfolio performance reviews, leading to the highest returns achieved within the given timeframe.

- Identified potential clients, introduced and explained the services, andsecured meetings for senior investment advisors.- Secured meetings with potential clients worth +$5m in assets - Research and analysis of macroeconomic and market events