Summary
Overview
Work History
Education
Skills
Timeline
Cover Letter – Senior Financial Analyst (TransLink)
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Aazad Sara

Vancouver,BC

Summary

Financial and operations professional with 15+ years of progressive experience in financial planning, analysis, and leadership across banking and distribution sectors. Skilled in budgeting, forecasting, compliance, and performance management. Adept at financial modeling, developing business cases, and advising executives to support strategic decision-making.

Overview

18
18
years of professional experience

Work History

Mortgage Specialist

TD Canada Trust
01.2024 - Current
  • Advised clients on mortgage financing options, assessing financial needs and credit profiles.
  • Built and maintained referral partnerships to generate new business.
  • Structured and processed mortgage applications in compliance with regulatory standards.
  • Prepared reports and forecasts to track performance and support business planning.

Regional Operations Manager

Rexel Canada Electrical Inc.
01.2022 - 01.2024
  • Resolved administrative, financial, and compliance issues across multiple branches.
  • Monitored inventory levels, reviewed sales and performance data, and implemented adjustments to improve productivity.
  • Oversaw hiring, training, and coaching of staff to enhance operational effectiveness.
  • Conducted internal audits and collaborated with Branch Managers on compliance and efficiency initiatives.

Various Branch Banking Roles

TD Canada Trust
01.2008 - 01.2022
  • Branch Manager (2021–2022): Directed branch operations, financial planning, and compliance. Delivered forecasts, reports, and budget insights to senior leadership.
  • Assistant Branch Manager (2018–2021): Oversaw financial and operational performance, supporting strategic initiatives.
  • Financial Advisor (2016–2017): Provided financial planning services, investment advice, and portfolio analysis.
  • Progressive leadership roles (2008–2016): Advanced through customer and management roles, developing expertise in financial reporting, compliance, and client relationship management.

Education

Canadian Securities Course - Branch Compliance Officer Course

Canadian Securities Institute
Vancouver, BC
01.2018

Bachelor of General Studies -

Simon Fraser University
Burnaby, BC
01.2008

Diploma - Accounting

Kwantlen Polytechnic University
Surrey, BC
01.2005

Skills

  • Financial Planning & Analysis (FP&A)
  • Budgeting & Forecasting
  • Business Case Development
  • Financial Modeling & Variance Analysis
  • Operations & Compliance Management
  • Leadership & Staff Development
  • Process Improvement & Efficiency Initiatives
  • Strong Communication & Presentation Skills

Timeline

Mortgage Specialist

TD Canada Trust
01.2024 - Current

Regional Operations Manager

Rexel Canada Electrical Inc.
01.2022 - 01.2024

Various Branch Banking Roles

TD Canada Trust
01.2008 - 01.2022

Canadian Securities Course - Branch Compliance Officer Course

Canadian Securities Institute

Bachelor of General Studies -

Simon Fraser University

Diploma - Accounting

Kwantlen Polytechnic University

Cover Letter – Senior Financial Analyst (TransLink)

Dear Hiring Committee


I am writing to apply for the Senior Financial Analyst position at TransLink. With over 15 years of progressive experience in financial services, operations management, and business leadership, I bring the financial acumen, analytical skills, and collaborative approach needed to support TransLink’s mission of delivering sustainable and innovative transportation solutions.


In my current role as Mortgage Specialist with TD Canada Trust, I advise clients on complex financial decisions, assess credit and risk profiles, and prepare forecasts to track sales and performance outcomes. This role has strengthened my financial analysis skills and enhanced my ability to transform complex data into actionable insights.


Previously, as Regional Operations Manager at Rexel Canada, I managed multi-branch operations across Metro Vancouver, where I resolved financial and administrative issues, conducted internal audits, and provided performance analysis to improve profitability. I also oversaw staffing, training, and compliance, ensuring alignment with corporate goals.


Earlier in my career, I spent more than a decade with TD Canada Trust in progressively senior roles, including Branch Manager and Financial Advisor. These positions gave me extensive experience in budgeting, forecasting, compliance, and advising both clients and leadership teams on financial matters.


I am confident that my combination of analytical skills, leadership experience, and financial background make me a strong candidate for this role.


Thank you for your time and consideration. I look forward to the opportunity to further discuss how I can add value as part of TransLink’s Finance team.


Sincerely,

Aazad Sara

Aazad Sara