Summary
Overview
Work History
Education
Skills
Timeline
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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, ON
2020

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

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CHRISTOPHER YALDA