• Managing transactions, presentations, and complex financial models.• Analyzing business plans and valuing companies using a variety of methodologies including the DCF method, EBITDA multiples and other comparative methods with sensitivity analysis.• Researching prospective clients, investors, or targets for each engagement while conducting market industry, and competitor research.

• Determining suitable payment solutions based on customer needs and preferences with the sales team.• Attracted various new business demographics through frequent nurturing, ultimately converting potential quality leads into profitable clients.• Maintained records such as notes, client files, and potential leads in a Customer Relationship Management (CRM) database.• Established viable client opportunities through research and evaluation of the potential’s company financial standing.

• Developed robust value creation strategies for various clients, including VIA Rail, that improved on their current strategic plan structure and later presented these recommendations to the board of directors.• Created and analyzed excel models to discover undervalued potential revenue streams through financial reporting while maintaining high-quality assurance standards and meeting all the clients’ preferences/needs.• Worked alongside members of the value creation team transforming clients’ operations from strategy to execution using analytical tools on high-level projects, after being offered a 6-month employment contract following the completion of the internship.

• Surpassed weekly target while consistently maintaining a high KPI score during Chatr campaign and successfully migrated many clients thus increasing the campaign’s overall success. • Resolved complex customer inquiries by rebutting while maintaining a strong relationship, which revealed greater opportunities for cross-selling and upselling. • Arbitrated many different clients through different campaigns, whilst reporting to different supervisors.

• Assimilated entrepreneurial methods to ultimately create financial plans that would support the firm. Regularly prepared statements and entered data using Microsoft Word and Excel, respectively. These programs were used daily to adjust and formalize ongoing projects.• Assisted higher-ranking associates in formulation research analysis while also participating in various key meetings which gave me an even clearer insight into the decision-making process used by banks/major investment firms.• Learned key investment banking practices through assisting different departments within the company. These primary services included asset management and equity research.