Erika Waugh
Calgary,Alberta
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
9
9
years of professional experience
Work History
Financial Analyst
EnergyLink
08.2023 - Current
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
Financial Advisor
Bank of Montreal, BMO
05.2021 - 12.2022
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with team members to streamline processes and improve overall client experience.
Manager
Bulk Barn
04.2015 - 05.2021
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Education
Bachelor of Arts - Economics
University of Lethbridge
Lethbridge, AB04.2024
Bachelor of Management - Finance
University of Lethbridge
Lethbridge, AB04.2024
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial statement analysis
- Excellent attention to detail
- Flexible team player
- Account Reconciliation
- Administrative Support
- MS Office Suite
- Research and Data Analysis
- Variance Analysis
Timeline
Financial Analyst
EnergyLink
08.2023 - Current
Financial Advisor
Bank of Montreal, BMO
05.2021 - 12.2022
Manager
Bulk Barn
04.2015 - 05.2021
Bachelor of Arts - Economics
University of Lethbridge
Bachelor of Management - Finance
University of Lethbridge
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