Organized and dependable candidate who is successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
Investment Analyst Intern
Empire Communities
05.2023 - 08.2023
Assisted in the preparation of presentations, data tables, and other documents for executive meetings.
Created accurate models, charts, and reports for different market scenarios.
Reviewed and analyzed project spending throughout the project life cycle by looking at Cash Flows and Proforma.
Conducted due diligence on potential investments, ran Proforma and presented findings to executives.
Assisted with the compilation of weekly pipeline reports to be reviewed by executives.
Used PowerBI to analyze company site maps and offered support for any visual issues with the site maps.
Financial Analyst
Empire Communities
07.2022 - 07.2022
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Performed financial and budget analyses through cash flow models to determine requirements and justify requested funding.
Conducted detailed financial analyses of external company reports to identify and evaluate their financials, trends, and potential areas for improvement.
Assistant to the Project Manager
York 1
06.2021 - 07.2021
Monitored project performance to identify areas for improvement and make adjustments.
Managed the filing system, entered data, and completed other clerical tasks.
Assisted coworkers and staff members with special tasks on a daily basis.
Managed paper and electronic filing systems by routing various documents, taking messages, and managing incoming and outgoing mail.
Assistant to the Project Manager
York 1
06.2020 - 07.2020
Managed th filing system, entered data, and completed other clerical tasks.
Assisted coworkers and staff members with special tasks on a daily basis.
Managed paper and electronic filing systems by routing various documents, taking messages, and managing incoming and outgoing mail.
Education
Bachelor of Commerce - Management Economics & Finance (MEF)
University of Guelph
Guelph, ON
10.2026
High School Diploma -
St. Andrew's College
Aurora, ON
06.2022
Skills
Investment Strategy
Company Valuations
Curating Presentations
Microsoft Office
Corporate Finance
Mergers and Acquisitions
Accomplishments
Finished 1st Year courses with exceptional grades to make the Dean's List at the University of Guelph.
Finished courses with exceptional grades to make the Headmaster's Honor Roll at St. Andrew's College.
Timeline
Investment Analyst Intern
Empire Communities
05.2023 - 08.2023
Financial Analyst
Empire Communities
07.2022 - 07.2022
Assistant to the Project Manager
York 1
06.2021 - 07.2021
Assistant to the Project Manager
York 1
06.2020 - 07.2020
Bachelor of Commerce - Management Economics & Finance (MEF)