Summary
Work History
Education
Skills
Courses
Timeline
Generic

Carolina Serna

Toronto,ON

Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Work History

Financial Analyst Assistant Inter

WIPPI
02.2022 - 07.2022
  • Conduct financial analysis and research to assist in developing investment strategies and making informed investment decisions
  • Assist with the preparation of financial reports and presentations for internal and external stakeholders
  • Assist in the evaluation and implementation of new financial tools and technologies to improve the efficiency and accuracy of financial analysis and reporting processes
  • Collaborate with the investment team to analyze potential investment opportunities and present findings and recommendations to senior management.
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Developed and implemented financial models to analyze complex information and assess health of organization.
  • Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
  • Evaluated proposed projects'' ROI using NPV, IRR, and other financial metrics, helping prioritize initiatives with maximum value potential.

Education

Business Essentials Certificate -

Toronto School of Management
08.2024

Bachelor´s Degree in Banking and Finance - Finance

Banking And Commercial School
Querétaro, México
08.2022

Skills

  • Communication Skills
  • Strategic Planning
  • Financial Modeling
  • Risk Management
  • Financial Reporting
  • Data Interpretation
  • Microsoft Excel
  • Flexible team player
  • Investment Valuation
  • Financial and operational reporting

Courses

Financial Markets Certificate | University of Yael | Oct 2023

Business Analytics with Excel: Elementary to Advanced Certificate | Johns Hopkins University |  Feb 2024 

Stock Valuation with Dividend Discount Model | Coursera project network |  Feb 2024

Timeline

Financial Analyst Assistant Inter

WIPPI
02.2022 - 07.2022

Business Essentials Certificate -

Toronto School of Management

Bachelor´s Degree in Banking and Finance - Finance

Banking And Commercial School
Carolina Serna