Dylan Werner
Edmonton,AB
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Adept in spreadsheet modeling and financial analysis, with experience in data collection, qualitative and quantitative analysis, and forecasting. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Management Trainee
Enterprise Mobility
07.2024 - Current
- Top performing MT/MA in Area C55 for month of August, exceeding area average of insurance sales penetration by more than 10%.
- Contributed to branch growth of more than 17.5% within first two months of employment.
- Improved management skills by participating in rigorous training programs and workshops.
- Assisted supervisors in setting clear goals, establishing priorities, and monitoring progress to ensure successful completion of tasks.
Accounting Technician
AKERS PROPERTY SOLUTIONS LTD.
05.2023 - 08.2023
- Played a key role in implementing a new payroll system, reducing processing times and enhancing cross-departmental workflow efficiency
- Collaborated with the Finance and Operations teams to ensure the seamless processing of Accounts Payable Invoices.
- Enhanced financial accuracy by diligently reconciling accounts, identifying discrepancies, and resolving issues promptly.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Fitness Staff
CAMPUS COMMUNITY RECREATION
09.2021 - 05.2023
- Streamlined facility operations by managing daily schedules, staff assignments, and class offerings.
- Facilitated an inclusive, welcoming environment by fostering the values of Campus Community Recreation
- Built client relationship management skills through daily engagement with patrons.
Construction Time Administrator
WAIWARD INDUSTRIAL LTD.
04.2022 - 06.2022
- Managed time entry for field employees during a two-month shut-down
- Generated Labor, Equipment, and Materials (LEM) and Transmittal reports for jobsite data to be reported to external clients using Excel and Steelworks
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
Visitor Services Assistant
MUSEUM AT CAMPBELL RIVER
05.2021 - 08.2021
- Exercised professional communication in collaboration with all Museum departments for seamless operations
- Developed sales skills through the organization of 17 boat tours scheduled in partnership with the Museum throughout the summer
Data Entry Clerk
TAKAMA HOLDINGS LTD.
04.2020 - 08.2020
- Managed Accounts Payable data entry using Sage Accounting
- Entered payroll data for each pay period, tracking wages, taxes, and benefits.
Education
Bachelor of Commerce - Finance
School of Business, University of Alberta
Edmonton, AB06.2024
Skills
- Excel (Highly Proficient)
- VBA, R Programming
- Customer Relations
- Sales Techniques
- Financial Modeling (DCF, NAV, LBO)
- Business Analysis and Reporting
Certification
- CFA Level I Candidate - Feb. 2025
- WSP Financial and Valuation Modelling Certification (Nov. 2023)
Financeskills
- Financial Analysis
- Financial Modelling
Academicexcellence
Currently researching Agricultural Cost Optimization through simulation on Alberta Crop Production.
Hobbies and Interests
- Portfolio Management/Optimization
- Fitness
- Art
- Knitting
Languages
English
Native or Bilingual
Personal Investment Management
Written program in R Studio to perform portfolio optimization following modern portfolio theory for any selection of stocks and ETF's of my choice.
Timeline
Management Trainee
Enterprise Mobility
07.2024 - Current
Accounting Technician
AKERS PROPERTY SOLUTIONS LTD.
05.2023 - 08.2023
Construction Time Administrator
WAIWARD INDUSTRIAL LTD.
04.2022 - 06.2022
Fitness Staff
CAMPUS COMMUNITY RECREATION
09.2021 - 05.2023
Visitor Services Assistant
MUSEUM AT CAMPBELL RIVER
05.2021 - 08.2021
Data Entry Clerk
TAKAMA HOLDINGS LTD.
04.2020 - 08.2020
Bachelor of Commerce - Finance
School of Business, University of Alberta
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