D.S Malachi Dates
Toronto,Ontario
Certification
- Bloomberg Market Concepts Certification (2025)
- Bloomberg Environmental Social Governance Certification (2025)
- Bloomberg Finance Fundamentals Certification (2024)
- BFIS Fortitude Re Scholarship Recipient (2023)
- PwC Peter Mitchell Scholarship Recipient (2023)
- ABIC Education Award Recipient (2021)
- Department of Workforce Development N.T.V.T Scholarship Recipient
(2020) - Ministry of Education Further Education Scholarship Recipient (2020)
Summary
I’m a creative and adaptable professional with experience in process optimization, strategic planning, and organizational improvement. Passionate about fostering innovation and developing impactful programs, I thrive in dynamic environments where I can use my problem-solving skills to drive meaningful change. With a strong background in financial analysis and leadership, I’m committed to creating sustainable systems, enhancing organizational culture, and making a positive impact on both teams and communities.
Work Preference
Overview
4
4
years of professional experience
5
5
years of post-secondary education
Education
Honors Bachelor of Business Administration - Accounting
Sheridan College
Mississauga, ON, Canada 09.2019 - 04.2024
Work History
Treasury Associate / Consultant
Clarien Bank
Pembroke, Bermuda
07.2024 - Current
• Monitored daily cash positions to ensure compliance with internal liquidity policies, mitigating risks and maintaining operational stability
• Executed and monitored foreign exchange (FX) positions, ensuring aggregate currency positions remained within established limits
• Analyzed securities and executed trades in coordination with the Treasury Manager
• Prepared and communicated daily/weekly banking activity reports, providing key insights for decision-making
• Streamlined processes for monitoring monthly interest income and investment maturities, tracking FX transactions, and reconciling FX rates, to ensure regulatory compliance and operational efficiency
Operations Administrator
Butterfield Bank
Pembroke, Bermuda
05.2022 - 06.2024
• Processed and verified approximately 125 transactions daily, ensuring accuracy and adherence to compliance standards
• Investigated and resolved anomalies in banking operations
• Processed incoming and outgoing collections, including wire transfers and drafts to local and overseas banks
Pension Administrator
BF&M Limited
Pembroke, Bermuda
05.2021 - 08.2021
- Perform daily duties following all applicable standards, policies, and regulatory guidelines to ensure efficiency and accuracy throughout the emergency withdrawal process
- Use critical thinking to process and analyze data within the Microsoft Access database to effectively and efficiently complete tasks and conduct research
- Handle approximately 25 calls and 50 emails per day to address customer inquiries and concerns in a friendly, efficient manner following outlined steps of service
Skills
- Strategic Planning
- Process Optimization
- Advanced Microsoft Office Suite Proficiency
- Data Analysis
- Innovative Problem-Solving
- AI-Assisted and Ethical Decision-Making
- Adaptability and Flexibility
- Creativity and Leadership
- Bloomberg Terminal
- Financial Market Analysis
Timeline
Treasury Associate / Consultant
Clarien Bank
07.2024 - Current
Operations Administrator
Butterfield Bank
05.2022 - 06.2024
Pension Administrator
BF&M Limited
05.2021 - 08.2021
Honors Bachelor of Business Administration - Accounting
Sheridan College
09.2019 - 04.2024
Awards
- Bloomberg Market Concepts Certification (2025)
- Bloomberg Environmental Social Governance Certification (2025)
- Bloomberg Finance Fundamentals Certification (2024)
- BFIS Fortitude Re Scholarship Recipient (2023)
- PwC Peter Mitchell Scholarship Recipient (2023)
- ABIC Education Award Recipient (2021)
- Department of Workforce Development N.T.V.T Scholarship Recipient (2020)
- Ministry of Education Further Education Scholarship Recipient (2020)