CHRISTOPHER YALDA
Brampton,ON
Summary
Analytically driven and detail-oriented CFA Level 3 candidate with a specialized honors degree in finance. Skilled in conducting robust real estate market research, financial analysis, and strategic investment to facilitate personal portfolio growth. Proficient in advanced data analytics and financial tools including R, SQL, and Excel, complemented by completion of Google's Data Analytics Certificate and a compelling capstone project. Experienced in operational functions, budgeting, financial reporting, and maintaining legal and tax compliance through effective collaboration with professionals. Dedicated to applying a strong analytical foundation, a proactive approach to market trends, and comprehensive financial knowledge to contribute to informed investment decisions and support the objectives of a dynamic financial analysis team.
Overview
11
11
years of professional experience
Work History
Partner
Korey Rental Inc
03.2021 - 01.2024
- Conducted comprehensive market research and financial analysis to identify profitable real estate investment opportunities.
- Stayed informed about real estate market trends, economic indicators, and regulatory changes to inform investment decisions and strategy adjustments.
- Worked with builders, lawyers, and accountants to ensure real estate deals were efficiently structured, legally compliant, and tax-optimized, enhancing project success and investment returns.
Junior Financial Planner
Econoair
04.2021 - 06.2023
- Assisted with all inventory functions on-site using SimPro to ensure timely product availability, replenishment control, and auditing, meeting performance targets.
- Maintained payroll data by collecting, calculating and entering data, as well as invoice creation using Quickbooks.
- Assist with forecasting quarterly budgets and provided assistance with the preparation of financial statements.
Development Team Leader
Exponents Canada
04.2013 - 09.2014
- Created custom display stands for diverse business types to drive sales and promote brand recognition.
- Install and dismantle trade show booths across Canada and US.
- Led projects, managed timelines, and hired temporary employees to maintain operations.
- Resolved challenging customer complaints to full satisfaction, promoting brand loyalty and maximizing repeat business.
Education
Bachelor of Commerce Specialized Honours - Finance
York University
Toronto, ON2020
Canadian Securities Institute
05.2021
CFA Program Participant
CFA Institute
Google Data Analytics Certificate
08.2023
Excel Certification
Bloomberg Certification
Skills
- Analytical abilities including financial and investment
- Experience with programming languages R, SQL, Tableau
- Financial Reporting and accounting
- Commercial acumen
- Microsoft Office Suite – Microsoft Teams, Outlook, Excel, Powerpoint
- Experience with QuickBooks and SimPro
Timeline
Junior Financial Planner
Econoair
04.2021 - 06.2023
Partner
Korey Rental Inc
03.2021 - 01.2024
Development Team Leader
Exponents Canada
04.2013 - 09.2014
Bachelor of Commerce Specialized Honours - Finance
York University
Canadian Securities Institute
CFA Program Participant
CFA Institute
Google Data Analytics Certificate
Excel Certification
Bloomberg Certification