Nicole Haim Email and Phone Number

Mark student cases on financial statement analysis, created solutions for students, and created math as well as excel review videos.

 Created accounting course materials by analysing public company financial statements Created promotional videos and customer databases Performed bookkeeping duties to track expenses Coordinated course logistics and provided administrative support to the Managing Director

 Reviewed public company financial statements, MD&A, and other continuous disclosure documents to ensure they complied with IFRS and the Ontario Securities Act Identified areas where the financial statements and MD&A did not comply with the Ontario Securities Act and drafted comment letters.  Focused on sustainable finance and cryptocurrency companies

 Reviewed investment firm’s operations to ensure they were in compliance with the Ontario Securities Act Reviewed compliance manuals, referral arrangement contracts, and marketing materials to determine if they were satisfactory or misleading for a reasonable client Tested client files by identifying the breakdown of how much was invested in each type of security and fund to identify if asset allocation is aligned with client interests  Identified areas where firms did not comply with the Ontario Securities Act and drafted deficiency reports.  Researched firms in internal databases to plan audits and identify risks

Assist in teaching enriched grade 2 and grade 10 math classes to high-performing students.

 Assisted in building a marketing plan for a major marketing campaign Organized product forecasts for marketing campaigns Developed a project management tool in Excel to improve efficiency of quarterly forecasting  Led major meetings with Vice Presidents where project managers introduced their products Supported the Planning and Analytics Director in all areas requested

Work alongside a team of PhD and post doctoral students on research in mathematical biology focusing on antibiotic resistance in clinical intensive care units.