Sam St. Germain Email & Phone Number

Ottawa, Ontario, Canada

• Oversaw financials of 3 systems projects with +30 cost centres and cumulative budgets in excess of $400M.• Produced detailed and customized weekly budget, salary and free balance reports leveraging enterprise software and Microsoft Excel, ensuring timely and accurate delivery of financial data to internal teams and external clients.• Developed advanced expertise in Microsoft Excel and Power Query skills, developing and updating budgeting and forecasting templates for bi-monthly forecasting exercises.• Created data visualization dashboards, charts and tables for management presentations with Power BI and Power Query.

Ottawa, Ontario, Canada

• Worked with a sector team of 4, within the student-led endowment fund of more than $2.8M AUM, participating in the development and production of 4 reports and models.• Researched equities and built valuation models (DCF, NAV, DDM, Relative Valuation) using Bloomberg data terminals, and analyzed company financial data to provide a performance rating.• Delivered stock-based pitch decks evaluating micro/macro trends and industry growth and risk prospects.• Authored weekly updates on legacy fund holdings and presented market insights during team meetings.

Ottawa, Ontario, Canada

• Processed high-volume customer transactions with accuracy and attention to detail, and upheld exceptional client service standards.• Conducted end-of-day cash reconciliations, resolving discrepancies efficiently.• Promoted and recommended banking products based off knowledge and understanding client needs and collaborated with other departments to meet client needs.

Ottawa

- Picked items and stacked them on pallets to be shipped to store locations.- Assembled items and registered them in the online system streamlining the packaging process.