Roxie Cao, Fmva®, Mmgt Email & Phone Number

As a graduate of the Schulich School of Business with a Master's Degree in Management (focus on finance & Schulich equivalent program of MBA 1st year) and with her undergraduate double degrees (economics), Roxie exercised her sound judgment, business acumen, and modelling skills through multiple work experience. Roxie is actively pursuing her CFA designation.Her current FP&A role at IPL provided her with a extensive understandings in Oil and Gas industry, particularly in the mid-stream and NGL marketing area. Together with her exceptional modelling competencies, her familiarity with products and business needs has been invaluable to the team in overcoming multiple challenges and succeeding in new endeavors.Her Compliance role at IMCO involved working closely with the investment team in the deal due diligence process to review and mitigate potential Compliance and Regulatory/Enterprise risks. Roxie led multiple initiatives including incorporating Bloomberg and Dow Jones systems as well as developing an organizational fraud risk management project. She oversaw the institutional and personal trading flow and reported visualized data to the BOD and SET meetings in addition to sanctions and AML/ATF holdings requirements. Roxie also organized the pension peer meetings and constructed dashboards for national-wide pension peer communications.Her role at the TD Canada Trust gained her exposure to various credit products and different risk-taking strategies. By analyzing/reporting daily volume and loading balance nationwide, she's been able to support the forecast analysis process and help the implementation of new projects, which not only optimized the operation process but also increased the efficiency of the retail risk department.Her experience at Toucan Real Estate Fund includes leading and facilitating the property acquisition models as well as developing and presenting/pitching various deliverables to stakeholders and investors. She participated in business process automation, model maintenance, and portfolio management for alternative investments. Roxie is also an experienced equity research and financial analysis professional, with a demonstrated history of working in a securities company.In an effort to constantly challenge herself and be up to date on the most current developments in her business, Roxie works tirelessly to transform the industry and brings her extensive knowledge, professional expertise, and unwavering drive to her present and future jobs to add immeasurable value to the company she works for.

Listed skills include Financial Modeling, Data Analysis, Market Analysis, Project Management, and 46 others.

• 

  Schulich School Of Business - York University

  3.7