Phillip Botelho Email & Phone Number

Canada

Chief Data Office, Data Architecture and Engineering

-Designed and Developed the OVR Engine: a highly efficient and reliable voice command enabled automation tool that integrates seamlessly with multiple financial data sources, including Bloomberg, Oracle PeopleSoft, and proprietary financial systems as well as Microsoft Office.- Enhanced Process Efficiency: Streamlined financial reconciliation processes, reducing manual effort by over 80% and minimizing errors through precise automation and robust error-handling mechanisms.- Advanced NLP Integration: Implemented natural language processing (NLP) and fuzzy matching algorithms to interpret complex voice commands and email triggers, enhancing user interaction and flexibility.- Seamless Integration with Existing Systems: Utilized Python libraries such as `pyautogui`, `win32com.client`, `spaCy`, and `FuzzyWuzzy` to develop an automation framework that interacts smoothly with desktop applications, remote systems, and email platforms.- Dynamic Data Management: Automated the extraction, transformation, and loading (ETL) of financial data from diverse sources, ensuring real-time accuracy and consistency in reporting.- Real-Time Reporting and Notifications: Developed real-time reporting features that generate and distribute detailed financial reports through Outlook, maintaining the original Excel formatting and incorporating material break analyses.- Proactive Issue Resolution: Employed advanced error-handling strategies to ensure uninterrupted overnight processing and proactive issue resolution, significantly reducing downtime and enhancing operational reliability.- Passionate Advocate for Process Optimization: Demonstrated a deep commitment to identifying inefficiencies and implementing creative technical solutions that drive continuous improvement and operational excellence.-Hosted weekly Python training sessions with various teams.-Engaged multiple stakeholder groups and hosted several monthly meetings to ensure smooth operations across the Bank.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Reviewed clients’ financial needs; created budgeting and financial planning strategies• Reconciled invoices and collections into QuickBooks, prepared tax returns on TurboTax• Participated in compliance reviews & commercial escalations on non-standard terms and issues, negotiated telecom contracts for clients

Toronto, Canada Area

• Completed financial planning, budgetary savings, and processed staff reimbursements• Coordinated & developed financial strategies for risk minimization & opportunity forecasting• Established and maintained internal financial control policies and procedures for budget accounting, cash and credit management, administration, and other activities

Brampton, Ontario, Canada

• Generated $327 in revenue per hour, average of $230 per customer, outperformed store by 30%• Managed the department, resolved customer complaints, reviewed work orders, & collected payments• Registered new suppliers, audited and merchandised inventory, scored 100% on mystery shopping

Academic Success Centre, Ted Rogers School Of Management

• Mentored students in Managerial Finance; facilitated study groups and 1-on-1 tutoring sessions• Composed a formula sheet series chosen as official Ryerson content for the Academic Success Centre• Taught topics such as capital budgeting, capital structure, cost of capital, debt financing, dividend policy, leasing, mergers & acquisitions, risk management, stock valuation, time value of money

Ryerson Law And Business Clinic, Ted Rogers School Of Management

• Provided pro bono business-related legal services to clients in partnership with Fogler, Rubinoff LLP• Incorporated small businesses, drafted by-laws, articles of incorporation and minute book documents• Collaborated in a team, conducted independent research, & drafted agreements to meet clients’ needs

Mississauga On

• Cross-trained in 8 positions, trained 70+ employees, generated $912,052 in sales over 3 years• Audited inventory across 40+ product classes, spanning 1000’s of automotive parts and accessories• Delegated repair orders, controlled workflow, & oversaw operations to meet time sensitive deadlines; specialized in customer complaints, data entry, database management, and ensuring accurate payroll

Mississauga On

• Maintained the company’s general ledger, prepared financial statements, created budgets & forecasts• Managed accounts receivable records and prepared end of day reconciliation processes• Developed new training manuals, guidelines, and processes for the night auditor position

Bachelor’S Degree, Business Management - Business Law Major, Accounting And Finance Minors, 3.85

Activities and Societies: TMU Law Research Centre Interns' Circle; TMU Academic Success Centre (ASC); TMU Corporate Social Responsibility.

Cpa Student

Advanced Diploma, Business Administration - Accounting

Activities and Societies: Sheridan College Accounting Student Association